Automatic follow-ups: the polite nudge that wins back the quiet ones

Most jobs aren't lost to a competitor. They're lost because nobody followed up. TradeCRM chases for you and stops the second the customer replies.

Automation6 October 20264 min read

You sent the reply. The customer said nothing. Weeks later you realise you never chased, and they've gone with someone else. It's the most common way tradespeople lose work, and the easiest to fix.

A few polite nudges, spaced out

TradeCRM sends a short run of friendly follow-ups, spaced over the days you choose. They're written in your chosen tone and sound like a person, not a robot.

It knows when to stop

This is the part that matters. Chasing stops the second:

  • the customer replies,
  • you mark the job won, lost or on hold,
  • or the customer asks to be unsubscribed.

So there's no awkward "just checking in" after they've already booked you.

You still hear about it

When someone replies to a nudge, you get a notification and the answer appears in the conversation, ready for you to take over.

In real life

Dave hasn't answered in two days, so he gets a friendly nudge. He replies. The nudges stop and you get a notification.

The short version

  • Polite nudges go out on days you choose.
  • Chasing stops the moment the customer replies or the job is closed.
  • Customers who unsubscribe are left alone.

Let TradeCRM do the chasing

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