How to Automate Customer Follow-Up
By the GrowthBellows team · Published · 5 min read
Short answer
Trigger follow-ups from events in your workflow, such as a job marked complete, an invoice paid, or a service due date. Send a thank-you and feedback request, then a review request, then reminders for maintenance or repeat services. Keep it relevant and infrequent.
The moments that matter
- Right after the job: thank-you and a quick check that everything's right.
- A day or two later: a review request. See how to get reviews the right way.
- Months later: maintenance or seasonal reminders.
Examples by industry
- HVAC: spring and fall tune-up reminders.
- Medical and dental: recall reminders, sent with appropriate privacy controls.
- Home services: seasonal service offers to past customers.
What not to do
Don't send weekly promotions to everyone. Follow-up works when it's timely and useful. Respect opt-outs. See review automation and lead follow-up.
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