It's painfully obvious to anyone who has actually qualified leads that the money is made in the follow-up. CloseBot makes it easy to schedule follow-up sequences that match your job flow's requirements.

Follow-ups can be set up within the Job Flow Settings. Open any Job Flow, click Settings and then click the tab Follow-Ups.

You'll need to enable follow-ups via the toggle before you can set up your follow-up cadence.

Follow-ups continue to send on your set schedule as long as the contact hasn't responded and is actively on an Objective or Booking action step. When they respond, the cadence is reset. For example, this cadence would send a follow up 1 day after no response and then 5 days after no response to the first follow-up. If the contact responded to the first follow-up, the scheduled cadence would start again from the beginning.

Note: enabling repeat final follow-up keeps the contact endlessly in a follow up cycle delayed by the last follow-up interval. In this example above, a contact that didn't respond would forever get a follow-up every 5 days. Keep in mind, this can be costly to use at scale.

Smart follow-ups allow your agent to detect an invite from the contact to follow up at a later date. If a smart follow-up is detected, a follow-up will be scheduled per the contact's request. It is important to note that this follow-up will still follow the rules for your Source's Follow-Up Availability Settings.

If the request is more general, the AI will choose a date that makes sense and will set the follow up for that date, so if the contact says "a couple weeks, next month, in the fall, in a fortnight, or any other general amount of time" The AI will choose an appropriate date to schedule the follow-up.
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You can adjust any scheduled follow up by finding the contact's conversation in the Conversation tab, and adjusting the set follow-up.
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Finally, Smart Follow-Ups work with your scheduled follow-ups. If a Smart Follow-Up is detected, your scheduled follow-ups will be paused until your Smart Follow-Up has happened. At that point, the timer will start for your scheduled follow-ups if there is no reply from the contact after the Smart Follow-Ups.

The Extra Follow Up Prompt is for you to give your Agent rules about how it should follow up. Like any Extra Prompt, it is not required to put anything in this field, the Agent will still follow up with your contacts based on the last Objective or Booking step that was not completed.

If you would like to influence how the Follow Up's text is generated, you can add rules in this area and the Agent will follow these rules.

It is important to know that using things like, "for the first follow up say this, and for the second follow up say that." The AI won't know what first and second mean as it has no prior context of the instruction.

What it does have access to is the conversation, so instead you can say:

"When you follow up, say, 'Hey its John from Awesome Roofing, are you ready to get that new roof?' If you have already asked that question, then say 'Our schedule is filling up fast and with the weather we have been having, I wanted to make sure we get you taken care of before another storm hits.'"
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The Agent will have context of the conversation so the first follow up would follow the initial rule and the second follow up would see that the first question has been asked so it will ask the second question.

Follow-ups are scheduled only while your agent is on an action that merits a follow-up. For now, the only actions that schedule follow-ups are Objective and Booking. If the agent is just on a conversation action, for example, no follow-ups will be scheduled if a contact doesn't respond.

Follow-ups that fall outside of the source's follow-up availability settings will be sent when the next available time arrives based on the contact's time zone if known and falling back to the source's time zone if unknown.

CloseBot aims to make things like follow-ups for lead qualification and booking quick and easy. Set up your cadence and start qualifying leads today!