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 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 up schedule as long as the contact hasn't responded and is actively on an objective or appointment 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.

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 objectives and appointment 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 that source's timezone.

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!