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.

Each job flow has its own follow-up settings. To locate the settings, enter the job flow you want to update follow-ups for and click the Follow-Ups side tab. This will open the sidepanel where you can set up different follow-up cadence rules.

By default, new job flows have a single cadence labeled Default with no follow-ups. This results in a job flow that does not follow up with leads.

Follow-ups follow the rules of your active cadence. For example, look at the below follow up rules 👇

In this example, if your CloseBot sends a message, and the lead does not reply, the bot will message them again after 5 minutes. If they still don't reply, CloseBot will message them again in 3 hours. When a lead replies, the rules reset.

Use the extra prompt if you want to give your CloseBot extra instruction at this point in the follow-up cadence. This is optional. We recommend leaving this blank at first and modifying only after you see how it performs by default.

You can choose to endlessly loop the final follow-up. Use this with caution. In the below example, we would follow-up with the lead for forever... every 3 weeks (or until the follow-up cadence is changed by the agent).

Not all nodes trigger follow-ups. The most common node is the agent node... this uses follow-ups. The statement node, for example, does not. You can see which nodes, when active, trigger follow-up behavior via the follow-up icon shown next to the node name.

You can create up to 4 different follow-up cadences. Agent node can change cadences based on your instruction within the agent node. Once changed, the cadence stays that way, even if you exit the agent node later.

Examine this example where we have 3 different follow-up cadences...

You can instruct an Agent Node to change cadences within its instructions. For example, you may want to change from None to Warm follow-up rules if the lead gives you any information, switching back to None if they've booked an appointment with you.

Understanding cadence switching is extremely powerful. It gives you full control over when an agent does and does not follow-up... but also how often it follows up.

Everything we build within CloseBot is designed for both power and ease. Whether you choose to stick with a single follow-up cadence or multiple and use an agent node to change between them... you're in control!