How many follow-ups is too many?

For many small service businesses, four touchpoints over two weeks is usually enough. After that, ask if the lead wants a light monthly check-in and respect their answer while scheduling any future reminder.

What if my emails land in spam?

Focus on sending to engaged contacts, keep messages short and clear, avoid heavy images or gimmicks, and regularly clean your list. Monitoring engagement and adjusting content will improve deliverability over time.

Should I call instead of email?

Use the channel your leads actually respond to. If email is quiet, try SMS or a quick call once during your sequence and then note their preferred channel in your CRM for next time.

What if the lead says "circle back next month"?

Confirm a specific timeframe, add a dated reminder on the contact, and note their situation so your future follow-up feels contextual and personal when you reach out again.

Where should I keep my follow-up templates?

Create a simple set of templates for each touchpoint—Day 0, Day 1, Day 3, Day 7, Day 14 and monthly—and store them where you send messages, ideally inside your CRM or inbox so you can reuse and tweak them quickly.

Can I tie follow-ups to bookings and invoices automatically?

Yes. Set automated reminders around appointments and invoices so confirmations, reschedule messages, and payment nudges go out on schedule without you having to send each one manually.

What if I manage a lot of leads every week?

Use CRM views, tags, and light automation to group contacts by status, then bulk-send the right template to each segment. This keeps a large pipeline moving without writing one-off messages for every lead.