Automations: follow-ups that send themselves

Automations are follow-ups that run without you. They are part of Growth; on Launch you can read them, and switching one on asks you to move up.

Two that are on from the start

• Email me about every lead.
• Reply to customers straight away, so nobody waits wondering whether you got their message.

Ready-made ones to add

Pick from the gallery, for example:

• Chase a quote for a week, stopping the moment they reply.
• Remind me to call a quote back.
• Remind them the day before a booking.
• Tell me when a booking is canceled.
• Ask for a review after the job, with your Google review link.
• Thank them when you mark a job won.
• Check in after three months.

A new one is always switched off until you have read it. Press Send me a test to see every message in your own inbox first.

Your own

Make a rule from scratch: when something happens (a new lead, a booking, a stage change), wait if you like, then email, move them, tag them or set a follow-up date. A rule can stop by itself if they reply or book.

Anyone who asks not to be emailed is never emailed again.