More automated messages do not fix an unowned inbox. Customers need a useful answer, not a sequence that ignores their response.
SBG / serviceFor new and existing businesses
Email & SMS Follow-Up Setup
Give every inquiry a clear next step.
01 / Who this is for
When this
work helps.
Businesses with a defined sales or appointment process, consent records, and a person responsible for responding to customers.
We map consent and source, define a few useful message states, connect them to the existing CRM or inbox, and test replies, duplicates, stop conditions and escalation.
02 / What better looks like
The changes this work
should support.
Clear response ownership
Fewer unworked inquiries
Visible opt-out and exception handling
03 / What we may build
The useful parts,
priced before we start.
Your project may need fewer pieces or more. These are the deliverables most often involved.
- 01
Inquiry and consent map
- 02
A scoped email or SMS sequence
- 03
Reply and opt-out handling
- 04
CRM handoff and alert rules
- 05
Test cases and owner instructions
Led by Nate
A useful first
conversation.
Meet the people doing the work ↗Pick one task your team repeats. We will check whether automating it is worthwhile.
- An existing approved contact list and consent records
- An owner for replies and exceptions
- Access to the CRM and messaging provider
How we check the work: We check delivery, responses, opted-out records and handoffs; messaging fees are separate. Messages are only sent under the client's approved consent and applicable provider rules.
06 / Common questions
Before you
start.
What can Email & SMS Follow-Up Setup include?+
A project may include Inquiry and consent map, A scoped email or SMS sequence, Reply and opt-out handling, CRM handoff and alert rules, Test cases and owner instructions. We confirm what is in, what is out, who owns each part, and the final price before work starts.
How long does Email & SMS Follow-Up Setup usually take?+
The usual window is Scoped after workflow review. Access, integrations, approvals, migration volume, and testing can change that timing.
What does Email & SMS Follow-Up Setup cost?+
We quote the work after reviewing your current setup and the agreed scope. Software, ad spend, paid licenses, and other outside costs are listed separately.
Who is Email & SMS Follow-Up Setup designed for?+
Businesses with a defined sales or appointment process, consent records, and a person responsible for responding to customers.
Have a project in mind?Let's figure out
Let's figure out
your next move.
Send a few details about what you use today and what you want to improve. We will reply with the scope and price before work begins.