Oak & Switch All services
Keep good opportunities moving

Automated follow-up

Follow up enquiries and quotations at the right time, without relying on someone remembering to chase them.

LIVE FOLLOW-UPKitchen quotation · £3,400
Active
DAY 0 Quote sentCustomer receives the proposal
DAY 2 Helpful reminder“Any questions before you decide?”
NOW Customer repliedThanks — can we go ahead?
DAY 5Follow-up cancelledThe sequence knows when to stop
THE RESULTA polite, timed sequence that keeps your business visible while stopping automatically when the customer replies or books.
Behind the scenes

What happens, step by step.

A clear workflow built around your real process. Each stage is agreed, tested and easy to understand.

START
Track

The opportunity is recorded

A new enquiry, quotation or appointment enters the follow-up workflow with the correct status.

CHECK 1
Wait

Timing follows your rules

The system waits for an agreed period and checks whether the customer has already responded.

CHECK 2
Follow up

A useful message is sent

The customer receives a friendly reminder by email, SMS or WhatsApp with a clear next step.

STOP
Stop

Replies end the sequence

Once they respond, book or decline, the automated chase stops and the record updates.

What it can connect

Your tools, working together.

Lead tracker or CRM

Quotation process

Calendar

Email or WhatsApp · SMS optional

What changes

Practical business outcomes.

More quotations followed up
No awkward over-messaging
Clear lead status
More work recovered
Start the conversation

Could this work for your business?

Tell us where time is being lost or leads are slipping through. We will look at the process and suggest the simplest useful next step.

Start your enquiry →

Tell us what you need.

Use our short enquiry form and LeadFlow will capture your details, prioritise the enquiry and trigger the right response automatically.

Start your enquiry →

You’ll see the same LeadFlow process we build for our customers.