Follow-up cadences · Carbonset
The follow-up you'd do yourself, if you had the time.
A text, an email, a call task, on the days you pick. Write it once and Carbonset runs it on every quote until they sign, reply or say no.
How it works.
- 1Pick the days and channels
A text on day 2, an email on day 5, a call task on day 9, or your own days.
- 2Write the messages once
Merge fields fill in the name, the quote number and the link on every quote.
- 3Let the stop rules work
A signature, a reply or a STOP ends the cadence the same minute.
Fine print.
| Setting | What it does |
|---|---|
| Channels | Text, email, call task |
| Steps | Up to 6 per cadence |
| Span | Up to 45 days |
| Quiet hours | Texts held outside 8:00 to 21:00, customer's time |
| Opt-out | STOP honored at once, on every quote from your company |
| Plans | Duplicate (4 saved), Triplicate (unlimited + hot quote rule) |
In the docs.
Build a follow-up cadenceSteps, days, times and merge fields: write the follow-up once and let it run on every quote.6 min readQuiet hours and texting rulesWhen Carbonset sends texts, when it holds them, and the rules carriers expect you to follow.4 min readRegister your texting numberWhy carriers want your business registered, what we need from you, and how long it takes.5 min read
Next: e-sign and deposits.
Customers pick an option, sign with a finger or by typing their name, and pay the deposit before they put the phone down. The quote locks, the follow-up stops, the office copy stamps PAID.
Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
Start
Main pages