Follow up every quote and ask every customer for a review.
The Follow-Up System is Southbeam's set of scheduled messages for Tampa Bay businesses that sends appointment reminders, follows up on open quotes, asks every customer for a review and checks in with past customers when they're due again. Every customer gets asked for a review, because Google's rules don't allow asking only the happy ones.
Starting offers from $750. Managed plans from $750 a month, plus ad spend. Month to month.
What the Follow-Up System includes
Each message goes out under your business name, on a schedule we set with you. Replies come back to your team.
- 1Appointment reminders before each visit
- 2Quote follow-up on every open estimate
- 3Review requests to every customer after the job
- 4Win-back messages for past customers who are due again
- 5Every message and reply saved in your customer list
How quote follow-up works
A homeowner waiting on your quote may be talking to other companies too. After you send the estimate, quote follow-up checks in and offers a time to talk or book. Once the customer replies, the follow-ups stop and your team takes over.
You choose how many check-ins go out and how far apart, so nobody in the office has to remember which quotes are still open.
Appointment reminders
A reminder goes out before each visit to help cut no-shows. If a customer needs to move the time, they reply to the reminder and the request goes to your team.
Review requests go to every customer
After each job, every customer gets a short text asking for a review, with a direct link to your Google review page. Google doesn't allow asking only happy customers (that's called review gating), so everyone gets the same request.
If a customer replies with a problem, your team sees it right away and can fix it.
Win-back messages for past customers
Your customer list already holds people who hired you once. Win-back messages check in when they're due again, and the timing follows your services. For a dental office in Westshore that might be the next cleaning. For a pool service in Clearwater it might be the spring opening.
Who receives these texts
Texts only go to people who contacted your business or agreed to hear from it. We don't send cold texts. Replies go out under your business name, and anything that needs a person goes to your team.
- 1
Free growth plan call
We look at where quotes and repeat customers slip away and agree on what to send first.
- 2
Messages written with you
We write each reminder, follow-up and review request in your tone and connect them to your calendar and customer list.
- 3
Live and reported
Messages go out on schedule, and a monthly report shows the replies, the reviews requested and the jobs booked.
See where your quotes and repeat customers slip away.
Book a free 20-minute growth plan call. We look at how fast you follow up and which customers never hear from you again. The written plan is yours whether you hire us or not.
How much does the Follow-Up System cost?
It's one of our starting offers, which begin at $750. Managed plans start at $750 a month, plus ad spend, month to month, and you get an exact number on the free call.
Can I send review requests only to happy customers?
No. Google doesn't allow review gating, so every customer gets asked. If an unhappy customer replies, the message reaches your team so you can fix the problem.
Will you text people who never signed up?
No. Texts only go to people who contacted your business or agreed to hear from it.
Does it work with my calendar and booking tool?
Yes. We connect it to the calendar and booking tools you already use, on the phone number you already have.
Do I have to sign a contract?
No. Every plan is month to month, with no long-term contract.
What do you need from me?
Your customer list, your services and how often your customers come back. We draft the messages, and you approve them before they go out.
