kaylin
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Follow up with customers

Every customer hears back.

kaylin notices who's waiting and texts them, or lines up the call. Autopilots check every day, so nobody slips through.

try the demoSee how it works

How it plays out

1

kaylin notices. A message taken, a quote asked for, a first-time caller nobody has called back.

2

kaylin writes it. A follow-up text, or a callback with what to say.

3

kaylin sends it. Texts go on their own. Calls wait for your OK, unless you let kaylin handle them.

The follow-ups, done for you

After the callPost-call follow-up notes the next step and writes the caller a follow-up text.
After a quoteQuote follow-up: three days after someone asks for a price and hasn't booked, a friendly check-in.
New callersNew lead follow-up finds first-time callers from the last week that nobody has followed up with.
Anyone still waitingFollow-up bumps lines up a callback for callers waiting more than two days.
Emails with no replyEmail follow-up bumps saves a polite nudge as a draft when an email you sent gets no answer.
Old customersCustomers to check in with: once a month, people you haven't talked to in six months. It never calls or texts them.

Nobody falls through the cracks

Ask, and it's done.

Ask who's waiting.

Ask "Who's waiting on us?" and kaylin lists everyone who still needs an answer.

Who's waiting on us?
Three people. Dana left a message about a gift card yesterday. Lakeside Hotel asked for a wedding quote on Tuesday. Chris called about the beard package.

The check-in goes out.

Quote follow-up texts a friendly check-in to anyone who asked for a price and hasn't booked.

Autopilot ran

Quote follow-up

Two check-in texts went out: Lakeside Hotel and Chris.

kaylin makes the call.

"Call Dana about the gift card." kaylin calls right away, between 8 AM and 9 PM in Dana's time zone, and says who it's calling for.

Call Dana about the gift card.
Calling Dana now about the gift card.
Calling Dana

Questions

Will kaylin text people without asking me?

kaylin texts customers when you ask it to, and when an autopilot you've set up does. It only texts people who agreed to texts, and STOP always works.

Does kaylin call people on its own?

Only when you say so. A call you ask kaylin for goes between 8 AM and 9 PM where the person is. An autopilot's call waits for a person unless you choose kaylin can handle it, and then follows your business hours.

Can I set up my own follow-up?

Yes. Describe it in a sentence on the Autopilot page, and kaylin fills in the details for you to check.

More ways kaylin helps

Never miss a callNever miss a call again.
Book appointmentsCallers book themselves while you work.
Follow up with customersEvery customer hears back.
Get paid on timeKnow who owes you. Send the invoice in a sentence.
Stay on top of emailYour inbox sorted, your replies drafted.

What should kaylin take off your plate?

try the demo
A phone showing kaylin's note: Jordan is booked for a low fade on Thursday at 4:30.