A follow-up routine that runs itself

  1. Answer instantly. An automatic welcome message tells the customer you received their message. For paid ads, an instant reply sequence can share prices and next steps straight away.
  2. Never leave a lead without a next step. After each conversation, the agent sets a follow-up date. Leads whose date has passed should stand out for the whole team.
  3. Let reminders do the chasing. A reminder on the lead notifies the agent when it is time to call or message.
  4. Re-engage in bulk. For leads that went quiet, send a scheduled or recurring message — on WhatsApp this must be an approved template.
  5. Cover the gaps. Outside working hours, an AI reply can answer common questions until a person takes over.

Doing it in Lead10

Lead10 sends automatic welcome messages on WhatsApp, Instagram and Messenger, greets returning contacts after a set number of quiet hours, and sends instant reply sequences to people who message from click-to-WhatsApp or Messenger ads. Every lead has a follow-up date — overdue ones are flagged and shown on the calendar — and reminders notify agents by email and in the app. Recurring WhatsApp or email campaigns can target a saved filter of leads daily, weekly or monthly, and AI replies can be switched on per conversation on the Professional plan and above.

See lead follow-up automation or how to prevent missed leads.