Send proposal, reminder, and feedback texts to clients
Send proposal, reminder, and feedback texts to clients
Your proposal follow-ups are sent inconsistently after intake webhooks, leaving prospects unsure of next steps. This routes proposals, reminders, and feedback SMS so clients are contacted same day.
Overview
Manual follow-up after intake means proposals and reminders slip through the cracks. Route incoming engagement signals to send personalized proposal, reminder, and feedback SMS so consultants reach clients same day and shorten decision cycles.