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Follow-up & Reactivation

Automated follow-ups that bring customers back.

Ellevix follows up on every quote and visit on time, and wins back past customers and old leads by email, SMS and WhatsApp.

Get a Free Automation AuditGet a Free Automation AuditSee how it worksSee how it works

Works with your CRM, email, SMS, WhatsApp and booking or order tools.

RepliesDaniel R.Can we start next month?Priya M.Booked Tue, 10:30 AMJames T.Ordered againMaria L.Let’s talk this weekReply receivedDANIEL R. · TO SALESFollow-ups dueChecked dailyDaniel R.Quote sent 5 days agoPriya M.Last visit 6 months agoJames T.Last order 90 days agoMaria L.Old lead · 1 yearSend follow-ups4 follow-ups sentOpen quote5 DAYS, NO REPLYPast client90 DAYS QUIETDAY 3Quotecheck-inDAY 30RebookreminderDAY 90Win-backoffer

The problem

Sales are lost in the follow-up.

Quotes go unanswered and past customers drift away, not because they said no, but because nobody followed up.

01

Quotes left hanging

Proposals go out and nobody checks back, so deals that were close quietly go to someone else.

02

Follow-up depends on memory

Reminders live in notes and inboxes, so a busy week means missed callbacks and forgotten check-ins.

03

Past customers forgotten

Your list of past customers and old leads sits unused, even though they already know and trust you.

The basics

What is follow-up and reactivation?

Follow-up automation sends the next message for you: a check-in after a quote, a thank-you after a visit, or a reminder when it’s time to rebook or reorder.

Reactivation automation reaches out to people who have gone quiet, such as old leads and customers who haven’t come back in a while, with a personal and useful message. Anyone who replies goes straight to your team, and the messages stop.

Manual follow-up vs. automated follow-up
ManualAutomated
Quote follow-upWhen someone remembersOn schedule, every time
TimingWhenever there’s timeBased on each person’s activity
PersonalizationCopy-and-paste messagesIncludes name and history
Past customersRarely contactedReached when they’re due to return
RepliesLost across inboxesSent straight to your team
StoppingToo many messages, or none at allStops the moment someone replies

How it works

From quiet contact to returning customer.

01

Find who needs a follow-up

We connect your CRM, inbox and booking or order history, and spot open quotes, quiet leads and customers due to return.

02

The right message at the right time

Each person gets a short, personal message by email, SMS or WhatsApp, timed to what they did last.

03

Replies go straight to your team

Anyone who replies or books is handed to your team and taken out of the sequence. Everyone else gets a polite next step.

Follow-ups running
Follow-upsThis week
Daniel R. · Quote Q-214Followed up automatically
Replied
Quote sent
Check-in
Replied
Won
Last messageDay 3 check-in
Reply“Let’s go ahead!”
Next stepCall today
Reply sent to sales · follow-ups stopped
Priya M.Rebooking reminder · 6 months
Booked
Sarah K.Thank-you and review request
Sent
James T.Win-back offer · 90 days
Ordered

Process and timeline

Live in about 3 weeks.

A clear process from the first call to launch, and support after.

Day 1

Free Automation Audit

We look at your open quotes, past customers and old leads, and where follow-ups slip today.

Week 1

Setup

We connect your CRM, inbox and booking or order data, and agree who gets contacted, when and how.

Week 2

Messages and testing

We write every follow-up and reactivation message in your tone of voice and test each path.

Week 3

Launch and handover

Follow-ups go live, and your team gets a short walkthrough of replies and the dashboard.

Monthly

Ongoing optimization

We review reply and return rates, improve the messages and send a monthly report.

Results

What changes when nothing slips through.

Every quote gets a timely check-in, so the deals that were close don’t quietly go elsewhere.

Customers get a friendly reminder when they’re due to rebook or reorder, so they come back to you first.

Leads that went quiet hear from you again with something useful, and the ones who are ready reply.

Your team stops tracking reminders by hand and spends its time on the replies that matter.

Quote follow-upRunning for every quoteQuote Q-214 sentMondayCheck-in sentThursday · automatic“Let’s go ahead!”Friday · Daniel R.Deal wonQUOTE Q-214 · ACCEPTED
Past customerLAST VISIT 6 MONTHS AGOBookingsRebookedTUE · 10:30 AM · PRIYA M.
Old leadsReactivation campaignMaria L.Old lead · 1 yearRepliedTom B.Old lead · 8 monthsNo replyAisha K.Old lead · 2 yearsOpted outReady to talkMARIA L. · CALL BOOKEDCheck in laterTOM B. · IN 3 MONTHS
0REMINDERS TO TRACKSent todayAutomaticallyDaniel R.Quote check-inSentSarah K.Thank-you + reviewSentPriya M.Rebooking reminderSentJames T.Win-back offerSent

What's included

Everything you need, set up for you.

We find the right people to contact, write the messages and set the timing with you. You get follow-ups that run themselves from day one.

Get a Free Automation AuditGet a Free Automation Audit
  • Quote and proposal follow-up sequences
  • Thank-you messages after every visit or sale
  • Rebooking and reorder reminders
  • Win-back campaigns for past customers
  • Reactivation of old and cold leads
  • Email, SMS and WhatsApp in your tone of voice
  • Replies routed to your team automatically
  • Dashboard and monthly performance report

Use cases

Built around your customer journey.

For service businesses, clinics, agencies, stores, trades, consultants and more.

01 / 05

Quote follow-up

A friendly check-in a few days after every quote, with an easy way to ask a question or say yes.

Follow-ups
Online
Hi Daniel, just checking you received our quote. Any questions I can answer?
Yes, can we start next month?
Absolutely. Alex will confirm a start date with you today.
Reply sent to salesFollow-ups stopped · deal moved forward
02 / 05

After a visit or purchase

A thank-you after every visit or order, a check that all went well and a request for a review.

Follow-ups
Online
Thanks for visiting today, Sarah! How did everything go?
Great, thank you!
So glad to hear it! Would you mind leaving us a quick review?
Leave a review
03 / 05

Rebooking reminders

A reminder when a customer is due for their next appointment or service, with a link to book.

Follow-ups
Online
Hi Priya, it’s been 6 months since your last service. Shall we book the next one?
Book nowRemind me later
Book now
BookedTuesday, 10:30 AM
04 / 05

Win-back campaigns

A personal message to customers who haven’t returned in a while, with a good reason to come back.

Follow-ups
Online
Hi James, we haven’t seen you in a while! Here’s 10% off your next order this month.
Perfect timing, I need a refill.
Order placedCustomer marked as reactivated
05 / 05

Old lead reactivation

A short, relevant message to leads who went quiet, so the ones who are ready now can reply.

Follow-ups
Online
Hi Maria, last year you asked about a new website. Is that still on your list?
Yes, actually! Can we talk this week?
Hot lead sent to salesCall booked Thursday, 3:00 PM

FAQ

Questions, answered

What is follow-up automation?

Software that sends the next message for you at the right time, such as a check-in after a quote, a thank-you after a visit or a reminder to rebook, so no customer or lead is forgotten.

What is customer reactivation?

Reaching out to past customers and old leads who have gone quiet, with a personal, useful message that gives them a reason to come back.

How often will people be contacted?

We agree the timing with you. Most sequences send a few well-spaced messages and stop as soon as someone replies, books or opts out.

Which channels do you use?

Email, SMS and WhatsApp, depending on what your customers use and have agreed to receive.

Will the messages sound automated?

No. Every message is written in your tone of voice and uses the person’s name and history, so it reads like a note from your team.

What happens when someone replies?

The reply goes straight to the right person on your team, and that contact is taken out of the sequence automatically.

Can you reactivate our old customer or lead list?

Yes. We clean and sort your existing list, remove anyone who opted out and send carefully timed messages to the people most likely to respond.

How much does it cost?

It depends on your list size, channels and tools. Book a free Automation Audit and we’ll give you a clear quote.

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Get started

Stop losing sales to silence. Bring customers back.

Book a free Automation Audit. We’ll look at your open quotes, past customers and old leads, and show you exactly what follow-up automation would bring back for your business.

Get a Free Automation AuditGet a Free Automation Audit
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