Crestpost FollowUp
A tested workflow before a live launch.
We define the problem with you, use compatible tools and agree how your team stays in control.
Request consultationClear at every step.
Account ownership stays with your business. Provider charges, messages, operating limits and support are agreed in writing.
Use official account invitations when access is needed. Do not send passwords or customer payment details in a consultation request.
Understand the current process
Discuss where inquiries arrive, how estimates are followed up and which tools you already have.
Agree one useful workflow
Define the trigger, messages, owner responsibilities, limits and separate provider costs.
Set up and test
Use approved account access and dummy data. Check duplicates, failures, replies and cancellation before launch.
Launch with your approval
Confirm the receiving inbox, customer wording and manual fallback, then approve the workflow.
Review and maintain
Review delivery, exceptions and agreed updates. Expand only when the working process supports it.
Testing includes the exceptions.
Duplicate requests, missing information, delivery failures and retries need a defined outcome. A reply, cancellation or opt-out must stop any inappropriate follow-up.
Your team handles the judgment
Automation acknowledges and organizes requests. It does not independently promise an appointment, approve an estimate or replace your decision about the job.
Ongoing management
Agree review frequency, update limits and a manual fallback. Expansion follows a working pilot and demonstrated need.
Make the next step easier.
Start with one customer communication problem. We’ll review the process and the tools you already use.