Call follow-up templates

Send the recap same day, while the pain is fresh. Fill the brackets with what you heard on the call. Keep it short.

1. Same-day recap: "Where the work is slipping"

Subject: What we mapped, [First name]

[First name],

Good talking today. Here's what we mapped:

• Where you're solid: [what's working, e.g. "your team answers most calls during the day"]
• Where the work slips: [the weakest spot in their words, e.g. "quotes go out and nobody chases them, so about [X] a month go cold"]
• First agent to start with: [the one agent that fixes it, e.g. "AI Follow-Up, chasing every open quote until you get a yes or a no"]

Snappy is an agent crew for the work coming in: the Front Desk answers every call and message in seconds, Follow-Up chases every lead and quote, Scheduling books and confirms, Admin keeps the CRM clean. They run inside your tools, around the clock. Start with one agent at $149/mo and add the rest as you grow. Live in days.

Want the one-pager, or should we get the first agent set up this week?

[Rep]

2. Nudge (no reply after 3 days)

Subject: That [their weak spot]

[First name], quick one. You mentioned [concrete finding, e.g. "roughly [X] quotes a month go out with no follow-up"]. At [their number] each, that's real money walking out the door every month. AI Follow-Up chases every one of them on a set cadence until you get a yes or a no. Ten minutes to get the first agent live this week?

[Rep]

3. Last touch (no reply after the nudge)

Subject: Closing the loop

[First name], I won't keep chasing (that's the agents' job, not mine). If the timing isn't right, no problem. When you're ready to stop sending calls to voicemail and letting quotes go cold, I'm one reply away. Starts at $149/mo for one agent, live in days, no long contract.

[Rep]