Follow-up sequences

Most people do not answer the first call. Follow-up is what turns that from a lost lead into a booked one.

Automations → Follow-up.

What it does

After the first attempt, LeadBind keeps working the lead on a schedule you set: another call, a text, another text, spread over days rather than hours.

It stops the moment one of these happens:

• They book
• They reply
• They opt out
• The sequence ends

A callback you promised

A sequence is what LeadBind does when nobody answers. A callback is the opposite case: they answered, and asked you to call back at a particular time. It is the one appointment a rep makes for themselves, and it used to live only as a sentence in a notes field that nothing could sort by and nothing could remind you of.

Set it from the lead's profile, under Follow up. It moves the lead to the callback stage, writes a dated line into the notes, and stores the real time.

The profile offers tomorrow, in three days, and next week. For a specific hour, ask Vance in plain language, something like "call her back Tuesday at two", and confirm the card it shows you.

Once it is set:

• It shows under Upcoming callbacks on Home, soonest first, covering the next 24 hours
• A time that has already gone by is still listed and marked past due, rather than vanishing the moment it is missed
• Managers see the same thing for the whole floor on the Team page. See Invite your team
• Times are shown in US Central

Note: The reminder that would nudge you shortly before a callback comes due is built but not switched on yet. Until it is, the list on Home is what tells you. Check it when you start and again after lunch. This page will say so when that changes.

Building a sequence

Think in days, not minutes.

A reasonable shape for most businesses:

When	What
Right away	Call (speed to lead)
A few hours later	Text
Next day	Call
Day three	Text
Day five or six	Last text

Then stop. A lead who has ignored five touches over a week is not going to be won by a sixth.

Rules that are not yours to change

8am to 9pm, in the lead's own local time. Worked out from their number rather than from your clock, so a Texas business never texts or dials a California customer at 6am. Anything that comes due outside that window waits for the morning instead of being dropped. Your own calling hours sit inside that boundary and may be narrower, never wider.

The do-not-contact list is checked before every send. Not once when the sequence starts. Every message.

STOP ends everything. Immediately, permanently, across every sequence. Nothing re-enrolls them.

See Consent and opt-outs.

Writing the texts

Short. One or two sentences. This is a text, not an email.

Say who you are. They filled out a form days ago and have forgotten. "This is Dave from Dave's Roofing" beats "following up!"

One question, easy to answer. "Still want us to come look at that roof?" beats "let me know if you have any questions or would like to schedule a time to discuss your options."

Never guilt them. "Just checking in again" and "I have not heard back" read as nagging. Ask about the thing they wanted.

What kills a good sequence

Too fast. Three touches in an afternoon is not persistence, it is harassment, and it gets you reported.

Too long. A sequence that runs three weeks makes people opt out, and an opt-out is permanent. You traded a maybe for a never.

Marketing. Follow-up on an inquiry is expected. A promotion they did not ask for is a different thing entirely, legally and practically.

Re-enrolling. Do not put someone through the sequence again because they went quiet again. Once.

When it is not working

Open Calls and outcomes.

• Mostly voicemail: normal, and exactly what the sequence exists for. Judge it on bookings, not on any single touch.
• Mostly no_answer: the numbers may be bad. A follow-up sequence cannot fix a bad list.
• Opt-outs climbing: you are too frequent, or too long, or contacting people who never asked. The third one is serious. See Consent.
• connected but no bookings: the sequence is doing its job and something later is not. Usually Availability.

Before it can text at all

Business texting requires carrier registration. Unregistered messages are silently filtered, which looks exactly like a sequence that does nothing. See A2P.