Rella
All guides

Follow up with enquiries that did not book

Send three gentle emails over a month to enquiries who have not booked, only with their consent.

Business owners and administrators ยท 4 min read

Steps

  1. Open CRM, choose Stages on the board, and choose Add therapy practice stages. This adds stages including Did not book.
  2. Add your business mailing address in Settings. Marketing emails are not sent without it.
  3. Open Automations and add Nurture enquiries that did not book. It starts switched off so you can read the wording first.
  4. Edit the three emails so they sound like you, then switch the automation on.
  5. When an enquiry does not book, move them to Did not book on the board. The emails go out after 1 day, 1 week and about a month, only if they agreed to marketing emails, and stop as soon as they move to another stage.

Check it worked

In the automation's run history, contacts who agreed get the emails, and others are skipped with the reason.

Common questions

Someone did not get the emails

Check that they agreed to marketing emails, have not unsubscribed and are still in Did not book.

Open Automations (sign-in required)

Related guides