SMS & EMAIL FOLLOW-UP

Move conversations forward with SMS & email follow-up messages

After a phone call, your clients expect your business to follow-up quickly. Deliver 5-star service and win more business when our agents send customized emails and texts directly to your leads and clients, right after each call.
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OUR FEATURES AND SERVICES

LEVERAGE MULTI-CHANNEL COMMUNICATIONS

We’ll automatically send texts and emails after calls

Sending a follow-up message after a call significantly improves engagement rates with new leads and existing clients. Connect with them on the platforms that are most convenient to them, and watch response rates soar. 

With Smith.ai, you can customize over a dozen SMS and/or email messages to use in almost any scenario. Our professional receptionists will send the approved follow-up message when they finish speaking to the caller. Your leads and clients will be amazed by your fast, efficient communications. 

For example, new leads who don’t immediately book an appointment by phone can be sent a calendar link via SMS and/or email, prompting them to secure an appointment time.

SPARK A REACTION WITH A CALL-TO-ACTION

Convert more leads, without lifting a finger

SMS open rates reach up to 98%, which means a recipient can be reading your text and acting on it within minutes. There’s no need to wait for that 3rd email in your lead-nurture drip weeks later! Incorporate a call-to-action in your post-call messages, and see immediate results when our professional live agents send those follow-up messages on your behalf, 24/7. 

For example, create a sense of urgency by including a limited-time 10% off coupon code in a follow-up message, and we’ll send that out to new potential customers after they call.

REDUCE ERRORS & CONFUSION

Time is money, so don’t waste yours

After our receptionists book an appointment for your business, we can follow up with a text or email thank you message and send important information such as a new client introduction video to prepare for your meeting. Both you and they will show up prepared for a productive conversation in your scheduled meeting.

SPREAD THE LOVE & GET IT RIGHT BACK

Let clients know they’re valued by saying “thanks” and asking for feedback

The numbers don’t lie — 72% of customers will only respond to personalized messaging. Keep clients happy by showing them your appreciation. This can be time-consuming, so let us do it for you. We can send a follow-up message after existing clients call, thanking them for their business.

And, we can take it a step further by including a feedback survey or online review request. Get firsthand customer insights and boost your online reputation — it’s a win-win.

integrations

We play well with your software

Calls, chats, appointments, and payments are automatically logged in your systems. Here is a selection of our many integration partners.

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Text & Email Follow-Up FAQs

The best virtual receptionist and chat services do much more than pick up phone calls, answer chats, and take messages for you and your staff. At Smith.ai, we provide professional live agents who are capable of a wide range of services from call handling, to appointment booking, to lead intake, to website chat, and more. Whether you need live staff on duty 24/7, during daytime hours, for overflow support only, or just for after-hours (nights and weekends), here are the answers to the most common questions we receive about our service, but most specifically SMS & email follow-up.

What are SMS & email follow-up messages?

A follow-up message is a message sent to a potential client after a conversation. This message is a business’s opportunity to push a lead further down their sales funnel gently. Essentially, sending a follow-up message keeps the conversation going and allows you to keep your product or services front of mind for a new lead. 

Now, an SMS and email follow-up message are exactly what it sounds like: a follow-up message delivered via text or email. There are quite a few reasons businesses prefer to send a text or email follow-up compared to placing a phone call for follow-up. For example, SMS and email follow-up messages:

  • Boast high open/response rates
  • Allow real-time conversations to occur instantaneously
  • Empower people to respond when and how they want
  • Provide easy access to information and resources

In general, follow-up messages sent via text and email are more effective than follow-up messages delivered through cold calls. Not to mention a sales outreach service like Smith.ai can take on the hard work of sending follow-up messages, so reaching back out to leads is as easy as ever. Our experienced agents can send a carefully crafted follow-up message to your callers via text or email while they’re still on the phone or immediately afterward. That way, you can maintain your lead’s interest without lifting a finger.

What are the benefits of using a service like Smith.ai for text and email follow-up messages?

Businesses need to be able to re-engage and convert leads as quickly as possible. And unlike most virtual receptionist services in the marketplace, Smith.ai can follow up with your leads through the fastest methods possible — text message and email. In addition to a boost in speed-to-lead, an SMS and email follow-up service can benefit your business. 

By allowing Smith.ai agents to follow up with your leads via text and email, your business can:

Win more clients

When a lead is considering other options, stand out by sending a follow-up message. If a lead isn’t ready to make a decision or book an appointment, sending a follow-up with the scheduling link lets them come to you on their schedule and provides another touch-point for the lead.

Boost marketing results

The best advertising strategy integrates different types and forms of media. You can share links in your text messages and emails that take your audience to new videos, articles, and other content.

Improve client experience & build strong client relationships

Use follow-up messages to show you care about their experience and can anticipate their needs. For example, if a lead booked an appointment with you, sending them an email thanking them for scheduling time with you and sending them information on what to expect shows your lead a few things:

  • Your business is responsive and open to communication
  • You use the communication platforms most convenient for them
  • You’re appreciative of their interest in your business and respect their time
  • You care about their experience and can anticipate their needs

Increase engagement with clients

Put on your consumer hat and approach from the buyer’s perspective. Create an engagement strategy that involves listening and researching as much as it does brand promotion. One example is to send a customer satisfaction survey. Considering asking a question to elicit a response and spark a conversation.

Engage with leads on their preferred communication channel

It’s no surprise that every person is different and has a preferred communication channel. By sending both email and SMS, you’re letting them reply in the way they are most comfortable with.

Provide an easy, low-pressure touchpoint as an alternative to phone calls

Telephobia (the reluctance or fear of making phone calls) affects up to 76% of millennials and 40% of baby boomers. Open up the possibility to engage via non-verbal, low-pressure channels the lead or client may be more comfortable with.

Smith.ai provides professional representatives so that your business can follow up with, and nurture leads, without your team having to spend time away from other important work. We are your lead guardians and can deliver exceptional service so that even if you aren't able to connect with a lead yourself, potential prospects have a great experience with your business and not your voicemail box, thanks to Smith.ai's answering service.

Follow-up messages are an invaluable tool for your business's success. Without having to find the time to reach out to leads, you can improve your team's responsiveness and productivity and put your business well ahead of your competitors. Whether your business is interested in re-engaging leads, scheduling consultations, or just helping off-setting sales pressure on your team, an SMS and email follow-up service like Smith.ai can transform your business into the best version of itself.

What types of businesses benefit from using a service like Smith.ai for text and email follow-up messages?

Smith.ai’s SMS and email follow-up feature is a low-cost, one-size-fits-all solution. That means businesses of all sizes can benefit:

Small businesses: Outsourcing SMS and email follow-up to Smith.ai can benefit solopreneurs and small businesses by allowing them to: 

  • Present a "big company" presence
  • Expand their lead outreach capabilities
  • Scale at an extremely low cost
  • Maximize in-house productivity

Medium businesses: Outsourcing SMS and email follow-up to Smith.ai can benefit medium-sized businesses by allowing them to: 

  • Strengthen customer loyalty
  • Increase their speed-to-lead
  • Provide consistent lead engagement
  • Scale quickly at a low cost without needing to hire additional staff

Enterprise-level businesses: Outsourcing SMS and email follow-up to Smith.ai can benefit larger corporations and enterprises by allowing them to: 

  • Offer personalized one-on-one customer service
  • Capture details many leads care about
  • Reserve in-house sales teams’ time
  • Keep overhead and staffing costs low

From helping small, family-owned businesses take the pressure off of reaching out to leads to aiding larger corporations in their efforts to increase efficiency, having an outsourced sales team like Smith.ai follow up with leads can do wonders for a business's revenue, reputation, and efficiency.

Whether you’re looking to re-engage unresponsive leads or book more consultations, a virtual receptionist service that delivers text and email follow-ups like Smith.ai is the key. Use our best practices to hit the ground running and achieve better results from day one.

What’s the difference between having Smith.ai send text and email follow-up messages and having an in-house staff or call center send them?

As far as sales outreach is concerned, call centers and in-house staff can't perform as well as a virtual receptionist service like Smith.ai. 

Call centers are not reliable sales outreach solutions. Some of the most common pitfalls of call centers that prevent them from being an effective lead engagement solution include:

  • Extremely limited availability
  • Impersonal approach
  • Lack of lead nurturing skills and knowledge
  • Insufficient access to resources/technology
  • Low return on investment (ROI) and high overhead costs

Surprisingly, in-house sales teams aren’t much more effective than a call center. When it comes to following up with leads, in-house sales teams demonstrate many of the same shortcomings as call centers, such as:

  • Limited availability
  • Lack of lead nurturing skills and knowledge
  • Insufficient access to resources/technology
  • Low ROI and high overhead costs
  • Lack of proper software and systems

All of these common issues with call centers and in-house staff can cause potential prospects to take their business elsewhere, resulting in your company losing leads, customer loyalty, money, and time. Hiring a call center or an in-house staff rather than outsourcing lead follow-up to a customer engagement service may risk your reputation, your productivity, and customer satisfaction.

Customer engagement solutions like Smith.ai offer more effective, result-driven solutions. We provide thoughtful accommodations, like appointment booking directly on your team's calendar. For example, some of the SMS and email templates such as helping a client prepare for a consultation with a law firm can be written in Spanish. Using their preferred language in the follow-up message speaks volumes about how carefully you consider your clients' needs. Paying attention to the small details like this allows Smith.ai to relieve your busy team of outreach pressures, provide your leads with outstanding customer service, and help your business thrive. 

Outsourcing lead follow-up to a sales outreach service like Smith.ai instead of in-house staff can save your business from overextended budgets, embarrassing customer interactions, missed lead-capturing opportunities, and frustrating workplace complications. Don’t risk the success of your business on ill-equipped call centers or inconsistent sales reps — choose a more reliable solution. Trust Smith.ai's professional text and email follow-up services to re-engage leads and take the pressure off of your busy staff.

Don't just take our word for it. Read some of our clients' reviews to see why so many businesses trust Smith.ai to handle their lead follow-up.

Why use a service like Smith.ai over an automated SMS marketing software?

Some businesses opt to use automated SMS marketing software to send out follow-up messages, but entrusting a professional follow-up service like Smith.ai instead to deliver a more reliable and effective approach can make all the difference in your conversion rates.

Smith.ai’s professional follow-up services are designed with collaboration in mind. We work with you to build an outreach solution that fits your business needs. From there, putting your vision into effect is simple. Smith.ai’s leading technology allows our agents to choose precisely the right message to use during or after each type of call. With the human touch, your leads crave and the expertise to make your messages stand out, you’ll see real results from our outreach efforts in no time. Plus, with our comprehensive outbound and inbound support services, you’ll have all your customer engagement in one place, making it that much easier for you to manage and grow your client base. 

Smith.ai’s SMS and email follow-up messaging is as easy, if not easier, to set up than an automated SMS marketing software. That’s because we do all the heavy lifting for you. That’s right, no programming or extra effort is required on your end. You can get started engaging and converting leads with follow-up messages quickly. Learn how Smith.ai’s SMS and email follow-up works and how you can get started in our help doc.

How much does email/SMS follow-up cost?

You can add text and email follow-up messages to your virtual receptionist plan for $0.50/call (see our virtual receptionist pricing page for more information about our plan add-ons). You can add text and email follow-up messages to your outreach campaign plan for $0.25/call (see our outreach campaign pricing page for more information about our plan add-ons).

How many follow-up messages can I configure for my account?

While the ways to use follow-up messages are endless, we do have a limit of 13 unique follow-up messages.

Can I include attachments in the text and email follow-up messages?

Yes, you can include one attachment of 10 MB max file size, in PDF format only. We can include it in your email, text message, or both. Note: this will reduce the character limit on your texts.

Can I pick a specific follow-up message to be used after calls?

Yes, if you’d like to send a specific follow-up message after a call or outbound call-back, simply tell us which follow-up message to use for specific call types or one-off calls in your call instructions.

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