Customer follow-up
A customer follow-up tool built for local service work.
Know which customers need a review ask, which past customers are ready to rebook, and which open leads deserve another message.
Found Money Today
$1,040
Example opportunity value sitting in people worth contacting today.
Past customers
$480
Open leads
$360
Notes/reminders
$200
Review tasks
6
Biweekly customer missed a rebook.
Script ready. Copy, send, and log the result.
Pet stain inquiry needs follow-up.
Script ready. Copy, send, and log the result.
Interior painting estimate needs a nudge.
Script ready. Copy, send, and log the result.
Completed pickup needs a review request.
Script ready. Copy, send, and log the result.
How should a service business follow up with customers?
A service business should follow up based on what happened: new leads need fast replies, completed jobs need review asks, past customers need rebooking reminders, and open estimates need nudges. Daily Sales Copilot organizes those actions into a daily list.
Every customer needs a different next step
A new lead, completed job, and past customer should not get the same message.
History is hard to scan
You need last service, amount, review status, and next contact without digging.
Follow-ups are not prioritized
The biggest opportunity should be easier to see than the newest note.
Logging is too slow
If follow-up takes too long to record, it will not become a habit.
How Daily Sales Copilot turns this into action
The goal is not more software busywork. It is a daily money list, a ready message, and a result logged.
Add a little real business data
Import a customer list, paste notes, connect Gmail, or Quick Add a lead, job, customer, or reminder.
Daily Sales Copilot builds the list
Open leads, due rebooks, review asks, slow-day gaps, and old estimates become one ranked Money List.
Send the ready-made message
Copy a text, open SMS or email, and message the people most likely to turn into work.
Log what happened
Booked jobs update revenue, review asks, follow-ups, and future rebook reminders.
Scripts you can actually send
Copilot keeps scripts short, specific, local, and tied to the action in front of you.
Try a free generatorPast customer check-in
Hey {{name}}, checking in since your last {{service}}. Want me to send openings for another visit?
Open lead follow-up
Hi {{name}}, did you still want help with {{service}}? I can answer questions or get you a quote today.
Not another CRM.
Contact list
Shows names but does not tell you who is worth contacting today.
Daily Sales Copilot
Ranks customers by next action, value, urgency, and source.
Simple pricing for local service businesses.
Start with the daily Money List. Upgrade when you want more imports, saved scripts, and rebook reminders.
Start simple. Upgrade when your lead list grows.
Starter
$19/month
For solo operators who want one clear daily follow-up list.
- Daily Money List
- Found Money tracker
- Lead, job, and customer logging
- Review and rebooking reminders
- Suggested follow-up messages
- Basic Content Studio
- Lead capture link
- Weekly money report
Growth
$49/month
For operators who want more imports, saved scripts, and rebook reminders.
- Everything in Starter
- CSV and paste imports
- More follow-up scoring
- More scripts, content, and rewrite support
- Saved content history
- Advanced rebooking suggestions
- Setup support
- More connected-source capacity
Questions people ask
Can I add customers manually?
Yes. Quick Add is built for logging customers, jobs, leads, notes, and follow-ups fast.
Can I import customer lists?
Yes. The free trial includes a limited import so you can see value before paying.
Does it track total spent?
Customer pages can show total spent, last service, job count, rebook interval, and review status.
Can I create follow-up scripts?
Yes. Scripts are written from your profile, service, and context.
Can I use Gmail?
Gmail sync is read-only and review-first when enabled.
Build your first money list.
Add a few leads or past customers and see who is worth contacting today.