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Client follow-up reminder on WhatsApp
The client said “let’s talk next week”, and next week came and went without a call.
How to set it on WhatsApp
Right after the meeting, message RememberMyTask “Remind me next Tuesday at 11am to follow up with Priya about the proposal”. It sends you one message at that time. The bot cannot message the client for you, it reminds you to do it.
Pick one and send it
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After a meeting
Set it before you leave the room.
Remind me next Tuesday at 11am to follow up with Priya about the proposal
WhatsApp number coming soon -
In a few days
When they asked for time to think.
Remind me in 3 days to call Anil about the quote
WhatsApp number coming soon -
Quarterly check-in
Keep good clients warm.
Remind me every 90 days to check in with my top clients
WhatsApp number coming soon
Change any words you like. The bot understands plain sentences in any language. Free forever: 100 messages every month.
Questions
How soon should I follow up?
Within a few days of a meeting or quote is usually fine. If they gave you a date, follow up on that date.
Can the bot message my client?
No. Reminders only go to you. Put the client’s name and topic in the reminder so you know exactly who to call.
What should a follow-up say?
Remind them of what you discussed, ask one clear question, and suggest a next step, such as a call time.
They asked me to call back later. How do I move it?
Reply to the reminder with snooze, or give a new time like “actually Friday 4pm”.