Lost doesn’t alwaysmean never.
A thoughtful check-in for suitable Lost enquiries, sent when the timing makes sense.
Lead marked
LostReason recorded
Timing was not right
Check-in scheduled
In 45 days.
Email sent
Is this a better time for your project?
Customer replies
Your team reviews it and chooses whether to reopen the lead to New.
The right follow-up, for the right reason
Check back whenthe time is right.
Suitable for an automatic rule
- Still researching
- Budget not ready
- Could not reach
- Timing not right
- Job on hold
Choose whether to follow up, when to check in, and what the email says.
Kept out of automatic sends
- Chose a cheaper quote
- Went with someone else
- Job not a good fit
- Outside service area
- Duplicate or test
The reason is checked again just before sending. Replies, bookings and opt-outs stop a check-in too.
Timing and message, your call
Set the message.Set the timing.
Choose a different email and delay for each suitable reason, or pick an exact date and time for one lead.
Follow-up rules by reason
- Still researchingOff60 days
- Budget was not readyOff90 days
- Could not reach themOff14 days
- Timing was not rightOff45 days
- Job on holdOff30 days
Choose a separate delay from 1 to 365 days for each rule. Rules start off, and each reason has its own editable email.
Or pick a time for one lead
Jamie Morgan · Timing was not right
Date
Time
Set an exact future date and time for an eligible lead. That schedule takes priority over its automatic delay.
Keep the door open,thoughtfully.
Set clear rules for when a Lost enquiry deserves one more check-in.
Professional Plan