Follow-up reminders
Quotes that didn't get a response. Invoices past 30 days. Customers who haven't booked again in three months. Reminders sent on a schedule, in your tone, with a clear opt-out for replies.
We automate the parts of running a business that don't need a human - the third reminder, the same email rewritten, the Friday-afternoon 'where did we leave that quote' check. The parts that do need a human, we leave to you.
The best first automation is usually small enough to ship in a week.
Most small businesses don't need a big automation project. They need three or four specific repeating tasks moved off the owner's plate. These are the ones we do most often.
Quotes that didn't get a response. Invoices past 30 days. Customers who haven't booked again in three months. Reminders sent on a schedule, in your tone, with a clear opt-out for replies.
Someone fills out the contact form. The right person gets the email. The lead lands in a spreadsheet or simple list. Status moves as the conversation progresses. No copy-paste.
The 'we got your message, here's what happens next' email. Sent automatically. Written by you, sent by the system, in 30 seconds instead of two minutes per request.
A single email or page that says: here's what came in last week, here's what's outstanding, here's what needs you. Replaces the Monday-morning tab-opening ritual.
The records you actually need stay updated automatically. The ones you don't, stop demanding attention.
Small first, clear boundaries, no mystery machinery.
Not five. One. We want the task you'd most like to never think about again - the one where you keep saying 'I should set up something for that.'
We watch or ask how you currently handle it. Where the decision points are. What's predictable versus what needs judgment.
The system handles the boring middle. You see the start and the end. If something looks weird, it surfaces for you instead of guessing.
The goal isn't to remove people from the work. It's to remove the work that doesn't need a person - the third reminder, the same email rewritten, the 'did we ever hear back from them' check on Friday afternoon.
One task, one useful workflow, then improve from there.
A LocalCare client was sending quotes and getting silence on about a third of them. We added a two-step reminder: a soft check-in at day 2, then a 'still interested?' at day 7. Both were in the owner's voice, both had a clear way to reply or unsubscribe, and the first version shipped in a week. That's the shape of most good first automations: one task, one week, immediately useful.
The thing you'd most like to never think about again. We'll see if it's a good first task.
Prefer email? hello@digitalrefraction.com