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Follow-Up Sequence Planner

Plan your client follow-up sequence with day-by-day email and SMS touchpoints. Free follow-up cadence planner for service businesses.

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Sequence plan

Day 0
EmailThank you for your visit

Thank-you email with summary, any home instructions, and next steps

Day 1
SMSHow did it go?

Check-in SMS: 'How are you feeling after [service]? Let us know if you have any questions'

Day 3
EmailReview request

Ask for a Google review: 'If you enjoyed your visit, a quick review would mean the world to us [link]'

Day 14
EmailRe-booking reminder

Suggest the next appointment: 'It's a good time to schedule your next [service]'

Day 30
SMSWe miss you!

Soft re-engagement: 'We haven't seen you in a while โ€” we'd love to welcome you back'

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Frequently asked questions

How many follow-up touchpoints should I use?

3โ€“5 touchpoints over 14โ€“30 days is a proven cadence. Too few misses opportunities; too many feels intrusive. Mix email and SMS for best results.

When should I send a post-appointment follow-up?

Same day or next morning after the appointment. Strike while the experience is fresh โ€” this is when review requests convert best and rebooking intentions are highest.

How do I automate follow-up sequences?

Tregovia's follow-up sequences module lets you set up automated email and SMS cadences triggered by appointment completion, lead creation, or inactivity โ€” no manual sending required.