Settings
Follow-up plans
A plan writes the drafts. You read each one, and approve it or skip it. Nothing sends itself.
‹ Setup
Follow-up plans
A plan writes the drafts. You read each one, and approve it or skip it. Nothing sends itself.
2 drafts to approve in your Inbox›
Put a client on a plan
New lead, two weeksA lead who just wrote in · 4 drafts over 12 days · 2 clients on it
After closing, the first yearA client who just closed · 4 drafts over 365 days
Past clients, every quarterA past client to keep in touch with · 4 drafts over 270 days · 2 clients on it
A plan stops by itself when a client replies, their stage changes, or they unsubscribe. A plan turned off keeps its clients and drafts nothing until it is on again.
