48-hour follow-up playbook
Reply fast, stay human, and close the loop with short scripts for email, WhatsApp, and calendar nudges.
Why the first 48 hours matter
Most leads pick whoever replies first with context. If they wait longer than a day, they assume you forgot them. A simple playbook covers three things: a quick “got your note”, a human follow-up, and a gentle reminder if they go quiet.
Your 48-hour timeline
Minute 0-5
Send a short WhatsApp or email: “Thanks for reaching out about [service]. We’re looking at your note now and will reply shortly.” Include a calendar link if you have one.
Hour 2
Reply with context: mention the service, location, or issue they raised and offer two times to talk. Attach a recent win or photo that proves you’ve solved this before.
Hour 24
Send a friendly reminder: “Just making sure you saw my note. Happy to hold [time] or send pricing if that’s easier.” Keep it light and helpful.
Hour 48
Final check-in. Re-state the value, offer a next step, and let them know you’ll keep the door open: “We can jump in whenever you’re ready.”
Scripts you can copy
“Hi Ana, thanks for asking about the storefront redesign. I’m reviewing your note right now. Want a quick call today or should I send a few ideas in writing?”
“Hi Luis, just nudging this to the top of your inbox. We have availability Wednesday afternoon and can show you the mockups live. Want me to lock a time?”
Tools and light automation
You do not need a monster CRM. Pair your form with an email + WhatsApp notification, use Calendly (or Google Calendar links) for easy scheduling, and log every reply so you know who needs a nudge.
- Google Workspace or Zoho for email templates.
- WhatsApp Business with quick replies.
- Calendly, TidyCal, or Google appointment slots.
- A simple spreadsheet if you do not have a CRM yet.
Track what happens
Measure four simple signals: response time, replies sent, meetings booked, and deals won. Write them down weekly and add one lesson per line. It sounds basic, but consistency is what stops follow-up from slipping.