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Features / Follow-Up Ladders Follow-Up Ladders

Persistence, automated: call, text, wait, repeat

Ladders are sequenced touchpoints — calls and texts spaced over hours or days — that keep working a lead until someone answers or you say stop.

What it is

Follow-Up Ladders

One follow-up call is rarely enough, and manually remembering the second, third, and fourth touch is how leads die. A ladder is a sequence you design: an instant text, a call an hour later, another the next morning, a final message days out. Sarah climbs it automatically for every lead you assign.

Ladders end intelligently. The moment a customer answers, books, or opts out, the sequence stops — nobody keeps getting chased after the job is already scheduled. Calls inside a ladder respect your configured calling windows, and every step is logged on the lead so you can see the whole pursuit at a glance.

How it works

  • 01Design ladder steps: channel, message, and delay between each touch.
  • 02Assign leads to a ladder manually or by automatic trigger.
  • 03Sarah executes each step until response, booking, or sequence end.
Why it matters

What you get

Every lead worked to a finish

No lead exits the pipeline because a busy week swallowed the follow-up. The ladder runs to completion — contact, booking, opt-out, or the end of the sequence — and the final outcome is recorded on the lead either way.

Right channel, right moment

Steps mix calls and texts in the order and spacing you choose. A missed call can trigger a text minutes later; a quiet text thread can trigger a call tomorrow — each touch scheduled deliberately rather than fired off in a burst.

Stops the moment it should

Ladders watch for resolution. An answered call, a booked slot, or a request to stop halts the remaining steps immediately, so persistence never turns into pestering a customer who already said yes — or one who clearly said no.

FAQ

Follow-Up Ladders questions

How is a ladder different from plain follow-up calls?+

A single follow-up call is one attempt. A ladder is a planned sequence across calls and texts with deliberate spacing, automatic stop conditions, and full logging — persistence as a process rather than a task someone has to remember on a Friday.

Will customers get hammered with calls?+

No. You control the number of steps, the gaps between them, and the calling windows in which any call may fire. The sequence also halts itself the moment the customer responds, books an appointment, or asks to be left alone.

Can different lead types use different ladders?+

Yes. A fresh web lead, a stale estimate, and a marketplace inquiry can each follow a sequence tuned to how those leads behave. Ladders are assigned by rules you set, and you can edit any sequence at any time.

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