Foundation Follow-ups
Follow-ups, without the reminder.
One curated drip per moment. The valuation follow-up, the post-viewing thank you, the "still weighing it up?" nudge. One click enrols the lead, in your voice, and every step after that sends itself.
What's already in there
- Multi-step drips with a delay between each
- Real automated sending, checked every 15 min
- One-click enrol, suggested the moment a lead's ready
- Built from your own Templates library
- Pause or resume any enrolment, any time
Build it once. Enrol a lead with one click. It runs itself from there.
The builder above is where you design the drip. Enrolling an actual lead happens on their own contact record. Foundation suggests it the moment they're eligible, one click turns it on.
And you're not starting from a blank page.
Every sequence sends from your template library, which arrives written. Valuation, viewing, offer, chain, tenancy and arrears. Edit the wording once and every follow-up that uses it changes with it.
Built for the follow-up that never happens on a busy Tuesday.
Turn it on, it sends itself
Build a follow-up with a delay between each step, enrol a contact, and Foundation sends every step for you from that point on. No reminder, no manual click on the day.
Checked every 15 minutes
A background job checks for due steps around the clock and sends them the moment they're due, in your voice, from your own sender address.
Built for the real moments
The valuation follow-up, the post-viewing thank-you, the "still weighing it up?" nudge. A curated drip for each moment, not a generic newsletter.
Templates you write once
Every step pulls from your Templates library. Write the email once, reuse it across as many follow-ups as you like, with {first_name} and {agency} filled in automatically.
One click per lead
When a valuation lead comes in, a viewing's booked or an offer lands, Foundation nudges you to enrol that specific contact. One click turns it on for them, nothing fires without you.
Pause or resume any time
Every enrolled contact can be paused or resumed from their own record. The automation never locks a contact out of a human follow-up.
A quiet Tuesday used to mean a cold pipeline by Friday. Now it doesn't.
Before
A valuation lead comes in on a busy day. The follow-up email you meant to send at day 5 never happens.
Now
The lead is enrolled once. Day 1 and day 5 both send themselves, in your voice, whether or not you remembered.
The questions we're usually asked over the phone.
Does this actually send, or just draft?
It actually sends. Once you've enrolled a contact, a scheduled job checks for due steps every 15 minutes and emails them via the same delivery infrastructure as the rest of Foundation, from your agency's sender address.
Can I use SMS instead of email?
SMS templates exist in the Templates library for drafting a text to copy into your own phone or SMS tool by hand. Automated follow-up steps are email-only for now, since that's what we could build honestly without an extra paid SMS provider you'd have to sign up for separately.
Does it enrol leads automatically, or do I have to do it?
You turn it on per lead. A valuation lead, a booked viewing or an offer received will surface a one-click "Enrol in [follow-up]?" prompt on that contact's record. Nothing goes out until you click it. Once you do, every step after that sends itself with no further clicks.
Is this included in Growth, or only Signature?
Follow-ups ships with Foundation Growth. It's one of the four things Growth adds on top of the base CRM, alongside a team roster, a templates library and UK/US terminology.
Keep every lead warm, even on a busy week.
Included in Growth and Signature