Playbook · B2B software (SaaS)
Quiet lead follow-up for B2B software companies
Follow up a lead nobody has reached on day one, day three and day seven, then stop and hand it back to the owner.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 10
- Client fills in
- 3
- Accounts
- 2
- Starts
- From a form, within seconds
Uses
Every step, in order
Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.
Why this workflow
A lead who did not answer the first call is not lost, but nobody owns the second and third attempt: they depend on someone remembering, and the follow-up dies on the first busy day. A fixed, short sequence that stops the moment anyone makes contact gets the second chance without pestering, and tells the owner when to let go.
- Starts whenA form is sent
- Wait · 1 dayWait a day
- BranchHas anyone reached them?
- IfIf not yet
- TextFirst follow-up
- Wait · 2 daysWait two more days
- BranchReached them yet?
- IfIf not yet
- EmailSecond follow-up
- Wait · 4 daysWait four more days
- BranchReached them yet?
- IfIf not yet
- TextLast message
- NotifyTell the owner
- IfIf contacted
- IfIf contacted
- IfIf contacted
What each client fills in
- Business name
- How messages sign off.
- Booking link
- Where a customer picks a time.
- Owner’s email
- Gets the summaries and the cases a person must handle.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Pick the client’s form that starts it
- Connect the client’s Twilio (SMS), for “First follow-up” and “Last message”
- Connect the client’s Resend (email), for “Second follow-up” and “Tell the owner”
- Fill in Business name (How messages sign off)
- Fill in Booking link (Where a customer picks a time)
- Fill in Owner’s email (Gets the summaries and the cases a person must handle)
Related templates
- PlaybookCoachingQuiet lead follow-up for coachesThe same playbook, written for coaching.14 steps · 2 apps
- PlaybookHair salons and barbershopsQuiet lead follow-up for hair salons and barbershops on SquareThe same playbook, written for hair salons and barbershops.14 steps · 2 apps
- PlaybookMarketing agencyQuiet lead follow-up for marketing agenciesThe same playbook, written for marketing agency.10 steps · 2 apps
Thrum is cooking.
Get early access and you’ll be among the first in. Early members get a launch perk.