Follow-Up

Follow-Up is an ongoing plan for busy New Zealand owners who quote and invoice for work. We answer new enquiries within one working day, follow up your open quotes, politely chase overdue invoices, and send a fortnightly summary of who’s ready, who needs a call and who still owes you.

Included

Follow-Up

For busy owners who quote and invoice for work.

$199per fortnight

About $431 a month

  • 20 new enquiries answered within one working day
  • 10 open quotes followed up (two touches each)
  • 10 overdue invoices chased with polite reminders
  • A fortnightly summary: who’s ready to go ahead, who needs a call, who still owes you

Not included

  • Customer conversations, negotiations and pricing decisions (handed back to you)
  • Bookkeeping, debt collection and phone work
  • Anything beyond the allowance (quoted before we start)

Billing and cancelling are in the Terms of work.

How it works

  1. Tell us how it works for youShow us where your enquiries, quotes and invoices live, and approve the follow-up wording.
  2. We follow upWe answer enquiries within one working day, follow up your quotes and chase overdue invoices, within your allowance.
  3. You get one clear listEvery fortnight you see who’s ready to go ahead, who needs a call and who still owes you, so you only step in when it matters.

Add-ons

Never miss a call. Add either one to Follow-Up, or buy it on its own.

AI Receptionist

A 24/7 phone assistant for the calls you can’t answer.

$299setup + $129 per fortnight

About $280 a month

  • 24/7 AI phone assistant answers your calls
  • Captures the caller’s details and sends them to you by email or text
  • Up to 100 minutes per fortnight, then 30c per extra minute
  • Calendar booking quoted separately
Questions

About Follow-Up

I already use Xero reminders. Why do I need this?

Automatic reminders are easy to ignore. We follow up personally, keep track of who has replied, and give you one clear list of who still owes you, so you only step in when it matters.

Do you carry on the conversation once a customer replies?

No. Interested customers are handed back to you. Customer conversations, negotiations and pricing decisions stay with you.

What if I have more than 20 enquiries in a fortnight?

Anything beyond the plan’s allowance is quoted before we start.

More answers on the FAQ page.

Something else?

Other jobs are quoted on request

New-client onboarding, review drives, single newsletters and CRM setup aren’t on the menu, but we do them. Tell us what you need and we’ll quote it.

Ask for a quote

Ready to get started?

Choose it, and we'll confirm the details with you before any work begins.