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All CollectionsBest Practice Guide
👨‍🦰CRM for Customer Follow-Up After Pick-Up
👨‍🦰CRM for Customer Follow-Up After Pick-Up

Follow these steps to use the CRM system for effective customer follow-up and review collection.

Updated over 3 weeks ago

Basic Steps

📧 Send Follow-Up Comms

  • 1 day after the vehicle has been collected, send a thank you message to the customer asking if they are happy with the service.

  • Hot Tip: save your filter to easily access it again in the future.

🏷️ Tag Satisfied Customers

  • If the customer responds positively, tag them as “Satisfied” in the CRM for easy reference later.

📧 Send Second Comms for Google Review

  • Send a second message to satisfied customers, encouraging them to rate your business on Google.

By following these steps, you’ll maintain positive customer relationships and boost your online reputation with Google reviews.

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