01
Reminder and stop rules
Agree the trigger, timing, owner, and conditions that stop or postpone a reminder.
Automation
Follow-up Reminder Setup
Create reminders or tasks when an enquiry or deal reaches an agreed point in your process.
01 / THE STARTING POINT
Remind the right person while a follow-up is still useful.
A reminder works when staff understand why it appeared and what to do next. We choose a clear starting event, decide who gets the task, and agree how to handle leads that move to another stage before it is due.
We test timing, reassignment, and stop conditions with sample records. The handover gives the team a place to adjust the rule as its sales or service process changes.
02 / WHAT WE COVER
What you get.
Scope around a defined reminder sequence. Customer-facing messaging can be scoped separately.
02
Task or notification setup
Set up the agreed reminder or task and test open, completed, and reassigned records.
03
Owner and timing guide
Show the team where reminders appear and how to adjust the rule.
03 / DIFFERENT STARTING POINTS
Where are you starting?
A focused project or part of a wider plan. We shape the scope around your current situation and the work that matters next.
New enquiries need a same-day follow-up
Create a reminder for the assigned owner after the agreed wait and suppress it when the team records a response.
Let’s discuss itQuotes remain open for several days
Schedule the next task from the quote stage and cancel it when the quote is accepted, declined, or otherwise closed.
Let’s discuss it04 / HOW THE WORK MOVES FORWARD
A clear path.
With room for your input.
Share the CRM or task tool, the relevant status, and how long the team should wait before a reminder.
- 01
Review the starting point
Look at the examples and existing setup to confirm what the work needs to solve.
- 02
Agree the scope
Confirm the deliverables, access requirements, review points, and what a successful result looks like.
- 03
Do the work and verify it
Complete the agreed work and review the results against the examples or checks defined at the start.
- 04
Hand over the result
Share the agreed files, findings, or changes and explain any next steps your team owns.
05 / YOUR QUESTIONS, ANSWERED
Before we get started.
Have a requirement we haven’t covered?
Let’s talk about it
Can reminders follow working hours?
That depends on the tool and timing rules. We agree the time zone, working days, and what happens outside those hours.
Can customers receive the reminders?
This service focuses on internal reminders. Customer messages can be scoped with the channel, content, and permission requirements.
Can reminders move when a record is reassigned?
Where the platform supports it, we can direct reminders to the current owner and test records that change owner before the task is due.
How are cost and timing decided?
We prepare a proposal around the agreed deliverables, complexity, dependencies, access, and review requirements. Third-party charges and ongoing work are identified separately.
How do we get started?
Tell us about your business, the requirement, and what you already have in place. We will discuss the fit, clarify the scope, and recommend a practical next step.
LET’S TALK ABOUT YOUR PROJECT
Your next step.
Let’s work it out together.
Tell us about your business and what you want to improve. We’ll help you define a practical starting point.
Business process automation.
A focused project or
a connected plan.