Reminder Date Actions Timeline

When we fail to schedule with someone who has reached out for a service or someone has canceled an appointment, we follow a specific order for what medium we reach out to the potential customer that varies by how many days since their initial contact.

For Initial Contacts (contacts that have not been scheduled but, as far as we are aware, would still like to do business with us), the order of actions is as follows:

(Day 1 starts day lead was entered, skip Sundays or Holidays that we are not working. If any exception to this time it needs to be noted.)

• Day 1: Initial Contact, Call / Email / Text, Hatch and Thumbtack leads Text directly in Hatch/Thumbtack

• Day 2: Call – Alternate time of day

• Day 3: Call – Alternate time of day

• Day 4: NO CONTACT

• Day 5: Call / Email / Text

• Day 6: Call – Alternate time of day

• Day 7: Call – Alternate time of day

• Day 14: Call / Email/Text

• Day 30: Call / Email / Postcard (This would be from original lead date)

• Days 60, 90, 120, 150: Text / Email

• Days 180, 270, 360: Text / Email / Postcard

Once you have completed the Reminder Actions on the 360th day, you may remove the reminder and mark the Opportunity as Archive. For instructions on removing a reminder, see Setting a Reminder.

For Follow Up / Cancelations / Resets / Revsits, the order of actions is as follows:

(Day 1 starts from that Status, skip Sundays or Holidays that we are not working. If any exception to this time it needs to be noted.)

• Day 1: Call / Email / Text

• Day 2: Call - Alternate time of day

• Day 3: Call - Alternate time of day

• Day 4: Postcard

• Day 5: Call / Email / Text

• Day 6: Call - Alternate time of day

• Day 7: Call - Alternate time of day

• Day 14: Text / Email

• Day 30: Text / Email / Postcard (This would be from Day 1 date)

• Days 60, 90, 120, 150: Text / Email

• Days 180, 270, 360: Text / Email / Postcard

Once you have completed the Reminder Actions on the 360th day, you may remove the reminder and mark the Opportunity as Archive. For instructions on removing a reminder, see Setting a Reminder.

See also

Archiving an Opportunity