How To Follow Up With Clients After They Sign Your Contract


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Texting has taken over the marketing world. These quick and effective messages can outperform email and social media messages. That’s why SMS marketing is a popular option for small business owners. Businesses often use a CRM platform like PocketSuite to create and send targeted text messages to their clients or leads. All you need to get started is your client’s contact information and the right software to automate your text campaign.

PocketSuite is the best text messaging service for your business. With PocketSuite’s Smart Campaigns feature, you’ll be able to segment your clients into groups and send targeted campaigns. Each smart campaign comes with a customizable template to make it easy for you to craft your message. 

One of the most popular and most profitable uses for text marketing is to follow up with clients when they complete important documents like forms or contracts. Our pros use the Completed form or signed contract follow up smart campaigns to boost their income.

Here are sample text message templates for clients from successful smart campaigns:

{firstname}, thank you for completing our form. See below a copy of the completed form for your records {form_link}. We look forward to working with you. Here is our booking link if you would rather do it yourself. {checkout_link}

{firstname}, thank you for signing the contract. See below a signed copy of the agreement {contract_link}. We look forward to working with you.

Smart Campaigns are a game changer for service-based businesses. Just remember to include direct links to specific services, packages, and subscriptions in your smart campaign. Watch this video to get started using Smart Campaigns on PocketSuite:

PocketSuite is the all-in-one app for independent service professionals. From bookings to payments to contracts, we have everything you need to run and grow your business!