FOLLOW-UP

No call ends in silence.

Every conversation records what happened and when the next touch is. Unreachable leads get a schedule, not a shrug.

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No card · 20 seats · 25,000 leads a month · Nothing switches off on day 60

The 'CALL ENDED' quick-log sheet with outcomes listed and nothing selected. — Fig. 1 — Logging a call on Android in two taps. Demo workspace.

The quick-log sheet after 'Connected', with a next-step time chosen and 'Confirm — done in 2 taps' enabled. — Fig. 1 — Logging a call on Android in two taps. Demo workspace.

How follow-up works

Two taps after every call.

When a call ends, the rep picks what happened and when the next touch is, then confirms. On the web: 'Spoke with them — set the next step before moving on'.

In the app: 'CALL ENDED · …' › 'Confirm — done in 2 taps'

A lead's detail page with the stage rail, a timeline of a logged call, a WhatsApp template and a stage move, and the next step booked. — Fig. 2 — The lead's timeline and next step on the web, and the quick-log sheet on Android. Demo workspace.

One list a day.

'Today' orders every lead that needs the rep, with the reason. Beside it: 'Hot leads', 'Follow-ups due', 'Missed calls', 'At risk', 'Renewal due', 'Tasks'.

In the app: Today

A rep's Today board in GrowthForceOS: fresh leads with reply timers, follow-ups due, a hot lead, a missed call and a meeting, each with its reason. — Fig. 3 — A rep's Today board. Demo workspace.

The no-answer ladder.

A lead who doesn't pick up is retried on different days, with spacing you set. After the last attempt it parks in the No-answer rail, where everyone can see it.

In the app: Setup › Automations · Pipeline board

Fig. 4 — Example spacing. You set yours in Setup › Automations.

A pipeline board with New, Contacted, Qualified, Won and Lost columns and a No-answer rail holding three parked leads. — Fig. 5 — The pipeline board with the No-answer rail. Demo workspace.

The no-answer ladder settings: attempts before parking and the spacing between retries. — Fig. 6 — The no-answer ladder in Setup › Automations. Demo workspace.

Meetings that demand an answer.

A meeting is a task, with pings 1 hour and 15 minutes before. Afterwards: 'Meeting done — what's the next step?' / 'Meeting done — book the next one' / 'Meeting done — deal won'.

In the app: Tasks

A rep's tasks: a meeting today and two follow-up tasks, one overdue. — Fig. 7 — Tasks: a meeting today and follow-ups due. Demo workspace.

WhatsApp, already written.

You write the templates. Reps send them from their own WhatsApp, and the lead's timeline records which one was sent.

In the app: Setup › WhatsApp templates · mobile 'WhatsApp'

The WhatsApp sheet reading 'Open chat · templates ready' with template presets listed. — Fig. 8 — WhatsApp templates, ready on the rep's phone. Demo workspace.

Repeat buyers come back.

Won customers return to 'Renewal due' when a repeat touch is due.

In the app: Today › Renewal due

List tools for managers.

Saved views, bulk actions, duplicate merge and undo. Open a view such as 'Hot · this week', select a handful of leads, and act on all of them at once.

In the app: Leads › All leads

The leads list with the saved view 'Hot · this week' active and three leads selected for a bulk action. — Fig. 9 — A saved view with three leads bulk-selected. Demo workspace.

Guides

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