A MANAGED MONTHLY FOLLOW-UP REVIEW
A structured follow-up system for service teams that already receive inquiries. We map where requests arrive, define who owns the next reply, and review up to 100 supplied records each month for missed actions. Your team keeps the customer relationship.
For service teams with an existing inquiry flow
Manual setup and recurring review. No automatic outreach or lead purchase.
Check service area and job type.
Assign an owner and confirm availability.
Record the next step and review date.
Demonstration content. No customer results or performance claims.
YOUR DELIVERY PACKAGE
A working system first. A monthly check thereafter.
The initial setup gives each inquiry a source, an owner, a priority and a next-action date. The monthly review checks up to 100 records you supply, identifies unanswered or stalled inquiries, and returns one prioritized action report.
Preview the delivery outline ↗Source and owner map. See where inquiries arrive, who is responsible for each channel and when a handoff is needed.
Three response templates. Approved first-reply and follow-up language your team can adapt and send from its own inbox.
Tracker and exception queue. Record status, last contact, owner and next action; bring overdue or incomplete records to the top.
Your team supplies records and contacts customers. Inbox management and automatic messaging are outside this package.
Discuss this package ↗EXPLORE BEFORE YOU COMMIT
Use a fictional inquiry to see the decision points behind the review. This demonstration is rule based and does not connect to your inbox or send messages.
Fictional examples. Rule-based triage, not an active inbox.
Open the full free toolTHE APPROACH
Show us the channels you use, the jobs you accept and the handoffs that are easy to miss. We define the record fields and owners together.
We prepare the tracker and three reply templates. Your team uses them to record and contact prospects during normal operations.
You supply up to 100 records. We flag missing owners, unanswered inquiries and overdue next steps, then return one action report for your team to act on.
The service has two parts: a one-time system setup and a monthly review of your supplied inquiry records. It helps your team see where follow-up is due; it does not promise new leads, bookings or automatic replies.
Review pricing and availabilityFirst payment: $498 ($199 setup + $299 first month). Then $299/month until canceled. Cancel any time; no partial-month refunds. The setup fee is refundable until setup work begins. We are opening a small pilot: up to three new clients per month and six active clients at a time. Confirm scope, dates, and availability before subscribing.
SEE THE WORK
Review the handoff and its boundaries before requesting a quote.
We map your inquiry channels and responsibilities, write three response templates, and build your follow-up tracker.
Setup within five business days after we receive all required information and confirm your project scope and availability.
We review up to 100 customer-supplied inquiry records per billing month, flag missing follow-ups, and deliver one monthly action report.
An inquiry record is one row in the agreed tracker. Any larger workload needs a separate quote before work begins.
You supply the inquiry records, contact customers, and record outcomes. This package is a manual workflow setup and review service. Automatic messaging, inbox management, advertising, and new lead acquisition are outside this package. Sales and bookings are not guaranteed.
Email hello@dapplepilot.com to cancel. We will confirm the cancellation and stop the next renewal. Service continues through the current paid billing period; there are no partial-month refunds.
Setup refunds: the $199 setup fee is refundable until setup work begins. Setup work begins when we confirm the start date and start preparing your channel map, templates, or tracker. After that point the setup fee is nonrefundable.
Before paying: confirm the agreed scope, available start date, required inputs, and monthly report date in writing.
BEFORE YOU DECIDE
This package is a manual review service. Your team sends messages and manages its inboxes. Automation would require a separate scope and authorization.
No. The review tracks response completeness and timeliness. Sales also depend on fit, pricing, availability and the customer’s decision.
YOUR NEXT STEP
Send a request. We will review the fit and agree on the details before any payment.
Your reference
We will review your request and respond to the email supplied. Scope, availability, timing, and price are agreed before work begins.
Your inquiry has been received. It does not place an order.
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