Taylor Waiting
Job completed Friday Service complete · no open issue · review request eligible.
Interactive workflow demo
Customer Follow-Up Engine
Watch completed jobs, open estimates, unanswered inquiries, replies, and stop signals trigger different follow-up paths instead of blasting everyone with the same message.
Simulation mode Home Services
The system has four customers in four different states.
The goal is not “send more messages.” It is send the right follow-up only when the current state allows it.
Watch the handoff happen
Run the workflow. The active source, decision, output, and exception will highlight together.
Ready
01
Customer states
What happened before today
Chris Waiting
Estimate sent 4 days ago Estimate viewed · no response yet · one polite check-in allowed.
Riley Waiting
New inquiry yesterday Asked for availability · staff replied · customer has not responded.
Morgan Waiting
Customer reply “Please stop texting me.”
02
Follow-up rules
Which message is allowed
- 01 Check completed-service state
Taylor’s job is complete and there is no unresolved issue.
- 02 Prepare the thank-you
Use the completed-service trigger, not a generic marketing blast.
- 03 Check open-estimate state
The estimate is still open after four days and no reminder has been sent.
- 04 Schedule one check-in
The sequence remains bounded so silence does not become harassment.
- 05 Check unanswered inquiry
Riley has a specific unresolved availability question.
- 06 Prepare the relevant reminder
Reference the open scheduling question instead of sending generic copy.
- 07 Read the customer reply first
Morgan explicitly asked the business to stop texting.
- 08 Stop the sequence immediately
No persuasion, retry, or “one last message.” The channel is suppressed.
- 09 Write the stop state
Record the suppression so another automation cannot restart the sequence.
03
0 ready Actions
What gets sent or scheduled
Taylor Thank-you + review request
Triggered after a successfully completed service.
Chris Estimate check-in
One low-pressure reminder is scheduled because the estimate remains open.
Riley Availability reminder
A single follow-up references the unanswered scheduling question.
Morgan Suppressed
No further automated follow-up is allowed.
Validated results will appear here as the workflow progresses.
04
0 exceptions Stops + audit
What happened + when automation must stop
The customer asked to stop receiving texts. That instruction overrides the follow-up sequence immediately.
Next action Record the opt-out and suppress future automated messaging on that channel.
Every action will be recorded here as it happens.
Follow the highlight across all four panels. The point is to show exactly where information moves, where rules apply, and where a human still owns the judgment call.
The point is the handoff, not the shiny robot
What actually changes
The automation is useful because the work moves cleanly from request to action — with less manual handling and clear human boundaries.
Before Manual handoffs
- Follow-up depends on someone remembering
- Everyone can receive the same generic reminder
- Staff may over-message quiet prospects
- Opt-outs can live in one inbox instead of the system
After Connected handoffs
- Follow-up is triggered by actual customer state
- Messages stay relevant to the open need
- Sequences have explicit limits and stop rules
- Opt-outs and replies immediately change what automation is allowed to do
MethodMade Studio
Which follow-ups are slipping through the cracks?
MethodMade can connect the events you already have to respectful reminders, follow-ups, and stop rules.
Keep exploring
See another handoff in action.
Different problem, same idea: make the work visible, connect the handoffs, and keep judgment with a person when it matters.
Next up in the showroomSales
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