Moverbase - Follow-up

Moverbase follow-ups are an important feature to help moving companies stay in touch with clients, confirm job details, and improve customer satisfaction. Moverbase allows users to create and automate follow-up tasks, whether for quoting, scheduling, confirming job details, or post-move feedback.

Here’s how to handle follow-ups in Moverbase:

1. Creating a Follow-Up Task

• Log In to your Moverbase account.

• Navigate to the ‘Jobs’ tab and select the job you want to manage.

• Look for the option to add a ‘Follow-Up’. You can create a reminder or task for yourself or your team to follow up with the client.

2. Types of Follow-Ups:

• Quote Follow-Up: After sending a quote, you can set a follow-up reminder to check in with the client.

  • Example: “Hi [Client], just following up on the quote we sent for your upcoming move. Let us know if you have any questions!”

• Pre-Move Confirmation: A day or two before the move, send a confirmation to ensure all the details are correct.

  • Example: “Hi [Client], just confirming your move is scheduled for [date] at [time]. Please let us know if there are any changes.”

• Post-Move Follow-Up: After the job is completed, follow up with the customer for feedback or a review.

  • Example: “Hi [Client], we hope your move went smoothly! We’d love to hear your feedback or review of our service.”

• Reminder Follow-Up: If you haven’t heard from a client, Moverbase lets you set a task to send a gentle reminder.

3. Automating Follow-Ups:

• Automated Emails: Moverbase allows you to automate follow-up emails for specific timelines (e.g., 24 hours after a quote is sent).

• Task Reminders: You can assign yourself or team members a follow-up task with a specific date and time.

• Customer Communication: Moverbase integrates with email so you can communicate directly through the platform, ensuring you don't miss any follow-up.

4. Tracking Follow-Ups:

• In the ‘Tasks’ or ‘Jobs’ section, you can see all follow-up tasks assigned to a specific job.

• You can track which follow-ups have been completed and which are still pending.

5. Post-Move Feedback:

• After the move, use follow-ups to collect feedback from the customer to improve services or request reviews for social proof.

Best Practices for Follow-Ups:

• Timely: Send follow-ups within a reasonable time (e.g., 24-48 hours after quoting or post-job).

• Personalized: Tailor your messages to the client’s specific move and experience.

• Clear and Friendly: Keep the tone professional yet friendly, ensuring the customer feels valued.

By using Moverbase’s follow-up tools, you can enhance customer engagement, ensure smooth communication, and boost client satisfaction.