Follow-ups that run on their own
Chase quiet quotes and ask for reviews. You decide which emails wait for your OK.
Automatic follow-ups
Quiet leads get a follow-up written for you.
- You approve each one, or let it send
- It asks for a review a day after the job is won
- Set one up in plain words, or pick a ready-made one
What waits for your OK
Every email step in a workflow has its own switch. Turn it on and the email waits in a list called Ready for you, written out as it will go, until someone sends it, edits it or skips it. Turn it off and the email goes by itself when its moment comes. You make that choice step by step, so a review request can go on its own while a follow-up on a big quote waits for you.
The ready-made workflows start from settings that suit each job. A follow-up Shingle writes from your site's facts waits for your OK. A review request, a rebook reminder and a welcome to new subscribers go on their own once you turn them on. Any workflow that emails customers starts off, so you can read its emails first.
Some things always wait. A change to the site, a blog post, the announcement bar and publishing all need someone to press the button, and so does anything that spends credits. And once you've sent a step's email exactly as written ten times in a row, the workflow offers to let that step go on its own. Choose Keep asking and it carries on waiting.
From a sentence to running
Say what should happen
Type it in your own words, or add a ready-made one. Try “two days after a job is won, ask for a review.”
Read it as a flow
Shingle writes it out as when, only if, then each step. Change the words, waits and emails in place.
Rehearse it
Replay the last 90 days to see how often it would start and email. Nothing is sent or spent.
Turn it on
It runs on one site, every site or your team, and its row says what it did in the last 30 days.
Start from one of these
Answer faster
- Never miss a request, which tells you when one has waited two hours
- Emergencies first, which alerts you when a request is urgent
- Outside the service area, which tags it so you can decide
- Answer every request, written from your site's facts for your OK
Win the work
- Chase quiet quotes, on day 3 and day 7 until they reply
- Rebook reminder, six months after a visit unless they're booked
- Win back the quiet, a year after their last visit
Keep customers
- Ask for a review, a day after a job is won
- Welcome new subscribers, once they've confirmed
- A post each month, drafted for your OK
- Holiday hours, ready each December for your OK
Set it up once
An agency shouldn't have to build the same follow-up thirty times.
Every site, now and later
A workflow set to all sites runs on each one you have and each one you add.
Playbooks
Bundle workflows, say everything you use for roofing clients, and install them on the sites you choose.
Kept in step
Change your workflows, update the playbook, and every site follows, apart from any you changed by hand.
What each one did
How many it emailed, and how many booked or won within 14 days. We say helped, since a window proves no more.
What workflows won't do
They stop on their own when they should, and you can stop all of them at once.
Email a prospect
No workflow emails a business you saved to pitch, or anyone who asked you to stop.
Keep going after an answer
A run that emailed someone ends the moment they write back.
Ignore Pause all
One press stops every workflow. Nothing runs and no email goes until you resume.
Common questions
Can't find your answer? Read Shingle Help or email [email protected].
It's a set of rules that does the chasing for you. When a quote goes quiet for three days, or a job is won, an email gets written and either sent or held for you to check. In Shingle each rule is a workflow you can read line by line and stop at any time.
Only where you allow it. A workflow that emails starts off, and each email step has its own switch. With the switch on, the email waits in Ready for you until you send, edit or skip it. With it off, the email goes by itself. A site's workflows send at most 50 emails a day.
The ready-made Ask for a review starts when a job is won, waits a day, then emails the customer a link to write a Google review. You can change the words and the wait, or make it ask you first. The site needs its Google listing linked, because that's where the link points.
No. They come with the plan and its trial, ready-made ones included, and Prospecting Autopilot is one of them. The AI that writes a workflow's emails costs no credits. A step that changes a site or writes a post spends its usual credits, and it waits for your OK.
Not yet. A workflow can email customers, alert your team, add a tag or a follow-up, move a deal and ask Shingle a yes-or-no question about the customer. Texts and WhatsApp wait on a messaging partner Shingle hasn't added.
Yes. Set a workflow to run on all sites, and it covers every site your team has now or adds later. For a smaller group, such as your roofing clients, bundle workflows into a playbook and install it on the sites you choose. Clients you invite to a site can't see or change them.
Read next
- CRMCustomers, prospects, replies, deals and results.
- Prospecting AutopilotNew businesses to pitch, waiting for you each week.
- Ask DormerAsk about your leads, deals and sites in plain words.
- Get more Google reviewsHow to ask, when, and what Google's rules forbid.
- Google review link generatorA link and QR code that open the review box.
- Web design agenciesMany client sites, one team, your brand to clients.
Build your first site
Start from a Google listing or a few notes. Demos usually take 5–15 minutes.
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