Follow-up after a sales call with a summary
A short recap sent right after a phone call: what the customer needs, your estimate and the agreed next step, so nothing is lost or misheard.
• What you need: a 3 kW rooftop solar setup{{2}}
• Our estimate: Rs 1,85,000 before subsidy{{3}}
• Next step: site survey on Saturday at 11 am{{4}}
If I noted anything wrong, just reply and correct me. Any questions that come up later, send them here and I will answer in writing.
It records what was agreed on a call the customer took part in and contains no offer, so it reads as utility. If you add an upsell such as "also ask about our AMC plan", Meta will treat it as marketing.
Variables
| Variable | What goes in | Example |
|---|---|---|
| {{1}} | customer name | Anita |
| {{2}} | requirement | a 3 kW rooftop solar setup |
| {{3}} | estimate | Rs 1,85,000 before subsidy |
| {{4}} | next step | site survey on Saturday at 11 am |
When to use it
Send it within the hour after any call where a price or a next step was discussed. Customers forget numbers said on the phone, and when they compare quotes later the one in writing wins. It also protects you if there is a disagreement about what was promised.
Best time to send. Within an hour of hanging up, while the details are still fresh for both of you.
Quick reply for the WhatsApp Business app
No variables in the app: replace the [bracketed] parts before you send.
Hi [customer name], thanks for your time on the call today. As promised, here is a quick summary so we are both on the same page:
• What you need: [requirement]
• Our estimate: [estimate]
• Next step: [next step]
If I noted anything wrong, just reply and correct me. Any questions that come up later, send them here and I will answer in writing.
/followup
Meta template-ready version
For WhatsApp Manager or any WhatsApp Business API tool. Checked against Meta's limits.
| Category | UTILITY |
|---|---|
| Language | English (en) |
| Header | None |
| Body | 318/1024 characters, 4 variables |
| Footer | None |
| Buttons | All correctQuick reply, 11/25 Need a changeQuick reply, 13/25 |
Tips
- Write the estimate exactly as you said it on the call, including words like "before subsidy" or "plus GST".
- Make the next step a date and time, not "we will be in touch"; it is what gets the customer to say yes or reschedule.
- If the customer taps "Need a change", call back rather than typing, since something on the call was misunderstood.
Variations
Shorter or warmer versions of the same message.
Hi Anita, good speaking with you. Summary: 3 kW rooftop solar, estimate Rs 1,85,000 before subsidy, survey on Saturday 11 am. Let me know if anything is off.
Thanks for the call, Anita. Confirming our site survey on Saturday at 11 am. I will bring the detailed quote along.
Follow up without remembering to
Build it into a Kredoo flow once and it goes out on its own after an enquiry, a delivery or a visit, and stops the moment the customer replies.
Related templates
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- Enquiry follow-upEnglishFollow-up when a lead has not replied in 3 daysA low-pressure nudge for a lead who went quiet, with two simple buttons so they can say yes or close the conversation in one tap.
- Demo classEnglishMissed demo class: offer to rescheduleA kind, no-guilt message to a family who missed a booked demo class, offering two easy ways to pick a new time.
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In other languages: Missed call follow-up message in Hindi · Quotation follow-up message in Telugu
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