InFlowAI Local Business Follow-Up Checklist

Use this checklist to find one repeated follow-up workflow worth simplifying.

1. New inquiries
- Where do calls, website forms, emails, and referrals first land?
- Who owns the next step?
- How fast should the first response happen?
- What gets missed when the owner or front desk is busy?

2. Open estimates or proposals
- Where is the current open-work list kept?
- What date should the next follow-up happen?
- Which prospects need a call instead of another email?
- What is the clearest signal that the opportunity is stale?

3. Customer or tenant requests
- How are requests categorized today?
- Which requests need immediate owner visibility?
- Which updates are waiting on a vendor, customer, or employee?
- What should be summarized at the end of the day?

4. Reviews and referrals
- Which completed jobs or appointments should trigger a review request?
- Who should approve the message before it goes out?
- Where should positive replies or referrals be tracked?

5. Owner visibility
- What should the owner see every morning?
- Which items are overdue?
- Which items need a manual phone call?
- Which items can be handled by an automated email or reminder?

Good first automation candidate:
Pick one workflow that repeats every week, has a clear owner, and loses value when follow-up is late.

InFlowAI
Simple automation for everyday operations.