Dealing with no-show appointments can be challenging, but implementing a structured follow-up process can help re-engage clients and reduce future no-shows.


Recommended Follow-Up Approach

  1. Initiate a Follow-Up Campaign:
    • Add the client to a dedicated follow-up campaign within Agent CRM.
  2. Craft Personalized Messages:
    • Send a combination of text and email messages expressing that they were missed during the scheduled call.
    • Provide a link to your calendar, encouraging them to reschedule at their convenience.
  3. Maintain Consistent Communication:
    • Schedule follow-up messages at intervals (e.g., 1 day, 3 days, and 7 days after the missed appointment) to gently remind them to reschedule.
  4. Utilize Automation Features:
    • Leverage Agent CRM’s automation tools to streamline the follow-up process, ensuring timely and consistent communication.

Additional Resources

For more insights on managing appointments and follow-ups, consider reading:


Watch and Learn

For a visual guide on setting up follow-up campaigns in Agent CRM, check out this tutorial: