ZetaEngage™ – The Done-For-You Follow-Up Strategy System for Busy SME Owners

A: We move fast — most clients have their base system up and running within 2 weeks of confirmation. This includes CRM setup, WhatsApp integration, chatbot installation, automation flow creation, and message drafting.

But our job doesn’t end there. After launch, we enter a 1–3 week optimisation phase where we actively monitor replies, fine-tune the message timing, adjust wording based on real-world interactions, and ensure everything is running smoothly.

We call this the “settling-in” period — where the system goes from functional to finely tuned. You’ll receive updates along the way, and we’ll make proactive improvements based on customer behaviour to boost performance.

A: That’s actually a golden opportunity.

We can create a “revival campaign” to gently re-engage those older leads and bring them back into conversation. These campaigns are crafted specifically for dormant contacts — with warm, non-intrusive messages that acknowledge the gap in communication and provide a reason to re-engage.

For example:

“Hi [First Name], it’s been a while since we last connected. Just wanted to check in and see if you’re still interested in [your service]. We’ve helped a lot of clients recently and thought of you — let us know if you’d like a quick update or promo.”

Here’s how we handle it:

• We segment your list into cold leads vs recent ones.
  
  
• We write a reactivation message sequence (WhatsApp and/or email).
  
  
• We warm up the campaign carefully to avoid deliverability issues and reduce opt-outs.
  
  
• If there’s a good incentive or update (like a recent success story, new promo, or improved service), we highlight that to create urgency.
  
  

These “revive and convert” sequences are often surprisingly effective. We’ve seen dormant leads turn into appointments within days — they just needed the right nudge.

A: No — not if it’s set up and used properly. We only use official WhatsApp Business API providers like WATI, SleekFlow, or Respond.io, all of whom are approved Meta partners. This means your messages are sent through authorised channels that follow WhatsApp’s policies.

We also register and verify your business with Meta before sending any messages. All outgoing messages (especially for marketing or promotional use) must use pre-approved templates — which we help you write and get approved. This ensures compliance and protects your account health.

What we don’t do:

• We never blast cold WhatsApp messages to purchased or scraped lists.
  
  
• We don’t send unsolicited spammy messages that would violate WhatsApp’s acceptable use policy.
  
  
• We don’t use unofficial or “hacked” automation tools that put your number at risk.
  
  

In fact, using the API correctly makes your account safer than using a regular WhatsApp Business app for outreach. We also monitor your account health closely, especially during launch, and help you adjust if delivery or response rates show early signs of issues.

So rest assured — your number is safe. We design everything to comply with WhatsApp’s rules while still maximising engagement and results.

A: FollowUp Pro isn’t a typical subscription service – it’s a one-time setup solution. You pay once for the complete installation of your follow-up system, and after that, you own the system outright with no monthly software charges.

In other words, there are no ongoing license fees or hidden “success taxes” as your business grows. We believe you should reap the system’s benefits without worrying about recurring costs, which is why each plan is a one-time investment for the full setup.

A: We do not owe any ongoing fees. Once we’ve set up your FollowUp Pro system, we don’t charge you monthly or annually. The only ongoing costs are from third-party services that the system uses.

For example, suppose we integrate WhatsApp via WATI (an official WhatsApp Business API provider). In that case, WATI has its subscription plan, and if SMS reminders are used, you’d need to pay the provider for SMS credits. We’ll advise you on external costs during our consultation, so you’ll have a clear picture upfront.

Rest assured, aside from those third-party services (which you’d pay directly to those providers), you won’t pay us any subscription.

A: The one-time fee covers a complete “done-for-you” package – essentially everything needed to get your automated follow-up system up and running. This includes:

• CRM & Contact System Setup: We set up a CRM (we often use FluentCRM or a similar system) and integrate it with your website forms or booking system to capture and organise all your leads. Every enquiry will flow into a central database so no potential customer falls through the cracks.

• WhatsApp Integration & Automation: We connect your existing business WhatsApp number through an official API provider (like WATI) and configure an automated messaging system. This allows instant WhatsApp messages and follow-ups to go out on your behalf, 24/7.

• Online Booking System: As part of every package, we install a complete online booking/scheduling system (using tools like FluentBooking) and customise it to your business needs. Your booking calendar will reflect your services, available times, staff (if applicable), days off, etc., and it’s fully integrated with the CRM and WhatsApp automation.

• Message Templates & Chatbot Setup: Our team crafts all the follow-up message content (WhatsApp messages and emails) and sets up a WhatsApp chatbot for common questions. We have proven templates for new enquiries, no-response follow-ups, post-service thank-yous, review requests, etc., which we tailor to your business’s voice. You’ll get to review and approve all these messages to ensure they sound right. The chatbot is also configured with answers to FAQs about your business (e.g., pricing, hours, location) so it can respond to customers instantly on WhatsApp.

• Testing & Training: We thoroughly test the whole system to ensure everything works smoothly – messages go out at the right times, the chatbot responds correctly, bookings sync up, and so on.

Once it’s all working, we give you a brief training on using your new system’s dashboard (it’s straightforward and non-technical). This way, you know how to see what’s happening and how to make small tweaks if you ever want to.

All of that is included in the one-time fee. You won’t need to purchase additional software from us or pay extra for standard features – it’s truly turnkey. The expenses for third-party services or accounts that are part of the solution are not included in our fee.

For example, the WhatsApp Business API provider (WATI or others) requires its subscription, or if we set up SMS functionality, the SMS service charges per message. Those costs are paid to the respective providers (we’ll help you set those up) and are usually modest, but they are separate from our one-time fee. We’ll ensure you know exactly what’s included and what isn’t before we begin, so there are no surprises.

A: FollowUp Pro includes the full setup of your CRM (we use FluentCRM), which we host on your WordPress site and manage for you during onboarding. The software license is included for the first year.

After that, we can continue managing the license for a small annual fee, or you can switch to your single-site license, whichever works best.

For email delivery (sending actual emails to your customers), you’ll need an external service like Brevo, Amazon SES, or SendGrid. These charges are based on your monthly email volume – we’ll help you choose the best one. For most businesses, the monthly cost is under S$20, but if you send high volumes (e.g. tens of thousands of emails per month), you’ll want a plan to match. We’ll guide you through it.

A: Yes, FollowUp Pro includes setting up your email automation, but you’ll still need an email-sending provider like Brevo (recommended), Amazon SES, or SendGrid. These providers charge based on your volume—for most SMEs, the cost is minimal (under S$20/month), but we’ll help you choose the right plan based on your email list size and usage.

A: Not at all – in fact, you don’t have to set it up, we do! FollowUp Pro is a 100% done-for-you service, which means our team handles the entire setup process for you. 

It’s not a DIY software tool where you have to figure things out yourself. We’ll take care of everything from technical configuration to content creation. That includes installing and configuring the CRM, getting your WhatsApp Business API approved and connected, and setting up the automation workflows. 

You won’t need to touch the technical stuff. We know you’re busy, so we make the implementation as hands-off as possible. By the time we’re done, you’ll have a fully functioning follow-up system without the headache of setting it up yourself.

A: No technical expertise is needed whatsoever. We designed FollowUp Pro for business owners who don’t have the time or desire to fiddle with technology. You don’t need to know how to code or configure anything – our experts do all that behind the scenes

We handle the technical setup of the WhatsApp integration, the CRM, the booking system, and all the automation for you. We prepare the follow-up messages and chatbot content (with your input), so you’re not writing scripts or setting up logic on your own.

Using the system day-to-day is very straightforward. If you can use basic tools like email or a web browser, you can use FollowUp Pro – and we’ll give you a quick training session to show you how everything works. In short, you don’t need to be “techy”; we’ve got the tech covered.

A: Very little of your time is required. We know SME owners in Singapore have their hands full, so we’ve streamlined the onboarding. Typically, we’ll start with a short consultation or discovery call where you tell us about your business and what you need. After that, most of the work is on our end. 

We might ask for some content details (like your business info for the messages) and your feedback when we draft your follow-up messages, but these are brief interactions. The actual setup of the system is quick – usually just a matter of days to get everything installed, tested, and live once we have the info we need. In many cases, you could see the system working for you within the same week of kicking off. As for your time investment, beyond a couple of meetings and reviewing the messages we prepare, there’s not much you need to do. 

We also provide short training (often under an hour) to familiarise you with the dashboard so you’re confident moving forward. After that, the system runs on autopilot – you won’t spend time managing it every day. A glance now and then at the dashboard is enough to see things humming along.

A: Absolutely. You have full control over the content. In fact, during the setup, we work closely with you to craft the messages. Our team will draft follow-up messages and chatbot responses based on proven templates, but we tailor everything to fit your business’s tone and specifics (we’ll use your services, friendly greeting style, etc.). 

Nothing is sent to your customers without you seeing it first – you get to review and approve all message templates before we turn on the automation. This ensures you’re comfortable with every WhatsApp message or email that will go out on your behalf. If later on you want to change something – say you have a new promotion or want to tweak the wording – that’s also easy to do. 

The system allows edits to the message templates, and we’ll show you how to do it in the training. It’s not complicated, but you can always ask us to help make adjustments if you prefer.

 Even after launch, if you need to update a message or campaign, we’re here to support you with those changes. The bottom line is that you’re in charge of the messaging – we just help you automate it.

A: You can. We build the system to be under your control at all times. If you ever need to pause or stop a particular automated sequence, you can do so with just a few clicks in the dashboard.

For example, suppose you have a follow-up campaign running and want to halt it (perhaps you’re fully booked for a period and don’t want to encourage more bookings temporarily). In that case, you can simply deactivate that automation.

Our tools (like the CRM) make toggle sequences on or off easy. Moreover, the automation logic is smart and considerate: it will automatically stop sending certain messages to customers once they take a relevant action. For instance, if a lead ends up booking an appointment, the system can detect that and stop sending any further “please book” follow-ups to that person. 

This way, you’re never spamming anyone unnecessarily. So yes, you remain in full control—you can intervene or pause automation anytime, and the system is designed to respect the customer’s status.

A: Yes, you’ll have complete visibility. We provide you access to a user-friendly dashboard (via the CRM and the WhatsApp platform) where you can see all the automated activities. You can view your list of contacts/leads and check what messages or emails have gone out to each and what’s scheduled next in their sequence.

 In practice, this means you can log in at any point and see, for example, “Oh, Jane Doe was sent a WhatsApp yesterday and is due for a follow-up email tomorrow.” The WhatsApp tool (WATI or similar) also typically has a conversation view, so you can see the actual chat history with each customer—including the automated messages and any replies. 

We train you to look at these quickly, so you’ll always know what’s happening. There’s no black box – even though it’s automated, it’s transparent. You can trust the system to run independently, but you’re welcome to monitor it as much as you like. Many business owners find it reassuring (and even exciting) to watch the timely messages going out and getting customer responses, all visible in the dashboard.

A: Many users start seeing positive effects quickly – often within the first few weeks of going live. Because the system ensures every new enquiry gets an immediate response (and timely follow-ups after that), you’ll likely notice an uptick in engagement almost immediately.

For example, leads that previously might have gone cold will start replying or booking appointments since they’re now being nurtured. 

Of course, the exact timing can vary by business, but since setup only takes a few days, you can have the system working for you in the same month you sign up. In one case, a clinic owner began converting significantly more inquiries to appointments in the first month – he saw about a 30% increase in conversions once FollowUp Pro took over the follow-ups.

The speed of results will also depend on your volume of leads: if you get a lot of inquiries daily, you’ll notice the impact sooner (simply because all those people are now getting responses and reminders). If your inquiries are occasional, you’ll see each one is handled perfectly, which over time still translates into more sales or bookings. Either way, you’ll quickly feel the difference in not having leads slip through the cracks.

A: While we can’t promise an exact figure (every business is a bit different), it’s common to see a significant uptick in bookings and customer conversions after implementing FollowUp Pro.

The main reason is that you’ll be capturing opportunities that used to be lost. Industry research shows that many businesses lose a big chunk of potential sales simply by not following up consistently – in fact, by not following up promptly, you could be missing out on up to 76% of qualified leads that might have become paying customers.

FollowUp Pro is designed to recapture those opportunities through timely, persistent (but polite) follow-ups. Our clients’ experiences give a sense of what’s possible: for instance, one clinic saw roughly a one-third increase in appointment bookings (as mentioned above). 

Another user, who runs an auto service workshop, said his shop’s schedule became “fuller than ever” once the system started engaging every inquiry and sending reminders—customers who received the follow-ups were far more likely to show up for their appointments.

 We’ve also seen businesses get more repeat visits and reviews because the system doesn’t forget to send those post-service follow-ups asking if everything went well and inviting happy customers to return or refer others. So, in summary, you should expect more of your leads to turn into actual bookings and perhaps better customer retention. The exact increase will depend on your baseline and industry, but we’ll do our best to maximise it. We’re confident that the conversion boost will more than pay for the service over time.

A: If your business relies on leads, enquiries, or appointments, then yes – it will work for your industry. FollowUp Pro is built with service-based SMEs in mind, and we’ve successfully implemented it in various fields. 

Whether you run a clinic, salon, tuition centre, auto workshop, home services company, or any other business where following up with prospective and existing customers is important, the principles are the same. We customise the messages and timing to fit your industry and customer behaviour so it feels natural. 

For example, a tuition centre might follow up about trial class bookings and feedback from parents. In contrast, a spa might follow up about appointment reminders and ask for a post-visit review—the system handles both scenarios, just with different content. 

We have case studies and testimonials from many sectors (education, beauty, automotive, healthcare, etc.), and the common theme is that owners see more engagement and conversions once the follow-ups are automated. So even if your niche is unique, as long as you have customers who appreciate a friendly nudge or reminder, FollowUp Pro can be tailored to work for you. We’re happy to discuss your industry needs and ensure the solution is a good fit during our consultation.

A: No, you do not need to get a new WhatsApp number. We will use your existing business WhatsApp account/number and integrate it through an official WhatsApp Business API provider (such as WATI). 

This means we connect WhatsApp to the automation platform, but your customers will still message the same WhatsApp number they already use for your business. The experience remains seamless—they won’t know the difference, except that they’ll get faster responses.

If you don’t have a dedicated WhatsApp Business number yet, we’ll help you set one up properly (since you need a WhatsApp Business account to use the API). Either way, you’re not juggling multiple WhatsApp accounts. It’s all your one business WhatsApp line; we just “supercharge” it with automation behind the scenes.

A: If customers respond, they will be heard – the system is designed to handle replies gracefully. There are a couple of scenarios here:

• If it’s a simple reply that the chatbot can handle: The WhatsApp chatbot we set up can answer common questions automatically. For example, if a customer asks, “What are your prices?” or “Where are you located?”, the chatbot can immediately respond with the pre-set answer. This saves you time and gives the customer instant info.
  
  
• If the customer’s reply needs personal attention: Not every query can or should be handled by a bot. If someone asks something specific or says, “Can someone call me?”, you or your staff can step in anytime. You’ll be able to see the conversation (via the WATI dashboard or your WhatsApp Business app interface) and reply live, just as you normally would in WhatsApp. 

The system will notify you of incoming messages; you can chat normally with the customer whenever needed. The automation will never prevent you from manually interacting; it’s there to assist, not block you.

Importantly, the follow-up sequences are smart about replies. If a customer responds or takes an action, the automation can adjust accordingly. For example, suppose an automated sequence sends a series of booking reminders, and the person replies to confirm an appointment or makes the booking. In that case, the system will register that and won’t continue sending needless reminders. 

In practice, it means once customers engage, they won’t keep getting the generic follow-up as if they hadn’t – the messages adapt or stop as appropriate. So, if a customer replies, either the chatbot satisfies them with an answer or a human (you) takes over, and the automated campaign will pause or change to avoid any awkwardness.

You’re never losing control of the conversation—think of the automation as your assistant that handles the routine stuff while seamlessly handing back anything requiring a personal touch.

A: They are two complementary parts of the system, and, understandably, it can sound similar, so here’s the breakdown:

• WhatsApp Chatbot: The chatbot is like a virtual assistant that sits on your WhatsApp channel and interacts in real-time with customers when they initiate a conversation or ask questions. If someone messages your business on WhatsApp, the chatbot can reply instantly (even at 2 AM) to greet them and answer common queries. It’s reactive and conversational.
  
  For example, if a customer types “Hi, what are your opening hours?” the chatbot recognises the keyword and sends your pre-written answer about opening hours. It can handle multiple FAQs, guide users (e.g., “Press 1 to book an appointment”), and even collect information like their name or email for your records. Essentially, the chatbot covers incoming questions and keeps the conversation going so customers aren’t waiting for you to reply.

• Follow-Up Automation: Automation, on the other hand, handles outgoing follow-ups over time. These are the scheduled messages (via WhatsApp and/or email) that go out after a trigger event without the customer having to message first.
  
  For instance, when someone fills out your enquiry form or makes an initial contact, our system will put them on a sequence – they might get a WhatsApp message thanking them for their enquiry immediately, then another message the next day if they haven’t responded, and maybe an email a few days later, and so on.
  
  This sequence is designed to nurture the lead or customer over a period, sending gentle reminders or useful info to encourage them to take the next step (like booking an appointment or coming in for a trial). The follow-up automation ensures no one is forgotten after that first contact. It’s proactive and time-based rather than triggered by an incoming question.
  
  

In summary, the chatbot handles live chats and FAQs on WhatsApp instantly (it’s like having a receptionist available 24/7 for quick answers), while the automation handles the follow-up messages that go out to every lead/customer as part of a planned sequence after they engage with your business initially.

Both are included with FollowUp Pro, and they work hand-in-hand: for example, a new lead might first interact with the chatbot when they message you (“Hi, I’d like to know your rates”), then after that conversation, if they don’t convert immediately, the follow-up automation will kick in the next day to send a reminder or offer, ensuring you continue to stay on their radar. Together, these tools ensure customers get immediate answers and ongoing attention without you having to send anything manually.

A: We handle everything for you — from installation to full configuration.

Here’s what our CRM setup includes:

• ✅ Contact Capture & Sync:
  We connect your website forms, booking system, or lead sources directly to the CRM (usually FluentCRM), so every new enquiry is instantly logged — no manual entry is needed.
  
• ✅ Tag & List System:
  We create a smart tagging and segmentation structure for your leads. For example:
  
  • “New Lead – Website”
    
  • “Trial Class Booked”
    
  • “Cold Lead – No Response”
    These tags help power your automation flows and make segmenting your list for follow-ups, broadcasts, and reports easy.
    
• ✅ Lead Stages or Custom Funnels (Optional):
  For more advanced users, we can set up a basic pipeline view (or use tags as stages), so you know who’s just enquired, who’s booked, and who’s ready to upsell.
  
• ✅ Email & WhatsApp Integration:
  Every lead interaction (e.g., emails sent, WhatsApp messages delivered) is logged in the CRM, giving you a full history of your communication.
  
• ✅ Ready-to-Use Dashboard:
  We’ll show you how to view and manage contacts, track engagement, and pull simple reports from a clean, user-friendly interface.
  

You’ll walk away with a fully functional CRM tailored to your business — not a blank canvas you must figure out.

No problem — FollowUp Pro is designed to work with your existing systems, not against them.

If your business already uses a CRM, POS, or another platform that stores customer data (even if it’s basic or legacy), we don’t need to rip it out or replace it. In fact, many businesses use CRMs that aren’t built for marketing automation — and that’s where FollowUp Pro comes in.

We simply “layer” our marketing automation CRM on top of what you already use.

This means:

• Your current CRM or POS continues operating as usual.

• FollowUp Pro handles the follow-ups, WhatsApp automations, email nurturing, and lead segmentation — seamlessly in the background.

• Where possible, we can even integrate or sync data between systems so things stay aligned.

The result? You keep the tools you’re familiar with, while gaining all the benefits of a modern, automated engagement engine — without disruption to your workflow.

A: Yes. The customer-facing parts of the system are designed to be mobile-friendly from the ground up. For example, the online booking pages we set up for you are fully responsive, so your customers can easily book appointments or consultations right from their smartphones.

In Singapore, where most people communicate via mobile and WhatsApp, this is crucial – we make the booking process as smooth on a phone as on a desktop. The WhatsApp messages are inherently mobile-friendly since they go straight to the WhatsApp app that everyone uses on their phone. Now, on your side (the business side), the CRM and dashboard can be accessed via a web browser.

While you’ll probably do any heavy lifting (like reviewing reports or configuring something) on a desktop or laptop for comfort, you can also check on things from your phone or tablet. Since it’s web-based, you could, for example, log into the CRM on your phone’s browser to quickly lookup a client’s info or see today’s bookings.

We’ve made sure that you and your staff are not tied to a desk. You can be on the go and still keep an eye on your leads and schedule. So both ends—the customer booking experience and your management dashboard—are mobile-friendly for convenience.

A: Yes, your team can use it, and there’s no extra charge for additional users. Since you will own the system outright, you can have as many staff members as needed accessing the CRM or booking calendar.

For instance, if you have a receptionist or an office manager, they can log in to the system to check incoming enquiries, see booked appointments, or respond to customers through the WhatsApp dashboard. We can set up multiple user accounts or a shared login—whichever suits your situation.

If you’d like, we can also train your key staff on how to use the system during the training. It’s intuitive, so even your non-technical staff will find it easy to navigate. Having your staff involved is often great because they might monitor day-to-day communications (for example, replying to any complex customer questions that the chatbot escalates). The good news is there’s no per-user fee or licensing limit; your whole team can leverage the tool freely to improve your service. It’s meant to be a solution for the business, not just the owner alone.

A: One of the big benefits of FollowUp Pro is that it gives you a central place to see all your customer and lead data. As part of the service, we set up a CRM for you, which becomes a hub for all the contacts and interactions.

Whenever a new enquiry comes in (say, from your website form or WhatsApp), the lead’s details are automatically captured and organised in the CRM.

You’ll be able to see each contact’s name, phone, and email and a history of what messages they’ve received or what actions they’ve taken (like bookings made or replies sent). Over time, this builds a valuable database of your customers. You can segment it, update details, add notes (for example, noting a customer’s preferences or birthday), and manage your relationships in one place.

All this data is yours and private to your business—we simply help collect and organise it. You can export it anytime or integrate it with other tools if needed. Also, because we include an online booking system, you’ll have digital access to your calendar of appointments and booking details.

No more flipping through a paper appointment book – you can see it on screen, including who booked, when, and any information they provided during booking. In short, you’ll have a clear view of your customer base and their journey with your business. This helps in day-to-day operations and lets you make informed decisions (like targeting loyal customers with a special offer since you can see who they are).

We’ll ensure during setup that you know how to access and use this data effectively. It’s user-friendly, and many owners love having all their client info in one organised system for the first time.

A: After we finish the setup and hand over the system, you’ll have a fully functional follow-up machine working on your behalf. At that point, you can start enjoying the benefits: new leads are being responded to, reminders and thank-yous are being sent out, and bookings are flowing in, all without you having to do a thing.

We don’t just set it up and vanish – typically, we’ll keep an eye on things as the system starts to ensure it’s running smoothly and achieving the expected results. The good news is that the system doesn’t require daily oversight or technical maintenance from your side. It’s built to run automatically. So after setup, your main “job” is to monitor the results (e.g., see the appointments getting booked and the replies coming in) and, of course, continue providing great service to those customers.

You won’t need to dedicate time each day to the follow-up system – think of it as having a diligent assistant you’ve trained, and now it just carries out its tasks reliably. If something needs adjusting or you have a question once it’s live, you can always reach out to us (we’re here to help as part of our support). Otherwise, you can expect a hands-off experience where the follow-ups happen in the background, giving you peace of mind and more free time to focus on other aspects of your business.

A: We’re here to support you in the long run. Even though FollowUp Pro is a one-time setup service, we don’t consider our job done the moment it goes live. We want to ensure you continue to get value from it, so we’re available if you need any assistance or have questions.

For example, if you decide to tweak your follow-up sequence in a couple of months or add a new message (say you want to introduce a new promotional offer to all new leads), you can contact us, and we’ll help you implement it. Or if something isn’t working as expected, we’ll be on hand to fix or adjust it.

We also understand that you might have new ideas once you see the system in action, and we’re happy to advise on the best way to proceed. We provide after-sales support to ensure the system keeps running smoothly and adapts to your needs.

We’re only a phone call or email away, and we pride ourselves on friendly, prompt service (no call centres or ticket robots here). Our goal is not just to drop off a product but to ensure it continues to deliver results over time.

Many clients treat us as an extension of their team – you can do the same. While the system typically doesn’t require much intervention, it’s comforting to know experts are available when needed.

A: Definitely. FollowUp Pro is meant to grow with your business. We can accommodate you if you start with a basic package and later realise you need more advanced features or additional services.

For instance, perhaps initially, you didn’t opt for an AI-driven reply module or a certain integration, but a few months later, you decide it would be useful – we can add that for you without any hassle.

You might also expand your business (say, open a new location or add a new service line) and want the system to handle those as well; since you own the system, it’s just a matter of configuring it to include the new details, which we can help with. Upgrading doesn’t mean starting over – we simply build on what you have.

Because there are no ongoing software fees, you’re free to enhance the system as you see fit, and you’ll only pay for any significant new setup work needed for those enhancements. We’ve structured FollowUp Pro to be flexible: optional features like more complex AI chat capabilities, additional marketing automation campaigns, or other tools can be integrated when ready.

There’s no pressure to do everything at once. In short, you can upgrade later – we’ll be there to consult on the best options and implement them for you so that your follow-up system always matches your business’s current needs.

No problem — FollowUp Pro is built to work with your existing platforms.

We don’t replace your social channels — we connect to them. Here’s how it works:

✅ Enquiries from social platforms can still enter the system:

• Facebook & Instagram DMs: If someone messages you or clicks a lead form, we can capture their info and trigger an automated follow-up (via WhatsApp, email, or both).
  
• Facebook Lead Ads: We can instantly sync new leads into your CRM and start a follow-up sequence — no manual copying or delays.
  
• Instagram bios or stories: We provide trackable links or booking forms to plug into your profile or story highlights.
  
• Twitter, TikTok, YouTube, etc.: As long as you’re directing people to a booking form, lead magnet, or enquiry page, FollowUp Pro will take over from there.
  

🧠 The key idea: Wherever the lead comes from, the automation kicks in once they fill in your form or click a call-to-action. Fast replies, reminders, and nurturing sequences all begin automatically — even if the initial enquiry came through social.

So yes, FollowUp Pro absolutely works with your Facebook and Instagram marketing, turning those hard-earned clicks into conversations, bookings, and sales.