Follow Up With

For agencies, designers and marketers

Stop waiting on client approvals to move a project forward

Projects slip when clients go quiet: copy that never arrives, a logo nobody signs off, feedback due "this week". Follow Up With keeps asking, politely, until you have what you need, so you can keep projects moving and get them invoiced.

No card needed. Plans from $5 a month.

A reminder the assistant might write

From You via Follow Up With

Subject Website refresh: 2 things to get us to launch

Hi Dana,

We're nearly ready to launch the new site. Two things still need you:

  • Approve the homepage copy (due Friday)
  • Upload the product photos

You can do both using the link below, and reply there if you'd like any changes.

Thanks,
Alex

Reply, upload or mark done

Sound familiar?

Projects stall on the client

Your team is ready, but the homepage copy, product photos or brand assets are still "coming".

Nudging feels awkward

Nobody wants to be the agency that sends the fourth "any update?" email, so requests quietly slip.

You can't bill what isn't approved

Final invoices wait on sign-off, and sign-off waits on a client who's busy with everything else.

How it works

How agencies use Follow Up With

  1. 1

    List what the client owes

    Create a job per project and list the content, approvals and access you're waiting on, with due dates for launch.

  2. 2

    Friendly follow-ups, on autopilot

    The assistant sends one email per client covering everything outstanding, and follows up in the tone you choose until each item is in.

  3. 3

    Everything lands in one place

    Clients reply, upload files and mark things done from a private link. You see every message and file on the project timeline.

What agencies ask their clients for

Add anything you're waiting on. The assistant asks for it, follows up, and tells you when it's in.

  • Approve the homepage copy
  • Final logo files (SVG and PNG)
  • Product photos for the shop
  • Feedback on round 2 of the designs
  • Access to your Google Analytics
  • Sign-off to launch

Everything you need to stop chasing

Automatic reminders

One email per client listing everything they owe, on weekdays in business hours, until it's done.

Answers questions

Clients can ask about any request, and the assistant answers from your notes, or passes it to you.

Checks files

PDFs and photos are checked against what you asked for before they reach you.

You approve

Every message waits for your OK, unless you turn on auto-send. Pause any job at any time.

Questions from agencies

Can I control how pushy the reminders are?

Yes. Choose a friendly, neutral or firm tone, add your own instructions, and set how often reminders go out. You can pause them on any project.

Do clients need to log in to a portal?

No. Each client gets a private link where they can reply, upload files and mark things done. No account or password.

Can my team share clients?

Yes. On the Team plan up to 5 people work from the same client list, and replies go to whoever asked.

Does it replace our project management tool?

No. It does one job: getting things out of clients. Keep your tasks and boards where they are.

Let the assistant do the chasing

Try everything free for 14 days. No card needed.

Start your 14-day free trial