Guide21 April 20264 min read
Follow-Ups Aren't Going Out — The Checklist
Everything looks connected, but no follow-ups have gone out. Usually the sequence is working exactly as configured — just not as you assumed.
Everything looks connected, but no follow-ups have gone out. Usually the sequence is working exactly as configured — just not as you assumed.
Connected, syncing, and silent. Here's what to check — starting with the one people miss most.
A Xero contact without an email address cannot be emailed. This is the single most common cause and it is invisible unless you look at the contact record.
If your first follow-up is set for four days, nothing happens for four days. Check your configured cadence against when the quote was sent — see what a sensible cadence looks like.
Accepted, declined and expired quotes stop their sequences immediately. If someone updated the status in Xero, the chase correctly ended.
Rules limiting follow-ups by value, age or customer will exclude quotes that fall outside them. Review the rules rather than assuming everything is in scope.
Worth confirming after any settings change — a paused sequence looks identical to a broken one from the outside.
The three usual reasons: the delay you configured hasn't elapsed, the quote's status changed so the sequence stopped, or the Xero contact has no email address. Check the contact's email first — it's the easiest to miss.
Yes, immediately. Sequences also stop on declined and expired quotes, so customers never receive a chase for something already decided.
Auto follow-ups and branded online acceptance on your Xero quotes, with deposits coming soon. £16.79/mo after the trial — no card required.
Start free trialMost quotes that convert do so after the first send, yet most businesses only chase once. Here is how many follow-ups it actually takes, and exactly when to stop.
Deposit collection is a feature we're building for Quote Nudge. Here's why taking a deposit the moment a quote is accepted is such a powerful moment — and how we plan to make it effortless.