Inbox & follow-ups·Beginner5 min read

Create and manage follow-ups

Schedule reminders so quiet inquiries get a nudge before they go cold.

In this guide

Where follow-ups come from
Schedule a follow-up
The Follow-ups page
Complete or cancel
Snooze
How follow-ups feed Revenue Impact
Related

A follow-up is a scheduled reminder to come back to an inquiry or a customer. Yesoma uses them to make sure quiet leads — the ones who said "let me think about it" or just went silent — actually come back into your day.

Where follow-ups come from

Follow-ups arrive in your queue from four places:

You set one manually on any inquiry or customer.
Yesoma's AI suggests one when a draft is naturally followable ("waiting on a deposit," "haven't heard back").
A Calendly booking auto-creates a post-meeting follow-up (configurable offset).
A cron job flags inquiries that have been quiet long enough to need a nudge.

Schedule a follow-up

On any inquiry, click Schedule follow-up and pick a date/time. Optionally add a short note ("ask about deposit timeline"). The follow-up shows up in Follow-ups at the chosen time.

You can also schedule a follow-up directly on a customer (with no inquiry attached) from the customer detail page.

The Follow-ups page

Follow-ups in the sidebar shows three buckets:

Overdue — past their due time and still open. These come first.
Today — due today.
Upcoming — anything scheduled later.

Each card shows the customer, the linked inquiry (if any), the note, and a one-tap path to reply.

Complete or cancel

When you've taken the action, mark the follow-up Done. If it no longer applies, cancel it. Both keep your dashboard counts honest.

Snooze

Need a few more days? Snooze the follow-up to a new time and it'll drop back to the bottom of your queue.

How follow-ups feed Revenue Impact

When you close a case as won, Yesoma checks whether a follow-up preceded the close. If it did, that revenue counts toward Recovered from follow-ups on the dashboard. That's the metric that proves follow-ups pay for themselves.