Best Practices for Automating Lead Follow‑Ups Across Multiple Channels?

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Hi everyone,


I’m curious how different businesses are handling lead follow‑ups in multi‑channel automation setups. Many CRM tools allow email sequences, SMS reminders, and in‑app notifications — but combining them in a way that feels natural and helpful (not overwhelming) can be tricky.


For example:


  • When do you send an SMS vs. an email?
  • How do you avoid sending too many messages to the same lead?
  • What strategies have worked for increasing response rates without annoying the user?

I’d love to hear your practical tips, rules you follow, or tools you combine to make multi‑channel follow‑ups more effective and human‑centric.


Thanks in advance!
 
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