Connect your Gmail, add a client, and Simple Follow-Up sends a warm thank-you, a referral nudge, and a one-year check-in — written in your voice, sent from your inbox, fully on autopilot.
$19/month · 14-day free trial · cancel anytime
Three steps. About sixty seconds of setup. Then you can forget about it.
Use a Google app password — a 16-character code Google generates just for us. Your real password is never shared. We send a test email to confirm it works.
Their name, email, and a quick note about them. The note powers the personalization in every email — the dog's name, the kitchen reno, whatever you'd remember.
A thank-you and review ask at 14 days. A friendly referral nudge at 30 days. A warm anniversary check-in at one year. All from your real Gmail, written in your voice.
Most automation tools feel like automation. Clients can tell. We built this so they can't.
Clients see your actual address. They hit reply and it lands in your real inbox. No 'noreply@' weirdness, no third-party sender.
The opening line is rewritten for each person using the notes you wrote. Every email feels like you sat down and wrote it.
Start with sensible defaults, then edit any template from the dashboard. Yours will sound better than ours.
Sensitive client? Pause them in one click. Closed a refi you don't want a follow-up on? Same deal.
Pays for itself if it earns you one extra referral per year. For most users, that's the first month.
14-day free trial. No charge until day 14. Or save 17% with $190/year. Cancel anytime.
Every account gets a referral link in their settings. Share it with another loan officer, agent, or freelancer — when they subscribe, you each get $19 off your next invoice. Stack as many as you want.
We use a Google app password — a 16-character code Google generates specifically for outside apps. Your real Google password is never shared. We store the app password encrypted at rest, and you can revoke it from your Google account settings any time, instantly.
No. Emails send from your real Gmail (not a noreply address), the opening line is personalized from notes you wrote about each person, and the templates are written to sound conversational. Clients reply and the reply lands in your actual inbox.
Click Pauseon their row. They stay in your list (you can resume any time) but skip the cadence completely. Useful for sensitive situations or clients you'd rather follow up with personally.
Settings → Manage billing → Cancel. Stripe handles it immediately and you keep access until the end of your current billing period.
14 days is the sweet spot for review asks — recent enough that they remember you well, late enough that they've had time to settle in. 30 days is when most referral conversations naturally come up. The one-year check-in is just a warm touch that gets replies — no hard ask, just "hope all is well". You can edit any of these from your dashboard.
One account = one Gmail right now. If you need separate workspaces, sign in with a different Google account.
No charge until day 14. Cancel from your dashboard at any time. Setup takes about a minute.
We never see your Google password — auth happens on Google.