Sometimes a customer says: "Quit sending me stuff about the quote." But they've still got a job on the books Tuesday, and an invoice outstanding — so you don't want to shut off everything, just the selling.
That's what the remove-sales tag is for.
How to use it
- Open the customer's contact record.
- Add the tag remove-sales.
- Done. Within moments, every sales sequence they're in stops.
What stops
All the chasing:
- Estimate and quote follow-up (texts, emails, and your team's call reminders)
- Re-engagement and win-back messages
- New-lead nurture sequences
- Maintenance plan upsell messages
- Video estimate follow-up
What keeps running
Everything about work you're actually doing for them:
- Appointment confirmations and reminders, including the on-the-way text
- Job close-out — job history, review request
- Invoices and payment reminders, deposits
- Membership messages if they're a member — renewals, payment issues
- Tune-up reminders when their next service comes due
That's the whole point: the customer stops feeling sold to, and never misses the appointment they actually booked.
Two things worth knowing
The tag disappears after a few days — that's on purpose. It clears itself so you can use it again the next time this customer needs a break from the sales side. A second tag, sales-stopped, stays on their record permanently as the reminder that your team did this. See the tag glossary.
If a new estimate goes out while the tag is still showing, its follow-up will run. Adding the tag stops what's running right now. If you send a fresh quote a day later and they don't want chasing on that either, add the tag again once it has cleared.
Which tool for which situation
| The customer says… | What to do |
|---|---|
| "Stop bugging me about this quote" | Reject the estimate — see Stopping estimate follow-up |
| "Stop trying to sell me things" (but they're still a customer) | Add the remove-sales tag |
| "Stop texting me completely" | They text STOP to your number — see Customer opt-outs |
The middle one is the gentlest: they stay a customer, keep getting everything they need, and simply stop hearing the pitch.
Good habits
- Note why in the conversation so the next person on your team knows the story.
- It's reversible — if that customer comes back in six months asking for a quote, send it. The tag isn't a block list; sending a new estimate starts fresh follow-up.
- Not sure whether to use this or something else? Ask us — thirty seconds of checking beats guessing.