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Forex and currency exchange dealers · Follow up systems

Ring back the student's parent before the documents go missing.

A follow-up system for a forex dealer is a set of reminders and messages that move an enquiry to a visit with the right documents, and a completed customer to the next trip. GullySales works on who contacts whom, with what words and consent.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

A currency exchange clerk counting notes while a traveller completes a form

What follow up systems means

A follow-up system is the set routine for calling, messaging or emailing an enquiry more than once, since most buyers do not decide on the first conversation. GullySales sets the number and timing of follow-ups so an undecided buyer keeps hearing from you until they decide either way.

Also for forex and currency exchange dealers

Sales and marketing for forex and currency exchange dealers, the overview.

Last updated 22 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For forex and currency exchange dealers

Where it usually goes wrong, and what we would do.

  • “A call back decides the visit”

    A parent who asks about remittance and hears nothing for a day tries another dealer. The call back should ask the purpose and send the checklist. Send the checklist with the call back so the family can start gathering papers.

  • “Missing documents stall transactions”

    A reminder listing what is still needed, sent once, turns a stalled case into a visit. A vague message does not. List only what is missing and nothing else.

  • “Repeat travellers are the cheapest customers”

    A family that exchanged currency for a past holiday is likely to travel again. A consented reminder before the season is better than an advertisement. Ask permission to remind them, and record the answer.

  • “Silence after a transaction is a missed chance”

    A short thank-you and a note on how to reach you again keeps the relationship open. Keep it short and warm.

What we do

What we deliver for forex and currency exchange dealers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A first-reply message

    Asks the purpose, confirms the date and sends the checklist.

    Result: The first message moves the case forward.

  2. A documents reminder

    A short note listing what is still missing.

    Result: Stalled cases restart.

  3. A consent-based return reminder

    A note before the travel season to customers who agreed.

    Result: Past customers hear from you first.

  4. A thank-you and contact note

    A short message after the transaction.

    Result: The relationship stays open.

  5. A stalled-case list

    Enquiries that went quiet, with the reason.

    Result: Time goes to the cases that can still close.

  6. A reply for each purpose

    Wording for tuition remittance, forex card, travel cash, pilgrimage and business enquiries.

    Result: Each follow-up speaks to the customer's own need.

  7. A team check you set

    A short team check of stalled cases, on a day you choose.

    Result: Stalled cases are looked at before they die.

How the result is measured

  • Follow-up completion rate
  • Average number of follow-ups before close
  • Enquiries closed after repeat follow-up

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full lead response and follow-up page

Who it is for

This is written for these forex and currency exchange dealers.

  • Full-fledged money changers at airports and city centres
  • Authorised dealers handling remittances and forex cards
  • Student-focused forex advisers near colleges and consulting offices
  • Travel agency forex desks
  • Hajj, Umrah and pilgrim travel currency services
  • Corporate forex desks for importers and exporters
  • Medical travel and tourism currency exchange
  • Bank-linked and co-operative forex counters

How it works

How the follow up systems work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Measure today's reply time

    From last month's enquiries, we measure how long each waited for a first reply and how many follow-ups it got.

  2. 2

    Agree targets and the sequence

    We set reply targets and the follow-up sequence with your team, based on its real hours and workload.

  3. 3

    Set up templates, tasks and ownership

    Templates, first-call questions, CRM tasks and named owners go live, with cover for leave and weekends.

  4. 4

    Track and adjust every month

    Reply time and follow-up completion are reported against the baseline, and the routine is changed where it is not kept.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 2, qualification. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
When should we follow up?
When the customer's own date requires it, such as the flight or the fee deadline. We set this with you for each purpose. The customer's own deadline sets the timing.
Can we use automatic messages?
For acknowledgements and reminders to consenting customers, yes. A person should handle questions about money. Check the platform's current rules. Questions about money go to a person.
What do we say to someone who goes quiet?
Offer help with the missing step, then stop. A single polite reminder is better than repeated messages. Stop after one polite reminder.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for forex and currency exchange dealers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for forex and currency exchange dealers

Or start from the overview: sales and marketing for forex and currency exchange dealers.

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