How It Works

How Trellis Automates Customer Follow-Ups for Local Businesses — 3 Simple Steps

Trellis works like an employee, not a tool. Set it up once, and it handles customer follow-ups, review collection, and re-engagement automatically. Here's how simple it is.

Step 1

Sign up in 2 minutes

Create your account with just your email and business name. No credit card required to start. No complicated setup wizards.

  • Email and password — that's it
  • 30-day money-back guarantee after subscribing
  • No technical knowledge needed
Step 2

Import your customers

Upload your customer list as a CSV, or connect your booking software. Trellis learns who your customers are and when they last visited.

  • CSV upload (drag & drop)
  • Connect booking software (Square, Mindbody, etc.)
  • Manually add customers anytime
Drop your CSV here
or click to browse
Accepts .csv, .xlsx
Step 3

Trellis handles follow-ups automatically

That's it. From now on, Trellis sends personalized follow-ups after every visit, collects reviews, and re-engages customers who haven't returned. You get a weekly report and never touch a thing.

  • AI writes personalized messages
  • Follow-ups sent 24/7, automatically
  • Weekly reports delivered to your inbox
  • Zero effort after setup
Follow-up sent to Maria R.
2 minutes ago
Review request sent to James C.
15 minutes ago
Re-engagement sent to Sarah K.
1 hour ago

Ready to get started?

Set up takes less than 5 minutes. Start keeping your customers coming back today.

Create Your Account →