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Automated Lead Follow-Up for service businesses

Follow up with new leads while you are on the job.

We connect your forms and supported message channels to a follow-up sequence. New inquiries get a reply, useful job questions get asked and your team can see who needs a call.

YOUR BUSINESS↗
NEW QUOTE REQUEST

Kitchen remodel

CustomerExample homeowner
Job detailsCabinets & countertops
Preferred timingNext month
Request received. Follow-up ready.
↗
Get back to this customerThe details are in one place.
ILLUSTRATIVE EXAMPLE · YOUR BRAND GOES HERE
Let them know the request came throughGet the details for a useful callbackPut someone in charge of the next step

You paid to get someone interested. They asked for a quote while you were busy. By the time you remember to check, the request is buried. Put a clear reply and callback process in place before spending more on leads.

What happens after a new inquiry.

Choose a step. See what your customer does and what your team receives.

Automated Lead Follow-Up / STEP 1

A request comes in.

What it looks likeNew request · Bathroom remodel

An ad, website form or connected channel starts the conversation.

Your short walkthrough is on the way.

We’re recording the automated lead follow-up demo. Explore the steps above, or see it with us on a live call.

Show me on a call ↗

Here’s the work
we take off your plate.

01

Let them know the request came through.

Send a clear acknowledgment after the inquiry. Tell the customer what happens next instead of leaving them wondering.

02

Get the details for a useful callback.

Ask about the job, location and timing. Give your team a starting point for the conversation.

03

Put someone in charge of the next step.

Assign the callback or reply and keep it with the customer’s messages. A new request should have somewhere to go.

04

Stop chasing once they reply.

Stop the lead follow-up sequence when the customer responds so a person can take over. Handle booking changes and opt-outs with the agreed rules.

Here’s the
straight answer.

Does automation replace our team?

No. It handles repetitive first steps and reminders. Your team—or an appointment-setting service included in your plan—handles the actual conversation and decisions.

How do we get started?

Book a 20-minute demo. We’ll look at your trade, your current setup and what you want to improve. If we fit, you get the scope, costs and next steps in writing.

Who handles the setup?

We do. You provide your business details and the necessary access. We configure the agreed service, test it and show your team how to use it before launch.

Stop leaving the next
customer waiting.

Tell us where you need help: your website, follow-up or getting more leads. We’ll show you what we’d set up and explain the cost.

Book a 20-minute demo 20 minutes. See the tools, ask your questions, get a clear price.
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