Lead automation

    Lead capture and follow-up, on autopilot

    From website visitor to your inbox to follow-up, automated end to end so inquiries don’t slip through the cracks while you’re running the business.

    Get automation set up for my business

    How leads flow through your system

    Every form fill and chatbot conversation triggers this automated workflow.

    Lead captured

    Visitor submits a form or chats with the AI assistant

    Lead logged

    Info saved to your CRM or spreadsheet instantly

    You’re notified

    Email and (optional) SMS alert sent right away

    Auto-acknowledgement

    Lead gets a quick ‘thanks, we’ll be in touch’ reply

    Follow-up sequence

    Optional reminders so cold leads don’t slip away

    Why this matters

    The owners who win local jobs aren’t the cheapest, they’re the fastest to reply.

    Less manual lead handling

    No more copying leads from emails to spreadsheets. Everything flows automatically.

    Faster response times

    Instant alerts mean you can follow up in minutes, not hours.

    Fewer dropped leads

    Every inquiry is logged and tracked, no more sticky notes or forgotten voicemails.

    Visibility into what works

    See where leads come from and which sources turn into paying jobs.

    Sample follow-up sequence

    Here’s an example sequence we set up for service businesses.

    Instant notification

    Immediately

    Email alert sent the moment a lead submits their info

    Auto-reply to the lead

    Immediately

    Automatic ‘Thanks for reaching out, we’ll be in touch shortly.’ message

    Follow-up reminder

    24 hours later

    Reminder email to you if a lead hasn’t been contacted in 24h

    Helpful info email

    3 days later

    Short ‘while you wait, here’s what to expect / what to ask’ email to the lead

    Social proof email

    7 days later

    Brief case study or review from a similar business

    Check-in

    14 days later

    Light-touch ‘still need help?’ follow-up

    Note: Email & SMS follow-up sequences are an optional add-on. The core system always includes instant notifications and CRM integration.

    Where your leads go

    We integrate with the tools you already use.

    Simple setup

    • Email notifications to your inbox
    • Google Sheets lead log
    • Dashboard access

    CRM integration

    • HubSpot, Pipedrive, Jobber, Salesforce, and more
    • SMS text notifications
    • Automated email and SMS sequences
    • Custom workflow triggers

    Want this set up for your business?

    Book a 20-minute call and we’ll map out exactly how lead capture and follow-up should look for you.

    Get automation set up for my business