Services03 · Get BookedLead Intake & Follow-Up Automation
Reply to every inquiry in minutes, not hours.
Homeowners with a broken AC or a leaking roof often contact several companies and go with whoever gets back to them first.
We set up the automations that make sure no inquiry sits waiting: a text back when a call is missed, an instant reply to every quote request, follow-ups until the customer books, and reminders so they show up.
What's included
What you get with Lead Intake & Follow-Up Automation.
Missed-call text-back
When a call isn't answered, the caller gets a text within moments so the conversation doesn't end at voicemail.
Instant inquiry replies
Website forms, quote requests and directory leads acknowledged right away, with the next step spelled out.
SMS and email follow-up
Short, polite sequences that stop the moment the customer replies or books.
Scheduling
Booking links or a quick back-and-forth that lands the appointment in your calendar, plus reminders.
One inbox
Every lead, from every source, in one place your team actually checks, with alerts for urgent jobs.
Not sure it's the right fit?
Your free growth review tells you whether Lead Intake & Follow-Up Automation is worth it for your business, before you spend anything.
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How we measure it
Reported monthly in plain English. Attribution is never perfect, so we label anything that's an estimate.
- Response time
- Booked appointments
- Inquiry-to-booking rate
- Missed calls recovered
How it works
Four steps, decided on evidence.
- 01
Map
List every way inquiries reach you and time how long each one waits today.
- 02
Design
Write the messages and rules with you: what's sent, when, and when a person steps in.
- 03
Connect
Set up in your phone system, CRM or calendar wherever they allow it.
- 04
Measure and tune
Track response times and bookings, and adjust the messages that don't land.
FAQ
Common questions.
Won't automated texts feel spammy?
Not when they're short, specific and stop as soon as someone replies. You approve every message before it goes live, and customers can opt out at any time.
Does this work with the software we already use?
Usually. We build inside your existing phone system, CRM or field-service software wherever it allows, and add a lightweight tool only when it doesn't.
What about texting rules and consent?
We set up messaging to follow carrier registration and opt-out requirements, and only text people who contacted you first.
Not sure which service you need?
Start with a free Growth Opportunity Review. We'll look at how you're found, how your site converts and how inquiries are handled, and recommend only what's worth doing.