Lead-to-CRM Automation
& Follow-Up
Every lead that doesn't get a fast response is a job that goes to your competitor. We wire your website, phone, and CRM together so no lead ever falls through the cracks.
You're Losing Jobs to Slow Follow-Up
Right now, leads are slipping through the cracks — and every one is revenue your competitor is collecting instead of you.
Form Submissions Sit in Email Unread
Someone fills out your contact form at 8 PM. You don't see the email until the next morning. By then, they've already called two other companies.
Missed Calls Don't Get Returned
You're on a roof or under a house when the phone rings. The voicemail piles up. Half those callers never hear back from you.
No System to Track Leads
Leads come in through your website, phone, Google, and referrals — but there's no single place to see them all. You don't know which ones got followed up on and which ones got lost.
Too Busy on Jobs to Follow Up
You're running crews, handling customers, and putting out fires all day. Following up with new leads is the last thing you have time for — but it's the most important.
Instant Response. Automated Follow-Up.
Full Pipeline Visibility.
We build an automated system that responds to every lead in under 60 seconds, follows up automatically, and tracks every contact from first touch to completed job.
<60s
Automated lead response time
100%
Leads tracked — none fall through the cracks
24/7
Automated follow-up, even when you're on a job
See It in Action
Watch how we built an automated Facebook ad system that generates and follows up with leads on autopilot.
What's Included
Everything you need to capture, respond to, and convert every lead — set up and managed for you.
CRM Setup & Configuration
GoHighLevel, HubSpot, or Jobber — configured for your business with custom fields, tags, and pipelines.
Lead Pipeline Stages
New → Contacted → Quoted → Booked → Completed. See exactly where every lead stands at a glance.
Form Submission → CRM Contact (Instant)
Every form fill on your website instantly creates a contact in your CRM with full details — no copy-pasting from email.
Call Tracking → CRM Contact
Inbound phone calls are logged in your CRM automatically, so you have a record of every person who called.
Instant SMS Auto-Reply (Under 60 Seconds)
Every form submission triggers a personalized text message to the lead within 60 seconds, confirming their request and setting expectations.
3-Touch Email Nurture Sequence
Automated email follow-ups that keep your business top of mind and guide leads toward booking — without you lifting a finger.
Owner Notification on New Leads
Get an instant text or push notification every time a new lead comes in, so you can jump on hot leads when you're available.
Missed Call Text-Back Automation
When you miss a call, an automated text goes out immediately: "Sorry we missed your call! How can we help?" Keeps the conversation alive.
Monthly Lead Source Report
Know exactly where your leads are coming from — Google, your website, phone calls, referrals — so you can double down on what's working.
Staff Training Session (1 Hour)
We walk you and your team through the entire system so everyone knows how to use it. No tech degree required.
How It Works
Three steps to a lead system that runs itself.
Map Your Lead Flow
We document exactly how leads come in today — forms, calls, Google, referrals — and identify where they're getting lost.
Build the System
CRM setup, automations, integrations, and follow-up sequences — all wired together and tested before going live.
Never Miss a Lead
Every lead gets an instant response, flows into your pipeline, and gets followed up on automatically. You just show up and close.
The Speed-to-Lead Advantage
Businesses that respond within 5 minutes are 100x more likely to book the job than those that wait 30 minutes.
Most Service Businesses
47 min
Average response time to new leads
Your Automated System
<60s
Instant text reply to every lead
While your competitors are still checking their email, your leads have already gotten a text, been added to your CRM, and started your follow-up sequence.
Frequently Asked Questions
What CRM do you use?
Will this work with my existing website?
How does the instant text reply work?
Can I see my leads and pipeline?
What if I already have a CRM?
Works Best With
Lead automation is powerful on its own — but it's unstoppable when paired with a website that ranks and a local SEO strategy that drives traffic.
SEO Website Builds
A fast, mobile-first website built to rank in your service area. More rankings = more leads feeding into your automation system.
Learn More →Local SEO & GBP Growth
Get found in Google Maps and local search. More visibility = more calls and form fills flowing into your CRM.
Learn More →Stop Losing Leads to Slow Follow-Up
Every missed call and late reply is a job that goes to your competitor. Let's build a system that responds instantly, follows up automatically, and never lets a lead slip away.