Lead Follow-Up
We connect website inquiries and approved campaigns to a practical follow-up process. Your team stays responsible for estimates, sales and service delivery; the system helps make ownership and next steps visible.
Three priorities for your business, within one business day (Monday–Friday, Central Time).
Decide who receives each inquiry, what information they need and who covers an unavailable team member. Separate urgent service requests from planned projects and recurring work. A notification sent by a provider is not proof that the intended person read it or contacted the prospect.
A practical pipeline can distinguish new inquiries, suitable prospects, appointments, proposals and accepted work. Each stage needs a clear meaning and an owner. Mark unknown outcomes as unknown instead of counting them as wins. Keep source information attached so advertising and website decisions can be reviewed together.
Messages should match what the person requested and the permissions available for that channel. The process needs a way to stop contact and record a decline. Automation should not send repeated reminders after a person has already booked or opted out. Your actual workflow and account configuration determine what can be connected.
Use a consistent period to review first-response timing, unassigned inquiries, appointments and accepted proposals. Check a sample of records against what actually happened. Improvements should remove a specific observed gap, such as a form going to an unmonitored inbox, before adding a more complicated sequence.
Further reading: How the partnership works.
No. Automation can organize information and agreed reminders, but your team handles judgment, estimates, customer conversations and delivery. We define those responsibilities before connecting the workflow.
Managed together
Standard covers one business and one primary location. Website, Google and AI visibility, advertising management and follow-up. No setup fee; ad spend separate.
Compare Standard and Plus →See how this applies to roofing, pool service and other local businesses.