Lead follow-up systems that stop leads slipping through the gaps
Inquiries come in by phone, text, email, Facebook, Google and word of mouth, and the ones that slip through usually just get forgotten. A lead system puts every inquiry in one place, shows you the next step, and reminds you before a good lead goes cold.
Lead capture & intake
Get the right details the first time, from every channel.
- A short website form that asks only what you need to quote
- Route form, email and missed-call messages into one list
- Basic spam filtering so the junk stays out
Lead Board
One simple board showing every lead, where it stands and what's next.
- Track source, status, next step, follow-up date and notes
- A phone-friendly view you can check between meetings or appointments
- Optional AI-drafted prep notes and replies that you review before sending
Follow-up
Follow up on time, every time, without relying on memory.
- Reminders when a quote hasn't had an answer
- Ready-to-send follow-up messages for common situations
- "It's been a while" check-ins and renewal reminders for past customers
CRM setup & cleanup
Get the CRM you're paying for working, or pick a simple one.
- Set up stages, fields and views that match how you actually sell
- Import and clean up an old spreadsheet of contacts
- Connect your website form and email so leads land there on their own
Review & referral follow-up
Ask happy customers at the right moment, the same way every time.
- A review request sent a few days after the work is done, with your direct Google link
- A simple referral ask for repeat customers
- A list of who's been asked, so nobody gets asked twice