Lead Follow-Up & Email Setup for Small Businesses

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Lead Follow-Up Automation

This service is all about replying to new leads fast, without you doing everything by hand. When someone calls, texts, or fills out a form, the system can answer right away and keep the conversation going. It helps you stay responsive, book more jobs, and stop losing leads when you get busy.

Missed Call Auto-Reply Setup

If you miss a call, a text goes out right away. It can say something like, “Hi, we got your call. How can we help?” This keeps the conversation going while you are on a job.

Email Template Setup

We create short email templates for quotes, scheduling, and next steps. You can edit them, approve them, and use them anytime so your replies stay clear and consistent.

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Email Campaign Setup

Some leads are not ready to book right away. We set up a simple email series that follows up over time, so you stay in touch without having to write new emails every week.

Turn New Leads Into Booked Work

Getting a lead is great. But the goal is to turn that lead into a booked job. We set up messages that guide people step by step, so they don’t get confused or disappear.

One Clear Next Step

Each message points the lead to one next step, reply, book, or request a quote. This keeps the conversation simple.

Follow-Up When They Go Quiet

If someone stops replying, a friendly check-in can go out later. It brings good leads back without you chasing them.

Keep Leads From Slipping Through

Leads are kept in one place, so you can see who needs a reply today. No more digging through texts, calls, and emails.

Simple Workflows That Save You Time

We set up workflows that send the right message based on what the lead does. Once you approve the wording, it runs in the background.

Stay in Touch by Email

We set up helpful emails that keep your business in front of the lead. This is great for people who are not ready to book the same day.

Know What’s Working

You can see what is bringing in calls, forms, and replies. That way, you can focus on what brings the best leads.

Who This is For

This is for small businesses that want less manual work and more automation. If you do not want to keep typing the same replies, checking every inbox, or trying to remember who to follow up with, this setup is for you. It’s a good fit for any business that wants a simple system that keeps leads moving, even when you are busy.

How our Automation System Work

First, we listen to what is not working in your lead process right now. Then we set up a simple workflow that engages new leads and keeps the conversation going. It can reply by text, email, or both, help schedule appointments, send confirmations, set custom reminders, and keep leads warm until the job is booked.

Frequently Asked Questions

Text and email messages are written for you in simple wording that fits your services. You can edit anything, then approve it before it’s used.

If a lead calls and you miss it, the system sends a text right away like, “Hello, we received your call, how can we help?” That keeps the lead from moving on while you’re on a job.

Yes. You approve the wording first. After that, the same approved messages are used in your setup and scheduled in your campaign calendar.

No. You will need a dedicated number inside the system for texting. We help you get the number, set it up, and complete the required steps so messages can send correctly.

Yes. Auto-replies can respond right away by text or email so the lead knows you got the request and what the next step is.

Yes. Messages can mention your service area in a normal way so local clients know you cover their town without repeating town names everywhere.

The system runs through our automation platform. It sends texts and emails, tracks replies, and keeps your campaign calendar organized in one place.

No. It works well for local service businesses like contractors, HVAC, plumbers, law firms, spas, and wellness providers that need faster replies and a cleaner message flow.

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