Lead response and follow-up for local businesses
A missed call, a form answered the next morning, a quote nobody followed up on: each is a customer your marketing already paid for. We set up the replies, alerts and follow-ups that catch them.
Where do paid-for leads get lost?
After they arrive: a call that rings out during a job, a web form that sits in an inbox overnight, a quote that goes out with no second contact.
Each of these leaves a record you can count: missed calls in the phone log, the time between a form and the first reply, and the open quotes that never got a follow-up.
We count them from your own systems before we change anything, so you can see the before and after in numbers.
What can you check yourself this week?
Four tests you can run on your own business this week, about two hours in total, that show where leads slip.
Step 1: Call your business as a customer
From a number your team won’t recognize, call once mid-morning on a weekday and once after 5 p.m. Count the rings and note whether you got a person, voicemail, or nothing.
10 minutesStep 2: Fill out your own website form
Submit your contact or quote form as a customer would. Note the time, then note when the first reply arrives, who sent it, and whether it answered the question.
5 minutes, then waitStep 3: Count last week’s missed calls
Open your phone system’s call log for the last 7 days. Count the missed calls from numbers that aren’t already customers, then count how many got a call back the same day.
20 minutesStep 4: Check last month’s open quotes
List every quote sent last month that wasn’t won. Next to each, mark whether anyone contacted the customer again after sending it, and when.
45 minutes
What does Lead Response & Follow-Up include?
It includes tracking where each lead came from, replying to it within minutes, and following up every quote until it’s won or closed.
Know where every lead came from
Call tracking, call recording and lead-source tracking, from first click to booked job.
Answer instantly
An automatic text or email reply to every new web inquiry, sent within a minute of the form.
Catch missed calls
An automatic text back when a call goes unanswered, so the customer has a reply before they call the next company.
Lead alerts
New leads sent to the phone of whoever handles them, with name, service and source.
Follow up on every quote
A set sequence of texts and emails after each quote, stopped as soon as the customer books or says no.
Booked jobs by source
Reporting of booked jobs and revenue by lead source, where your CRM or job system records them.
Which plan includes it?
Tracking in every plan · the rest priced by scope
Every plan includes conversion tracking on your website; the replies, alerts and follow-ups are scoped once we see your phones, email and CRM.
- Every planConversion tracking on your website
- Scoped to your systemsCall tracking, instant replies, missed-call text back, lead alerts and quote follow-up, quoted once we see your phones, email and CRM
- Systems, Sales & AIAI receptionist, CRM setup or migration and sales coaching are covered on that page
Questions about Lead Response & Follow-Up
Why isn’t this in a fixed plan?
Because it runs through your phones, email and CRM, and every business has a different setup. We look at your systems first and only commit to what we can deliver on them.
Do we have to replace our CRM?
Not necessarily. Most of this connects to the CRM or job system you already use. If yours can’t do the job, we’ll show you why and what the options cost.
Will customers know the first reply is automatic?
The wording is yours to approve. We write it to say what happens next and when a person will follow up, not to pretend a person typed it.
What else could be holding the business back?
Find the root cause first.
Free. About ten fields to fill in. You get your biggest leaks ranked, each with the evidence behind it and what it’s likely costing you.
Get your Root Cause Review