Never Let a Lead Slip Through the Cracks
Someone fills out your contact form on Friday afternoon. You're busy, the weekend happens, Monday's chaos... and by the time you remember, they've already hired someone else. Sound familiar?
The Problem with Manual Follow-Up
Relying on memory and good intentions doesn't scale. Even the most organized person drops balls when things get busy. Automation handles the predictable stuff so you can focus on the human interactions that actually matter.
Simple Automations That Make a Big Difference
Instant acknowledgment. When someone submits a form, immediately send them an email confirming you received it and setting expectations ("We'll get back to you within 24 hours"). This buys you time and shows you're professional.
Lead capture to CRM. New inquiry should automatically create a contact in your CRM (HubSpot, Airtable, whatever you use) with all the details, tagged as a new lead.
Internal notification. Get a Slack message, email, or even text when a new lead comes in, with all their info. That way nothing sits unnoticed in a form inbox.
Follow-up sequences. If you haven't responded in 24 hours, send yourself a reminder. After you've sent a proposal, automatically follow up a week later if you haven't heard back.
Taking It Further
More sophisticated setups can:
- Score leads based on their answers and route hot ones differently
- Send different follow-up sequences based on what service they're interested in
- Automatically schedule discovery calls when leads book through Calendly
- Track where leads came from and which sources convert best
Connected to Everything
Email and CRM automation is usually the first step in a broader workflow automation strategy. Once you've got leads flowing smoothly, you can automate proposals and contracts, scheduling, and reporting.
Need Help Setting This Up?
We can build a lead management system that works for your specific business - from simple acknowledgment emails to sophisticated multi-step sequences.
Ready to stop losing leads? Tell us about your sales process and we'll help you automate the parts that should be automatic. Get in touch.