FOLLOW-UP SERVICE
CRM Automation That Follows Up So You Don't Have To
Most neighborhood leads are lost in the gap between the first message and the booked appointment. I set up the automations that close that gap - instant replies, structured follow-up, and a pipeline that stays clean without manual work.
WHAT CAN BE AUTOMATED
Instant Lead Response
- Auto-reply to every new Nextdoor, form, or WhatsApp inquiry within seconds
- Route hot leads straight to your phone with full context
- Log every inquiry in your CRM so nothing sits in a DM inbox
Follow-Up Sequences
- Multi-day SMS and email follow-up until the lead replies
- Polite re-engagement for leads who went quiet after a quote
- Post-appointment check-ins and review requests
Booking & Reminders
- Send booking links automatically once a lead responds
- Appointment confirmations plus 24-hour and 1-hour reminders
- No-show recovery messages that offer a new time slot
Pipeline Hygiene
- Auto-move deals through pipeline stages as activity happens
- Tag and segment leads by neighborhood and service interest
- Weekly summary of new, active, and stalled conversations
Reactivation Campaigns
- Win back past clients and old leads sitting in your database
- Seasonal neighborhood offers sent to the right segment
- Referral asks triggered after a happy client interaction
Reporting
- Track response times, booking rates, and conversion by source
- See which neighborhoods produce the most conversations
- Simple monthly recap so you know what is working