Automation

Lead follow-up automation so no enquiry slips through.

We connect your website, forms, email, calendar and CRM so every lead gets an instant reply, the right follow-ups and a place in your pipeline — automatically.

The leads you're losing aren't on your website — they're in your inbox

Most small businesses don't have a lead problem; they have a follow-up problem. Enquiries sit unanswered for hours, quotes go out without a follow-up, and nobody remembers to ask for a review. Lead follow-up automation fixes the boring parts so your team can focus on conversations.

Automations we build most often

  • Instant lead response — a personalised email or SMS within seconds of every form submission.
  • Follow-up sequences — gentle reminders over days 1, 3 and 7 until the lead books or says no.
  • Quote chasers — automatic nudges after a quote is sent.
  • CRM sync — every lead lands in HubSpot, Pipedrive, Zoho, Airtable, Notion or Google Sheets with its source.
  • Appointment reminders by email, SMS or WhatsApp to cut no-shows.
  • Review requests after a job is completed, linking straight to your Google review page.
  • Reporting — a weekly summary of leads, sources and bookings in your inbox.

Tools we work with

We use reliable, well-supported tools — Zapier, Make, n8n, native CRM workflows and custom code via APIs where needed — and pick the simplest option that does the job. You own every account and every automation.

⚡
Start small. Most clients start with instant response + a 3-step follow-up. It takes days to set up and is usually the single biggest win.

Pricing

Lead automation is included in our Lead System ($490/month + setup), and Growth Engine ($990/month + setup) adds new automations every month. Stand-alone automation projects are quoted after a short call.

FAQ

Common questions.

Which CRM should I use?

If you don't have one yet, we'll recommend one based on your team size and budget — often HubSpot's free CRM, Pipedrive or a simple Airtable base.

Do automated follow-ups feel spammy?

Not when they're written well. We write short, personal messages in your voice and stop the sequence as soon as the lead replies or books.

Can you automate WhatsApp messages?

Yes, using the WhatsApp Business Platform with approved message templates.

Ready for more booked jobs?

Book a free 20-minute call. We'll show you how to answer every lead in 60 seconds — no obligation.