Follow-up & CRM
Answer every lead. Follow up every quote.
Most jobs are lost after the inquiry, not before. We put every call, form and message in one place, reply to new leads within a minute, and follow up on quotes automatically.
Sound familiar?
This is for you if:
- Leads come in five different ways and nobody owns them.
- Evening inquiries wait until the next morning.
- Quotes go out and nobody follows up.
What you get
What's included
- One CRM for calls, forms, texts and messages
- An instant reply to every new lead
- Automatic quote follow-up on days 1, 3, 7, 14 and 21
- Review and referral requests after each job
- A simple report: reply time, win rate, cost per job
Timeline: Most systems are live in 4 to 6 weeks.
Price: Quoted to your business, in writing, before we start.
In plain terms
Most lost jobs are lost after the inquiry arrives. Someone fills in a form at night, nobody replies until the afternoon, and by then they have called another business. We put every call, form and message in one place, reply to each new lead within a minute, and follow up on quotes automatically.
Where jobs get lost
Speed is the first leak. People asking for a quote usually ask several businesses, and the first to reply often wins. If replies depend on someone being at a desk, evenings and weekends go to your competitors.
Quotes are the second. Many go out and never get mentioned again. The customer gets busy, forgets, or waits for a nudge that never comes. A short, polite follow-up a few days later brings back work that would have vanished, and once it is set up it costs nothing to send.
The third is scatter. Leads come in by phone, form, email, text and social messages. When nobody can see them all in one place, some go unanswered because nobody knew they were there.
What we set up
- One CRM that holds every call, form, text and message. Each lead has an owner and a next step.
- An instant reply to each new lead. It is a short, friendly message from you that confirms you got the inquiry, says what happens next and offers a way to book a call.
- Quote follow-up that goes out on days 1, 3, 7, 14 and 21 after you send a quote. It stops when the customer replies or books.
- A review and referral request after each job, sent without anyone having to remember.
- A report with reply time, quotes won and cost to win a job. Those three numbers cover what most owners need.
How a project runs
- We follow an inquiry from first contact to paid job and note where it stalls.
- We use the CRM you already have if it fits. If you have none, we recommend one, such as HubSpot, and say why.
- We write the replies and follow-ups with you, in your voice and kept short so they read like a person wrote them.
- We connect website forms, phone, email and messages to the CRM.
- We import your contacts, jobs and quotes from spreadsheets or your old system.
- We run real test inquiries, show your team how it works and watch the first few weeks.
Most systems are live in 4 to 6 weeks.
How you will know it works
Start with one number: the minutes it takes to reply to a new lead. It usually drops to a minute or less. After that, look at how many quotes turn into jobs. The report is set up so you never have to build it yourself.
Automatic texts and emails
Rules on automatic messages vary by country, and most depend on the customer’s consent. We set up consent and opt-outs to match the rules where you operate. This is general information, not legal advice.
What we need from you
- A description of how an inquiry becomes a job today, even if it is messy.
- Access to your website, phone system and any tools you already use.
- Your pricing process and what a typical quote contains.
- One person on your side who owns replies.
Who this suits
Businesses that live on inquiries and quotes: trades, auto, clinics, professional services and similar. If people ask you for prices and you sometimes lose track of them, this system stops that.
Questions
CRM & Follow-up Systems: common questions
Which CRM do you use?
The one you have, if it fits. If you don't have one, we'll recommend one, such as HubSpot.
Will auto-replies sound robotic?
No. We write them with you, in your voice, and keep them short.
Is automatic texting legal?
Yes, with consent. We set it up to follow the rules in your country.
Can you move us off spreadsheets?
Yes. We import your contacts, jobs and quotes.
How do we know it's working?
Watch one number: how many minutes it takes to reply to a new lead. It should drop fast.
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Ready when you are.
Tell us what you need. We'll reply within one business day.