Sales & customers

Follow up on every quote, without having to remember

New leads get a fast first reply. Quotes you sent get a friendly nudge a few days later. Every message comes from templates you approved, and it all stops the moment the customer answers.

Book a free visit See the demo

or call/text (518) 704-3125 Send us a text

At a glance

Lead Follow-Up Automation

Starting at: $3,500 per workflow
Typical timeline: Most are live in 1–2 weeks, starting with the quotes you already have out
Works with: GmailOutlookGoogle SheetsZohoTwilio +4 more

Set up in person, on your own accounts

What it is

In plain English

Here’s how a lot of quotes die. You write one at night after a long day and send it off. Then a week goes by. The customer meant to answer. You meant to call. Someone else called first.

Lead follow-up automation takes the remembering off your plate. New leads hear back fast, even when you’re on a job. Quotes get a friendly nudge on the schedule you set. And every morning you get a short list of the people who need a real call from you, not a reminder app full of red dots.

Where a person takes over. The system only sends the routine messages you approved word for word. The moment a customer replies, it stops and hands the conversation to you. Anything about price, scope or a problem is drafted for you to review and is never sent on its own.

See part of this in the inbox triage demo, where new leads get sorted and replies get drafted. Dom’s construction company keeps the same kind of follow-up list on its owner’s dashboard, and supplier price requests get drafted and queued the same careful way in supplier pricing requests.

What’s included

What you get

Set up on your accounts, tested with your real work, and explained to your team before we call it done.

A fast first reply to new leads from your web form, email, texts or missed calls
Follow-up nudges on quotes you've sent, on a schedule you choose
Messages in your voice, from templates you approve word for word
Everything stops the moment someone replies, and the reply comes straight to you
One simple lead list in Google Sheets or your CRM showing who's waiting on whom
A morning list of who needs a personal call from you today
Texts only to people who contacted you first, with opt-out handled for you
A test run on your open quotes before anything reaches a customer, plus a written how-to

How it works

One example, step by step

A typical setup. We shape every step around how your business already runs, and you approve anything that goes out.

Example workflow

Lead Follow-Up Automation, start to finish

Step 1

Lead comes in

A web form, an email, a missed call or a text asking for a quote.
Step 2

First reply goes out

Thanks, what happens next and when you'll be in touch. Sent in minutes, even when you're on a job.
Step 3

Added to your list

Name, job, where they came from and status go on one simple sheet.
Step 4

Nudges on schedule

Quote sent and no answer? A short, friendly check-in after the number of days you pick.
Step 5

A reply stops it

The moment they answer, follow-ups stop and their message lands in front of you.
Result

Your morning list

Who's ready, who's gone quiet and who needs a real call from you today.

Tools, timing & price

What it takes to get it running

Tools we use

Gmail
Outlook
Google Sheets
Zoho
Twilio
Zapier
Make
ChatGPT
Claude

We’re not a reseller or partner of any of these companies. You sign up in your own name, and we set it up and train you on it.

Typical timeline

Most are live in 1–2 weeks, starting with the quotes you already have out.

Counted from the day you approve the written plan. We test with your real work before anything goes live.

Starting at

$3,500 per workflow

Automation Build

Final price after the audit. Texting and software fees are billed to you directly by the vendor, with no markup.

You own every account and file
No long-term contract

Book a free visit All pricing

See it work

Try it with sample data

Ten messy emails sorted into leads, customers, bills, vendors and junk — with replies drafted.

All demos

Inbox Triage

Sample data

Sam’s inbox Sample

Monday, 7:12 AM · 6 new since Friday · Sample Masonry & Repair

Inbox

6 unread

Sample Equipment Rental

PAST DUE - 2nd notice - Acct 20931 – Our records show invoice 88120 (skid steer, September) is 15 days past due. A late fee will be added after Friday…
6:30 AM
Dana K.

quote for front steps?? – hi, got your name from my neighbor on Elm. our front steps are crumbling and my mother-in-law almost tripped sunday…
Sun 9:48 PM
Acct Security Team

URGENT!!! your mailbox will be DELETED in 24hrs – Dear user, we detected unusual activity. Verify your password now to avoid losing all messages. Click here…
Sun 3:12 AM
Linda P.

Still waiting on the gate (2nd email) – I wrote last week about the side gate you put in. It still won’t latch and the dog got out Saturday…
Sat 5:47 PM
Mark T.

RE: RE: Thursday – Hey, something came up at work. Any chance we can push the walkway to next week? Mornings are better for us…
Fri 6:15 PM
Hudson Sample Lumber

Price changes effective the 1st – Due to rising mill costs, pricing on treated lumber and bagged concrete mix will change on the 1st. Updated sheet attached…
Fri 4:40 PM
+ 0 more