Lead follow-up automation

Lead follow-up automation so every enquiry gets an answer in seconds

When someone fills in your form, messages you or calls while you are busy, they get a reply straight away, you get the details on your phone, and the lead is saved where you can find it. No more 9pm catch-ups.

✓ Instant reply, day or night✓ Missed calls get a text back✓ Every lead saved in one list
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RunningExample
New enquiryTrigger
Instant reply✓ Done
Alert on your phone✓ Done
Saved to your list✓ Done

What is lead follow-up automation?

Lead follow-up automation is a small system that responds to a new enquiry the moment it arrives. It sends the customer a reply (by email or SMS), alerts you with their details, and records the lead in a spreadsheet or CRM, so nobody waits and nothing is lost. It does not replace your call; it buys you the time to make it.

Why slow replies cost you jobs

Most people asking for a quote contact more than one business. The first one to respond usually gets the conversation. If you are on a job, with a patient or driving, your enquiry sits unanswered for hours, and by the time you call back they have booked someone else.

Sound familiar?

  • Enquiries arrive while you are working
  • Missed calls never leave a message
  • Leads live in five places: inbox, texts, Facebook, notebook, memory
How it works

From trigger to done, automatically

  1. 1

    Someone enquires

    Website form, Facebook lead form, or a call you could not answer.

  2. 2

    They get a reply instantly

    A friendly, branded message confirming you have it and when you will be in touch.

  3. 3

    You get an alert

    Name, what they need, suburb and phone number, straight to your phone.

  4. 4

    The lead is saved

    Added to your lead list or CRM, with where it came from, ready for follow-up.

What we can set up for you

Missed call text-back

If you cannot pick up, the caller gets a text within a minute asking what they need, so the job does not go to the next number on Google.

Website form replies

A real reply in seconds instead of "thanks for your message", with what happens next and when.

Instant alerts

The enquiry lands on your phone in a readable format, not buried in an inbox you check at night.

Follow-up reminders

If a quote has not been answered in two days, you get a nudge, or the customer gets a polite check-in.

Basic qualifying

A couple of questions (suburb, job type, timing) so you know which leads to call first.

One lead list

Every enquiry from every source in one place, with dates and status, instead of scattered across apps.

Example scenario

A plumber on a job at 2pm

  1. A homeowner in Brunswick fills in the quote form about a leaking hot water system.
  2. Within seconds they get a text: "Thanks Sam, we've got your request and will call you by 4pm today."
  3. The plumber's phone shows the job, suburb and number in one message.
  4. The lead is added to a Google Sheet marked "new", and turns "follow up" if nobody has called by 4pm.

An illustration of how this automation works, not a client result.

What's included

  • Up to 2 lead sources (website form, Facebook lead form, missed call)
  • Instant branded reply by email or SMS
  • Alert to your phone (WhatsApp, SMS or email)
  • Lead added to a Google Sheet or your CRM
  • Written documentation of the workflow
  • Testing with you before it goes live

Typical set-up: 3–5 business days. Price: a fixed written quote after the free automation audit.

Good to know

  • Not included: SMS/WhatsApp message fees (paid to the provider)
  • Not included: A new CRM subscription

Works with tools you already use

Your website formFacebook lead formsYour phone lineSMSGmail or OutlookGoogle SheetsYour CRM

Optional Care plan keeps it monitored and fixed when a tool changes.

You deal with the builder

The engineer who builds your automation is the one you talk to. Your day-to-day contact is in Australia.

You own everything

Accounts in your name, data in your tools, every workflow documented. No platform subscription to keep paying us for.

A fixed price, in writing

No hourly billing. You get the scope and one fixed price after the free audit, before any work starts.

Lead follow-up automation: questions

How fast is the reply?

Usually within seconds of the enquiry arriving. Missed-call text-backs go out within about a minute of the missed call.

Will it sound like a robot?

No. We write the messages with you, in your words, and they can include the customer's name and what they asked about. Most customers simply see a prompt, friendly reply.

Do I need a CRM?

No. Many small businesses start with a Google Sheet. If you already use a CRM, we connect to it instead.

How does missed call text-back work?

When a call to your business number goes unanswered, the system sends the caller a short text asking how you can help. Their reply comes to you, so you can call back with context.

Is it allowed to text people automatically?

Replying to someone who has just contacted you is fine. We still identify your business in every message and never add people to marketing lists without consent, in line with the Spam Act 2003.

What does it cost?

It depends on how many lead sources you have and where the leads should go. You get a fixed written price after the free automation audit, before any work starts. Message fees, if any, are paid directly to the provider.

See what this would look like for your business

Answer four questions and get a written automation map with a fixed price. Free, no obligation.

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