Answer every lead in seconds, then keep following up for weeks.
The moment someone fills out a form, calls, or messages you, the whole follow-up sequence fires on its own — so no lead ever sits there getting cold while you're on a job.
Trigger — A new lead comes in
Exactly what happens
- Instantly
Opportunity created as New Lead
The lead is added to your CRM and dropped into your pipeline as a New Lead — with their name, number, and where they came from already attached.
- Instantly
Text + email to the lead
An automatic text and email go out within seconds, while they're still on their phone and still shopping. Written in your voice, not robot-speak.
- Instantly
Text alert to you
You get a text the second a new lead comes in, so you can pick up the phone while they're hot — no logging in, no checking dashboards.
- 24 hours later
Follow-up if still New Lead
If nobody has moved them out of New Lead, a second follow-up goes out automatically. Most leads that go cold do it right here — this catches them.
- 7 days later
Second follow-up if still New Lead
Another nudge a week in for the ones still sitting untouched. Persistent, but never pushy.
- 14 days later
Auto-moved to No Response
Two weeks with no progress and the lead is automatically moved to No Response, so your pipeline only ever shows deals that are actually live.
What it means for your business
No vanity metrics — just the outcomes that put more money in the business.
- Beat every competitor to the first reply
- Stop losing leads you already paid for
- Follow-up runs while you're on the tools
- Your pipeline only shows deals that are alive
It knows when to stop
Every sequence shuts off the moment it no longer applies. Nobody who already booked, bought, or said no keeps getting messages.
Moved to Contacted
Stops the new-lead nurture. Once you've made contact, the automated 'haven't heard from you' messages shut off.
Moved to Date Set
Stops the new-lead nurture and hands off to the appointment confirmation and reminder sequence.
Moved to Closed Won
Stops all sales nurture and starts the thank-you, review request, and referral sequence instead.
Moved to Closed Lost
Stops all sales nurture immediately. No follow-up goes out to someone who already said no.
Moved to No Response
Stops nurture and parks the contact, so your pipeline stays clean and your numbers stay honest.
Lead Response — FAQ
How fast does the first message actually go out?
Within seconds of the form submission, call, or message. That speed is the entire point — the business that replies first wins the job far more often than the cheapest quote.
What happens when the lead texts back?
The automation pauses immediately and the conversation lands in your inbox with a notification. A real reply always hands the conversation back to a real person.
Can I change the 24-hour and 7-day timing?
Yes. Those are our proven defaults, but every delay and message is built around how your business actually sells and how long your sales cycle runs.
The rest of the system
Each automation is strong on its own. Together they cover a lead from the first click to the referral that follows it.
Want lead response running on autopilot?
Book a free strategy call or reach out now — call or text and we'll map out exactly where your next jobs will come from.