Lead Capture & Follow-Up Systems for Local Businesses
Get every call, form, and quote request into one simple system — with instant follow-up, automated reminders, review requests, and monthly reporting.
Leads are expensive. Losing them is even more expensive.
Slow follow-up, missed calls, and "I'll get to it later" inboxes quietly cost local businesses thousands every month. The fix isn't more leads — it's a system that makes sure every lead gets a fast, consistent response.
What's Included
The pieces that turn scattered leads into a real follow-up engine.
Website form connection
CRM pipeline
Missed-call text-back
Instant SMS / email response
Quote follow-up sequence
Appointment reminders
Review request automation
Monthly lead report
Who This System Works Best For
Three Tiers — Pick the One That Fits
Start small and scale as you see results. All tiers include setup, monthly management, and reporting.
Starter
Get the essentials live: missed-call text-back, instant lead alerts, and a simple CRM.
- Website form → CRM connection
- Missed-call text-back
- Instant new-lead notification
- Basic CRM pipeline (single stage flow)
- Monthly lead summary
Growth
Add follow-up sequences, review automation, and a real reporting dashboard.
- Everything in Starter
- Multi-step quote follow-up
- Appointment reminders (24h + 1h)
- Review request automation
- 7-day nurture for cold leads
- Live activity dashboard + monthly performance email
Pro
Full revenue system — multi-channel quote follow-up, AI inbox triage, monthly auto-reports.
- Everything in Growth
- Multi-channel quote follow-up (14-day sequence)
- AI inbox triage (Claude classifies inbound SMS)
- Monthly auto-emailed report (1st of every month)
- Custom workflows on request
- Quarterly strategy review
These automations run on infrastructure we host. If you cancel, they stop.
Worth saying upfront, since you'll find out anyway: the workflows above run on a server we operate, plus a Twilio number we provision in your name and an AI service we pay for. None of it is free for us to keep running.
If you pause the monthly, the automations pause with it — your phone stops ringing back, reviews stop being requested, leads sit in your inbox unanswered. Your website still works (we don't hold that hostage), and we'll export every lead, every event log, every review record on the way out at no charge. But we don't run free infrastructure.
This works because it runs every day. Cancel and you lose the daily compounding, not just the next month's report.
Not sure which tier fits?
Start with the free Lead Leak Audit. We'll show you where leads are slipping today, then recommend the smallest tier that fixes the leak.