Lead Follow-Up Workflow
Speed-to-lead and consistent follow-up—without manual chasing. We capture new inquiries, route them correctly, send the first response fast, and keep the follow-up process organized inside your CRM.
- Captures leads from your website forms, listing inquiries, or other lead sources.
- Creates or updates the lead inside your CRM (e.g., Follow Up Boss) with clean tagging.
- Triggers an immediate first response (email and/or SMS, depending on your setup).
- Assigns ownership and follow-up tasks so leads don’t slip through the cracks.
- Adds consistency: the same best-practice process runs every time, automatically.
Deliverables
What you receive when this workflow is active.
- Lead capture → CRM intake workflow with routing rules.
- First-response automation (email/SMS depending on your tools).
- CRM organization (tags, notes, task creation, assignment).
- Ongoing monitoring + improvements based on results and feedback.
- CRM access (e.g., Follow Up Boss) and lead source details (forms, listings, etc.).
- Routing rules (who gets what type of lead, business hours rules if desired).
- Approved message templates (we help refine if needed).
Book a short consult and we’ll confirm tools, scope, timeline, and best practices.
Pricing
Transparent pricing with discounts when you activate multiple workflows.
- Setup includes connecting forms/sources, routing rules, messaging, and testing.
- Monthly fee covers ongoing management, monitoring, and refinements.
Discount applies to the total monthly across all active workflows.
Example: If you activate multiple workflows, your discount increases automatically based on the total number active.
FAQ
Quick answers to common questions.
In most cases, yes. We confirm your tools during the consultation and recommend the cleanest setup.
SMS can be included depending on your CRM/tools and compliance preferences. We’ll confirm during setup.
Yes. Many clients start with first-response + routing, then add more follow-up steps over time.
Ready to activate this workflow?
Schedule a consultation and we’ll confirm the best setup for your tools and goals.