services / lead-intake-and-follow-upService 04 of 05

Lead intake and follow-up

Reply to every lead in minutes, not days.

When an enquiry comes in, AI qualifies it, answers the obvious questions, books the call and keeps following up politely until you hear back — all logged in your CRM.

Best forService businesses that live on enquiries
Tools I useHubSpot, Pipedrive or Airtable, Google Calendar, email and SMS, web forms

The problem this solves

Problem 01

Leads wait hours or days for a first reply.

Problem 02

Follow-ups depend on someone remembering.

Problem 03

Your CRM is half-empty because updating it is a chore.

What I build for you

Instant lead response

A personal-sounding first reply that asks the right qualifying questions.

Automatic booking

Qualified leads pick a time directly in your calendar.

Follow-up sequences

Gentle reminders that stop as soon as the lead replies.

A CRM that fills itself

Notes, status and next steps recorded for you.

What changes once it is running

outcome 01

Fewer lost leads

Nobody waits long enough to go to a competitor.

outcome 02

Better-prepared calls

You see a summary of what the lead needs before you pick up.

outcome 03

A predictable pipeline

Follow-up happens every time, not when there is a spare minute.

Real example

A landscaping company answers every quote request within the hour, asks a few questions about the property, and books a site visit without a single phone call.

From first call to first result

WEEK 0

Free discovery call

We look at how this works in your business today and agree on a small, measurable first goal.

WEEKS 1–3

Working pilot

A real build on your actual data. You try it in production before we go further.

WEEKS 4–6

Refine and hand off

We improve based on real use, document everything and train your team.

ONGOING

Support if you need it

Monthly check-ins, updates and troubleshooting. No retainer required.

Want to see if this fits your business?

Book a free 30-minute call. No pitch deck, no obligation. If AI is not the right answer, I will say so.

Book a free 30-min call