How do I follow up on leads automatically?

The short answer

Bring every place leads come in (calls, web forms, texts, messages) into one list, then have each new lead get a reply within minutes and a short run of follow-ups until they book or say no. The messages are drafted for you, they stop the moment someone answers, and anything that matters waits for your yes.

Leads, estimates and getting paidBy Updated

Do this

  1. One list for every lead

    Calls, forms, texts and social messages all land in the same place, with where they came from and what they asked.

  2. Reply within minutes

    The first reply names what they asked about and gives one easy next step, like a time to talk or a link to book.

  3. A short run of follow-ups

    Three to five messages over about two weeks, each one shorter than the last. Text for speed, email for details.

  4. Stop when they answer

    The moment someone replies or books, the run stops and a person takes over.

  5. A daily list for you

    Each morning: who replied, who booked, who is going cold. You call the warm ones.

  6. Check what works each week

    Look at which messages got replies and rewrite the ones that didn't.

Questions owners ask

Won't automatic follow-up feel spammy?

It does when it is generic. Each message should mention what they asked about, stay short, and stop as soon as they answer.

Text or email?

Both, when they gave you both and agreed to hear from you. Texts get read quickly; email carries quotes and details.

What about old leads?

Send one short note to leads from the last few months asking if they still need help. It is often the cheapest work you will find.

Related answers

General information, not legal, tax or medical advice.

Your turn

Tell me what's stuck, and I'll show you what it looks like in your business.

  • A real conversation, not a pitch
  • You keep your accounts
  • Nothing sends without your yes