Automated Lead Follow Up System
When a new lead comes in, the system follows up automatically — 5 times over 7 days — so no lead goes cold while you're running a crew.
You Follow Up Once. They Need Five.
Someone fills out your form at 9pm. You mean to call in the morning. Morning gets busy. Three days pass. The lead's already booked someone else.
Research across home service industries is consistent: most customers need five to eight contacts before making a decision on a project this size. Most contractors follow up once — maybe twice.
That gap is where your revenue is disappearing.
How Lead Capture + 5-Touch Follow-Up Works for Your Business
When a new lead comes in — from a form, a landing page, or anywhere you capture inquiries — the system immediately acknowledges them and kicks off a 5-touch follow-up sequence over the next 7 days.
Each message is timed and written to stay friendly without being pushy. By the time a lead hears from you five times, you're the contractor they feel like they already know.
If the lead books an appointment or responds at any point, the sequence stops automatically. No awkward messages going out after someone's already hired you.
What’s Included
- Immediate acknowledgment sent when a lead comes in
- 5 follow-up messages over 7 days
- Text and email delivery
- Sequence stops automatically when lead responds or books
- Fully customizable messaging in your voice
Three Steps. Zero Manual Work.
Lead comes in
Form submission, landing page inquiry, or any other inbound lead triggers the system. An immediate acknowledgment goes out.
Five-touch sequence runs automatically
Text and email follow-ups go out on a set schedule — day 1, day 3, day 5, day 7, day 10. Each one friendly, each one keeping you top of mind.
Lead responds, sequence stops
The moment a lead books or responds, the automated messages stop. You take it from there.
This Automation Is Part of the Minimum Package
Lead Capture + 5-Touch Follow-Up is included in the Minimum Package — never miss a lead again.
The essential system. Plug the holes in your pipeline so no lead slips through.
Get StartedCommon Questions
What is an automated lead follow up system?
It's software that automatically contacts and follows up with new leads on a set schedule — so no lead goes cold because someone forgot to call back. The system sends timed texts and emails on your behalf.
How many follow-ups does it actually take to close a roofing lead?
Research consistently shows 5–8 touchpoints before most customers commit to a project at this price point. Most contractors follow up once. That gap is where revenue disappears.
Does the sequence stop when the lead books?
Yes. The moment a lead responds and books, the automated sequence stops automatically. No awkward messages after they've already hired you.
What does the follow-up say?
You customize the messages. They're typically short, friendly check-ins — "Just following up on your estimate, do you have any questions?" Each one builds trust without pressure.
Does this work for roofing and HVAC leads?
Yes. It works for any inbound lead — roofing estimates, HVAC service calls, inspection requests, or form submissions from your website. The timing and messaging adjust to your business.
Works Best Alongside
Missed Call Text-Back
Every missed call gets an automatic text back — before the customer has time to dial the next contractor.
Pipeline Tracking Board
A simple visual board that shows every lead and job in your pipeline — from first call to completed job — so nothing gets dropped.
Appointment Booking & Reminders
Customers book directly from your website and the system handles all confirmations and reminders — so they actually show up.
Let’s Set Up Your Lead Capture + 5-Touch Follow-Up System
Book a 30-minute call. We’ll walk through your current process, show you exactly where leads are falling through, and build a system that runs without you managing it.
Book a Strategy Call