Lead follow-up automation

We connect your forms, inbox and CRM so new enquiries are recorded, assigned and followed up according to the rules your team agrees.

Let’s talk

In practice.

A website enquiry creates a CRM record, assigns an owner and sends an acknowledgement. If nobody responds within your agreed window, the workflow alerts the owner. Once the lead replies, scheduled follow-ups stop.

An illustrative workflow. The final scope depends on your business and connected tools.

New enquiryCustomer requests contact

Voice agentFollow up by phone

HubSpotRecord & assign

One customer record. An owner for the next step.

A good fit when…

Service businesses where enquiries arrive through several channels and follow-up depends on someone remembering.

Keep people in reach.

Follow-up needs permission, sensible frequency and a reliable stop mechanism. A person should review ambiguous replies and important sales conversations.

What we build.

A map of your enquiry channels and sales stages
Deduplication and lead ownership rules
Acknowledgements and follow-up messages approved by you
Reply detection, stop conditions and exception alerts
A handover showing your team how to change timing and messages

How to judge the result

Track time to first response, unassigned leads, duplicate records and progression through your actual sales stages.

Before you start

Practical answers for planning the scope.

Plan your automation budget

Can you connect enquiries to my CRM?

We review your enquiry channels, CRM plan and supported integrations before agreeing a build. The workflow should record the enquiry, avoid duplicates, assign an owner and make the next action visible. Unsupported connections are identified during scoping.

When should automatic follow-ups stop?

Stop when someone replies, books, opts out or is marked unsuitable. Test these conditions across your actual channels. Unclear replies and delivery failures need a person responsible for reviewing them.