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Lead Management System

Every lead caught, answered in a minute and followed up until they book, then reminded, reviewed and brought back. All on one board you can see.

The life of a lead

Seven things that happen to every lead.

  • Caught: phone, website form, Facebook, Instagram, text, all onto one board
  • Answered within a minute, from your real prices and calendar
  • Followed up on a schedule until they book or say no
  • Booked straight onto your calendar or job software
  • Reminded before the appointment, and rebooked if they no-show
  • Asked for a review after the job
  • Brought back months later with one nudge

What you see

One board. Every lead.

On the board

  • Every lead, where it came from, what’s been said
  • What’s next and when
  • Who’s booked, who’s gone quiet, who said no

On your phone

  • A text when a hot lead needs you
  • The day’s bookings each morning
  • A weekly count: in, booked, lost, and why
Where do leads come from?

Phone calls, your website form, Facebook and Instagram messages, texts, and ads if you run them. Each lands on the same board with its source, so you know what’s working.

Does it replace my CRM?

If you have one, it feeds it. If you don’t, the board is one. Either way the booked jobs go to your calendar or job software.

Will customers get spammed?

No. Follow-ups are spaced, short, and stop the moment someone books or says no. The review request goes once. The nudge months later is one message.

How is this different from the receptionist?

The receptionist answers calls. This catches every lead from every channel and manages it until the job is done and reviewed. The receptionist and the chatbot are pieces inside it.

What does it cost?

It depends on how many leads, and how many places they come from. You get a flat monthly rate on a free consultation. The first month is free, with no build fee.

Make it yours.

A call to walk through your business, then it runs.