Marketing & Lead Automation
From inquiry to booked appointment — without leads slipping through.
We connect your website, CRM, and booking tool so every inquiry gets a prompt response and a clear next step.
The follow-up journey
1. Inquiry captured
A website form sends the inquiry into your CRM pipeline with its source noted.
2. Prompt acknowledgment
The prospect receives an acknowledgment, and the right person on your team is notified.
3. Booking
Prospects can choose a time through one connected appointment booking system.
Email nurturing
A monthly newsletter keeps past inquiries and customers informed about your services.
Review requests
After an approved customer milestone — like a completed job — a review request is sent.
CRM workflows
One structured pipeline so your team can see who needs a call, a quote, or a follow-up.
Reporting
Activity metrics, kept separate from sales results.
What we report monthly
Available activity data such as website visits, form submissions, emails sent, and bookings made through connected tools.
What we don't claim
Activity isn't the same as revenue. Confirmed sales results come from your own records, and we report them separately only when you share them.
Lead Growth includes one CRM pipeline, one intake workflow, one booking integration, and one review request workflow. Supported platforms are confirmed during discovery.
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