Follow-up & CRM
Follow-ups that never slip
Most businesses do not lose deals to competitors; they lose them to silence. The quote that was never chased, the consult that never got a second email, the regular who quietly stopped coming. None of it is hard - there is just no system doing it.
What we build
- Lead capture from your website, phone, and inbox into one place automatically
- Follow-up sequences for quotes, estimates, and consultations - polite, persistent, and in your voice
- Win-back campaigns for customers, patients, or clients who have lapsed
- Alerts when someone replies or a lead goes hot, so a human takes over at the right moment
Timeline
1 to 3 weeks to live
Built on
- HubSpot
- Mailchimp
- Clio Grow
- Your inbox
- Make or n8n
What to expect
Nothing waits on someone remembering. Businesses typically see 10 to 20 percent of stalled quotes close after a proper sequence, and win-back campaigns reliably rebook 8 to 12 percent of lapsed customers.
Who uses this most
Common questions about this build
I do not have a CRM. Is that a problem?
No - we can start from a shared inbox and a spreadsheet, or set up a lightweight CRM as part of the build. The sequence matters more than the software.
Will my clients feel spammed?
Sequences are short, spaced, and stop the moment someone replies or books. The goal is to sound like a conscientious human, because that is what it replaces.
Find out what your week looks like with the busywork gone.
A free 30-minute audit. You leave with three automation ideas sized to your business - whether you hire us or not.
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