PROJECT / AUTOMATION
Lead Automation System
A CRM and follow-up system built to stop leads going cold.
Client
Home Services Franchise
Industry
Home Services / Franchise
Timeline
4 weeks
Service
AUTOMATION
THE STACK
Tools & platforms.
What this project ran on.
GoHighLevel
Twilio
Zapier
Calendly
Google Sheets
THE CHALLENGE
Where things
stood.
Leads were coming in from multiple sources but follow-up was manual and inconsistent — by the time anyone called back, many prospects had already gone with a competitor.
THE APPROACH
What we did.
The specific work behind the result.
CRM setup
Centralised every lead source into one GoHighLevel pipeline.
Instant follow-up
Automated SMS and email response within minutes of a new lead.
Nurture sequences
Built sequences for leads that weren't ready to book immediately.
Pipeline reporting
Clear visibility into where leads were getting stuck.
THE RESULT
Response time dropped from hours to minutes, and leads that used to go cold now move through a consistent follow-up process.
MORE WORK
Related projects.
Other systems we've built.
DV
LET'S TALK
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similar to build?
Let's scope what this looks like for your business.
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