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Lead Capture & Follow-Up

Never Miss Another Lead.

Most businesses lose 50% of leads simply by responding too slowly. I build automations that respond in 60 seconds, follow up for two weeks, and score every lead against your ideal customer profile -- automatically.

Book a Free Strategy Session

Or email chuck@startuptosold.com

60s
Response time vs. the industry average of 47 minutes
50%
Of leads go to the first business that responds
5x
More touches than most businesses make before giving up on a lead
How It Works

Three phases. Zero dropped leads.

I don't just build the automation -- I assess your current lead flow, build the right system for your stack, and maintain it monthly.

Phase 01
Assessment & Build

I map your lead sources, review your existing tools, and build the automation to fit your stack -- Jobber, HubSpot, Calendly, GHL, or whatever you're running.

Phase 02
Hand-off

I train you on what triggers each sequence, how to see results, and how to intervene when needed. You'll know exactly what's running and why.

Phase 03
Maintenance

Monthly check-ins to review lead quality, catch edge cases, and update sequences as your services or service area changes.

What I Build

Every automation in this category.

These are the specific automations I build for lead capture and follow-up. Not every client needs all of them -- the assessment tells us which ones move the needle for your business.

60-Second Auto-Response
When a web form submits, the lead gets an SMS and email within 60 seconds -- personalized, not generic. Includes a link to book. Works while you're on a job, after hours, or on weekends.
Follow-Up Sequences for Non-Bookers
A 3-5 touch cadence over 2 weeks for leads that respond but don't book. Mix of SMS and email. Stops automatically when they book or ask to stop.
Missed Call Text-Back
When you miss a call, the caller gets an automatic text: "Sorry we missed you -- here's a link to book." Simple, fast, recovers revenue you'd otherwise lose.
Lead Routing by Service Type or Geography
Assign new leads to the right team member automatically based on what service they're requesting or where they're located. No more manual triage.
AI Lead Qualification & Scoring
AI scores each incoming lead against your ideal customer profile. High-score leads get routed to CRM or pinged to your phone via Slack. Low-score leads get filtered or queued separately. You stop wasting time on leads that will never convert.
Lead Generation Pipeline
For outbound: takes a list of company domains, enriches with contact info (Apollo, Clay, Hunter.io), AI scores each against your ICP, and writes top leads to your CRM or a Google Sheet automatically. Runs on a schedule.
Personalized Cold Outreach
Lead enters from Airtable, AI pulls their LinkedIn posts and company website, Claude writes a personalized opener, and the email goes out via Instantly or Smartlead. Replies get classified automatically (interested / not now / unsubscribe), and interested leads create a task in your CRM. Requires email domain warming as part of the engagement.
Who It's For

Right for your business if...

This is built for service businesses that generate leads online or by phone -- HVAC, construction, home services, professional services. If you've ever missed a lead because you were on a job, tied up with a customer, or simply didn't see the email until the next morning, this is for you.

You generate leads from a website, Google, or phone calls
You or your team are often unavailable to respond immediately
You've lost a job to a competitor who simply responded faster
Questions

What to know before we talk.

Not necessarily. The auto-response and follow-up sequences work with just an email list or a booking link. If you want lead scoring and routing, some kind of CRM (even a simple spreadsheet) helps. I figure out the right setup during the assessment.
The missed call text-back handles that. When someone calls and you can't answer, they get a text automatically. It's one of the highest-ROI automations I build and takes very little setup.
No -- I write the messages to match your voice before we launch anything. You review and approve every message template. Most clients can't tell the difference between the automated responses and ones they wrote themselves.
I need to know what you're running -- booking software, CRM, phone system. From there I figure out how to connect everything. The assessment covers this in detail before I quote anything.
A basic auto-response and missed call text-back can be live in a week. A full lead scoring and follow-up system typically takes 2-4 weeks from assessment to hand-off.
Free Tool

Not sure if your task is automatable?

Describe one repetitive task and get an instant verdict: automatable or not, how it would work, and how many hours you'd save per year. No email required.

Try the Analyzer → Takes 30 seconds
Get Started

Ready to stop losing leads?

Book a free strategy session. I'll look at your current lead flow and tell you exactly what it would take to automate it.

Book a Free Strategy Session

Or email chuck@startuptosold.com