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Lead follow-up systems
Build an approved email follow-up process for eligible inquiries and older opportunities, with opt-outs and human review built in.
AI-assisted lead follow-up for home-service businesses
Stop letting good leads go cold.
We build practical AI-assisted email follow-up systems that help home-service businesses reconnect with eligible leads, qualify interest, and guide prospects toward appointments—while your sales team focuses on closing.
Lead pipeline overview● SYSTEM CONCEPT
Lead response workflowFast, consistent follow-upNew lead → contact → qualify → appointment
What we help improveMore opportunities worked
Illustrative visualization—not client results or a performance guarantee.
What we do
You already have leads. Work them better.
A repeatable follow-up workflow can uncover opportunities your sales team missed without adding another full-time appointment setter.
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Appointment setting
Identify genuine interest, share your real booking link, and route conversations to your sales team. Appointment verification remains in your control.
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CRM & AI automation
Organize lead records, prepare personalized follow-ups, classify responses, and report results with AI-assisted workflows and human oversight.
A practical process
Simple to start. Built to scale.
We start with your actual lead sources and permissions, pilot a simple email workflow, and improve it as results come in.
01 / DISCOVER
Map your sales process
Review lead sources, response times, qualification, booking, and handoff. Define success together.
02 / BUILD
Install the workflow
Build and test the email follow-up, reply routing, booking handoff, and reporting with approved sample data first.
03 / IMPROVE
Measure and refine
Review activity and outcomes, spot bottlenecks, and make careful improvements with your team.
Starting packages
Choose the level of support you need.
Illustrative starting prices, subject to a discovery call and written scope. Software, sending fees, and lead volume can affect the quote.
Launch
Lead recovery pilot
$750 one-time
For a business that needs a cleaner process before ongoing support.
- Pipeline and intake review
- Lead import and permission review
- One approved email workflow
- Handoff guide and walkthrough
Core partnership
Growth
$1,500 / month
For teams that want consistent lead handling and ongoing optimization.
- Managed email follow-up workflow
- Appointment handoff process
- CRM hygiene and reporting
- Monthly performance review
- Defined monthly scope
Advanced
Scale
$2,500+ / month
For larger teams with multiple sources, workflows, or locations.
- Multiple lead workflows
- Expanded workflows and routing
- Sales operations support
- Custom reporting cadence
- Scope and usage review
No guaranteed lead volume, appointments, or revenue. Client-specific scope and results depend on data quality, offer, market, response process, and fulfillment capacity.
Founder-led experience
Built by a salesperson who knows the front line.Our founder brings eight years of door-to-door sales experience in Residential Alarm Security Systems, Fiber Internet, and Solar Lead Generation. That firsthand experience shapes how we engage prospects, identify genuine interest, and help sales teams turn conversations into opportunities.
Common questions
Clear expectations from day one.
Do you provide the leads?
Our starting offer works with your existing, properly sourced leads. Buying leads or running paid ads is not included in a standard pilot. We do not promise specific results.
Which industries do you work with?
We are focusing first on residential security, HVAC, roofing, and other home-service companies. We assess fit during discovery.
Do you replace our sales team?
No. We support the process that helps your team contact, qualify, and schedule opportunities. Your team remains responsible for sales conversations, service delivery, and customer commitments.
What systems can you work with?
We start with a discovery call to review your CRM, email account, booking link, and permissions. A low-cost pilot can use CSV and email before advanced integrations.
Let's find the bottleneck
Tell us where leads are getting stuck.
Book a short strategy conversation. We'll discuss your lead flow, current process, and whether a focused pilot makes sense.
Founder-led · Oklahoma-based · Built for residential service teams