New Lead Response Assistant
Leads go cold because follow up is slow and inconsistent, and the job goes to whoever answered first.
You get
A ready to send, on brand reply to any new lead, plus the recommended next step.
- Who it's for
- Owners and office staff who field new inquiries and can't always reply right away.
- When to use it
- Every time a new lead comes in by phone, email, web form, or referral.
- What it needs
- Lead details (name, what they need)
- How they reached out
- What they asked for
- What it produces
- An on brand reply message ready to review and send, plus a recommended next action.
Example input
"Web form at 9pm: 'Our AC quit this afternoon and the house is 85 degrees. How soon can someone come out?' From Dana, phone number included."
Example output
A calm, specific reply that acknowledges the urgency, explains your next opening, offers to hold it, and signs off in your voice, plus a note to flag it for first call in the morning.
How it works
- 1Reads the lead and pulls the relevant details.
- 2Uses your Business Profile for services, tone, and sign off.
- 3Drafts a reply that answers the question and moves toward a booking.
- 4Suggests the next step and never sends anything on its own.
Catches what is slipping
Catches the lead that never got answered, then writes the reply.
You show it
An inbox paste, a list of recent inquiries, or a notes pile
What gets flagged
- Flags a lead with no reply past your lead response window (default 4 business hours)
- Flags replied leads still waiting on a promised next step
- Flags out of area or out of scope requests for an honest decline, never an overpromise
- Ranks overdue, high intent leads first
You review every draft. Nothing is ever sent to a customer automatically.
Works well with
Estimate Follow Up Assistant
Estimates get sent and never followed up, the single biggest recoverable revenue leak.
You get
A short, tactful follow up sequence that keeps an estimate alive without nagging.
Example: A landscaper following up on a patio estimate sent last week
See how it worksLost Lead Reengagement Assistant
Dead pipeline never gets revived, old leads and quotes just sit there.
You get
A reengagement message that gives an old lead a real reason to come back.
Example: A marine shop reaching out to last season's unbooked estimates
See how it works