Trigger Capture
Webhooks from your forms, ad platforms, booking tools, and inbox aliases push every new lead into one normalized pipeline.
Lead Speed System
Lead follow-up automation that responds before the opportunity goes cold.
New inquiries get acknowledged, qualified, routed, and followed up automatically so no lead disappears into an inbox, form tool, or CRM stage.
What This System Does
Lead follow-up automation acknowledges the inquiry, qualifies it, routes the next step, and reminds sales until a human closes the loop.
It is built for businesses that generate inbound leads but lose them between the form submission and the first human conversation. Connected lead sources trigger an approved acknowledgement, qualification step, and routing decision. Owners get a weekly report on response time, qualification rate, and stale-lead recovery.
Best Fit
For businesses where lead quality is fine but follow-up discipline is not.
If you spend money on ads, SEO, referrals, or content and still hear "I called three places and went with whoever called me back first," the problem is response speed, not lead quality. This system fixes that without hiring an SDR.
System Includes
- Web form, email, ad, or CRM trigger
- SMS and email response target verified for each connected source
- Structured qualification questions
- CRM stage update and lead scoring
- Sales reminders and escalation if no human action
- Multi-touch follow-up sequence for unbooked leads
- Stale-lead recovery campaign at 14 and 30 days
How It Works Under the Hood
Five components, one workflow.
First Response
An approved SMS or email acknowledges the lead and offers a booking link or qualification questions. Testing confirms the response target before launch.
Qualification Logic
Structured questions (budget, timeline, location, fit) score the lead. High-fit goes to fast-track booking. Low-fit goes to a nurture sequence.
Routing and Escalation
Qualified leads route to the right human with full context. If nobody touches the lead in your defined SLA, the system escalates to a backup contact.
Sequence and Reporting
The approved sequence records each touch and next action. Owners see response time, qualification rate, and workflow status in a weekly dashboard.
Measurement Plan
Use your funnel data to evaluate the workflow.
Baseline
Record lead volume, first-response time, booking rate, close rate, and average deal value.
Measure
Track acknowledgements, replies, qualified leads, booked meetings, stale leads, and closed deals.
Decide
Compare observed pipeline events with the monthly system cost, then tune the sequence and routing.
Delivery Plan
Three build phases.
Map Lead Sources
Identify where leads arrive, where they stall, and what information sales needs to qualify. Audit current response time and follow-up gaps.
Build Follow-Up Logic
Create response timing, qualification fields, routing rules, escalation paths, and follow-up sequences. Test against simulated and live leads.
Report Conversion
Track response time, booked calls, stale-lead status, and recorded outcomes. Tune the sequence and qualification logic monthly.
Questions
What owners ask before they sign off.
How is this different from a CRM?
A CRM stores lead history. Lead follow-up automation handles acknowledgement, qualification, routing, and reminders around that record. The Edge Audit confirms which functions your current CRM already covers.
What lead sources does this work with?
Any source that creates a structured event: website forms, Facebook and Google ad lead forms, Calendly or other booking tools, email parsing from inbox aliases, CRM stage triggers, and webhook events from third-party systems. The Edge Audit confirms which sources need to be wired in.
Does it replace a salesperson?
No. The automation handles acknowledgement, qualification, routing, and reminders. A salesperson still reviews context, runs the conversation, and closes the opportunity.
How long does it take to deploy?
The Edge Audit names the clearest constraint and recommended next move. The written scope and project plan set the build timeline for your stack.
What does it cost and how is the result measured?
The system starts in Temper at $799 per month. Final pricing is based on scope and confirmed in writing. We compare qualified pipeline and closed gross margin with the pre-launch baseline. Any observed result depends on your funnel and sales process.
Next Step