Lead follow-up and CRM

Follow-up that answers new inquiries fast.

Forms connected to your CRM, an instant first reply by text or email (whichever the lead chose), follow-up email and a report that shows where each lead came from and what it cost.

Or call (561) 468-3885. Answered right away by our AI front desk.

Included in monthly marketing from $1,500 a month, or set up as a project, quoted in writing. Projects start at $350.

Illustrative layout. Not a client result.1

What's included

Everything that happens after someone reaches out.

The ads bring the inquiry. This is what turns it into a conversation.

Forms and CRM

Website, landing page and Facebook lead forms sent into one CRM, tagged by source.

Lead routing

Alerts to the right person, so sales sees new inquiries right away.

Instant first reply

A text or email, whichever the lead chose on your form, that confirms the request and says what happens next.

Follow-up emails

Short sequences and newsletters for leads who aren't ready yet.

Booking

A calendar link so qualified leads can pick a time on their own.

Reporting

Leads, cost per lead and booked calls by source, every month.

How it works

From the first form to a booked call.

  1. Map

    We trace every way a lead reaches you today: forms, ads and phone.

  2. Connect

    Every source flows into one CRM, tagged by where it came from.

  3. Write

    The first reply and follow-up emails, written in your voice.

  4. Report

    Leads, cost per lead and booked calls by source, every month.

One path for every inquiry

  1. Form or lead ad
  2. One CRM
  3. Team alert
  4. First reply
  5. Calendar link

Every source lands in one CRM, tagged by where it came from. Your team takes the call. We set up the routing, alerts and emails.

Blake standing at his desk in front of two monitors showing campaign reports
Blake at his desk

Who builds it

Built by the person who runs the ads.

We write your ads and the first reply, so the promise in the ad and the answer in the inbox match.

  • 1,000+2Leads at an $8.50 average cost per lead, Premium Digital
  • Your CRMWhere we build most forms, follow-up and booking
  • 2006The year our founder started in marketing

Pricing

Set it up once, or have us run it.

Your exact price is in writing before any work starts. Ad spend is never part of the fee.3

Setup project

“Build it once. We'll run it.”

$350

and up, one time, quoted in writing

  • CRM: Forms, CRM and routing set up
  • Email: First reply and follow-up written
  • Booking: Calendar link connected
  • Not included: Answering your phones

Want us to run it?

Follow-up is included in monthly marketing from $1,500 a month, month to month or a 6, 12 or 36-month term.

See pricing ›

Already have a CRM?

We can connect your forms to the CRM you already use when it supports it.

Your list stays yours

Names, emails and phone numbers from opted-in leads are an audience you own, not one a platform controls.

FAQ

Straight answers.

Blake writing notes in an open planning notebook
Planning on paper
Which CRM do you work with?

We connect forms to the CRM you already use when it supports it, or help you pick and set up one if you don't have one. Texts are sent only to leads who agreed to receive them on your form, and every message has a way to opt out.

Why does follow-up matter so much?

A lead you paid for only turns into a conversation if someone answers it. Fast routing and an instant first reply give your team a better chance at that conversation.

Can you send email to our existing list?

Yes, to people who opted in. Your own list of names, emails and phone numbers is an audience you own, not one a platform controls. Every email includes a way to unsubscribe.

Do you answer our phones?

Not with this service. We set up the routing, alerts and emails, and your team takes the call. Want calls answered by an AI front desk when your team can't pick up? That's our AI receptionist setup.

Can you guarantee results?

No. We can't guarantee leads, rankings or sales. Results depend on your market, budget and sales process. What we commit to is the work, the timeline and a clear monthly report.

Let's look at what happens after someone reaches out.

A free 15-minute call by phone or Zoom. You'll leave with the next two or three moves, and a written proposal if we're a fit.

  1. Pick a time

    The calendar is on the contact page. Choose a slot and you're booked.

  2. Talk for 15 minutes

    By phone or Zoom. Ask about your ads, your website or follow-up.

  3. Get it in writing

    If we're a fit, a written proposal with your exact price before any work starts.

  1. Sample graphics on this page are illustrative layouts with example numbers and timestamps. They are not client results.
  2. 1,000+ leads at an $8.50 average cost per lead for Premium Digital, a smart home and audio-video integration company, 2019 to 2023. Past results from a specific role, not a promise of future results.
  3. Starting prices. Your exact price is in writing before any work starts. Ad spend is paid directly to Google or Meta and isn't included in any price.