Get a practical lead follow-up automation setup for your small business — one lead source, one CRM or Google Sheets destination, an approved email reply, basic routing and testing.
✓ Built around compatible existing tools ✓ Handover included ✓ No ongoing maintenance included
Service: Configuration begins after checkout and intake review; nothing is delivered as an instant software download.
Turn a new lead into a timely follow-up — without chasing every message manually.
We set up one practical lead follow-up automation around the compatible tools you already use. Your workflow can capture a new enquiry, send an approved email response, update your chosen destination and alert the right person.
One-time setup · $149One lead sourceOne CRM or Google Sheets destination
A service delivered after purchase and intake review — not an instant-download software product.
01 / THE WORKFLOW
A clear path from enquiry to follow-up
A focused workflow with checks at each step, built for your existing setup.
01
Capture the lead
Use one supported source such as a website form, booking form or connected inbox trigger.
02
Send a follow-up
Trigger an approved email template and route a notification to the responsible team member.
03
Update your pipeline
Record the enquiry in one compatible CRM or Google Sheets destination, then test the hand-off.
02 / YOUR $149 STARTER SCOPE
What’s included in your setup
One connected lead source
One supported form, booking event or inbox trigger
One destination
A compatible CRM or Google Sheets
One email follow-up
An approved response template triggered automatically
Basic routing and alerts
Lead owner assignment or team notification
Workflow testing
Test submissions, basic error checks and corrections
Handover notes
A summary of the workflow and its human-control points
03 / DELIVERY PROCESS
How the setup works
Purchase the Starter Setup. Your order is for a one-time implementation service, not a digital file.
Compatibility and scope review. We confirm the trigger, supported connection and any required permissions before implementation.
Build, test and hand over. We configure the agreed workflow, run basic checks and provide handover documentation.
04 / CLEAR BOUNDARIES
What’s not included
The $149 Starter Setup does not include SMS or WhatsApp fees, voice AI, multiple CRMs, custom application development, complex AI lead qualification, paid third-party subscriptions, large data migrations or ongoing maintenance. Additional work must be scoped separately.
Connections depend on the tools, plans, permissions and integrations available in your environment. We review compatibility before beginning implementation; if your requested setup is outside this package, the next steps must be agreed before any extra work.
05 / COMMON QUESTIONS
Frequently asked questions
Is this a downloadable template or a done-for-you service?
It’s a one-time, done-for-you setup service. We configure one supported lead follow-up workflow after the purchase and intake process.
Do I need to buy extra software?
We aim to work with your existing tools. If a required feature depends on a paid third-party plan, that subscription is not included in the $149 fee.
Can this connect to my CRM?
One supported CRM or Google Sheets destination is included. Specific compatibility depends on your platform and the permissions or integrations it provides.
Does it include ongoing support or more workflows?
No. The Starter Setup covers one agreed workflow, basic testing and handover notes. Ongoing maintenance or additional workflows need separate scope.
READY FOR A MORE RELIABLE FOLLOW-UP PROCESS?
Start with one focused workflow.
One-time setup: $149. Use the Add to cart button at the top of this product page. After checkout, complete the secure intake form without sharing credentials.
