HEREFLOWAI · DONE-FOR-YOU AUTOMATION

Lead Follow-Up Automation Setup for Small Business — $149

Stop relying on memory for every new enquiry. We build one focused workflow that captures a lead, sends an approved instant email follow-up, updates your CRM or Google Sheets, routes the lead, and alerts the right person.

One-time payment · 1 lead source · 1 destination · no passwords or API keys in the intake form · target delivery: 3 business days after complete intake and required access

A Simple Automation for the First Place Leads Get Lost

This Starter Setup is deliberately narrow. We fix one lead handoff first instead of selling you a giant AI system you do not need. The goal is a workflow your team can understand, test and actually use.

1. Reply Fast

Send one approved email response as soon as the lead arrives, so the customer knows what happens next.

2. Capture the Lead

Create or update the contact in one CRM or Google Sheets so the enquiry does not disappear into an inbox.

3. Hand Off Cleanly

Route the lead and notify the owner or team so a human knows exactly what needs attention next.

What You Get for $149

How It Works

1. Buy the Starter Setup. One-time $149 payment.

2. Complete the intake. Use the Lead Follow-Up Automation Intake with your order number.

3. We map and build the workflow. We use the simplest reliable tool for your stack—native CRM automation, Zapier, Make, n8n or another compatible integration layer.

4. We test and hand it over. You receive a working setup plus documentation. If the workflow needs extra channels or complexity, we quote that separately before adding scope.

Good Fit

Your leads already arrive digitally.
Follow-up is manual or inconsistent.
You want one CRM/Sheet updated automatically.
You have one clear owner or routing rule.
You want a small first automation before investing in a bigger system.

Not Included in the $149 Starter

SMS, WhatsApp or voice AI usage fees.
Multiple CRMs or multiple lead sources.
Custom software or complex API development.
Advanced AI lead scoring or autonomous decisions.
Large data migrations.
Ongoing monitoring or maintenance.

These can be scoped separately if the first workflow proves useful.

STARTER SETUP

$149 One-Time

One focused lead follow-up workflow. No retainer required. Start small, prove the handoff works, then expand only if the business case is clear.

Frequently Asked Questions

What is lead follow-up automation?

It is a workflow that reacts when a new lead arrives and handles the repetitive first steps consistently—such as sending an approved acknowledgement, updating a CRM or spreadsheet, routing the lead and notifying a person.

Which tools can you work with?

We choose the simplest compatible option for the workflow. That may be a native CRM rule, Zapier, Make, n8n or another supported integration. The tool follows the process; it does not define it.

Is AI included?

The $149 Starter Setup focuses on reliable rule-based follow-up. Advanced AI qualification, agentic actions and complex decision logic are separate scope. This keeps the first build safer and easier to maintain.

Do I need to share passwords?

No. Do not send passwords, API keys or payment details through the intake form. If access is needed, we use supported collaborator, OAuth or other safer connection methods where available.

What happens if my workflow is more complex?

We stop before adding unapproved scope. You can keep the Starter Setup narrow or receive a separate quote for additional sources, channels, CRMs, AI steps or custom integrations.

How quickly is it delivered?

The target is 3 business days after the intake is complete and the required access is available. Complex or unsupported systems may require a revised scope before work begins.

Learn Before You Buy

Useful guides: What to Automate First · Zapier vs Make vs n8n · AI Automation Services & Costs · AI Automation Audit

Fix One Lead Handoff First.

Start with the repetitive first steps. Keep judgement with a human. Expand only after the workflow proves useful.