Lead Follow-Up Automation for Plumbing
An illustrative example of how a plumbing business can automate lead follow-up to reduce response time and capture more jobs.
Project Summary
Baseline (Illustrative)
Solution Architecture
- Lead arrives via web form, Google, or missed call
- Automated SMS sent within 60 seconds: "Thanks for reaching out. We'll call you shortly. Need to schedule now? [link]"
- Lead added to CRM pipeline with source tracking (web, Google, phone, referral)
- Self-scheduling link sent for convenience — customer picks a time slot
- Follow-up sequence at 24h, 3 days, 7 days if no response (all approval-gated)
- Human approval required before any external message is sent
- Customer can reply STOP to opt out at any time (TCPA compliant)
- Unified lead intake from all sources (web, phone, Google, referral)
- SMS follow-up templates with scheduling integration
- Sales pipeline with stage tracking and SLA alerts
- Follow-up sequences with approval gates
- Source attribution dashboard — see which channels produce jobs
- Lead leak detection — alerts when leads go cold
Illustrative Outcomes
Why It Works
- Speed: Studies show responding within 5 minutes makes a lead 21x more likely to convert. Automated SMS hits in under 60 seconds.
- Consistency: Every lead gets the same follow-up sequence — no leads fall through the cracks when the office is busy.
- Source tracking: Know which channels (Google, web, phone, referral) actually produce jobs, so marketing spend goes where it works.
- Approval gates: The system drafts every message — the owner approves before anything goes out. No rogue communications.
- Local-first: Customer data stays on your machine, not in a third-party cloud.