How to Automate Lead Follow-Up (Speed to Lead Guide)
Fast, consistent follow-up is one of the simplest ways to win more of the leads you already get. Here is how to automate it.
Connect every lead source
Route web forms, missed calls, social messages and ad leads into one place, such as your CRM, so every enquiry triggers the same response.
Go deeper: AI CRM system
Send the first reply in under a minute
The first message should name your business, confirm what they asked for and offer a next step, such as a booking link.
Go deeper: Speed-to-lead benchmark
Plan the follow-up sequence
Space follow-ups over one to two weeks and stop immediately when the lead replies or opts out.
- ●Minute 1: text reply
- ●Day 1: reminder with booking link
- ●Day 3: helpful email answering common questions
- ●Day 7: final check-in
Measure and improve
Track reply rate, booked rate and time to first response each month, then adjust the wording.
Go deeper: AI quote follow-up · Solar installers · Insurance agents
FAQ
Is SMS or email better for follow-up?
SMS usually gets faster replies for local services; email suits longer information. Most sequences use both, with consent.
How do I avoid sounding robotic?
Write short, specific messages in your own voice and personalise them with the lead's name and request.
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- Zapier
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- Pipedrive
- Twilio
- Cal.com
- Calendly
- Google Workspace
- Notion
- Airtable
- OpenPhone
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