Respond consistently
Give new enquiries a clear first response.
LEAD FOLLOW-UP AUTOMATION
Keep your leads moving.
Keep the conversation personal.
Respond to new enquiries, gather useful details, and follow up with a workflow shaped around your business.
Collect useful context
Ask relevant questions to understand what each lead needs.
Make handover easier
Give your team a useful summary before they continue the conversation.
HOW IT WORKS
From first enquiry to a clear next step.
New lead received
An enquiry enters through your website or another connected source.
Initial reply sent
An approved message acknowledges the enquiry and invites a response.
Relevant follow-up
The workflow asks agreed questions or sends a reminder when appropriate.
Team handover or booking request
The lead’s details are passed to your team or an agreed scheduling workflow.
SAMPLE WORKFLOW
See what your customer sees.
Know what your team receives.
Sample conversation
Oakwood RealtyLead summary for your team
Alex — Property enquirySource: Website form
- Name
- Alex
- Source
- Website form
- Interest
- Buying
- Area
- Westside
- Preferred time
- Saturday morning
- Status
- Awaiting team confirmation
A viewing has been requested. Availability is still to be confirmed by the team.
FOLLOW-UP SEQUENCE
Follow-up with a clear stopping point.
Initial reply
Acknowledge the new enquiry with an approved message.
Reminder if no response
Send a follow-up when appropriate under the agreed settings.
Final follow-up if needed
Use an additional message only where the agreed workflow calls for one.
Pause on reply
Pause scheduled reminders while the conversation or handover continues.
Stop on opt-out
Respect requests to stop follow-up messages.
Stop after confirmed booking
End the follow-up sequence once a booking is confirmed.
Respect reminder limits
Keep within the timing and message limits agreed during setup.
Timing, message limits, and stopping rules are agreed during setup and depend on the connected systems.
KEY FEATURES
Built around your sales process.
Approved reply templates
Use messages that reflect your business and agreed information.
Configurable follow-up timing
Set appropriate timing and limits for follow-up messages.
Enquiry qualification
Collect relevant details using questions agreed with your team.
Team routing and notifications
Explore sending enquiries and summaries to the right person.
Optional CRM connection
Discuss how lead details can connect with your current CRM.
Optional calendar connection
Explore appointment requests or scheduling workflows.
Connections, available channels, and workflow capabilities are confirmed during setup.
IDEAL FOR
Works for different enquiry types.
Dentists
Follow up on appointment enquiries and collect basic scheduling preferences.
Law Firms
Acknowledge consultation requests and gather basic contact and service information.
Real Estate
Follow up on property enquiries and capture viewing preferences.
BRING IT TOGETHER
Bring your enquiries into one workflow.
Website forms
Capture new enquiries from your website.
Connected lead sources
Bring in enquiries from agreed sources.
Existing CRM
Use an available CRM connection.
Follow-up workflow
Approved messages, questions and handover rules.
Team handover or calendar connection
Pass the enquiry to your team or request a booking.
Connections and capabilities are confirmed during setup.
SETUP PROCESS
A setup shaped around your process.
Review lead sources
Identify where your enquiries come from.
Agree questions and messages
Tailor the conversation to your business.
Set timing and handover
Agree reminder rules and how your team takes over.
Test before launch
Review the configured workflow before activation.
FREQUENTLY ASKED QUESTIONS
Common questions.
Can it work with my existing CRM?
We review your CRM and available connection options before confirming the setup.
What happens when a lead replies?
The workflow can pause scheduled reminders and continue the agreed conversation or hand the enquiry to your team.
Can it help arrange appointments?
It can collect preferred timing or connect with a supported scheduling workflow. A booking is confirmed only when the connected system or your team confirms availability.
Can we control follow-up frequency?
We agree on timing, reminder limits, and stopping rules during setup.
