+1 570 955 3538Automated Lead Follow-Up by Text and Email
Someone fills in your web form and asks for a quote. Your team is on a job site. The reply goes out the next morning, or later. We build the follow-up that starts the moment the form is sent: a first reply, a short series of reminders, and a stop as soon as the person answers.
Starting at $3,900 setup plus $590 per month.
This covers leads from your website forms and other web sources. We have no client case for this service yet, so we sell it as a pilot. We measure one thing first: how long each lead waits for a first reply.
What you get
| Item | What it means |
|---|---|
| Lead sources connected | Website forms and other web lead sources, sent to one place |
| First reply | Text and email sent when the lead arrives, in your wording |
| Follow-up series | A short run of messages you approve, spaced the way you choose |
| Stop rules | The series stops when the person replies, books, or opts out |
| Opt-out handling | Every email and text tells the person how to stop messages |
| Speed report | Time from form sent to first reply, for each lead |
| Your CRM | Leads and messages logged in EspoCRM or the CRM you use |
The $590 monthly fee covers running the messages, fixing the setup when a connected tool changes, and the speed report. The exact scope is set in your written quote.
The process
- Map your lead path. Where do leads come in, and who sees them first?
- Write the messages. You approve every text and email before anything sends.
- Set the rules. Timing, stop conditions, quiet hours, and who gets a task when a lead replies.
- Test. We send test leads through and check each message, each stop, and each opt-out.
- Run and report. You get the speed report and the list of leads that never replied.
The rules behind each message
Messages to real people come with rules. This table shows what we build in and the public source for it. It is general information, not legal advice. Ask your lawyer about your own case.
| Step | What we build | Rule and source |
|---|---|---|
| Email footer | Your valid postal address and a clear way to opt out | CAN-SPAM requires both (FTC) |
| Email opt-out | Opt-outs removed from the list, with a check in the report | FTC: honor within 10 business days; no fee, one step |
| Text consent | A consent line next to the phone field on the form | Telemarketing texts sent with an autodialer need prior express written consent (47 CFR 64.1200) |
| Text opt-out | STOP and similar replies end all texts | 47 CFR 64.1200 lists words such as stop, quit, end, revoke, opt out, cancel, unsubscribe; honor within 10 business days |
| Hired help | Your provider list written down | FTC: you stay responsible when another company sends for you |
Whether a given message counts as telemarketing depends on its content. We help you word the consent line, and you decide with your lawyer.
What it costs over a year
Our arithmetic: $3,900 plus 12 months at $590 is $10,980, or $915 per month on average. Compare that with the value of the leads you now answer late or not at all. The speed report gives you the count of late leads. It does not tell you how many would have bought.
What we do not promise
- We do not promise more bookings or revenue. We have not measured that for a client.
- We do not promise legal compliance. We build the opt-out and consent steps and show you the sources.
- We do not message anyone who has opted out.
- We do not buy lists or send to people who never contacted you.
- We do not cover phone calls. This page is about web leads.
FAQ
What leads does it cover?
Contact forms, quote requests, and other web sources we can connect. We check each source before quoting.
Will it sound robotic?
You write or approve every message. Short messages in your own words work best, and we edit with you.
What if the lead replies?
The series stops and a task goes to a person on your team with the whole thread.
Do we need a CRM?
You need somewhere to log leads. If you have none, we can set up EspoCRM separately.
What number do texts come from?
Your quote names the texting provider and number type. Check the provider's own rules for business texting before launch.
Pricing
Lead Follow-Up Automation: starting at $3,900 + $590 per month
Includes lead connection, messages, stop rules, opt-out handling, testing, and the speed report. Several lead sources or extra locations are quoted separately. Book a free scoping call
Why us
- Speed is measured. The report shows each lead's wait.
- Opt-outs are built in. They go in at the start.
- You write the words. We build the system around them.
Prefer to start with chat on your site? See the AI chatbot. Questions: contact us.
Where our information comes from
- Price: our service price list of 2026-10-06 (starting price; our estimate).
- Email rules: FTC, CAN-SPAM Act: A Compliance Guide for Business, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business (accessed 2026-10).
- Text consent and revocation: 47 CFR 64.1200, https://www.law.cornell.edu/cfr/text/47/64.1200 (accessed 2026-10).
- First-year cost: our arithmetic. $3,900 + $590 × 12 = $10,980; ÷ 12 = $915.
