Done-for-You Lead Follow-Up Flow
Every new lead gets an immediate, personalized follow-up — across email and SMS — without you or your team doing a thing.
The Problem
Most businesses wait hours (or days) to follow up on new leads. Studies show responding within 5 minutes is 9x more likely to convert. But most owners are too busy to respond that fast.
The Solution
The moment a lead hits your form, CRM, or landing page, this flow sends a personalized multi-channel follow-up sequence — email and SMS — and tracks responses so nothing slips through the cracks.
What You Get
- Leads contacted within 60 seconds of submitting
- Multi-channel follow-up (email + SMS)
- Automatic nurture sequence until they respond
- Responses routed to your inbox or CRM
How You'll Get It
Tell us about your setup
Fill in the short form on this page — your name, email, and what the automation should connect to. Takes about a minute.
Secure checkout
Pay once through Stripe. No subscription, no hidden fees — you own it.
Same-day delivery
Your workflow template file arrives by email the same day. Yours to keep forever.
We set it up for you
Send over your onboarding details (the accounts listed below) and we'll have everything connected and live within 2–3 business days — you never touch a line of code.
What You'll Need
A few accounts this automation plugs into. Don't have one yet? Each takes minutes to create — and we walk you through all of it during onboarding.
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Gmail account — Sends the personalized follow-up emails.
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Twilio account — Sends the SMS side of the follow-up sequence.
About $1/mo for a phone number, plus roughly 1¢ per text.
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HubSpot account — Where new leads and their responses are tracked.
The free plan works fine.
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Supabase database — Remembers where every lead is in the sequence.
We create and configure this for you — free tier, no cost to you.
Prefer different tools? One free swap included.
Every paid template comes with a one-time free tool swap — just tell us in the onboarding form. For this one you could use: Outlook or another email provider instead of Gmail; Google Sheets or Airtable or another CRM instead of HubSpot.
Best For
$297 one-time
Own it outright — set up for your business.
Template file delivered same day
Set up & connected for you in 2–3 business days
Get this template
Tell us where it should plug in — then continue to secure checkout.
Works with
Don't use one of these? One free tool swap is included.
Bigger than one automation?
Automate your whole operation.
Templates are perfect for a single task. For a full business-operating system, we start with an audit to map exactly what to build — the required first step for every full package build.
Start with the Audit — $497