Done-for-You Lead Follow-Up Flow (Lead Follow-up Automation)
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 what it connects to
Fill in the short checklist on this page — takes under a minute.
Secure checkout
Pay once through Stripe. No subscription, no hidden fees — you own it.
Instant delivery
Download your workflow file the moment payment completes. Yours to keep forever.
We connect it for you
Send over the accounts listed below and we'll have everything connected and live within 1 business day.
Tell us what you need
Check the tools you want added and tell us what's different about your business.
We'll scope it
We'll follow up with a custom quote and confirm your delivery timeline within 1 business day.
Secure checkout
Once scoped, you'll get a payment link for the custom build.
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 within 1 business day
Get this template
Tell us where it should plug in — then continue to secure checkout.
Request received.
We'll follow up by email to scope your custom build of Done-for-You Lead Follow-Up Flow (Lead Follow-up Automation).
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