Roofing · HVAC · plumbing · home services
You paid for the enquiry. Make the next step visible.
I connect the tools and handoffs between a new lead and booked work, so the team can see who owns the follow-up and what needs to happen next.
The operating question
When a lead comes in at 6:15pm, can your team tell who follows up next?
The answer should not depend on finding the right inbox, asking around, or remembering to check a spreadsheet.
The work
A practical bridge from lead to booked job.
We start with the process you already use and find one narrow handoff to improve. Systems can include forms, ad lead notifications, call records, a CRM or sheet, team alerts, and follow-up tasks.
Paid lead to assigned follow-up
Capture the source and job details, route the enquiry to the right person, and make the next action visible.
Missed-call follow-up
Create a clear callback task when a call is missed, with the caller context and a record of what happened next.
Estimate follow-up
Track estimates that need a follow-up and give the team a simple way to record the customer’s decision.
Inspection booking handoff
Move a qualified enquiry toward an inspection or estimate appointment and keep ownership clear.
HOW TO JUDGE THE RETURN
Track the share of paid enquiries that receive a first response, lead-to-inspection or estimate movement, follow-up completion, and booked revenue by source where the business has reliable data. The system makes those measures visible; it does not guarantee a conversion or revenue lift.
A simple path in
See the workflow first. Decide on implementation after.
The free tailored workflow design/demo uses sample data. It shows how the handoff could work; it does not connect your accounts or build a production system.
Request the free design/demoPaid production options
- Starter: $500, one production workflow in seven days.
- Forge: from $1,500 for a broader lead follow-up system.
- Spark: $3,000+ for larger multi-workflow builds.
- Foundry: bespoke ongoing delivery.
The CEO Revenue Dashboard Sprint is a separate paid offer for teams that need a consolidated view of lead sources, follow-up, pipeline, and revenue.
View the dashboard sprint