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Lead follow-up

Call new leads while they’re still looking.

Every new lead from your website, ads and lead services gets a call and a text within a minute, nights and weekends included. If they don’t answer, the follow-up keeps going on your schedule until they do, and every attempt is logged on the job record.

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  1. Lead
  2. Estimate
  3. Sold
  4. Production
  5. Paid
See it happen · 2:10

This lead booked your competitor.

Two minutes on one Saturday-night roof lead: the text at nine seconds, the call at forty-two, and the inspection on the calendar before Sunday.

Chapters and transcript →

The first hour

Homeowners don’t wait for a callback.

Someone asking for a quote often fills out two or three forms the same night. If you are the third company to call back, you are competing with two estimates that are already on the calendar.

Calling back fast is not hard. Doing it every time, at 9 PM on a Saturday, while your office is closed and your reps are with other customers, is.

LEAD #1042

Siding replacement

Booked
Customer
Jamie Lane
Source
Facebook ad
Saved in
JobNimbus
  1. New lead
  2. Contacted
  3. Talking
  4. Booked
Conversation track10 entries
  1. Homeowner
    New lead from your Facebook ad

    Work order opened automatically.

  2. AI assistant
    Called Jamie 42 seconds after the inquiry

    No answer. Left a short voicemail.

  3. AI assistant
    Texted two estimate times
  4. Homeowner
    Jamie replied with a question
  5. AI assistant
    Answered from your approved answers

    Product question matched your FAQ.

  6. Homeowner
    Jamie confirmed
  7. System
    Estimate booked: Tue 10:00 AM with Mike
  8. System
    JobNimbus updated

    Contact created, stage set to Estimate Scheduled, full conversation attached.

  9. System
    Mike got the job notes

    Wants James Hardie · two-story · about 1,800 sq ft · prefers texts.

  10. AI assistant
    Reminder sent the evening before
Example work order. Fictional names and times. Watch it play out →
What it does

From form to booked estimate, without anyone watching the inbox.

After the booking

Your rep walks in already knowing the job.

Before the appointment, your salesperson gets the notes: what the homeowner wants, their timeline and the questions they asked. If the estimate goes quiet afterward, estimate follow-up picks it up from the same record.

Estimate follow-up →

Price
A workflow build, $1,500–$5,000 depending on how many lead sources and follow-up steps it covers. Pricing →
Monthly plan
Care keeps every lead source connected and updates the answers when your offers change. Partner adds the next stage, usually estimate follow-up. Plans →
Read first
Lead follow-up automation for home service contractors →
Questions

Questions about lead follow-up

Which lead sources can it handle?
Website forms, Facebook and Google lead ads, and services like Angi, Thumbtack and Yelp, where their accounts allow leads to be passed along. We confirm each source on the first call.
Does it call from my number?
Yes. Calls and texts come from your business number or a number your company owns, so replies come back to you.
What if the homeowner wants a person?
It hands the conversation to your team right away, by text or transfer, with everything said so far attached.
Next step

Find out how fast you answer today.

Book a free 20-minute call. If you like, we will fill out your own website form beforehand and time how long it takes to hear back.

Book a free 20-min call Watch a job run, lead to paid →