Follow Up and Book
One list. New, quoted, booked, done.
Every enquiry from every channel in one place, with an obvious next action on each one.
The problem, in your words
“Leads live in four places — your phone, your inbox, a notebook in the ute, and your head. Nobody can tell you how many quotes are outstanding or which ones have gone quiet.”
If that sounds familiar, this is the system that fixes it. Here is exactly how it works.
What is included
What you get
How it works
The workflow, step by step
A new enquiry arrives from phone, website, chat or social
Lead auto-logged in the pipeline with source and date
Stage moves automatically: New -> Contacted -> Quoted -> Follow-up due -> Booked -> Done
Handover training so it survives contact with a Monday
Review request triggered when job is marked Done
Made-up example. The real one gets built around your business.
Example in practice
What this does NOT do
- It won’t fix a pipeline nobody updates. This is the one that fails most often, and it fails for that reason. If nobody’s going to touch it, don’t buy it.
- It doesn’t replace job-management software like ServiceM8 or Simpro. It sits in front of them.
- Migrating messy data takes longer than people expect.
Pricing
A CRM nobody updates is worse than a spreadsheet. The training session is included in the build, and we say so.
Build and migration from $950 one-off. Ongoing support $149/month. The training session is included in the build. A CRM nobody updates is worse than a spreadsheet, and the handover is the difference.
What changes the quote
- Number of lead sources to connect
- Custom pipeline stages vs standard
- CRM migration from spreadsheets
- Ongoing support and changes
All prices are in AUD and exclude GST. Telephony, SMS, advertising spend and third-party software are charged at cost and confirmed in writing before any work begins.
FAQ
Questions about CRM & Lead-Pipeline Automation
Do I need a CRM already?
Can you migrate my spreadsheet?
Who keeps it up to date day to day?
What if I already have one nobody uses?
What goes with this
What usually goes with this
If you’re putting everything in one list, the follow-up system is what makes that list work.
Ready to fix this?
Book a free audit. We look at your setup and confirm whether CRM & Lead-Pipeline Automation is the right first move, or if something else is leaking more.