Follow up with every lead, every time

Leads go cold when nobody writes back. Capture each one in the same place, answer fast and set the next step before you close the tab.

Follow up with every lead: the checklist

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Capture from anywhereForms, booking pages and chat all add the person to your list.
An instant first replySend a welcome message the moment someone signs up.
Tasks with due datesEvery lead gets a next step, and overdue ones stand out.
Lead scoresSort by who has opened, clicked and booked.

The order most people set it up in, using the parts below.

Can it text a new lead?

Yes, once you connect a text provider and the person has agreed to texts.

How do I avoid emailing people who unsubscribed?

Unsubscribes are saved to the contact and skipped on every send.