Lead routing for real estate teams
Every new enquiry assigned and alerted the moment it arrives, with long-running follow-up behind it.
→ Instant reply and routingOn our work page
Specialist practice
The phone rang. Nobody answered. They booked someone else.
Most home-service businesses don't have a lead problem. They have a follow-up problem: calls missed while everyone's on a job, quotes that never get chased, past customers nobody contacts again. We build the system that catches all of it, on top of the software you already use.
Built for HVAC, roofing, cleaning and construction businesses with 2 to 50 people. Running ads? See our lead generation page.
What usually brings an owner to us
Calls go to voicemail while you're on a job
Plenty of callers don't leave a message. They ring the next company on the list, and you never learn they called.
Quotes go out and nothing follows
A big quote sits for weeks. Nobody checks back, and the job goes to whoever did.
No-shows and “when are you coming?” calls
Confirmations, reminders and on-the-way texts depend on someone remembering to send them.
Past customers never hear from you again
Tune-ups, inspections, rebooking and referrals are the cheapest work you'll get, and nobody is asking for it.
The follow-up system
Built on top of the software you already use. Nothing for your crew to learn.
Follow-up sequence
past project
From a past SMS project — wait / condition / SMS chain
01
Missed-call text-back within a minute
02
Instant reply to web forms and quote requests, routed to the right person
03
Estimate follow-up that keeps going for weeks, then stops the moment they reply
04
Booking confirmations, reminders and on-the-way texts
05
Review request after every finished job
06
Maintenance, seasonal and rebooking reminders to past customers
07
A customer portal where customers see live job status
Optional08
Everything in one place, with a view of what happened to every enquiry
Start here
The Missed-Call & Follow-Up Audit
$1,050Fixed · 10 business days
What you get
- Your missed-call rate and answer times by hour and day, from your phone system's own records
- How fast web forms and quote requests actually get a first reply
- A map of every automation currently running, including the ones firing twice and the ones that quietly stopped
- Estimates sent versus followed up versus won, as far as your records allow
- How many past customers haven't been contacted in 12 months or more
- A written findings document, a recorded walkthrough, and a prioritised fix list any developer could use
What it is not
- Not a sales call with a report attached
- Not contingent on hiring us
- Not a rebuild — we change nothing during the audit
- Nothing for you to prepare beyond read access
What we need
- Read-only access to your phone system and job software
- One call at the start
If you don't agree we've named at least three specific, fixable problems, you don't pay. The findings are yours either way. If you hire us for the build, the $1,050 comes off the price.
Book the audit call“They excel at providing detailed explanations, ensuring our cooperation runs smoothly.”
Damien
The audit stands on its own. If you want us to fix what it finds, that's a separate decision with its own fixed price, quoted before you commit to anything — what that costs.
Work this is built from
The pieces of this system come from work we've already shipped in other industries.
Automation snapshots for insurance agencies
Pre-built follow-up and pipeline setups, installed into each agency's own account.
→ Follow-up that runs without anyone remembering
Customer portal with live status tracking
Customers see where things stand without having to phone and ask.
→ The optional customer portal
WhatsApp AI chatbot
An AI assistant that replies to incoming WhatsApp messages.
→ Out-of-hours replies
Bulk SMS automation
Personalised text messages sent at volume, with opt-out handling built in.
→ Reminders and past-customer textsOn our work page
This works best when a few things are true
Not a checklist you have to pass. If some of it isn't there yet, say so on the call — it usually changes what we'd recommend.
- Owner-run, with 2 to 50 people
- At least 15 new enquiries a month
- Someone whose job includes answering enquiries
- Room to take more work next month
- Willing to tell us which enquiries became jobs
Follow-Up Leak Scorecard
Twelve questions, one tap each. You get a score, the gaps it points to, and an honest read on whether this is worth paying anyone to fix. Nothing is sent anywhere unless you choose to book a call with your results.
01What's your trade?
02How many people work in the business?
03Roughly how many new enquiries come in a month?
04What's a typical job worth?
05What share of calls don't get answered live?
06When a call is missed, does the caller get a text back?
07How fast does a web form get its first reply?
08When an estimate goes quiet, what happens?
09Booking confirmations, reminders and on-the-way texts?
10How do you ask for reviews?
11Do past customers hear from you again?
12Where do enquiries end up?
Your result
—answer to begin
Not scored yet
Work through the questions. The score updates as you go.
A structured self-assessment, not a diagnosis of your business. It reflects what you report, not what your phone system and job software actually record — which is exactly the gap the paid audit measures. Your answers stay in this browser unless you choose to book a call, which attaches a summary of them to the booking.