LEAD CAPTURE & FOLLOW-UP
Capture and follow up on more of the leads you already get.
The lead is not the finish line — it's the starting line.
We help put reliable systems in place so that when someone reaches out, they get a fast, professional response, ensuring no opportunity is missed.
One-time build + optional ongoing management. No lock-in.
THE SYMPTOMS
Where this usually shows up
Leads come in but aren't tracked anywhere consistent. After-hours inquiries go to voicemail and don't get a callback. There's no clear view of what's actually converting. Follow-up happens when someone remembers to do it, not on a schedule.
OUR APPROACH
What we actually do
We build the capture, tracking, and follow-up system so a lead doesn't depend on someone remembering to call back.
DELIVERABLES
What's included
THE PROCESS
How it works
Review of your current lead process
CRM and workflow design
Build, connected to tools you already use
Training so your team actually uses it
HONEST COMPARISON
How this compares to your alternatives.
| Feature | Spreadsheets / Manual | ClientRise | Enterprise CRMs |
|---|---|---|---|
| Setup time | Ongoing (never done) | 5–7 days | 2–6 months |
| Auto follow-up | ✗ Manual only | ✓ SMS + Email in <90s | ✓ After setup |
| Team training | N/A | ✓ Included | ✗ Extra cost |
| Lead source tracking | ✗ Guesswork | ✓ Built in | ✓ After custom config |
| Complexity | Simple but fragile | Built for your workflow | Over-engineered |
| Cost | Free (your time) | One-time build fee | $150–300/user/mo |
The Speed-to-Lead Guarantee
If your new lead system does not reduce your average response time to under 5 minutes for incoming inquiries within 14 days of launch, we will rebuild the workflow at no additional cost.
Response time is measured from form submission to first automated touchpoint (SMS or email).
THE OUTCOME
Why it matters
A lead you already paid to generate is the most expensive one to lose. That loss almost always happens quietly, in the hours or days after first contact, not in the marketing that brought them in.
COMMON QUESTIONS
Everything you need to know.
Ready to move forward?
Start with a diagnosis to know exactly what to prioritize — or tell us about your situation directly.