Marketing Automation for Small Business: The Follow-Up You'd Do If You Had an Office Manager
New lead gets a text in seconds. Estimate gets a check-in two days later. Finished job gets a review request. Written once, it runs nights and weekends, and stops the moment the customer replies.
- Seconds from new lead to first follow-up
- Runs itself nights and weekends included
- Visual workflows you can actually read
The benefits, in plain English
Each step is what you get. Green happens on its own. Orange is the only part that needs you.
- Automatic
1. Every lead gets an answer in seconds
A new lead, a missed call, or an estimate triggers the first text.
- Automatic
2. Follow-ups you would forget still happen
Two days later, next week, after the job. Written once, runs forever.
- Customer
3. When they reply, the nudging stops
The conversation is handed to you with the history attached.
- You
4. You only touch what needs you
Everything else runs nights, weekends, and while you are on a roof.
The result The follow-up of a full-time office manager, with nobody on payroll.
- Your customer does this
- LeadPro does this for you, automatically
- The part that's yours
Built once, then it runs
Visual workflow builder
Drag triggers and actions onto a canvas: form filled, call missed, appointment booked, invoice paid, and more.
Every action you actually need
Send messages, create tasks, move pipeline stages, and branch on what the customer does next.
Ready-made recipes
Start with proven templates for new-lead follow-up, appointment reminders, no-show recovery, and review requests.
Database reactivation campaigns
Wake up your old customer list with a simple text offer and book jobs from names you already own.
Multi-channel nurture
Mix texts, emails, and voicemail drops in one workflow, so the message lands where the customer actually responds.
AI-assisted workflow building
Describe what you want in plain English and the AI drafts the workflow, messages included.
Replaces
- Keap
- ActiveCampaign
- Zapier (for follow-up)
- Sticky notes
One login, one bill. Unlimited users and contacts.
How we build it for you
- 1 20 minutes
Discovery call
A real conversation about how your business actually gets work. We look at your phones, your calendar, and where leads go quiet, then show you the systems running on live accounts.
- 2 We do the work
We build your systems
You fill in one onboarding form. We build your site, connect your number, import your contacts, and switch on every system. You are not configuring software.
- 3 25 minutes
Launch call
We walk you through what is now running for you, answer every question, and show you the two or three things you will actually touch. Then it runs.
Questions before you book? Call (415) 323-1792.
You already know what good follow-up looks like. Answer fast. Confirm the appointment. Check in on the estimate. Ask for the review. You could write the list right now.
The problem was never knowing. It's doing all of it at 6 pm with a crew to pay and a truck to unload. So the estimate from Tuesday sits, and the review never gets asked for, and none of it is anybody's fault.
LeadPro workflows do the list for you. Something happens: a form comes in, a card moves to Quoted, an invoice gets paid. A plan wakes up: a text now, a check-in in two days, a nudge next week. When the customer replies, the nudging stops and the conversation is handed to you with the history attached. You start from a ready-made recipe for your trade. Build it once. It runs forever.
The first company to respond usually wins. It should be you, every time.
When a homeowner needs a plumber, she calls three. The one who responds first gets the walkthrough, and the walkthrough usually gets the job.
Automation takes the gap away. The moment a form comes in, LeadPro texts the lead and alerts your team, even when you're on a ladder. That instant reply buys you time. She stops dialing competitors and waits for your call, because you've already answered.
What still needs you, and what doesn't
Here's the honest split. The estimate, the walkthrough, and the handshake still need you. The reminders, the check-ins, the review asks, and the "are you still interested?" text three weeks later don't. You've been doing the second list badly because you were busy doing the first list well.
Hand the second list to the system. Your customer never knows the difference. The texts come from your number, in your words. What they notice is that your company follows up. Most don't.
The work speaks for us
These are live businesses running on systems we built. Click any of them. We would rather you judge the work than read us describe it.
- Herring Bank SEO by LeadPro Banking herringbank.com ↗
- CRS Roofing Built by LeadPro Roofing crsroofer.com ↗
- USA Beef Packing Built by LeadPro Food processing usabeefpacking.com ↗
- Applewhite Water Well Built by LeadPro Water well drilling applewhitewaterwell.com ↗
- Glint Spokane Built by LeadPro Window cleaning glintspokane.com ↗
- Prevail 41 Built by LeadPro Christian apparel prevail41.com ↗
- Janssen Animal Shelter Built by LeadPro Animal welfare janssenanimalshelter.org ↗
Works even better together
Every LeadPro system shares the same contacts, calendar, and inbox.
Have questions? We have answers.
Do I need technical skills to build workflows?
No. The builder is drag-and-drop, the recipes are pre-built, and the AI can draft a workflow from a plain-English description.
What can trigger an automation?
Form fills, missed calls, booked appointments, paid invoices, new reviews, pipeline stage changes, tags, and more. If it happens in LeadPro, it can start a workflow.
What happens when a customer replies to an automated text?
The workflow can pause automatically, and the reply lands in your inbox with the full conversation history. You answer like a normal text.
How fast does the new-lead follow-up go out?
Within seconds of the form fill or missed call. You choose the message, the channel, and what happens if the lead does not respond.
Is there a limit on workflows or messages?
No limit on workflows or contacts on any plan. Texts and emails carry small carrier and sending costs at wholesale rates, typically a few dollars a month.
Can I try automation before paying?
Yes. The full workflow builder and every recipe are included at one price.
Want this running for your business?
Book a call. We will show it live, answer pricing straight, and build it for you if it fits.
Prefer to talk? Call (415) 323-1792