Lead Automation for Service-Based Businesses
Capture, reply, follow up and book consultations automatically — 24/7. Built for service businesses handling 200+ enquiries per month.
Who this setup is for
Consultants, clinics, agencies, and professional service providers with 200+ monthly enquiries
Leads come from Google, referrals, social media, and industry platforms
These businesses need to book consultations efficiently, reduce no-shows, and qualify leads before committing time
The real problem in this industry
Consultation booking requires multiple back-and-forth messages
No-shows waste valuable consultant or doctor time
Follow-up gaps mean interested leads are forgotten
Calendar coordination is manual and time-consuming
No clear process to qualify leads before consultations
How the system is set up
Lead capture
Leads from website contact forms, WhatsApp, Google Business Profile, social media, and referral links are captured automatically. All enquiries flow into one system with source tracking, so businesses know which channels deliver quality clients.
First reply
Every enquiry receives an instant reply acknowledging their request and offering immediate clarity. The system asks what service they need, their timeline, and preferred consultation method.
Intent checking
The system qualifies leads through targeted questions: service type, urgency, budget range, decision-making authority. Based on responses, leads are tagged as ready to book, needs nurturing, or information only.
Follow-ups
If there is no response within 4 hours, a follow-up is sent with case studies or service details. A second follow-up after 24 hours addresses common objections or offers flexible scheduling. A third follow-up after 3 days provides social proof or limited-time offers.
Booking
Qualified leads receive a direct calendar booking link. They can book consultation slots without messaging back and forth. The system sends automatic reminders 24 hours and 1 hour before appointments. After no-shows, an automated message offers to reschedule.
Tracking
The dashboard tracks enquiry sources, consultation booking rates, show-up rates, and conversion from enquiry to client. This data shows which channels deliver quality leads and where follow-up processes need adjustment.
What runs automatically
These run 24/7 without manual work
Where humans step in
Routine replies and follow-ups are automated. Sales teams step in only when the lead is qualified and ready.
Typical outcomes
Consultation booking happens instantly without back-and-forth
Fewer no-shows due to automated reminder sequences
Follow-up gaps eliminated with automated sequences
Calendar coordination handled automatically
Better lead qualification means consultants spend time on ready clients
Clear visibility into which channels deliver quality clients
Business impact
Example scenarios
A client filled out our website form at 2 PM. The system replied instantly, and within 5 minutes, they had booked a consultation slot. We closed them the same week.
We got a WhatsApp enquiry at 8 PM when we were closed. The system handled it immediately, and the client booked a consultation for the next day. This used to be a lost lead.
A lead from 4 days ago that went silent got revived by the automated follow-up sequence. They responded, booked a call, and became a client. The system doesn't let leads die.
Who this setup is not for
Platform Capabilities for Service Businesses
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