Business Genie

Lead follow-up automation for contractors

Lead follow-up automation covers what happens between a customer reaching out and getting a price. In Business Genie, customers book online without calling, you keep every lead in the CRM, and automated follow-ups go out on their own, so nothing depends on someone remembering.

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How the program runs

Every lead goes the same way, from the moment they reach you to the moment they have a visit booked or a price in hand.

  1. Step 1

    Let leads book themselves

    Online booking lets a customer pick a service and a time without calling, whenever they find you: on a Sunday night, or while you’re on a job.

    Online booking

  2. Step 2

    Keep every lead in one place

    Add each lead to the CRM when they reach you, whether by a call, a text or a referral, so nobody is lost in a text thread, a voicemail or a notebook.

    CRM

  3. Step 3

    Follow up automatically

    While a lead thinks it over, automated follow-ups go out on their own, so staying in touch doesn’t depend on anyone remembering to call back.

  4. Step 4

    Send the price

    When a lead wants a price, send an estimate that asks for a deposit. From there, estimate follow-up takes over.

    Estimates · Estimate follow-up

A sample week of leads

Tom and Luis, still in the CRM
A sample week on your own: nine leads, each waiting on a callback.

A sample week for Clearwater Pools, a made-up pool service business. The names and times are invented too, and when follow-ups go out is drawn for illustration.

Dana’s booking from the sample week: pool cleaning with Clearwater Pools, Saturday at 11:00. Sample business.

From the first booking to the price

Lead follow-up starts the moment a customer reaches you. For Dana it was the booking page on a Sunday night: she picked pool cleaning and a Saturday time, and confirmed without calling. It ends when a lead has a visit booked, or a price in hand.

Lead follow-upBooking, the CRM and follow-ups, up to the price.Estimate follow-upFrom a sent estimate to a job.

How is this different from estimate follow-up?

Lead follow-up covers the stage before a price: turning an inquiry into a booked visit or an estimate. Estimate follow-up covers the stage after it: turning a sent estimate into a job.

Estimates with deposits

Start with your next lead

Business Genie is field service management software for contractors, built around route optimization — schedule and route your crews, then invoice and get paid, on the web and in the iOS and Android app. Use all of it free for a month, with no credit card to start. Setup is free: the team moves your customers in for you.

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