Leak 01 · New leads
New leads wait until someone has a minute.
Leads arrive by call, text and web form, and the first reply depends on who is free.
Every new lead captured and assigned within minutes, with a first reply on its way.
Lead follow-up · San Diego County
Follow up on every lead, until they answer.
We build the system that follows up on every new lead and every quote you send. It texts and emails on a schedule, in wording you approve, and stops when the lead books, declines or asks you to stop.
Example · quote #1187$2,400 · follow-up on
- Day 0Quote sentLogged on the lead's record
- Day 2Check-in textWording you approved, quiet hours respected
- Day 5Email with the quote attached againSent automatically
- Day 8Lead replies with a questionSequence pauses and your team gets the reply
- Day 9Booked. Follow-up stops on its own.Job added to your calendar
Owner time spent0 minutes
Where leads slip away
Most leads don't say no. They go quiet.
Most leads need several touches before they buy. Busy teams stop after one.
Leak 02 · Quotes
Quotes go out, and then go quiet.
The quote is sent, the next job starts, and nobody checks back.
Follow-up that keeps going until the lead books, declines or asks you to stop.
Leak 03 · Past customers
Finished jobs never turn into repeat work or reviews.
Happy customers forget about you until they need someone, and then they search again.
Rebooking reminders when they're due and a review request after every finished job.
Clockwork Follow-Up
What the follow-up system does
Clockwork Follow-Up runs on a CRM you own, so every lead, message and reply lives on one record.
Captures every lead
Calls, texts and web requests land in one list and get assigned within minutes.
Replies first
A new lead gets a first message right away, so they know you saw them.
Follows up on quotes
Quote follow-ups keep going until there's an answer, on a schedule you set.
Brings customers back
Rebooking reminders go to repeat customers when their next visit is due.
Asks for reviews
A review request goes out after every finished job you choose.
Stops when it should
Bookings, declines, replies and opt-outs all pause or end the sequence.
You set the rules
You decide what's automatic and what's personal.
Sent automatically
- First reply to a new lead
- Check-ins on open quotes
- Rebooking reminders
- Review requests after finished jobs
- Reminders and confirmations, with quiet hours respected
Handed to a person
- A lead who replies with a question
- A lead who is ready to book
- Anyone who asks to stop, who is opted out right away
- Complaints or upset customers
- Customers you never want messaged automatically
No message goes out until you approve its wording. Every text and email follows the rules you set, including opt-outs and quiet hours.
How we set it up
Most builds take three to five weeks.
- Step 1
Map your lead path
We trace where leads come from, who handles them and where they go quiet.
- Step 2
Write the messages
We draft the texts and emails with you. Nothing goes out until you approve the wording.
- Step 3
Test with real data
We run your actual leads and quotes through the system and train your team.
- Step 4
Tune after launch
Monthly support includes a results report and adjustments to timing and wording.
Free 30-minute call
Bring your last 10 quotes. We'll find where leads go quiet.
On your free call we walk through how a lead moves through your business today, where follow-up stops and what it would take to keep it going automatically. You leave with at least one fix you can use right away.
Quick math
What are quiet quotes costing you?
Quoted work sitting unanswered, per year$0
Quotes per month × share unanswered × job value × 12 months.
Work you could win back, per year$0
Talk through your numbers
The unanswered amount × the share you'd win with follow-up.
The rest of the Clockwork Suite
Follow-up works best with the rest of the suite.
Every tool plugs into the same CRM, so nothing gets rebuilt when you add more.
Clockwork Connect
Business numbers, two-way texting and an AI phone agent that answers calls and logs every lead.
Clockwork Collect
Payment reminders by stage and a ranked daily call list. At a San Diego portable storage provider, balances over 31 days fell 70%.
Clockwork Pulse
Leads, quotes won, cash and overdue balances in one weekly view.
Questions owners ask
Lead follow-up FAQ
What is automated lead follow-up?
Automated lead follow-up sends timely texts and emails to every new lead and every open quote until the lead books, declines or asks you to stop. Clockwork Automation builds it on a CRM you own, using wording you approve, for small businesses in San Diego County.
Will the messages sound like me?
No message goes out until you approve its wording. We write the messages with you in your voice, and every text and email follows rules you set, including opt-outs, quiet hours and which customers never get automated messages.
What makes the follow-up stop?
A booking, a decline, a stop request or a reply that needs a person. Replies that need an answer go to your team, so the sequence never talks over a real conversation.
Does it use texts or email?
Both. We set up the mix with you based on how your customers respond. Texting runs on your business number, and every message is logged on the customer's record.
What does it connect to?
Most systems are built on a CRM in an account you own, which usually costs under $20 per user per month. If you already use software that can do the job, we can build there instead.
Can it also ask for reviews and rebook repeat customers?
Yes. Review requests go out after finished jobs, and rebooking reminders go to repeat customers when they are due. You choose which jobs and customers get them.
How long does it take to set up?
Most builds take three to five weeks from signed proposal to live system, including testing with your real data.
How much does it cost?
The first call is free. An automation audit is $500 and is credited toward the build. The build is quoted at a fixed price after the audit, and monthly support starts at $500 per month. Phone platform fees are billed to you directly by the provider.
Who owns the system?
You do. The CRM, the phone account and your customer data are in your name. If you stop working with Clockwork Automation, everything keeps running in your account.
Lead follow-up by industry
Free 30-minute call