ADD-ON

Speed-to-Lead Dashboard

Without visibility into how quickly leads are contacted, it is hard to know where opportunities are being missed.

HOW IT WORKS

TRIGGER

Lead activity, responses, and follow-up events occur within connected systems.
1

Capture lead activity data.

2

Measure response times.

3

Track follow-up completion rates.

4

Generate performance metrics.

5

Display insights through dashboards and reports.

OUTCOME

The team gets a clear weekly view of how fast leads are handled and where follow-ups are falling through.

IN PRACTICE

Every Monday, the owner receives a summary showing how many leads were contacted within an hour, how many calls were missed, and how many quotes are still waiting on a response.

GET STARTED

Want this running in your business?

Book a discovery call

MORE SERVICES

Other automations we build.

Missed Call Recovery

Automatically engages callers when a call is missed, helping recover leads that might otherwise be lost.

Learn more

Instant Lead Response

Responds to new leads immediately, reducing response times and improving conversion opportunities.

Learn more

Multi-Step Follow-Up Sequence

Automatically follows up with leads through a structured sequence until they respond or the campaign ends.

Learn more

Quote Follow-Up Automation

Keeps quotes and estimates from being forgotten by automatically following up with prospects.

Learn more
Add-on

AI Call Summary & CRM Logging

Uses AI to summarize conversations and automatically update CRM records with key details.

Learn more

Voicemail Transcription & Lead Capture

Turn every voicemail into a clear, organized lead your team can follow up on right away.

Learn more

Website FAQ Chatbot

Give website visitors instant answers to common questions, any time of day or night.

Learn more

Automated Booking Assistant

Help customers book appointments instantly by checking availability and sending confirmation texts automatically.

Learn more

After-Hours Emergency Call Triage

Make sure urgent calls reach the right on-call team member, while non-urgent requests are scheduled for the next business day.

Learn more

Appointment Reminders & No-Show Reduction

Automatically send text and email reminders so customers remember their appointments and can reschedule easily.

Learn more

Post-Job Follow-Up & Review Request

Follow up with customers after a job, collect feedback, and invite satisfied customers to leave a Google review.

Learn more

Referral Request Automation

Turn happy customers into new business by automatically asking for referrals after a 4- or 5-star review.

Learn more

Seasonal Maintenance Reminders

Remind customers about seasonal service needs at the right time, based on the equipment and services they have used before.

Learn more