Lead follow-up sequence Ready

Website inquiry captured to CRM — owner notified, 3-touch email sequence scheduled, no lead sits untouched.

Replaces hot leads dying in a spreadsheet between first call and follow-up.

Active sequences

RefContactSourceTouchStatus
LEAD-8821Sarah KimReferral3 of 3Responded
LEAD-8794Mike TorresWebsite2 of 3In sequence
LEAD-8760Priya PatelEvent1 of 3In sequence

Website — Contact form

New inquiry submitted

itaky.net · Contact
Sequence: Touch 1 — instant ack · Touch 2 — day 2 check-in · Touch 3 — day 5 value note · Stop on reply
Referral source — owner gets priority Slack ping.

Sequence started

Automation run

Actions executed

  • Lead capturedCRM entry created
  • Touch 1 sentAcknowledgment sent
  • Sequence queuedTouches scheduled
  • Owner notifiedOwner notified
  • Audit logAudit log updated
TimeEventStatus

This page is an interactive preview. Starter delivery wires the workflow to your website form, email, and spreadsheet or CRM — tools you already own.

What's included — Starter

$2,500 fixed
~5 hrs/week saved vs manual follow-up

Stops warm leads from going cold because nobody remembered to follow up on day 3.

  • Form trigger — website, Typeform, or HubSpot form webhook
  • CRM row — Google Sheet, Airtable, or HubSpot contact
  • 3-touch email sequence — ack, check-in, value note (your copy)
  • Owner notification — email + optional Slack/Teams ping
  • Stop-on-reply — sequence pauses when lead responds
  • Audit log — every touch, timestamp, owner
  • Handoff doc + 30-day tweak window

Not included on day one: Full CRM migration, paid ad integrations, or AI-written outreach.

Book a consult →

If you want us to go further

Scoped add-on

Connect deeper once the sequence is running and you see reply rates.

  • HubSpot / Pipedrive — native deal stage updates on reply
  • Calendly link — book-a-call CTA in touch 2
  • SMS touch — Twilio for high-intent referrals
  • Lead scoring — route hot leads to owner immediately
  • Monthly report — touches sent, reply rate, avg time-to-reply

Each integration is quoted separately after we see your stack.