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Lead Follow-Up

Stop losing deals to slow follow-up. Leadveyor keeps every lead on track.

Automated stage tracking, team alerts, and a clear visual pipeline so no inquiry ever falls through the cracks again.

The Problem

Research consistently shows the first business to follow up wins the job. But when your team is handling dozens of inquiries a day, remembering who to call back — and when — becomes impossible without the right system. Leadveyor turns follow-up from a memory game into a structured, trackable process.

Why current approaches fall short

Leads answered once and never followed up again

Your team sends a quote and waits. The lead goes quiet, a competitor follows up three times, and they win the job. You didn't lose on price — you lost on persistence.

No visibility into who needs a follow-up right now

When leads live in an inbox or spreadsheet, there's no way to see at a glance which ones are waiting for a second call or a follow-up email today.

Team members dropping the ball on their assigned leads

Without accountability, follow-ups depend entirely on individual memory. One busy day and a $15,000 lead never gets called back.

Inconsistent follow-up sequences across the team

Some reps follow up twice, some once, some not at all. There's no standard process, so results vary wildly between team members.

How Leadveyor works

1

Every lead enters a structured follow-up workflow

When a new inquiry arrives, it immediately enters your follow-up pipeline: New → Quote Sent → First Follow-Up → Second Follow-Up → Final Attempt. The stage is always visible.

2

AI scores and prioritises which leads to follow up first

Not all follow-ups are equal. Leadveyor's AI tells your team which waiting leads are highest value — so they follow up on the $20K job before the $500 one.

3

Schedule leads for a specific follow-up date

Prospect asked you to call back Thursday? Move the lead to Scheduled and set the date. It disappears from the board and reappears exactly when it's time.

4

Nothing moves forward without an action

Leads can only progress through stages when your team takes an explicit action — no leads silently ageing in the background.

Everything included

Stage-based follow-up pipeline — Customisable stages: New, Quote Sent, First Follow-Up, Second Follow-Up, Final Attempt. Every lead always has a clear next step.
Scheduled follow-up dates — Set a specific date for any lead to reappear. It hides from the board until the scheduled day — then comes back front and centre.
AI priority scoring — AI scores every lead so your team always knows which follow-up is most valuable right now, not just most recent.
Team assignment and accountability — Assign leads to specific team members. Admins can see every rep's pipeline and spot leads that haven't moved in days.
Audit trail on every lead — Every stage change, comment, and note is logged with a timestamp. Full visibility into exactly what happened on every inquiry.
WON / LOST closure workflow — When a follow-up converts, mark it WON. When it doesn't, log the reason — so you learn where your follow-up process is breaking down.
Automation triggers on stage changes — Trigger a Zapier or webhook action when a lead hits a specific follow-up stage — send an SMS, update your calendar, or notify Slack.
Mobile access — Follow up on the go. The full lead pipeline is accessible on mobile so reps can call back and update stages from anywhere.

Who it's for

  • Home services businesses where a second follow-up often wins the job
  • Sales teams with multiple reps who need a consistent follow-up standard
  • Business owners who suspect revenue is leaking from un-followed-up leads
  • Any team where "I thought you were handling that one" is a recurring conversation
  • Service businesses with longer quote-to-close cycles that need structured touchpoints

Every lead deserves a second call. Make sure it happens.

Free to start. No credit card. Up and running in minutes.

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