Automation Solution

Your team takes 8+ hours to respond to new leads — and half never get a reply at all.

Research shows that responding within 5 minutes makes you 21x more likely to qualify a lead. Every hour of delay costs you pipeline. If your team handles 50 inbound leads per month and responds to only 60% within the same business day, you're leaving roughly 20 qualified conversations on the table — every single month.

Three ways to solve this

Pick the tier that matches where your team is today. Each includes a clear workflow, the tools involved, and what you can expect.

Starter

3–5 days

1–10 employees, leads come in via website forms or email, tracked in a spreadsheet or not at all.

Workflow

  1. 1Connect your website form to a shared Airtable base so every lead is captured automatically.
  2. 2Set up a Make scenario that sends an instant SMS and email to the lead within 60 seconds of submission.
  3. 3Add a Slack notification to the team channel so the right person can jump in and follow up personally.
  4. 4Create a simple follow-up sequence: day 1 intro, day 3 check-in, day 7 last chance — all automated.

Tools

Outcomes

  • Every lead gets a response within 60 seconds.
  • Team sees new leads instantly in Slack — no checking inboxes.
  • Follow-up sequence runs on autopilot for 7 days.
  • Zero leads slip through the cracks.

Growth

1–2 weeks

10–50 employees, leads arrive from multiple channels (website, ads, referrals), CRM exists but follow-up is inconsistent.

Workflow

  1. 1Route all lead sources — web forms, Google Ads, Facebook Lead Ads, referral entries — into HubSpot as a single pipeline.
  2. 2Build a Make scenario that scores each lead based on source, company size, and engagement signals.
  3. 3Trigger personalized email and SMS sequences based on lead score: hot leads get an immediate call task assigned to a rep, warm leads enter a nurture sequence.
  4. 4Set up a daily Slack digest showing which leads are stuck and who owns them.

Tools

Outcomes

  • Hot leads are contacted within 5 minutes by a human rep.
  • Warm leads are nurtured automatically until they're ready.
  • Managers see pipeline health daily without pulling reports.
  • Lead response time drops from hours to minutes across the whole team.

Scale

2–4 weeks

50+ employees or high-growth company, high lead volume, needs intelligent routing and prioritization.

Workflow

  1. 1Deploy an enrichment pipeline: new lead enters HubSpot, Make triggers company and contact enrichment (firmographics, tech stack, revenue signals).
  2. 2Feed enriched data to an AI scoring model that assigns a 0–100 fit score and selects the best outreach playbook.
  3. 3Route leads automatically: enterprise leads to senior AEs, SMB leads to SDR sequences, unqualified leads to self-serve nurture.
  4. 4Pipe all activity into a real-time dashboard tracking speed-to-lead, conversion by source, and rep performance.

Tools

Outcomes

  • Every lead is enriched with firmographic data within 2 minutes.
  • AI scoring eliminates guesswork — reps work the highest-value leads first.
  • Speed-to-lead under 5 minutes for all qualified leads.
  • Conversion rate increases as reps focus on the right prospects.

Industries we've done this for

Same problem, different context. See how lead follow-up automation looks in your industry.

Frequently Asked Questions

Book a discovery call

Tell us where lead follow-up is costing your team time and we'll map out exactly how to fix it.

Need more? We also offer custom solutions beyond the sprint model. Tell us what you need