Lead Generation Automation Setup Guide
This guide outlines the automated systems we can set up to help you capture, respond to, and nurture leads more effectively. Each feature is designed to ensure no opportunity is missed while reducing the manual work required from you and your team. We’ll go through each category together to determine which automations will benefit your business most.
The goal is simple: respond faster, stay organized, and convert more leads into customers.
1. Website Lead Management
When someone fills out a form or requests information on your website, here’s how we can help you respond:
Company Notifications (How you’ll be alerted)
SMS Alert – Get instant text message with lead details when new lead comes in from the website:
“New Lead from Customer_Name
Text / Call: Customer_Phone_Number
Email: Customer_Email
Message: Lead_Message”
Email Alert – Receive email notification with lead details when new lead comes in from website:
Subject: New submission from Form_Title
Customer_Name
Text / Call: Customer_Phone_Number
Email: Customer_Email
Address: Customer_Address
Message: Lead_Message”
Customer Follow-Up (How we respond to the lead)
SMS Response – Send automated text message to new leads immediately:
“Thank you for reaching Company_Name.
Someone from our customer service team will contact you via phone or text message in the next 10-15 minutes.
To reach our team, do not reply to this number. Please send a text message or call Phone_Number”
Email Response – Send automated welcome email to new leads immediately
“Thank you for your interest in Company_Name!
We will contact you shortly.
In case of emergency, please call Phone_Number”
System Integration
- CRM Integration – Automatically add new leads to your CRM system (if we have access and APi is supported by the CRM)
2. Phone & Communication Management
When customers try to reach you through phone, text, or other messaging channels:
Missed Calls
Company SMS Alert – Text you when calls are missed with prospect information
“You missed a call from Customer_Name.
Please call them back as soon as possible at Phone_Number”
Customer Follow-Up – Automatically text customers who called but didn’t connect
“Thank you for reaching out to Company_Name.
We are sorry we missed your call. Someone will call you back shortly”
Messages (Text/Chat)
Company Notification – Alert you when new messages are received:
“** Reply directly to Customer Number ***
Messaging Lead from: Google LSA (if LSA)
Name: Customer_Name (if Available)
Customer Number: Phone_Number
Message: Message
Customer Follow Up – Send automated response to incoming messages:
“Thank you for contacting Company_Name. We will respond to your message very shortly. If this is urgent or an emergency issue, please call us at: Company_Phone_Number”
Voicemails
Company Notification – Notify you when voicemails are received:
“Customer_Name left you a voicemail.
Please call them back at Phone_Number
Voicemail Transcript: Voicemail_Transcript”
Customer Follow-Up – Send automated response to customers who left voicemails
“Thank you for reaching out to Company_Name.
We apologize that we missed your call. Someone will call you back shortly.”
3. Third-Party Lead Sources
Managing leads from external platforms:
Yelp Integration
- Company Notification – Alert you when new Yelp leads come in
- AI Bot Integration – When prospects interact with your Yelp listing, our AI bot will automatically engage with them to gather important information
- Customer Follow-Up – Automatically respond to new Yelp leads
- CRM Integration – Add Yelp leads to your CRM system
Requirements
- Leads phone(s) number verification
- CRM Access