Every missed follow-up is more than a scheduling fail—it’s lost revenue. Service-based businesses are bleeding good leads due to slow or inconsistent follow-up. The fix? A smart, automated workflow that does the heavy lifting for you—without losing the personal touch.
The Painful Problem: Leads Falling Through the Cracks
It happens all the time—even with a solid team. A potential client books a discovery call. The call goes well. And then… silence. No email, no proposal, no next step. Not because you don't care, but because someone's juggling five other priorities. Manual follow-up is slow, error-prone, and usually delayed. That’s how warm leads turn cold, fast. According to Lead Connect, nearly 80% of buyers go with the company that replies first. That’s your cue. Automate it, and you're not just faster—you’re first.
Your 2-Part Close-Ready CRM Automation
This plug-and-play workflow uses a simple two-part system you can set up in under two hours: - Booking Trigger: When a call is booked via Calendly, a webhook searches your CRM (ClickUp) for the lead. If they exist, their stage updates to 'Meeting Booked'; if not, a new record is created—all hands-free.
- Stage-Based Follow-up: The moment you shift a lead to 'Awaiting Proposal,' the system pulls their custom data and fires off a personalized, friendly follow-up email within 30 seconds. No spreadsheets. No missed emails. Just timely, professional touchpoints that build trust (and revenue).
Turn Follow-ups Into Follow-Through
There's no magic in remembering to hit send—it’s about building a system that does it every time, perfectly. Whether you're handling 10 leads or 100, this workflow keeps your pipeline tight and your prospects moving. Want to use it for your business—or build them for others? Grab the ready-to-go templates, plug them in, and watch what happens when follow-up stops slipping through the cracks. Stay sharp, stay automated. See you back at Automanium soon!