All automations

Automation

Lead follow-up that never forgets

Every single lead is logged in the CRM, gets a personal reply straight away and is followed up at the right moments, without sticky notes and a guilty conscience.

Lead follow-up that never forgets

How things work today

  • Leads arrive via forms, email, phone and trade fairs, and sometimes get logged.
  • The first reply depends on who happens to be busy that day.
  • Follow-up happens if someone remembers. Most leads die in silence.

After automation

  • Every lead is created automatically in the CRM with source and context.
  • A personal first reply is sent within minutes, around the clock.
  • Follow-ups on day 3 and day 10 run automatically until there is a response.

How the automation works

  1. The lead is captured

    Form, email or trade fair list, the lead is created in the CRM straight away.

  2. Enriched automatically

    Company data is looked up: industry, size, website, so you know who is asking.

  3. The first reply is sent

    Personal, relevant and within minutes, the moment when interest is at its peak.

  4. Follow-up runs

    No response? A friendly follow-up on day 3 and a final one on day 10, then it stops by itself.

  5. The overview comes together

    A weekly overview: new leads, status, and who needs a call.

Typical systems in the solution

  • CRM (Pipedrive, HubSpot)
  • Web forms
  • Outlook / Gmail
  • CVR lookups
  • Calendar

I build on top of what you already have, the goal is fewer clicks, not more systems.

What it typically means

  • Minutesto the first reply, where most businesses today take hours or days
  • 0 forgottenevery lead has a next action until it is resolved
  • More salesfast, persistent follow-up is the cheapest revenue you can win

These figures reflect typical experience. They depend on your volume and systems. We always work out the concrete potential together before I build anything.

Could this work for your business?

I always start with a short, free chat about your workflows, and build a prototype that proves the value before you commit.

Portrait of SD Moeller in round sunglasses