Follow-up automation for industrial and B2B companies
We automate your follow-ups so no quote or customer slips through
New leads answered fast. Quotes chased. Regular customers reminded before they order elsewhere. Service and inspection dates never missed. Built in the CRM you already use, like HubSpot, at a fixed price.
The problem
Money doesn’t vanish in one day. It leaks out, a little at a time.
- 1A quote that nobody followed up.
- 2An inspection reminder that lived in one person’s head.
- 3A new customer given to someone who was on vacation.
Nobody decided to drop these. There was just no system making sure they happened.
What we automate
New leads, answered fast.
Web forms and emails go straight into your CRM, with an owner and a reply task the same day.
Quotes followed up.
Every quote gets a next step. Your reps get a reminder before a quote goes cold.
Repeat orders and past customers.
A short daily call list of customers due to reorder, so nobody gets forgotten.
Service and inspection dates.
Reminders before each due date, to your team and your customer.
Quote requests start on your website, and marketing brings in more of them.
The details
The work that depends on someone remembering.
Quote and sales follow-up
Every open quote gets followed up on schedule. At the start of each week, each salesperson gets a short list of customers to call.
Inspection and service reminders
Customers are reminded in steps before a due date, and your team is alerted when nobody responds.
Website to CRM
Each quote request from your site is saved, given to one person, and turned into a task. It does not sit in a shared inbox.
Clean customer data
Missing details and double entries get flagged. So you can trust your reports.
Passing work along
Work goes to the right person with the notes attached. If it gets stuck, the right person is told.
We work in the CRM you already use, like HubSpot. We use n8n, a tool that connects your apps, to pass work between them.
Example: a quote request that gets followed up
An illustrative workflow, adapted to your team’s process.
Before
A request lands in a shared inbox. Someone copies it into the CRM, assigns it and tries to remember to follow up.
After
The form creates a CRM record, assigns an owner and schedules a reminder. If no one acts, the team lead gets an alert.
How it works
A clear list of work, a fixed price, agreed before we build.
The first mapping call (up to 60 minutes) is free. Detailed mapping with your team is part of the fixed price. After it, you get a clear list of work and one fixed price. No hourly billing.
Mapping.
We sit with the people who do the work. We write down each step as it really happens.
Build.
We build inside your CRM, on your accounts. You own it.
Review.
Your team tests it on real records before it goes live.
Go live.
We monitor the workflows for the first two weeks and fix any problems that show up.
Fit and price
A fit if
You already have a process. It works when people remember it. Your customer data is in real software, not in someone’s head. A decision-maker can give us an hour. You want to own what we build.
Not a fit if
Your process is still being decided. Automation makes a clear process faster. It cannot make an unclear one clear.
Automation projects are a fixed price from $2,500, scoped after a call.
Fair questions.
What kind of work can you automate?
Do we need a CRM first?
Who owns the automations?
Is our customer data safe?
How long does it take?
What happens after it goes live?
Tell us which follow-up keeps getting missed.
Book a 15-minute call. Tell us which follow-up keeps getting missed, and we will tell you whether it can be automated.
Prefer email? [email protected]