What is the best way to follow up with leads automatically?
Set up an SMS and email sequence that triggers the moment a lead enters your CRM, then fires follow-up on a schedule until the lead books or passes.
The best way to follow up with leads automatically is to set up an SMS and email sequence that triggers the moment a lead enters your CRM, then fires follow-up messages on a schedule until the lead books or passes. North & Nova's lead follow-up automation sends an instant response, follows up with quote details, and chases the estimate on days 2, 5, and 10, so closing rates stop depending on your memory.
The sequence runs from a unified inbox where every reply is tracked in one chronological timeline. When a homeowner texts back, the reply lands in the same inbox as the email and the call log, so anyone on your team can pick up the conversation without hunting through separate apps.
The reason this works is consistency. A person on a job site forgets to follow up on the quote they sent Monday. The system never forgets. Every lead gets the same timely sequence regardless of how busy you are, and the ones that were going to go cold get caught before they call a competitor.
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