None.
Leads arrive by themselves from the form, the phone, the listing and the ads. The systems people stop using are the ones that need a person typing into them.
For the owner whose leads live in four places and a notebook
The lead you forgot about called someone else on day two.
One came through the form. One called and got the assistant. One texted from the Google listing. One came from the ad. They’re in an inbox, a call log, a text thread and a notebook in the truck, and the one you were going to call back Thursday booked with the next guy on Tuesday.
The leads page, in a minute
This is not your regular CRM. You don’t fill it in. The form, the phone, the ad and the text all land on one page by themselves, with what the person needs and when they want it.
If you can’t get to one, it doesn’t sit. A follow-up goes out in your name so they know you’re coming. If it’s been two hours with no reply, you get a text.
When you win the job, you tap once and put the number in. By the end of the month you can see what the leads were worth, not just how many there were.
And it’s in the same login as the calls and the scoreboard. Not a separate subscription you pay for and never open.
One minute, screen recording. Built on my own practice first.
The problem
The leads are scattered across four places, which is worse than lost.
The form sends to an email. The missed call is in the phone. The Google message is in an app you don’t open. The ad lead is in a Facebook screen you’ve seen once. Each one is a real homeowner who wanted a quote, and each one is in a different place, and you’re on a job.
So you triage from memory. The urgent one you call at lunch. The one who “isn’t in a hurry” you’ll call Thursday. By Thursday she’s had two other estimates, one of them from a company that texted her twenty minutes after she filled out the form, and the job’s gone. You paid for that lead, with the site, the listing, or the ad. Then it sat.
Some owners buy a system for this. It costs a few hundred a month, takes a week to set up, and needs somebody to type into it. Nobody types into it. By month three it’s another report nobody opens.
Nobody types into it. So it fills itself in.
2 hrsIf a lead has waited two hours with no reply, you get a text. New form lead, you get a text. Booked, you get a text. Only between 8am and 8pm, and only if you turn it on.
What I built instead
One page. Everything lands on it. Nobody waits.
Every lead, whichever way it came in, shows up on one list in your login with the name, the number, what they need, where they are, and how they found you. The ones the assistant took come with the call summary and the recording, so you hear exactly how they said it.
If you can’t get to one right away, a follow-up goes out in your name so they know you got it and when you’ll call. If it’s still sitting after two hours, your phone buzzes. When you win it, one tap and the job value, and the month adds itself up.
It’s built into the same login as everything else. No separate subscription, no import, no “integration.” I’m building it on my own practice first, and clients get it when it works the way I’d want it to if I were paying for it.
How it works
Leads land. Follow-ups send. You tap once when you win.
Built so the owner on the ladder is the one it helps, not the office.
Every lead lands by itself
Site form, the assistant’s calls, Google messages, ad leads. One list, newest first, with what they need and how they found you. You never type a lead in.
The first reply goes out in your name
A text or email within minutes: “Got your request, I’ll call you by 4.” Written the way you talk. The homeowner stops shopping for a minute.
Nothing sits quietly
Two hours, no reply from you: a text to your phone. A new form lead: a text. A booked job: a text. Between 8am and 8pm, and only if you turn it on.
One tap when you win
Mark it won, drop in the job value (it suggests a typical one for your trade; change it). Now the leads page shows what the month was worth, and the review ask fires by itself.
The pipeline, in plain words
New. Called back. Estimate sent. Booked. Won or lost. Five columns you can read in the truck, not a board with forty cards.
What it costs
The leads page comes with the local-search system, in the same login as the calls, the reviews and the scoreboard. There is no separate monthly for it.
Why this isn’t the system you already pay for
Nobody has to feed it.
Minutes, in your name.
The homeowner who hears back in twenty minutes stops calling other companies. The one who hears back Thursday has already picked one.
Part of the system.
No separate subscription, no setup week, no “integrations” that break. One login, one person who answers when it doesn’t do what you expected.
The 30 minutes
Here’s exactly what happens on the call.
- I pull up your site, your Google listing, and any ads you’re running and go through them with you live. Nothing to prepare.
- I show you what I’d fix first and what it would change for your company. Bring whatever you use now, even if it’s a notebook. I’ll show you where each lead would land and what would go out before you’d had a chance to call.
- We both know by the end whether it’s a fit. If it isn’t, you leave with the list and I’ll tell you who to call instead.
Keep reading
This is one piece of the system.
Book 30 minutes
Pick a time. I’ll bring your site up when you join.
Pick a time on my calendar
- 30 minutes on Google Meet
- Monday to Wednesday, 10am to 2pm Eastern
- You’ll get the link by email right after you book
If this month’s two spots are spoken for, the call still happens and you can join the waitlist.