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Before: Manual Lead Follow-Up

  • Missed calls and emails from potential clients
  • No system to nurture leads who didn't book immediately
  • Time wasted on manual data entry between systems
  • Inconsistent follow-up leading to lost jobs
  • No way to track which marketing efforts drove bookings

After: Automated Lead Management

  • Automatic addition of new leads to email sequences
  • Instant confirmation and reminder emails sent
  • Segmented lists for emergency vs. scheduled jobs
  • Post-job follow-up automated for reviews and referrals
  • Clear tracking of which campaigns generate the most bookings

Final Summary: Key Takeaways

  • Automating lead capture from bookings eliminates missed opportunities
  • Segmented email campaigns boost repeat business and referrals
  • Tracking booking sources helps focus marketing spend effectively
  • The integration works seamlessly with mobile devices for on-the-go updates

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