Lead Nurture & Reminder Automation
Lead Nurture & Reminder Automation
CRM SystemsDemonstration concept
Email and SMS sequences that follow up with new leads, remind booked clients and re-engage quiet contacts.
- SMS
- Workflows
- Pipelines
CRM & Marketing Automation
Lead capture, email and SMS follow-up, reminders and pipeline automation — so every enquiry gets a response and nothing depends on memory.
What this service solves
Most lost leads are not lost to competitors — they are lost to slow or forgotten follow-up. Marketing automation makes the first response instant and the next five consistent.
I build the systems behind that: capture points that tag and route leads, email and SMS sequences, appointment reminders, and pipeline updates that happen on their own.
Problems I fix
What usually goes wrong, and what I do about it.
Problem: New leads wait hours, or days, for a reply.
Solution: An instant first response by SMS and email, then a booking link.
Problem: Booked clients forget appointments.
Solution: Reminders before every appointment, and a no-show follow-up.
Problem: Old leads go quiet and are never contacted again.
Solution: Re-engagement messages for contacts who have gone silent.
Problem: Nobody knows which automations are running.
Solution: An audit and a written map of every workflow and what it does.
What's included
- Lead capture systems
- Email and SMS workflows
- Customer journeys
- Appointment reminders
- Lead follow-up sequences
- Pipeline automation
- Third-party integrations
- Automation audits and optimization
A good fit for
- Businesses where follow-up depends on someone remembering
- Teams with no-shows that reminders could reduce
- Owners who suspect their current automations are leaking leads
How we'll work
Audit
Where leads come from, where they stall, and what currently happens next.
Design the journey
Messages, timing and stop conditions for each stage.
Build and connect
Workflows, templates, integrations and pipeline rules.
Measure
Check delivery, replies and bookings, then adjust the sequence.
What you get at handover
- Lead capture with source tagging
- Email and SMS sequences with stop conditions
- Appointment reminder and no-show workflows
- Pipeline automation rules
- Workflow map and handover notes
Tools and platforms
- GoHighLevel
- SMS
- Webhooks
- Zapier / Make
- Calendars
Your accounts, domain and hosting stay in your name; I work through access you can remove at any time.
Ways to work together
Every option is quoted at a fixed price for the agreed scope.
Follow-up system
Capture, first response and nurture sequences built from scratch.
Ask about thisAutomation audit
A review of existing workflows with a prioritised fix list.
Ask about thisOngoing optimisation
Monthly checks on delivery, replies and bookings, with adjustments.
Ask about this
Good to know
- Email and SMS sending must follow consent and anti-spam rules in your market; we build opt-out handling in from the start.
- SMS may require carrier registration (such as A2P 10DLC in the US).
Related project
CRM Automation questions
Mainly GoHighLevel. I can also connect other tools through native integrations, webhooks or automation platforms.
Yes. An automation audit lists what each workflow does, where it overlaps or fails, and a prioritised fix list.
Every sequence has stop conditions: a reply, a booking or an opt-out removes the contact. Opt-out handling is built in on every SMS and email.
Have a project in mind?
Let's discuss your goals and build a digital solution that fits your business.
- Tell me what you need — rough ideas are fine.
- I reply by email with questions or a proposal.
- Scope, price and timeline are agreed before work starts.
Prefer to reach me directly?
Let me know about you.
Thank you — your inquiry has been sent.
I'll read it and reply by email, usually within two working days.