The minimum viable system
- A form or intake source you actually use
- A spreadsheet or CRM that becomes the source of truth
- An automatic acknowledgment so leads are not left hanging
- A status field so you know what happens next
- A reminder or delayed follow-up for quiet leads
What to avoid
- Adding too many tools before the basics work
- Automating every branch case on day one
- Using canned messages that do not sound like your business
- Assuming automation removes the need for review
Related product
Need a more complete implementation package?
The Contractor Lead Automation Workflow product is built for owners who want a more guided setup package with live product deliverables behind it.