Lead capture and follow-up automation for a service business

The challenge

Leads arrived through forms, Instagram DMs and calls, were copied into spreadsheets by hand and often contacted days later. Ad spend was rising but no one could say which source produced paying customers.

The approach

1. 1Consolidated every enquiry path into a single form standard capturing name, email and WhatsApp with source tagging.
2. 2Connected forms to WhatsApp and email confirmations within seconds, and to a central lead sheet via webhooks.
3. 3Installed server-side conversion tracking with deduplication so ad platforms received clean lead events.
4. 4Built a five-message nurture sequence and a 24-hour sales follow-up rule with a daily reminder.

Outcome

Every lead is now acknowledged instantly, logged with its source and followed up within a day. The owner can see which channel produces customers and spend accordingly.