Lead Follow-Up Kit for Small Businesses
Every new lead answered in seconds. Even when you're busy with a client.
A ready-made automation that sends every new lead a warm, personal email from you and alerts you to call them. It lives in your own Google and Make accounts, so you own it and it goes where you go.
Real screen recording of the live system
The problem
You don't need more leads. You need to stop losing the ones you get.
Someone reaches out while you're busy, and by the time you call back, they've already gone with someone else.
You're with a client
A new inquiry comes in while you're busy doing the work, and it sits unanswered for hours.
Leads come from everywhere
Your bio link, referrals, QR codes, and your website. Keeping track of them all by hand gets messy fast.
Slow replies cost you
People reach out to more than one business, and the one who responds first usually gets the conversation.
How it works
Five steps, all on autopilot
Set it up once. From then on, every lead gets a fast, personal response, and you get the alert.
A lead fills out your form
From your bio link, a QR code on your card or flyer, your email signature, or your website.
They land in your lead sheet
A Google Sheet in your own account becomes your organized lead list.
They get your email in seconds
Warm and personal: it thanks them by name, speaks to what they need, and explains what happens next.
You get a CALL NOW alert
An email with their name, phone, and what they need, so you can call while you're fresh on their mind.
Nothing slips through
Each lead is marked as contacted, so no one is missed and no one gets emailed twice.
See it in action
Watch it, then try it yourself
No call required. See exactly what your leads will experience, and decide on your own time.
The one-minute explainer
How the whole system fits together
The real thing, recorded live
Form, welcome email, and alert
Want to experience it as a lead? Fill out the form on our sample site (set up for a loan officer) and watch your inbox.
Try the live demo siteYour system, your accounts
Not rented. Not locked in someone else's software. Yours.
Everything runs in your own Google and Make accounts. You control your lead list, your email wording, and your setup, and there's no monthly subscription to us.
- ✓Built with free toolsGoogle Forms, Sheets, and Gmail, connected by Make's free plan, which covers roughly 250 leads a month.
- ✓Respectful by designA required permission checkbox and an easy opt-out in every email.
- ✓No coding requiredA step-by-step guide with screenshots walks you through setup. Most people finish in about 45 to 60 minutes.
- ✓Simple, not bloatedIt isn't a complicated CRM. It does one important job, every single time.
Pricing
Pick how much help you want
One-time prices. Set it up yourself, or have it done for you.
DIY Kit
For self-starters who like to set things up on their own time.
- Your version: Loan Officer, Real Estate Agent, or General Business (pick at checkout)
- Step-by-step Setup Guide with screenshots
- Ready-made Make automation
- Lead sheet template
- Form Builder script that creates your form for you
- Personalized, opt-out-ready email templates
- Delivered to your inbox right after purchase
Digital product, delivered instantly. All sales are final.
Done-For-You Setup
For busy professionals who'd rather not set it up themselves.
- Everything in the DIY Kit
- The whole system set up for you, in your own accounts
- No calls needed. Everything happens by email
- You just click a couple of approval links (you never share passwords)
- Your welcome email personalized for you
- Tested before it's handed over
Kit + Website Template
For busy professionals who want the lead system and a professional website, set up on their own time.
- Everything in the DIY Kit
- A ready-made one-page website with your lead form built in
- A copy-and-paste AI prompt to personalize it in minutes
- Step-by-step guide to publishing it free on Netlify, with no monthly fees
- How to connect your own domain name, if you want one
- Bonus: let Claude help you set it up
- Your version: Loan Officer, Real Estate Agent, or General Business (pick at checkout)
Digital product, delivered instantly. All sales are final.
All prices are one time. Done-For-You Setup starts with a quick request so we can confirm fit before you’re invoiced, and it’s paid in full before work begins. Everything is handled by email, and you never share a password. Your website template is published in your own free Netlify account, so there’s no monthly fee to us. A custom domain name is optional and billed yearly by the company you buy it from. If you ever want Make’s paid plans, those are billed by Make directly. See our Terms & Refund Policy.
Done-For-You Setup
Request your setup
Tell us a little about you. You'll get a confirmation email right away, then a personal reply with your invoice and simple next steps within 1 business day. No calls required.
Request received!
Check your inbox for a confirmation. You'll hear from us personally within 1 business day.
Questions
Frequently asked questions
Which version do I get?
You choose at checkout: Loan Officer, Real Estate Agent, or General Business. Each version has its own form questions, welcome email, and Setup Guide written for that kind of business, so there’s nothing to sort through.
Do I need to know how to code?
No. The Setup Guide walks you through every click with screenshots, and the one small script you'll use is copy-and-paste with clear instructions.
What does it cost to run each month?
It's built on free tools. Google is free, and Make's free plan covers roughly 250 leads a month. If you ever outgrow it, Make offers paid plans, which you'd pay Make for directly.
How fast do leads get the email?
Within seconds of hitting Submit. You get your CALL NOW alert at the same time.
I don't have a website. Can I still use it?
Yes. The kit builds you a simple inquiry form with a shareable link you can put in your bio, on a QR code, or in your email signature. Want a professional website too? The Kit + Website Template includes a ready-made one-page site with your lead form built in, plus a step-by-step guide to publishing it for free.
How does the website template work?
You get a finished one-page website for your version, with your lead form already built in. Personalize it by pasting our prompt into any free AI chat (or edit a few labeled lines yourself), then drag it onto Netlify to publish it free. Most people finish in about an hour. The site lives in your own account, so there's no monthly fee to us, and it's yours to keep.
Can I use my own domain name?
Yes. Buy it in your own account from any domain company (such as Cloudflare, Namecheap, or GoDaddy) and renew it with them yourself, usually about $10–20 a year. Your Website Setup Guide shows you how to connect it to your free site. You can also start on your free web address and add a domain later.
Who owns the leads and the system?
You do. Everything lives in your own Google and Make accounts, and we never store your leads. If you work under a company or brokerage, check its policy on where lead information must be kept.
Is it compliant?
It's designed with good practices built in: a required permission checkbox, an opt-out line in every email, and a spot for your mailing address. You're still responsible for following your industry's advertising rules and applicable laws, so check with a compliance professional if you're unsure. This isn't legal advice.
Does it send text messages?
No, email only. Automated texting has stricter consent rules, so we kept it simple and email-based.
Can I get a refund?
The DIY Kit and the Kit + Website Template are digital products delivered instantly, so all sales are final. If you don't receive your files, or pick the wrong version, email us and we'll make it right. Done-For-You Setup has its own payment terms. See our Terms & Refund Policy for details.
What if I get stuck?
Reply to your kit delivery email and we'll point you in the right direction. If you'd rather have it done for you, you can move up to a Done-For-You package anytime.
Stop losing leads to slow follow-up.
Set it up this week, and the next lead who reaches out while you're busy still hears from you in seconds.
Get the DIY Kit – $49