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Automation Template

New Lead Follow-Up

Automated email and SMS sequence that nurtures new leads until they book or go cold. Never forget a follow-up again.

What this template does

When a new lead comes in, this workflow automatically sends a series of follow-up messages over 14 days.

Website form submissions
Phone enquiries
Quote requests
Chat conversations

Sequence steps

1

Instant acknowledgment

Email within 5 minutes thanking them for getting in touch.

2

Day 1 SMS

Personal text message introducing yourself.

3

Day 3 email

Value-add email with helpful information.

4

Day 7 check-in

Friendly follow-up asking if they have questions.

5

Day 14 last chance

Final message before marking cold.

Make it yours

Timing

Adjust delays between messages.

Content

Edit message copy to match your voice.

Channels

Choose email, SMS, or both.

Conditions

Stop sequence when they reply or book.

How to use this template

1

Install template

One click to add to your automations.

2

Customize messages

Edit copy to match your brand.

3

Activate

Turn on and watch leads get followed up.

Works for

All industries

Ready to automate lead follow-up?

Start your free trial to access this template.

No credit card required. 14-day free trial.