Lead follow-up automation for tradies
Stop Losing Jobs to Missed Calls
and Forgotten Quotes
Track calls and website forms, acknowledge missed enquiries
quickly and keep every promising lead moving through a simple follow-up process.
You cannot answer every call while you are on the tools
Tradies miss calls while driving, working safely or speaking with another customer. Website forms get buried and good quotes are often sent once, then forgotten.
A simple system acknowledges the enquiry, shows where it came from and reminds you what needs attention next.
What the system can include
Tracking telephone number
A suitable number used to identify calls generated through agreed marketing routes.
Call-source tracking
Available source information recorded so the business can understand which activity produces calls.
Website-form tracking
Form enquiries enter the same central process and trigger an immediate acknowledgement.
Missed-call text-back
A prompt message lets the caller know the business received the call and will respond.
Simple CRM pipeline
New Enquiry, Attempted Contact, Appointment Booked, Quote Sent, Follow-Up Required, Won and Lost.
Quote follow-up
Practical reminders and approved messages help prevent suitable quotes from being forgotten.
SMS and email workflows
Agreed follow-up sequences with sender identification, opt-out handling and usage monitoring.
Lead-source reporting
A clearer view of calls, forms, workflow activity and pipeline outcomes where the system is used consistently.
The system handles the reminders. You handle the customer.
The system can acknowledge a new enquiry, send an approved follow-up and prompt the next action. You still make the call, quote the job and build the customer relationship.
Online booking can be added for suitable quote visits or appointments, but it is not forced onto trades where a phone conversation works better.
- Central lead and conversation inbox
- Simple stages ordinary business owners can use
- Workflow configuration and testing
- Basic training and handover
- Ongoing workflow monitoring
- Practical improvements based on real use
How we set it up
01
Map enquiry routes
Confirm calls, forms, booking routes and who is responsible for responding.
02
Configure the pipeline
Create the agreed stages, tracking, notifications and message templates.
03
Test every entry point
Test calls, missed calls, forms, acknowledgements, reminders and opt-out behaviour.
04
Train and monitor
Show the customer how to use the system, monitor failures and refine practical workflows.
What is included and what still needs a human
A simple pipeline for new enquiries, quotes, follow-up, won and lost work
Missed-call text-back and immediate form acknowledgement
Approved SMS and email follow-up workflows
Basic training so the owner or team can use the system
Communication usage is monitored and may be charged separately
The business still needs to return calls, quote properly and update the pipeline
Bring the whole system together
Related services
Tradie Website Design
Give local visitors a clear route to call or request a quote.
See where good enquiries are slipping through
Start with a free local enquiry audit, or talk to Matt about missed-call and quote follow-up.
Lead system questions
No. Missed-call text-back acknowledges the call and prompts a response. The business remains responsible for returning the call and handling the enquiry.
The simple pipeline is most useful when the owner or nominated staff update it consistently. Barrell Consulting provides basic training, but cannot manage the customer’s sales process for them.
Booking or appointment reminders may be configured where suitable. Online scheduling is optional and depends on whether the business offers predictable consultations, quote visits or appointment types.
No. Communication and third-party usage are subject to an allowance or charged according to actual usage.