Lead Follow-Up & Automation
"Build automated workflows so new inquiries receive immediate attention."
Multi-channel automated response workflows that acknowledge leads in seconds, schedule estimates, and nurture prospects until they decide.
Stop Paying Inflated Agency Retainers
Traditional agencies overcharge and lock you into contracts. Here is how Fortis compares:
Where Revenue Leaks Today
Studies show that leads contacted within 5 minutes are 21x more likely to convert. But when you are in the field working, leads sit untouched for hours or days. By the time you call back, they've already hired someone else.
Automated System Resolution
Fortis builds automated lead workflows. The moment an inquiry arrives from Google, your website, or Facebook, the prospect receives an immediate personalized text and email, an appointment booking link, and automated reminders.
How The System Works
Built for simple deployment without disrupting your daily field operations.
Instant Lead Ingestion
Every web form, Facebook lead, and call is captured into an automated pipeline.
Sub-60-Second Touchpoint
A personalized SMS and email goes out acknowledging their exact request and offering immediate next steps.
Intelligent Multi-Day Nurture
If the lead hasn't booked, automated follow-up messages check in over days 2, 4, and 7 without spamming.
Engineered For Practical Day-to-Day Use
- Sub-minute SMS & email speed-to-lead automation
- Smart self-scheduling appointment links
- Automated appointment confirmation & reminder sequences
- Custom pipeline stages (New Lead, Estimate Sent, Won, Lost)
- Instant team mobile push notifications
- Automatic workflow pause once the customer replies
What This Means For Your Bottom Line
Higher Conversion Probability
Reaching a lead in the first 5 minutes dramatically boosts close rates.
Less Admin Overhead
Eliminates endless phone tag trying to get an estimate on the calendar.
Leads Sinking in Spam
Every lead is tracked in a visible board from first contact to signed invoice.
How Lead Follow-Up & Automation Connects to the Fortis Growth Engine™
This system powers 04 — THE OFFER. When paired with our front-end lead capture and back-end follow-up workflows, opportunities move seamlessly across your entire business without human drop-off.
Common Questions About Lead Follow-Up & Automation
What happens when a customer replies to an automated text?
The automation immediately pauses so you or your staff can jump in naturally via the mobile app or desktop dashboard.
Can we customize the exact wording?
Absolutely. Every message is customized to match your tone of voice, company guarantees, and specific services.
Evaluate Your Lead Follow-Up & Automation Setup
Interested in installing or optimizing Lead Follow-Up & Automation? Complete this brief form and we'll evaluate your setup.