Lead capture foundation
- CRM setup and contact organization
- Forms, surveys, quizzes, and lead intake
- Websites, funnels, and landing pages
- QR codes for print, vehicles, events, and front desks
Lead systems for the full local customer journey.
These services can be mixed into a simple first build or expanded into a larger marketing operations system as the business grows.
Capture
Get more qualified leads in the door.
Attract the right people, turn interest into contacts, and make sure calls, forms, chats, texts, and DMs are captured instead of scattered.
Conversation capture
- Missed-call text-back
- Chat widget and conversation AI
- Inbound SMS, social DMs, and live chat routing
- Call tracking and source visibility
Demand generation
- Google, Facebook, and Instagram ad setup support
- Prospecting list workflows
- Social planner setup
- Webinar or event funnel support when it fits the business
Nurture
Follow up, stay relevant, and build trust.
Most local leads need more than one touch. Nurture workflows keep the business present without requiring the owner to remember every follow-up manually.
Pipeline and workflow automation
- Sales pipeline stages and opportunity tracking
- Workflow automations for calls, forms, bookings, and no-replies
- Text snippets and saved response templates
- Lead alerts, tasks, and handoff reminders
Booking and reminders
- Appointment calendars and booking links
- Appointment reminders by SMS and email
- Confirmation, cancellation, and reschedule flows
- Paid calendar options for consultations or classes
AI-assisted conversations
- Conversation stream for SMS, Messenger, Instagram DM, WhatsApp, and live chat
- Conversation AI for first responses and routing
- Voice AI and outbound call-connect workflows where appropriate
- Mobile app workflow support for owners and field teams
Close
Remove friction between interest and payment.
Closing systems help a prospect move from conversation to estimate, proposal, invoice, payment, booking, or order with less back-and-forth.
Sales enablement
- Lead scoring and priority routing
- Estimate and proposal workflows
- Follow-up sequences for estimates sent
- Pipeline reporting for open opportunities
Payments and offers
- Invoicing and payment integrations
- Text-2-pay and tap-2-pay workflow support
- Order forms, upsells, downsells, and simple checkout funnels
- Gift cards, loyalty offers, and paid content access when relevant
Evangelize
Create fans, not just customers.
Happy customers should be asked for reviews, referrals, and repeat engagement at the right time, with a process that is easy to maintain.
Reputation and reviews
- Reputation management setup
- Automated review requests after completed work
- Website review widgets
- AI-assisted review reply drafts
Referrals and advocacy
- Referral tracking workflows
- Recommendation request automations
- Video review capture and review widgets
- Social planner workflows for review-based posts
Reactivate
Get back on their radar.
Past leads, old estimates, previous customers, and quiet contacts can become real opportunities again when segmented and contacted with the right message.
Database reactivation
- Smart lists and segmentation
- Email, SMS, WhatsApp, and Messenger broadcasts
- Database reactivation templates
- Lead follow-up paths for replies and booked appointments
Retention campaigns
- Automated birthday campaigns
- Seasonal campaigns and reminders
- Newsletter automation
- Content AI support for campaign drafts
Not sure which system comes first?
Start with a free growth audit. I will look at how leads come in now and recommend the smallest useful workflow to build first.
Best first systemsMissed-call text-back, CRM pipeline, booking reminders, review requests, and reactivation
Emailsupport@triadtechtonic.com
Phone(336) 448-4404