Checklist
Lead Follow-Up Checklist
A follow-up standard for every situation a lead can be in.
Who it's for
Teams whose follow-up depends on who remembers, not on a system.
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New leads
- Immediate acknowledgement sent
- Owner assigned and first human contact made
- Next action scheduled if not reached
Missed calls
- Auto-text sent quickly
- Callback owned and attempted in a set window
- Outcome recorded
No-response leads
- Multiple attempts across channels (call, text, email)
- Attempts spaced over days, not all at once
- A defined stop point with the lead moved to reactivation
Appointments
- Confirmation sent
- Reminder sent before the visit
- No-shows re-booked, not dropped
Estimates
- Follow-up scheduled the moment it is sent
- Cadence continues beyond one touch
- Objections captured
Unsold opportunities
- Reason for no-sale recorded
- Added to a reactivation list
- Revisited after a set period
Dormant leads
- Periodic re-engagement with a reason to reconnect
- Seasonal outreach where relevant
Past customers
- Contacted for repeat or seasonal work
- Segmented by service history
- Referral asks where appropriate
Review requests
- Review request sent after completed work
- Timing feels natural, not pushy
- Responses monitored
Make this standard automatic
Every situation above can be automated with LeadRilo so follow-up happens whether or not anyone remembers.