We give owner-led service businesses a managed follow-up system for web forms, missed calls, estimate requests, and after-hours inquiries. First response goes out in under five minutes. You keep control of every message.
For owner-led HVAC, plumbing, electrical, and auto repair shops. No long-term contract. Approved templates only.
Managed lead follow-up is a workflow that captures every web form, missed call, and after-hours inquiry, sends an approved-template first response in under five minutes, escalates anything ambiguous to a human on your team, and reports the recovered jobs every Friday.
Where revenue leaks
How the leak gets fixed
Web forms, missed calls, paid-ad leads, and after-hours requests are pulled into one follow-up queue. Nothing sits in a separate inbox waiting to be noticed.
The first response goes out in under five minutes using SMS and email templates you approved. Follow-up continues until the prospect books, replies, or opts out.
Same-day urgencies, pricing questions, angry replies, and anything ambiguous get flagged to your team before any message goes out. The system does not improvise.
Every lead captured, every follow-up sent, replies received, appointments booked, and unresolved opportunities in one weekly owner report.
The difference managed follow-up makes
One $1,400 HVAC inquiry, two outcomes. The variable is whether anyone replied while it was still warm.
So we are clear
What we are
What we are not
From first call to live in one week
In a 30-minute call, we map where new inquiries enter your business: web forms, calls, paid-ad leads, and after-hours requests. You tell us what a booked job is worth and how many leads you see each week.
We set up the follow-up sequence using templates you approve before anything goes out. You define the stop rules and escalation triggers. Setup takes about one week.
Every Friday you receive a summary: leads captured, responses sent, replies received, appointments booked, and unresolved opportunities with estimated value. You decide whether to continue after 30 days.
Free lead leakage audit
Twelve quick inputs across your web form, missed-call handling, and after-hours response. If there is a gap worth fixing, you will see the number. If there is not, we will say so.
Sample preview based on a low-hundreds-per-month pilot. Run the free audit to use your numbers.
Best fit
You stay in control
Every outbound message uses templates you signed off. Follow-up halts on reply, booking, or opt-out.
We started this because the leak was right there, every week. We do not need every shop to be a customer to build a business worth running.
Ian Gorman, founder
This is not for everyone. If your front office already replies inside 10 minutes most weeks, the audit is unlikely to find a gap. We will tell you that on the call before any engagement begins.
30-day pilot
One lead source. Approved templates. Weekly report. Pilots typically run in the low hundreds per month. If the recovered revenue does not justify it, we will say so before any further commitment.
Common questions
No. The system does not improvise. Every message uses templates you approved before anything goes live. For pricing questions, angry replies, warranty questions, or anything unusual, a human on your team gets an alert and handles it directly. Think of this as managed follow-up with a human review layer, not an auto-reply system that sends without your approval.
No. This is not a replacement for your CRM. The question is whether your CRM is actually causing fast follow-up on missed calls and after-hours forms. If it is not, ServiceTaskOps adds a managed follow-up layer and can write outcomes back to your existing system.
The pilot starts with one lead source. You keep ownership of the phone number, CRM, and customer relationship throughout. Every action is logged. You can see every message and stop the workflow at any time. Anything requiring judgment routes to your team first.
Setup takes about one week from the first call. In that call we map your lead intake sources and define stop rules. Templates are drafted and reviewed before anything sends. Once you approve the templates, the follow-up workflow goes live.
Workflow halts immediately. The opt-out is logged. No further outbound. We honor opt-outs across all approved templates and any future sequences for that customer.