Problem Solver's Consultants
Home Services About Case Studies Blog Contact
412-812-2757 Book a Free Call

Problem Solver's Consultants

412-812-2757 Book a Free Call

Marketing automation and CRM

Never Lose Another Lead to Slow Follow-Up

Automated systems that capture, follow up with and book your leads while you focus on the work.

Map My Automation Free Call 412-812-2757

97% of homeowners say response speed influences who they hire.

Source: CallRail

The Problem

Leads come in from your website, Facebook, Google, the phone and email, and they end up scattered across sticky notes, inboxes and memory.

Why It Hurts

The first business to respond usually wins the job. 97% of homeowners say response speed influences who they hire (CallRail), and nearly 8 in 10 legal consumers expect a response within 24 hours (Legalsoft). When you're on a job site or with a customer, the lead waits, cools off and calls someone else. You're paying to generate leads and then losing them at the finish line.

Example Workflows We Build

  1. Instant lead response: A website form is submitted, the lead goes into your CRM, an instant personalized email and text go out, you get a mobile alert, and a follow-up task is created.
  2. Booking automation: A lead clicks "Book a call," picks a time on your TidyCal or Calendly page, and gets a confirmation plus a 24-hour and 1-hour reminder. No-shows get an automatic reschedule email.
  3. Estimate follow-up: An estimate is sent, and a day-3 check-in, a day-7 FAQ email and a day-14 "still interested?" message follow automatically.
  4. Review requests: A job is marked complete, and a thank-you email with a Google review link goes out, followed by a reminder 5 days later.
  5. Lead scoring and nurture: Leads earn points for opening emails and visiting pricing pages. Hot leads alert your sales team, and cold leads get a monthly newsletter.
  6. Reactivation: Customers who haven't bought in 6–12 months get a win-back offer sequence.

Tools We Use

HubSpot, Agiled, Constant Contact, Pabbly Connect, Zapier, TidyCal, Google Workspace, Facebook Lead Ads, WordPress forms and more. We work with the tools you already pay for whenever possible.

What's Included

  • CRM selection, setup and data import
  • Pipeline and deal stages built around your sales process
  • Lead capture forms connected to your CRM
  • Email and text follow-up sequences, written by our copywriters
  • Online booking integration
  • Tool connections so your systems talk to each other
  • Team training and written documentation
  • Monthly monitoring and optimization

Typical Timeline

  • Week 1: Discovery and workflow mapping
  • Weeks 2–3: CRM setup, data import, form and booking connections
  • Weeks 3–4: Email and text sequences written and approved
  • Week 4: Testing, launch and team training
  • Ongoing: Monthly reporting and improvements

Results

A medical practice client came to us knowing what needed to be done but without the time to do it. We implemented CRM and marketing automation with lead scoring, alongside email, social and website updates. The result was a 21x increase in online conversions and 35% overall sales growth. Read the case study.

Map My Automation Free

Automation & CRM FAQ

Will automation make my business feel robotic? No. We write every message in your voice, and you step in personally when it matters.
Do I need HubSpot? Not necessarily. We recommend tools that fit your budget and needs.
What does it cost? Ongoing marketing packages that include automation start at $797 a month. One-time setups are quoted after your free mapping call.
My business is small. Is this worth it? Small teams benefit most. Automation is the assistant you don't have to hire.

Stop Letting Leads Slip Away

Book a free call and we'll map your follow-up system.

Map My Automation Free Call 412-812-2757