The Complete Guide to Automating Lead Follow-Up

Learn how to set up automated follow-up sequences that convert more leads into booked jobs without any manual effort.

Niche Team · Guide
7 min read

Most service businesses lose leads not because their service is bad, but because their follow-up is slow or nonexistent. Studies show that responding to a lead within 5 minutes makes you 21x more likely to qualify them.

With Niche, follow-up is completely automated. Here’s how to set it up for maximum conversion.

First, connect your lead sources. Niche integrates natively with Google Local Services, Yelp, Thumbtack, and 10+ more platforms. Each integration takes about 2 minutes to set up.

Next, configure your response templates. Niche uses AI to personalize every response based on the customer’s request, your services, and your availability. You don’t write scripts. You describe your business and Niche handles the rest.

Then, set up your follow-up sequences. If a lead doesn’t respond to the initial message, Niche automatically follows up via text, then voice call, then email. The timing and channel selection is optimized based on what’s most likely to get a response.

Finally, connect your calendar and CRM. When a job is booked, it automatically appears on your calendar and in your CRM. No double entry, no missed appointments.

The entire setup takes about 5 minutes. After that, Niche handles every lead automatically. 24 hours a day, 7 days a week.

NT

Niche Team

Guide