Automations for agencies
Lead follow-up sequence for agencies
Most agencies I talk to mention the same thing: inbound leads wait while everyone is heads-down on delivery. The lead follow-up flow deals with it quietly while the team is heads-down on client deliverables. Polite, spaced follow-ups for leads who went quiet, stopping as soon as they reply.
What this fixes for agencies
Inbound leads wait while everyone is heads-down on delivery. Nobody at a six-person marketing agency on monthly retainers signed up for that part of the job, and the lead follow-up flow handles it.
What it looks like in practice
Imagine a six-person marketing agency on monthly retainers. A client asked for information two weeks ago and went quiet. They get a short follow-up after three days and another a week later with something useful. On the second message they reply, the sequence stops and you're notified.
How it works for agencies
Here is how the lead follow-up flow runs day to day for agencies.
- A lead in HubSpot has had no reply.
- A short follow-up goes out after a few days.
- Further messages are spaced out and vary in content.
- Any reply stops the sequence and alerts you.
- Cold leads are tagged for later.
Tools it connects to
You keep working in HubSpot, Google Sheets and Gmail. The lead follow-up flow sits alongside, built with n8n and Twilio.
Questions from agencies
Does the lead follow-up flow work with HubSpot?
It depends on your HubSpot plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What happens if something breaks?
The lead follow-up flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What will my clients see?
They'll see a few useful, well-spaced messages rather than silence. I write the wording with you so it sounds like your agency business, and you approve it before launch.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built