Put Your Follow-Up, Nurturing & Operations on Autopilot
Build visual workflows that respond to leads in seconds, nurture them for weeks, and handle the repetitive tasks that eat your day — so you can focus on the work that actually makes money.
The Follow-Up Problem
Most leads don’t convert because nobody followed up — not because the lead was bad.
Manual Follow-Up
Zapier + Patchwork Tools
LeadSites Automation
Drag-and-Drop Automation Anyone Can Build
No code, no Zapier, no developer needed. LeadSites gives you a visual canvas where you drag triggers, actions, conditions, and wait steps into a workflow — then turn it on and let it run.
The Speed-to-Lead Sequence
Respond in 5 seconds, nurture for 30 days — automatically. This is the #1 workflow every business should run.
Pre-Built Workflows — Just Activate
Don’t build from scratch. Start with proven templates and customize for your business.
New Lead Response
Instant SMS → Welcome email → Voicemail → Follow-ups → Social proof → Urgency. The complete speed-to-lead system.
Appointment Reminders
Confirmation → 72h email → 24h SMS with reply confirm → 2h day-of SMS. Reduces no-shows by 58%.
Review Request
Sentiment check → Route to Google (happy) or private form (unhappy) → Gentle 48h follow-up for non-responders.
No-Show Recovery
SMS 30 min after miss → Rebook email day 1 → Final SMS day 3 with easy rebook link. Recovers 35%+ of no-shows.
Re-Engagement
Wake up cold leads. “We haven’t heard from you” SMS → Value email → Special offer → Final check-in. Revives 12–18% of dead leads.
Birthday & Anniversary
Automated birthday SMS with special offer → Follow-up email. Personal touch that drives repeat business and referrals.
Missed Call Text-Back
Automatically text anyone who calls and doesn’t reach you: “Sorry we missed your call! How can we help? Reply here or book a time →”
Invoice Follow-Up
Payment reminder at 3 days → Friendly nudge at 7 days → Final notice at 14 days. Get paid faster without awkward conversations.
Post-Service Follow-Up
Thank-you SMS → Review request → 2-week check-in → 30-day upsell/referral ask. Maximizes lifetime value per client.
Triggers & Actions
Connect any event to any action. The building blocks of powerful automation.
🔔 Triggers (When This Happens…)
⚡ Actions (…Do This)
LeadSites vs. DIY Automation Stacks
One platform vs. stitching tools together with duct tape and Zapier.
| Feature | LeadSites | Zapier + Tools | ActiveCampaign |
|---|---|---|---|
| Visual workflow builder | ✅ | Basic | ✅ |
| If/then branching | ✅ | Limited | ✅ |
| Wait steps & delays | ✅ | Limited | ✅ |
| SMS automation | ✅ (built-in) | Extra tool needed | ❌ (add-on) |
| Email automation | ✅ | Extra tool needed | ✅ |
| Voicemail drops | ✅ | ❌ | ❌ |
| Trigger speed | Seconds | 1–15 minutes | Seconds |
| Pre-built workflow templates | ✅ (9+ included) | ❌ | Limited |
| Built-in CRM | ✅ | ❌ | ✅ (basic) |
| Website builder | ✅ | ❌ | Limited |
| Funnels & landing pages | ✅ | ❌ | Limited |
| Online booking | ✅ | Extra tool needed | ❌ |
| Reputation management | ✅ | Extra tool needed | ❌ |
| Unified inbox | ✅ | ❌ | ❌ |
| Payments & invoicing | ✅ | Extra tool needed | ❌ |
| Price | From $97/mo (everything included) |
$20–$69/mo (Zapier alone, + every connected tool) |
$29–$259/mo (email only, no SMS/booking/site) |
Automation by Industry
Every business has different workflows. Here’s how the top verticals use LeadSites automation.
Home Services
Speed-to-lead SMS + voicemail → booking link → appointment reminders → post-service review request → seasonal maintenance reminder 6 months later.
Healthcare
New patient welcome → intake form → appointment reminders → post-visit review → 6-month recall for cleaning/checkup → re-engagement for lapsed patients.
Real Estate
Listing inquiry → instant property details → agent assignment → 12-month nurture with market updates → post-closing review and referral request.
Restaurants
Reservation confirmation → SMS reminder → post-meal review request → birthday offer automation → weekly specials broadcast to loyalty list.
Beauty & Wellness
Booking confirmation → prep instructions → reminders → post-visit thank you → rebooking nudge at 4 weeks → birthday offer → referral incentive.
Professional Services
Consultation request → intake form → appointment scheduling → document collection → case updates → post-engagement review and referral sequence.
What Customers Say About Automation
“I was doing everything manually — calling leads back, sending reminders, asking for reviews. Now it all happens automatically. I literally save 15+ hours a week and my conversion rate doubled because leads get a response in seconds.”Mike T. — Plumbing Company, Dallas
“The missed call text-back alone is worth the entire subscription. Every call we miss gets an instant text. Last month that generated 11 new appointments from calls we would have completely lost.”Dr. Lisa K. — Dental Practice, Tampa
“I tried building this with Zapier and 4 different tools. It broke constantly and cost me $180/month. LeadSites does everything in one system, it actually works, and it’s cheaper. Should have switched sooner.”Jason R. — Roofing Contractor, Phoenix
Automation FAQs
How many workflows can I create?
The Starter plan includes 5 workflows. Growth and Scale plans include unlimited workflows. Each workflow can have unlimited steps, branches, and enrolled contacts.
Do I need technical skills to build workflows?
Not at all. The visual builder is drag-and-drop — just pick a trigger, add your actions, set your timing, and turn it on. Plus you get 9+ pre-built templates you can activate with one click and customize to your business.
What’s the “smart stop” feature?
Smart stop automatically removes a contact from a workflow when they take a desired action — like replying to a message, booking an appointment, or being moved to a new pipeline stage. This prevents over-communication and keeps your messaging relevant.
Can workflows trigger other workflows?
Yes. You can add a contact to a different workflow as an action step. For example, when your “New Lead Response” workflow completes without a booking, it can automatically enroll the contact in your “Re-Engagement” workflow.
How fast do automations fire?
Instant triggers (form submission, tag added, pipeline changed) fire within seconds — not minutes. This is critical for speed-to-lead response. Wait steps and scheduled sends fire at the exact time you configure.
Can I send different messages based on how a lead responds?
Yes — that’s what if/then branching is for. Branch based on whether someone replied, opened an email, clicked a link, has a specific tag, matches a custom field value, or dozens of other conditions. Each branch can have its own complete sequence.
Does automation work with the CRM and booking?
Everything is connected. Workflows can trigger from CRM events (pipeline change, tag added, contact created), booking events (appointment booked, completed, no-show), and can update the CRM as actions (add tag, move stage, create task). It’s one integrated system.
Stop Doing Manually What a Machine Can Do Better
Speed-to-lead response, multi-day nurturing, appointment reminders, review requests, and no-show recovery — all running automatically while you focus on the work that matters. Start your free trial today.