Stop losing leads before they ever book
Fast follow-up matters. The longer someone waits after reaching out, the more likely they are to call your competitor instead. This service makes sure every lead gets a response, a next step, and a reason to book — automatically.
You're already paying for these leads
Missed calls go unanswered
You're mid-job. The phone rings. By the time you check, they've moved on.
Inquiries sit in inboxes
Someone fills out your form at 9pm. Nobody responds until tomorrow afternoon. That's 17 hours of silence.
Follow-up lives in your head
"I need to call that person back" is not a system. It's a liability.
Every missed response is revenue you already earned the chance to win — and lost.
A system that responds, books, and follows up — so you don't have to
Three ways to fix your intake
Each package is a one-time setup. We build it, test it, hand it over. You own everything.
Foundation
Best for businesses that need the basics set up properly
- Website contact form with instant auto-confirm email
- Calendly booking integration with prefilled details
- HubSpot CRM setup — contacts, pipeline, lifecycle tracking
- Booking-to-deal automation — every booking becomes a trackable opportunity
- Audit log of every inquiry
- Handoff documentation + 30-minute walkthrough
- 7 days post-setup support
Growth
Best for businesses that want faster response and more booked appointments
Everything in Foundation, plus:
- Business phone number with AI receptionist
- Missed-call text-back with booking link
- Voicemail transcription sent to your CRM automatically
- After-hours AI answering — captures name, reason, sends booking link
- Stale lead alerts — automatic follow-up if no booking within 48 hours
- Appointment reminder automation — 24hr + 1hr before
Scale
Best for businesses ready for complete intake coverage across every channel
Everything in Growth, plus:
- Instagram and Facebook DM auto-response + lead capture
- Comment-to-DM automation with keyword triggers
- 3 custom-branded email templates — confirmation, reminder, follow-up
- Social channel to CRM sync
- 1-hour training session
- Priority setup — 5 business days
What your new intake flow looks like
Someone reaches out through your website, calls your number, or sends a DM. It all lands in one place.
They get an instant reply. Your name, a thank you, and a link to book — automatically.
They pick a time that works. Their details are already filled in. No back-and-forth.
You see every lead, every booking, every follow-up in one dashboard. Nothing slips through.
What changes for your business
Common questions
Do I need to be technical?
No. We set everything up for you and walk you through how it works. You don't need to touch any code or configure anything.
Do I need a new website?
No. This works with your existing website. We add a form or connect to the one you already have.
What if I already use a booking tool or CRM?
We'll work with what you have where possible, or set up the right tools if you're starting fresh. Either way, you own every account.
How long does setup take?
Foundation takes 3-5 business days. Growth takes 5-7 business days. Scale takes 7-10 business days.
Is this a one-time setup or ongoing support?
The setup fee covers everything: build, test, handoff, and 7 days of support. After that, optional monthly care plans are available if you want ongoing monitoring and priority support.
What happens if something breaks?
Your system includes built-in monitoring that alerts you if anything stops working. If you're on a care plan, we fix it. If not, you can reach out for a one-time fix.
Will this interrupt my business while it's being set up?
No. We do everything in the background. Your current systems keep running until the new setup is tested and ready to go live.
Ready to stop losing leads?
Two ways to get started — pick whichever feels right.
See where you're leaking leads
The free Wize Score shows you exactly where inquiries are falling through the cracks.
Get Your Free Wize ScoreTalk through what needs fixing
15 minutes. No pressure. We'll figure out which package fits your business.
Book a Call