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Automation and CRM . Follow-up that runs

Automation Means the Follow-Up Runs Whether Anyone Remembers or Not.

Cavalry Growth Systems sets up the CRM, the list your open jobs sit in, and the messages that answer, confirm and follow up — so nothing waits on someone having a quiet afternoon.

See where your follow-up currently stops, in about 2 minutes.

9:41
System active

NEW INQUIRY RECEIVED

Website form · 2:14 PM

Looking for a quote on a job next month. What do you need from me?

Thanks, got it. Someone will be in touch shortly. If it's easier, here's a link to pick a time.

Owner notified
Added to the open-jobs list
CAPTURED
System active

MISSED CALL, TEXTED BACK

Call missed · 4:38 PM

Sent seconds after the missed call
Whatever they reply lands in the same list
RECOVERED
System active

FOLLOW-UP RUNNING

Quote sent · awaiting reply

First follow-up already sent
Next one scheduled
Stops the moment they reply
IN PROGRESS
System active

ONE LIST, ONE OWNER

Open work · updated live

Every inquiry shows what stage it is at
Every one shows how long it has been sitting
Every one has a name against it
VISIBLE

Illustrative example. Not client data or actual results.

The Busy Week Is the Week It Stops.

Follow-Up Happens When There Is Time

There is never time in the week that matters. The busiest week is the one producing the most opportunities and handling the fewest of them.

Leads Live in Separate Places

Voicemail, texts, a form inbox, a notepad in the truck. With no single list, nothing can be counted and nothing can be chased.

Nobody Knows Who Owns What

Two people each assume the other called. Sometimes neither did, and nobody finds out until the customer books elsewhere.

Quotes Go Quiet and Stay Quiet

A quote sent is not a quote followed up, and the difference is invisible until someone adds up the month.

Reminders Are a Person With a Phone

Confirmations and reminders get made by hand, which means they get made unevenly, and they are the first thing dropped when the day fills up.

Past Customers Sit in a File Nobody Opens

The cheapest work available is from someone who already paid once, and nothing gives anyone a reason to look.

Mapped First, Then Built Around What You Already Do.

Your current process mapped — how a lead arrives, who touches it, where it stops

Current process mapped

CRM set up: one record per person, one list of open work, one owner each

One list, one owner

Fast first reply and missed-call text back switched on

Instant reply live

Follow-up, confirmations, reminders and no-show recovery built in

Follow-up running

Past customers brought back round, and reporting that shows where work comes from

Reactivation scheduled

The Parts, Named Plainly.

Missed-Call Text Back

A call nobody could answer gets a text within seconds, so the caller hears from you before they try the next number.

Fast First Response

Every new inquiry gets a reply immediately, whatever time it arrives and whoever is busy.

One List of Every Open Job

Every inquiry, quote and booking in one place, showing what stage it is at and how long it has sat there.

Follow-Up That Keeps Going

Quotes and consultations get chased on a schedule instead of when somebody happens to think of it.

Confirmations, Reminders and No-Show Recovery

Appointments are confirmed when booked, reminded before the date, and followed up if they are missed.

Getting Past Customers Back, and Knowing Where Work Came From

Past customers get contacted again, and every inquiry records where it came from so spending can be judged on work won.

A Clear Path From Finding the Problem to Fixing It.

01

Take the Lead Leak Survey

Answer a few questions about calls, forms, estimates, booking, and follow-up.

02

Identify the Gaps

See where slow replies, missed calls or patchy follow-up may be costing you work.

03

Map the Right Next Step

If it's a good fit, the next step is a plan built around how your business already works.

Frequently Asked Questions

Find Out Where Your Follow-Up Stops.

The survey walks through how inquiries are answered, followed up and recorded today, and shows where opportunities go quiet.