How to automate lead follow-up
78% of customers buy from the first company that responds. If your leads wait hours (or days) for someone to look at them, you're funding your competitors. The answer isn't working harder: it's automating.
1. Automatic capture: leads flow in on their own
- Embeddable web forms (or the WordPress plugin with Contact Form 7).
- Facebook and Instagram Lead Ads connected: campaign leads appear in your inbox instantly.
- Lead-capture email: a unique address that turns any email (portals, marketplaces) into a lead.
2. Auto-assignment: every lead has an owner in seconds
Round-robin distribution assigns each new lead to a rep in turns. Add lead scoring (points for source, job title, industry) and hot leads jump out.
3. Automatic first reply: the 5-minute email
A simple automation —"when a lead comes in, send the welcome template"— puts you first in line while your competitors haven't even opened their inbox.
4. Follow-up sequences: the sale is in the 5th touch
80% of sales require 5+ follow-ups, but most people give up after the first. An email sequence (day 0 → day 3 → day 7 → day 14) does that work alone and stops when the lead replies.
5. Tasks and alerts: nothing falls through
If the lead doesn't respond to the sequence, an automation creates a call task for the rep with a reminder. The loop always closes.
Set it up this afternoon
In MizimaCRM everything above is included from €20/month: forms, automations, sequences and lead scoring, no add-ons. Coming from a spreadsheet? Read CRM vs spreadsheets first.