Custom Lead Management & Automation

Turn Inquiries Into Booked Jobs — Automatically

If your business depends on leads, quotes, or inquiries, an automated follow-up system can save you time, eliminate missed opportunities, and help you convert more of the people who reach out.

We build custom lead pipelines, automations, and AI-powered workflows using the same HighLevel platform that powers Woodwork Hero — available as a standalone service for any woodworking or trade-based business.

Whether you want faster replies, better organization, or smarter follow-ups, we can build a system tailored to the way your business operates.

Who This Is For

This service is perfect for any business that receives inquiries or quote requests, including:

  • CNC and laser shops

  • Furniture builders

  • Millwork companies

  • Timber suppliers

  • Remodelers & contractors

  • Deck builders

  • Machine Sales

  • Installers

  • Commercial woodworking shops

  • B2B wood product suppliers

  • Any trade or craft business using leads

If you depend on inquiries, quotes, or consultations, we can automate the entire process to make it smoother, faster, and more reliable.

What Lead Management Actually Means

Many businesses lose jobs because:

  • they respond too slowly

  • they forget to follow up

  • leads fall through the cracks

  • everything is scattered across email, texts, and calls

  • they don’t track where each lead is in the process

Our system fixes that by putting everything in one place and automating the key steps so nothing gets missed.

We keep this simple.


You get a system that answers faster, follows up consistently, and organizes every lead — without you needing to learn complicated software.

What We Can Build for You

Instant Lead Response

When someone reaches out — from your website, Google, social media, or anywhere else — they get an instant text or email reply.

This alone can boost conversions dramatically.

Automatic Follow-Up Sequences

We set up professional, friendly follow-ups that keep the conversation alive until the customer is ready.

No more trying to remember who you replied to or when.

Missed-Call Text-Back

If you miss a call, the system automatically sends a quick message saying you’ll get right back to them.

Simple. Powerful. A huge money-saver.

Lead Pipelines & Job Tracking

We build a visual pipeline that shows exactly where every lead is:

  • new inquiry

  • waiting on quote

  • quote sent

  • follow-up

  • scheduled

  • completed

No more lost jobs or forgotten callbacks.

Smart Calendar Bookings

If your business books consultations, appointments, or site visits, we create an automated calendar that handles:

  • reminders

  • confirmations

  • rescheduling

  • no-show prevention

AI-Powered Replies & Assistance

If you want to speed things up even more, we can add:

  • AI autoresponders

  • AI follow-up messages

  • AI appointment reminders

  • AI chat widget on your website

All trained on your business information.

Organized Messaging (One Inbox)

All your calls, texts, emails, and website messages flow into one organized inbox, so you never juggle multiple apps again.

Available as a Standalone Service

You do not need to use the full Woodwork Hero system for this.

We can build a custom lead management setup for:

  • your existing website

  • your current business process

  • any trade or woodworking business model

Think of it as hiring a digital assistant that works 24/7.

Why This Works

You respond faster.
You follow up consistently.
You stay organized.
You close more jobs.

Most businesses don’t need “more leads.”
They need to stop losing the ones they already get.

This system solves that problem.

Want Better Lead Management for Your Business?

Tell us how you get your leads and what you struggle with — we’ll build a clean, automated system that fits your workflow perfectly.

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