Marketing & Follow-Up Automation

Marketing and Follow-Up Connected to Your CRM

Run campaigns, nurture opportunities, request reviews, and keep your pipeline moving from the same platform.

Step 1
Lead capture
Ad, form, or DM
Step 2
SMS + Email
Nurture sequence
Step 3
Booked job
Deposit collected
Step 4
Review request
24h after complete
Follow-up automation

Every lead, on the right cadence

Nurture sequences, review requests, reminders, and reactivation - running against real CRM records.

SMS nurture

Short, timely texts that keep the conversation warm.

Email sequences

Multi-step campaigns that follow up on estimates and proposals.

WhatsApp follow-up

Business messages sent on the channel the customer prefers.

DM automation

Instagram and Messenger replies triggered by story and ad interactions.

Review requests

Automatic ask the moment a job is marked complete.

Reactivation

Bring cold opportunities back into the pipeline on a schedule.

Ad connection

Meta Lead Ads that actually land somewhere

Leads from Facebook and Instagram Lead Ads flow directly into the inbox and CRM, triggering the same qualification and follow-up as any other source.

business.facebook.com / lead-ads
Active campaign
Spring Kitchen Reno - Meta Lead Ads
Spend
$1,240
Leads
68
CPL
$18
connect.renometa.com / inbox
Jenna B.
just now
Kitchen · budget signal
Meta Lead Ad
Rafael O.
3m
Bath · asked for pricing
Meta Lead Ad
Nadia F.
12m
Whole home · timeline Q3
Meta Lead Ad
Owen S.
24m
Deck · fast-track
Meta Lead Ad
Campaign performance

See what is working

Every campaign, every channel - measured against the pipeline it actually generated.

Campaign performance · Last 30 days
Spring Kitchen - Meta
Lead Ads
68 leads
14 booked
$18
Deck season - Google
Search
41 leads
9 booked
$26
Post-project review
Email/SMS
0 leads
0 booked
Reactivate 90-day cold
SMS
12 leads
3 booked
Example flow

Lead capture → SMS/email follow-up → review request

Step 01

Lead captured

Meta Lead Ad form triggers a new CRM record.

Step 02

Instant SMS

First reply sent within seconds by the Speed-to-Lead Agent.

Step 03

Nurture sequence

Email + SMS drip runs until the lead books or opts out.

Step 04

Job complete

Status marked Complete in the CRM.

Step 05

Review request

Automatic ask sent 24 hours after completion.

Get started

Automate My Follow-Up

Turn your pipeline into a system that keeps moving without manual chase.