Lead capture & follow-up

An inquiry needs a next step.

A website form, an estimate request, a conversation waiting for a reply. Put the details and the next action in a clear place.

Talk about your business

Illustrative example · Fictional business

From inquiry to a useful next action

01 / New inquiry

Kitchen remodel

Homeowner has shared the room, location, and project idea.

Details received

02 / Follow-up

Consultation discussed

Send the agreed information and check whether any questions remain.

Next action assigned

Sample follow-up

“Have you had a chance to look through the scope? Happy to talk through the options before you decide.”

A familiar moment

You sent the estimate. Then the week got busy.

The homeowner may have a question, be comparing options, or simply need time. An organized follow-up gives you a reason to check in without restarting the whole conversation.

What changes

Know who needs a reply and what to say next.

We configure the workflow around the tools you use. The sample board is an illustration, not a live Bedrock software account.

What Bedrock sets up

Practical details.
A clear handoff.

We agree the workflow with you, configure the chosen tools, and test the path before it goes live.

Capture useful details

Agree the right questions: the service, location, project description, and a reliable way to reply.

Acknowledge and assign

Set up an agreed acknowledgment and a clear owner for each inquiry, so the next action is understood.

Follow up with a reason

Write helpful check-ins around the estimate or project. Define when they stop, especially when someone replies.

The next connection

Review requests

Asking for an honest review should be a normal part of wrapping up a job, not another thing to remember at the end of a long day.

See how it connects

Straight answers

Before you
get started.

Will messages keep going after a homeowner replies?

That behavior is part of the setup and testing. We agree the stop conditions and handoff to a person before activating follow-up.

Can you use our existing inquiry tool?

We review its access and integration options. The scope identifies what connects, what needs replacing, and any provider costs.

Your next chapter

Give good work
a stronger foundation.

Tell us where the next step gets stuck.
Let’s make a plan for it.