Sound familiar?
- Someone texts you for a quote, you forget to reply until 3 days later
- You have leads in texts, emails, Facebook DMs, and a random Google Sheet
- You never know which leads are "hot" vs "cold"
- Completed jobs never get review requests
The Simple Lead Pipeline
| Stage | What Happens | Automated Action |
|---|---|---|
| 1. New Lead | Lead comes in from website, Facebook, or phone | ✅ Instant SMS confirmation |
| 2. Quote Sent | You send a standardized quote | ✅ Follow-up if no reply in 24h |
| 3. Scheduled | Client accepts, job booked on calendar | ✅ 24h + 2h pre-visit reminders |
| 4. Completed | Job done, invoice generated | ✅ Invoice emailed with payment link |
| 5. Review | Job paid and closed | ✅ Review request SMS sent 24h later |
What Gets Automated
- **Instant Lead Reply:** New website lead? SMS confirmation sent in 30 seconds.
- **Quote Follow-up:** If no response to quote, automatic nudge after 24h.
- **Appointment Reminders:** 24h and 2h before—SMS reminders reduce no-shows to 3%.
- **Review Requests:** Job done? Automatic "How did we do?" text with Google link.
Why Spreadsheets Don't Work
Spreadsheets are great for tracking numbers, not for managing relationships.
**No reminders:** You have to manually check the sheet to follow up.
**No automation:** Every follow-up, reminder, and invoice is manual.
**No mobile:** Try updating a Google Sheet while on a job site.
The 80/20 of Lead Management
You don't need a complex CRM with 50 features. You need:
1. A central inbox (Web/Phone/FB)
2. Instant automated reply
3. One-click quoting
4. Auto-reminders
5. Auto-reviews
That's it. If your system does these 5 things, you're ahead of 90% of cleaning businesses.
See the workflow in action
Watch how leads flow from website to booked job with zero spreadsheets.