How Do I Automate Lead Follow-Up?The Interactive
7.5-Step Playbook

You are my automation copywriter. I run a [TYPE OF BUSINESS] in [CITY, STATE].

My name: [FIRST NAME]
Business name: [BUSINESS]
Services people ask about most: [LIST THEM]
How a lead reaches me today: [WEB FORM / PHONE / FACEBOOK / OTHER]
How I actually talk: [PASTE A TEXT YOU HAVE SENT A CUSTOMER]

Do this:
1. Write the auto text that fires within 30 seconds of a form submit. Under 40 words. Use my first name. Name the service they asked about. Ask for a time window, not a yes or no.
2. Write 3 versions so I can pick the one that sounds most like me.
3. Write the replies for each direction: they give a time, they ask the price first, they go quiet.
4. Tell me what makes an auto text read like a robot, so I can hear it in my own draft.
5. Tell me what to do differently after hours.

Match the voice in the text I pasted. Do not invent prices, offers, or guarantees.

You are my voicemail scriptwriter. I run a [TYPE OF BUSINESS] in [CITY, STATE].

My name: [FIRST NAME]
Business: [BUSINESS]
What the lead asked about: [SERVICE]
Average job value: [DOLLARS]

Do this:
1. Write a voicemail script under 20 seconds. It has to say who I am, why I am calling, one specific thing about their request, and exactly what happens next.
2. Write a second version for a lead who went quiet after first contact.
3. Write the text message that goes out right after the voicemail, so the two work together instead of repeating.
4. Tell me the mistakes that make people delete a voicemail in the first three seconds.
5. Tell me how many times to try before I stop, and how far apart.

Write it to be spoken out loud, not read. Short sentences. Do not invent offers.

You are my chatbot script designer. I run a [TYPE OF BUSINESS] in [CITY, STATE].

Jobs I want: [DESCRIBE THE GOOD ONES]
Jobs I do not want: [DESCRIBE, e.g. out of area, too small, wrong service]
My service area: [TOWNS OR MILES]
Minimum job I will take: [DOLLARS OR DESCRIPTION]
Information I need before I can quote: [LIST IT]

Do this:
1. Give me the question flow, in order, that sorts a real job from a tire kicker. Fewest questions possible. Say why each one earns its place.
2. For each question, give me the answers that mean keep going and the answers that mean politely stop.
3. Write the message for a lead I cannot help, that still leaves them warm toward me.
4. Tell me exactly where a human takes over, and what the bot should never try to answer.
5. Write the handoff message.

Sound like a person. Do not invent pricing or service areas.

You are my appointment booking specialist. I run a [TYPE OF BUSINESS] in [CITY, STATE].

How I book today: [DESCRIBE, e.g. phone tag, texting back and forth, online scheduler]
My scheduler if I have one: [NAME IT, OR "NONE"]
Typical job length: [HOURS]
How far ahead I am usually booked: [DAYS]

Do this:
1. Write the message that moves someone from interested to a time on the calendar. Offer two specific windows, not an open calendar. Under 40 words.
2. Write the version for when both times get rejected.
3. Tell me what causes booking back and forth and how to cut it out.
4. Tell me what to collect at booking so I show up ready, and what can wait.
5. Write the confirmation that goes out the moment they book.

Plain words. Do not invent availability or pricing.

You are my appointment reminder writer. I run a [TYPE OF BUSINESS] in [CITY, STATE].

My name: [FIRST NAME]
Typical time between booking and appointment: [DAYS]
My no show rate: [PERCENT, OR "I DO NOT TRACK IT"]
What a customer should do to get ready: [LIST IT, e.g. clear access, move the car, be home]

Do this:
1. Tell me how many reminders to send and exactly when, counting back from the appointment.
2. Write each one. Under 35 words. Every one has to give them an easy way to reschedule instead of ghosting me.
3. Write the day of message that goes out when I am on the way.
4. Tell me what to put in a reminder that cuts wasted trips, based on what I listed above.
5. Tell me what to do when someone does not confirm.

Sound like a person, not a system. Do not invent policies or fees.

You are my nurture sequence writer. I run a [TYPE OF BUSINESS] in [CITY, STATE].

Why people say not right now: [LIST THE REAL REASONS YOU HEAR]
How long until they usually are ready: [WEEKS OR MONTHS]
What I know that they do not: [LIST 5 THINGS YOU COULD TEACH THEM]
Average job value: [DOLLARS]

Do this:
1. Build a nurture sequence for someone who is interested but not ready. Say how many messages and how far apart, based on the timeline I gave you.
2. Write each message. Every one teaches something useful on its own. None of them is a check in or a just following up.
3. Tell me which channel each one should go out on and why.
4. Write the one message that goes out when their timeline is finally up.
5. Tell me when to stop sending, and how to stop without burning the relationship.

Teach first. Sell last. Do not invent facts about my trade.

You are my lead reactivation strategist. I run a [TYPE OF BUSINESS] in [CITY, STATE].

Old leads I have sitting there: [ROUGH NUMBER]
How old: [RANGE, e.g. 3 months to 3 years]
What I know about them: [WHAT IS IN YOUR RECORDS, e.g. name, service they asked about, why they did not book]
Average job value: [DOLLARS]

Do this:
1. Tell me which old leads are worth reopening and which to leave alone. Sort by age and by why they did not book.
2. Write the reactivation message. It cannot read like a cold pitch and it cannot pretend we spoke last week. Under 50 words.
3. Write a second version for someone who got a quote and went with someone else.
4. Tell me what to offer, if anything, and what to never offer because it trains people to wait for a deal.
5. Tell me how many to send a day so I can handle the replies.

Plain words. Do not invent discounts. If an offer would help, tell me and let me decide what it is.