AUTOMATED LEAD MANAGEMENT
Your Time Is Worth More Than Chasing Leads
Most professional service businesses lose hours every week to manual lead follow up and leads still fall through the cracks. We install a fully managed AI system that captures, responds to, and follows up every lead automatically with zero manual input required.
The Problem
Most professional service businesses manage their leads manually: checking emails, returning calls, chasing enquiries and trying to remember who needs following up. It is time consuming, inconsistent, and leads fall through the cracks constantly.
The reality is
The average professional spends hours per week on manual lead follow up. Inconsistent follow up means hot leads go cold while you are busy with existing clients. There is no visibility over how many leads are being lost or why. Scaling the business means more leads and more manual work (a cycle that does not end).
The Solution
A fully managed AI lead management system that handles every lead automatically from first contact to booked appointment.
The system
Captures every lead across all your channels automatically. Responds instantly without any manual input. Follows up on a set schedule until the lead books or exits. Logs every interaction so you have full visibility at all times.
No manual chasing. No leads falling through the cracks. Full visibility with zero effort.
How It Works
Lead captured — from phone, website, form, ad or any other source, every lead enters the system automatically.
Instant response — the lead receives an automatic response within 60 seconds with your booking link.
Automated follow up — the system follows up every 24 to 48 hours via SMS and email until they book or opt out.
Monthly reporting — you receive a full report on the 1st of every month showing every lead, every follow up sent, and every booking generated.
Key Capabilities
Automatic lead capture across all channels Instant response within 60 seconds. Multi-step follow up sequences via SMS and email. Full lead tracking and visibility. Monthly automated performance report. Zero manual input required.
Example Outcome Before
A mortgage broker manages all leads manually via email and phone. Hot leads are followed up inconsistently. There is no visibility over how many leads are being lost. After: Every lead is captured, responded to, and followed up automatically. The broker receives a monthly report showing exactly how many leads came in and how many booked. Result: More consistent follow up, more booked appointments, full visibility over lead performance and zero time spent on manual chasing.
Best For
Busy professional service businesses with no dedicated sales or admin resource. Firms generating leads from multiple channels who struggle to manage them all. Any business that wants full visibility over their lead pipeline without the manual work. Businesses looking to scale without hiring additional staff.
Never Lose Another Client to a Missed Call or Slow Follow-Up
Heron Edge™ installs and manages AI systems that answer every call 24/7, capture every website enquiry and follow up every lead automatically so your business never misses a booking again.