Book Audit
Ontario Lead Follow-Up Automation
Prepare your team for a dependable follow-up rollout.
IAE builds simple follow-up systems that help Ontario service businesses respond faster, track open opportunities, and keep quotes, calls, and form leads moving.
What we check in an audit
We review the points where work slows down or revenue slips.
Website form response
Check whether this step has a clear owner, trigger, next action, and visibility.
Missed-call workflow
Check whether this step has a clear owner, trigger, next action, and visibility.
Quote follow-up schedule
Check whether this step has a clear owner, trigger, next action, and visibility.
CRM task ownership
Check whether this step has a clear owner, trigger, next action, and visibility.
Past customer reactivation
Check whether this step has a clear owner, trigger, next action, and visibility.
Lead source visibility
Check whether this step has a clear owner, trigger, next action, and visibility.
Common leaks we find
Small workflow gaps can cost real money over time.
Warm leads waiting too long
IAE turns this into a practical fix, workflow owner, and next step.
Quotes with no second touch
IAE turns this into a practical fix, workflow owner, and next step.
No owner for follow-up
IAE turns this into a practical fix, workflow owner, and next step.
Past customers never contacted again
IAE turns this into a practical fix, workflow owner, and next step.
Sample scorecard preview
What good looks like after the review.
- Faster first response
- More consistent follow-up
- Cleaner CRM tasks
- Better visibility into stale opportunities
- Less owner chasing
What to measure
What a service business owner should be able to see after the first fix.
Who owns the next step
No more guessing whether a call, form, quote, review request, or customer follow-up has an owner.
Which leak matters first
The audit ranks fixes by revenue risk, owner burden, and how quickly the system can be improved.
What should be removed
IAE looks for unnecessary tools, duplicate workflows, and manual steps before adding complexity.
What happens after you submit
Short review, clear next step.
Send the request
Share the business type, website, and the issue that feels slow, messy, or expensive.
Quick fit check
IAE confirms the right audit path and what systems should be reviewed first.
Priority plan
You get practical recommendations tied to revenue, time saved, or cleaner operations.
FAQ
Short answers before you book.
Can follow-up automation work without sounding robotic?
Yes. The system handles timing, ownership, and reminders while the message stays plain and human.
Can this connect to HubSpot?
Yes. IAE designs free-tier-friendly HubSpot workflows where possible.
What is the first step?
Book a Revenue Leak Audit so IAE can map where leads are currently going cold.
Related resources
Keep exploring this leak.
Ready to reduce the leak?
Start with a Revenue Leak Audit.
The audit shows which system to fix first before you add tools, automations, or more admin process.
Your next practical step
Agree the estimate milestones
What we scope
Track the latest sent quote, customer decision date, next action and stop conditions. Review follow-up coverage and mature quote outcomes.
What we agree first
Confirm deliverables, preparation, fee, recurring costs, delivery date, staff training and acceptance. Additional work requires a separate scope.
Practical boundaries
Quote preparation, pricing changes and contract amendments require their own scope.
Start with a short inquiry. We confirm fit, then agree scope, fee and delivery date before paid work.
Practical guidance
A practical preparation check.
Choose one inquiry type and map its current handoff. Agree customer contact preferences, stop conditions, staff coverage and who reviews unresolved replies. Pilot on a bounded workflow before extending the process to other teams.
For scope and deliverables, see the lead follow-up implementation. For a trade-specific example, see Niagara HVAC and plumbing workflows.