Inbound lead responder

Answers every demo request and signup in HubSpot with a personal note and your Calendly link.

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

StartsWhen a new lead comes in
1Read the form, the company and the pages they viewedHubSpot
2Check their website for team size and what they doAny website
3Draft a personal reply with your Calendly linkCalendly
4Ask you first before the reply and follow-ups go outHe asks you first
5Send it from your Gmail and log it in HubSpotGmail
6Follow up after 2 and 5 days if they go quietGmail
7Text you who booked a demo and who went quiet
What you getEvery inbound lead answered with a personal note and a booking link, and every touch logged in HubSpot.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

Tech startups

Finds target accounts in Apollo that fit your ideal customer and drafts personal emails for your OK.

Tech startups

Answers customer questions in Intercom from your help docs, and passes bugs and billing to the right people.

Tech startups

Turns bug reports in Zendesk into Linear issues with steps to reproduce, and tells the customer it is logged.

CommonWatch

Tech startups

Follows up on failed Stripe payments and plans set to cancel with a short note in your voice.