Implementation / Requestable

Lead Follow-Up Setup

Stop new inquiries from disappearing between a form, inbox, spreadsheet, or CRM by giving each lead an owner, status, next action, and tested follow-up.

Prepare a setup request

Engagement brief

Useful outcome: A tested lead workflow with alerts, acknowledgement, up to three follow-up emails, status tracking, failure notification, and complete documentation.
For whom: Solo operators and small teams with a real lead source but an inconsistent acknowledgement, routing, follow-up, or status process.
Availability: Up to 2 accepted engagements per month; availability is confirmed after review
Timing: 7–10 business days after the agreed start date
Pricing status: $900
Request path: When secure intake is active, the site records the request and returns a reference. Otherwise it prepares an email that you review and send yourself.
If accepted: The agreed setup is due 7–10 business days after the confirmed start date. A 50% deposit follows approved scope; the final 50% is due after approved testing and before handoff.

Lead Follow-Up MapCSV · v2.0

InquiryOwnerStatusNext actionEXAMPLE-001Sample Owner ARepliedSend the published scope questionsEXAMPLE-002Sample Owner BWaitingReview after requester sends the current process

Fictional examples · replace before use

Preview of the downloadable Lead Follow-Up Map

Inside the engagement

Included in scope

One existing form or lead source
One destination: a customer-owned CRM or Google Sheet
Immediate internal lead alert
Customer acknowledgement email
Up to three follow-up emails
Basic status pipeline
Error or failure notification
Complete agreed-workflow testing
Workflow diagram and documentation
One revision
Fourteen days of defect support

Outside the engagement

Not included

SMS
WhatsApp
Voice calls
Cold outreach
Complex migrations
Custom software

Working rationale

Understand the system before changing it.

One complete, testable path

The setup connects one existing form or lead source to one customer-owned CRM or Google Sheet. It includes an immediate internal alert, customer acknowledgement, up to three follow-up emails, a basic status pipeline, and failure notification.

MethodCo tests the agreed workflow before handoff and supplies a workflow diagram and documentation.

Defined finish and support boundary

One revision and 14 days of defect support are included. New workflows, complex migrations, custom software, and additional channels are separate work.

Delivery stages

A readable path through the work.

01
Stage 1
Share one real lead source and the customer-owned destination
02
Stage 2
Confirm scope, access, capacity, and the start date
03
Stage 3
Pay the 50% deposit after the written scope is approved
04
Stage 4
Build and test the agreed workflow
05
Stage 5
Approve testing and pay the remaining 50% before handoff
06
Stage 6
Receive the workflow diagram, documentation, and 14 days of defect support

Method Service standard

Keep the promise inside the written scope and leave consequential decisions with a responsible person.

The detailed public commitments and refusal list live in one place.

Read The Standard

Before requesting

Questions worth resolving early.

Which tools can the setup use?

The destination is one customer-owned CRM or Google Sheet. The customer owns and pays for every software account used in the workflow.

Does this include SMS, WhatsApp, calls, or cold outreach?

No. The first version excludes SMS, WhatsApp, voice calls, cold outreach, complex migrations, and custom software.

How does the audit credit work?

A completed $300 Website & Lead-System Audit can provide a $150 credit toward setup for the same workflow. It does not expire and is applied to the final setup invoice.