Lead Management Plan
Every lead, one app
Leads come at you from six directions. We funnel them all into the app on your phone, each one labeled with where it came from.
Where your leads come from today
Website
Phone calls
Google Ads
Facebook
Networx
Thumbtack
▼ PipelineOS connects them all
Your Leads Today
Mike R.2 min ago
Pool removal, Sacramento
Networx
Sarah T.1 hr ago
House demo quote, $19k estimate
Website
(916) 555-01843 hrs ago
Missed call. We texted them back for you
Phone
✓
Lands in secondsEvery lead shows up labeled with its source. Nothing to import.
✓
Missed calls get texted backYou're in the excavator, the lead stays warm.
✓
You see what's workingMonthly scoreboard: leads and wins by source.
What this fixes
Today"Leads are coming in all over the place"
✓One list in your app, every source, newest on top
Today"Hard to control each lead source"
✓Every lead labeled, so you see exactly what's producing jobs
Today"Connecting Networx has been a pain"
✓Networx leads import themselves, nothing to copy over
TodayCalls missed while you're on the job
✓Missed calls get an automatic text back, so the lead stays warm
To turn it on, we need three quick things
1
Forward two emails: one recent Networx lead and one Thumbtack lead, to wesley@localbusinesspipeline.com
2
Confirm the app: the same one that texts you website leads today
3
Thumbs-up on the phone number setup. We handle the rest