$497/mo follow-up layer

Booking
Follow-Up
System

Add the backend that catches website forms, Facebook lead ads, landing page inquiries, reminders, reviews, and SMS after registration. Social DMs stay included; the system simply gets more places to work.

Book A Follow-Up Build Call See CRM Autopilot

Best when leads are coming from more than DMs and the owner needs follow-up handled before going quiet.

Follow-Up Engine
Every intake source gets a next step
Source
Social DMs
Source
Website Forms
Source
Facebook Lead Ads
Source
Website Chat
New lead captured
Tagged, routed, followed up
CRM record created
01
Answer and qualify

Keep new inquiries moving.

02
Remind and recover

Reduce no-shows and missed bookings.

03
Review and reactivate

Turn customers into follow-up.

SMS
Business text line provisioning included

Registration, approval, and SMS follow-up come online as the dedicated line is approved.

Lead Sources

More Places For Leads To Enter.

DM To Booked starts in social messages. Booking Follow-Up adds the other places solo owners already get inquiries.

Website Forms

When someone fills out a contact form, landing page form, or website inquiry, the system can capture the lead, organize the contact, and start follow-up.

Facebook Lead Ads

If the owner is running their own Facebook lead ads, new submissions can feed into the same follow-up layer instead of sitting in an ad account.

Website Chat

Website chat can become another intake source once the business is ready to add more than social DMs.

SMS After Registration

A dedicated business text line can be added after registration and approval, including A2P/10DLC setup support.

The Job

Turn Intake Into Follow-Up.

This layer is for the lead who filled out a form, clicked an ad, asked a question, missed a booking step, or needs a reminder. It gives the owner a cleaner backend without jumping straight into the full CRM Autopilot build.

The assistant brain stays the same. The tools and connected channels expand.

$197

DM To Booked

Social DMs, stale-lead follow-up, and booking to calendar.

$497

Booking Follow-Up

Adds forms, lead ads, CRM records, reminders, reviews, and SMS setup.

CRM Autopilot at $997/mo is the next step when the business wants the full managed CRM, custom workflows, reactivation, reporting, and monthly optimization.

Launch Process

Build The Bridge Layer.

1

Find the intake sources

We map where leads already show up: Instagram, Facebook, website forms, landing pages, lead ads, or website chat.

2

Connect the follow-up layer

We route those leads into the CRM, tag the source, and trigger the right follow-up based on what the person asked for.

3

Add reminders and reviews

Booked appointments can receive reminders, and completed appointments can move into a review request workflow.

4

Prepare for autopilot

The system is built so the business can later expand into deeper pipelines, reactivation, reporting, and monthly optimization.

Common Questions

How is Booking Follow-Up different from DM To Booked? +
DM To Booked focuses on Instagram and Facebook DMs, stale-conversation follow-up, and calendar booking. Booking Follow-Up adds more lead sources and backend workflows: forms, lead ads, website chat, CRM records, reminders, reviews, and SMS after registration.
How does SMS setup work? +
Booking Follow-Up includes the dedicated business text line setup. SMS can start after registration and approval, which usually requires details like EIN, legal business name, entity type, and sometimes CP575 documentation. We handle that provisioning as part of this plan.
Is this for businesses running their own ads? +
Yes. If a solo owner is already running Facebook lead ads or sending traffic to a landing page, this gives those leads a follow-up path instead of leaving them to manual response.
When would someone move to CRM Autopilot? +
CRM Autopilot is the next layer when the business wants the full managed backend: deeper pipelines, multiple calendars, reactivation campaigns, custom workflow automations, reporting, and monthly optimization.

Catch The Lead.
Keep The Follow-Up Moving.

Add the follow-up layer for forms, lead ads, reminders, reviews, and text setup without jumping straight into the full CRM Autopilot build.

Book A Follow-Up Build Call