Capture inquiries
Bring an agreed incoming request into a simple lead log, using a supported website form or existing system.
Crestpost FollowUp
Stop Losing Leads.
Start Automating Growth.
Crestpost Digital helps service businesses respond to customers faster, follow up automatically, and turn more inquiries into booked jobs.
Early pilot consultations. Each customer workflow is scoped and tested before launch; no booking or revenue outcome is guaranteed.
Crestpost FollowUpWorkflow illustration
Inquiry received
An agreed website or inbox source
Customer acknowledged
Approved message, no appointment promise
Owner notified
A clear request and the next action
Lead status reviewed
One person owns the next conversation
One useful workflow. A clearer next step.
For independently operated HVAC and plumbing businesses in Texas communities. Start with the communication problem you want to solve, then choose a compatible workflow.
Acknowledge the request
Send an approved acknowledgement and notify the owner. An acknowledgement does not confirm an appointment.
Follow up on estimates
Agree when a reminder is appropriate, how replies stop it, and who handles the next step.
Remind customers about appointments
Use an agreed appointment source, timing and cancellation rule. Integration support is checked first.
Keep the owner informed
Surface requests that need attention, with clear status and a person responsible for the response.
Track the next step
Keep basic lead stages visible so enquiries, consultations, proposals and customers are distinct.
These are pilot applications, not a claim that every provider is connected. Email, estimate and appointment workflows depend on your systems, permissions and approved communication rules. Missed-call text-back is not currently offered.
Built around how you already work.
A managed setup with clear ownership, practical tests and a manual fallback. No need to buy a new website when your existing tools can support the agreed workflow.
Understand the current process
Discuss where inquiries arrive, how estimates are followed up and which tools you already have.
Agree one useful workflow
Define the trigger, messages, owner responsibilities, limits and separate provider costs.
Set up and test
Use approved account access and dummy data. Check duplicates, failures, replies and cancellation before launch.
Launch with your approval
Confirm the receiving inbox, customer wording and manual fallback, then approve the workflow.
Review and maintain
Review delivery, exceptions and agreed updates. Expand only when the working process supports it.
Start with a conversation,
not another subscription.
We’ll review inquiry sources, the steps that need attention and the software you already have. If it already solves the problem, we’ll say so.
Scope before price
Implementation and ongoing management are quoted after workflow review. Subscription prices are not yet published.
No payment is collected by the consultation form. Provider costs and ongoing responsibilities are agreed before work begins.
See the processA better website, when it helps.
Website creation, refreshes and landing pages are optional supporting services. A new website is not required for a compatible FollowUp workflow.
Make the next step easier.
Start with one customer communication problem. We’ll review the process and the tools you already use.