Capture inquiries
Bring an agreed incoming request into a simple lead log, using a supported website form or existing system.
Crestpost FollowUp
Choose the problem worth solving.
Start with one point where customer communication takes too much manual effort. A website's appearance alone does not tell us whether you need automation.
Request consultationApplications to discuss
These are proposed pilot scopes. The actual systems, communication permissions and cancellation rules must support the 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.
HVAC and plumbing first.
We focus on independently operated businesses in smaller Texas communities. Inquiry acknowledgements, estimate reminders and appointment communication are practical places to investigate.
Check existing capabilities
You may already have suitable features in your job-management or booking software. We check the current process before recommending another tool.
Compatibility comes first
There is no universal integration promise. Provider APIs, plan access, data handling and client approval decide what is feasible. Missed-call text-back is not currently offered.
A 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.