Operations Engine
Follow-Up Engine
Every prospect who showed interest but didn’t book gets a structured second, third, and final chance. Messages are personalized to the specific service they asked about. Nothing generic. Nothing forgotten.
$2,000 setup / $600 per month operated by Momentiv
The Problem
The Gap
A homeowner calls about a roof inspection. Your team is on a job. By the time someone calls back four hours later, they’ve already booked with the company that responded first. Or worse: the lead is sitting in the CRM with no follow-up task, no reminder, and no second touch. It’s not that the lead was bad. It’s that nobody followed up.
The Math
What Broken Follow-Up Costs
of salespeople never make a single follow-up attempt
Nearly half of all sales interactions end after the first contact with no second touch. In home services, where the owner and the field crew are the sales team, that number is likely higher.
Source: Invesp
of sales require five or more follow-ups to close
The first contact rarely books the job. Most prospects need multiple touches before they commit. The businesses that run a structured sequence close more of the pipeline they already have.
Source: Invesp
of sales happen on the first contact
Only 2% of prospects book on the first interaction. The other 98% need follow-up. If your business doesn’t have a system for that, you’re leaving almost all of your pipeline on the table.
Source: Invesp
The Fix
The System
Every prospect who doesn’t book on first contact enters a multi-stage follow-up sequence. Messages reference the specific service they asked about and arrive through the same channel they used to reach out.
What We Build
Multi-stage follow-up sequences: 24-hour, 3-day, and 7-day cadence by default
Personalized messaging that references the specific service and original inquiry date
Channel-matched delivery that follows the channel the lead originally used
Automatic dormant status after the final sequence completes with no response
Full activity log with timestamps and outcomes for every follow-up interaction
Requirements
Required Inputs and Fit
What we need from you
CRM or field service management access with current lead data
Lead source list (where leads come in from)
Service list for message personalization per service type
Current follow-up process (if any) so we don’t duplicate or conflict
Preferred messaging tone and any language you want included or avoided
Definition of “booked” in your system (what status means the follow-up should stop)
Who this is for
Built for owner-led home services businesses where follow-up currently depends on someone remembering to do it. If your pipeline has leads that went cold because nobody called them back, this engine turns that pattern into a system.
Implementation
Implementation and Ongoing Operations
This engine is a single-tier build. It begins with a custom Launch Sprint and transitions immediately into a monthly operations retainer.
$2,000 setup fee
$600 per month operated by Momentiv
The Management Retainer
Systems break when they are abandoned. Your setup fee covers the custom build. From there, this engine is maintained through a monthly operations retainer. We handle the optimization, the reporting, and the technical oversight so you can focus on running your crews. All engine installations begin with a 90-day initial commitment to ensure baseline stability.
Outcomes
How We Measure Success
Follow-up open and response rate by stage
Which touches are working and which need adjustment
Cold-to-booked conversion rate
Prospects recovered from the follow-up sequence into scheduled jobs
Sequence completion rate
Leads that went all the way through without converting
Dormant lead volume
Completed sequence with no response, ready for revival later
Complementary Systems
Pairs Well With
Lead Response Engine
Catches the lead instantly, then hands it to the Follow-Up Engine if the first contact doesn’t result in a booking.
Booking Boost Engine
Gives followed-up prospects a direct path to schedule without waiting for another call.
Estimate Follow-Up Engine
Handles the specific case of proposals that went quiet, with messaging designed for estimate objections rather than general follow-up.
Stale Lead Revival Engine
Picks up where this engine leaves off. Leads that completed the full sequence and never converted are re-engaged 3 to 12 months later.
Common Questions
Frequently Asked Questions
The default cadence is three stages: 24 hours, 3 days, and 7 days after the initial contact. This can be customized during setup based on your sales cycle and service type. Some trades need a tighter cadence; others benefit from more spacing.
No. The messaging is designed to be helpful, not pushy. Each touch references the specific service they asked about and offers a clear path to book or opt out. Research consistently shows that no-pressure follow-up increases conversion rather than driving prospects away.
Yes. We integrate directly with ServiceTitan, Housecall Pro, Jobber, and the GoHighLevel ecosystem. The engine pulls lead data from your existing system and logs all follow-up activity back into it.
The sequence stops automatically. Once a lead’s status changes to booked in your system, all pending follow-up messages are cancelled. No duplicate outreach, no awkward messages after someone has already scheduled.
Yes. A prospect who asked about an AC tune-up gets different follow-up messaging than one who asked about a full system replacement. The sequences are configured per service type during setup.
We’ll map your current process during the Launch Sprint to make sure the automated sequences don’t duplicate or conflict with what your team is already doing. The goal is to replace the manual effort, not create confusion.
They’re automatically marked as dormant in your system. They’re not deleted. When paired with the Stale Lead Revival Engine, those dormant leads get a second shot 3 to 12 months later with fresh seasonal messaging.
Ready to stop losing prospects to forgotten follow-up?
Start with a diagnostic audit. We will map every gap, quantify what it is costing, and show you exactly which systems close it.