05 · Lead Management
Lead management and follow-up for Melbourne local businesses.
Lead management is the part of the Savio Digital CRM that stops enquiries going cold. Every enquiry and quote lands on one board and moves through it until the job is won or lost, and a short sequence of texts and emails chases each one for you until the customer books, replies, or says no. It runs on a schedule rather than on whether you remembered, and it stops the moment they respond. The quotes you meant to chase on Thursday get chased on Thursday.
- Every enquiry and quote on one board
- Followed up by text and email, spaced across days
- Stops the second they reply or book
- Written in your voice, not sales-speak
- Every lead in one list instead of your head
What is automated follow-up?
It is the part of the job nobody enjoys, done properly and on time without you having to think about it. Someone asks for a quote, you send it, and then it goes quiet. Following up feels like nagging, the week gets away from you, and a fortnight later it feels too late to bring up.
The system takes that over. Each enquiry gets a short sequence of messages spread over days, written in your voice, and every one of them stops instantly the moment the customer replies, books, or tells you no. You are left with a list of live quotes instead of a vague feeling that you have forgotten something.
Why do quotes go quiet?
Almost nobody actually says no. They say they will think about it, and then both of you get busy. The quote does not die from rejection, it dies from silence, and silence is the easiest thing in the world to fix.
Not deciding is not the same as declining
A customer who has gone quiet has usually not chosen someone else yet. They have just moved it down the list, and a polite nudge often moves it straight back up.
The follow-up loses to the day
You meant to ring on Thursday. Thursday became a callout, then a weekend, then a fortnight. Nothing went wrong, the day just filled up, which is exactly why it needs to happen without you.
It usually takes more than one touch
One quote and one hopeful silence is not a follow-up process. Most jobs that come back do so after the second or third contact, which is precisely where most trades stop.
The winner is often just the one who checked in
When two quotes are close, the business that followed up feels more organised and more interested. That impression does a surprising amount of the deciding.
How does it work, step by step?
The enquiry lands in one place
From your website form, a phone call, a missed call text, or wherever else people reach you. Everything goes into one list rather than being spread across your inbox, your phone and your memory.
The first message goes out promptly
The quote, or whatever they asked for, sent while the conversation is still warm. Speed on the first response is the single biggest factor in whether a quote gets read at all.
It follows up on a schedule, politely
A short text a few days later. An email after that. Spaced across days rather than fired off in one afternoon, and worded like a person checking in rather than a sales sequence.
It stops the instant it should
They reply, they book, or they say no, and the sequence ends immediately. Nobody gets chased after they have answered, which is what separates persistent from irritating.
You see what is still live
The quotes still waiting on an answer are visible in one list, so you know what is actually in play rather than guessing at the end of the month.
What is included?
- Every enquiry followed up automatically
- Text and email, spaced sensibly across days
- Sequences stop instantly on reply, booking or a no
- Messages written in your voice and signed off by you
- Every lead collected in one list
- Clear view of which quotes are still open
- Different sequences for quotes and general enquiries
- Easy opt out on every message
- Setup, monitoring and adjustments handled for you
Where does Savio work?
Savio Digital is based in Melbourne and works with trades and local services across the metropolitan area and regional Victoria. The system is not location-dependent, so it runs equally well anywhere in Australia, but most clients are within a couple of hours of the city.
- Melbourne CBD and inner suburbs
- Northern suburbs, including Preston, Reservoir and Epping
- Eastern suburbs, including Box Hill, Ringwood and Croydon
- South east, including Dandenong, Berwick and Cranbourne
- Bayside and the Mornington Peninsula
- Western suburbs, including Footscray, Werribee and Melton
- Geelong, Ballarat and Bendigo
- Regional Victoria and the rest of Australia
What this does not do
Follow-up automation is where most businesses cross the line from helpful into annoying. These are the limits Savio holds to, and the reasons for them.
It does not chase people forever
The sequences are short and finite. Endless nagging costs you the reputation the rest of the system is building, and it does not win the job anyway.
It does not pretend to be a personal message when it is not
The wording is warm and in your voice, but it is not written to trick someone into thinking you typed it at that moment. People can tell, and resenting it is worse than ignoring it.
It will not fix a quote that was wrong
If the price or the scope was off, no amount of following up changes the answer. This gets your quote read and considered, not accepted.
It does not replace picking up the phone
For a big job, a call still beats a text. The sequence is there to make sure the small and medium ones do not quietly evaporate.
Common questions
A short, finite sequence spread across days rather than an open-ended campaign. The exact number is set to suit your trade and job size, and it always ends whether or not the customer responds.
It is built specifically not to. The messages are spaced, polite, worded like a person checking in, and they stop the moment someone replies. Every message also carries a way to opt out.
The sequence stops immediately. Being chased after you have already said yes is the most irritating version of this, and it is the first thing the system is set up to avoid.
Yes, and they usually want different treatment. A quote worth several thousand dollars deserves a different rhythm from someone asking whether you service their suburb.
Yes. Everything is written in your voice and signed off by you before it sends, and you can change it whenever you like.
Into one list you can see, so a quote does not get lost between your inbox, your texts and a note on the dash. That visibility is often worth as much as the chasing.
The sequence ends there. A clear no is genuinely useful information, because it takes the job out of the maybe pile and stops you wondering.
No. It is triggered by a specific enquiry from a specific person about a specific job, not a list being broadcast to. Nobody who did not contact you gets a message.
Usually a few days once we know how enquiries reach you and what a typical quote looks like. It starts working on the next enquiry that comes in.
The rest of the CRM
Every part runs inside the one system, and each works on its own. Together they close every gap between someone searching for what you do and booking you to do it.
- The CRMOne inbox, a lead and quote pipeline, and a live dashboard you can check any time.
- Websites and local SEODesigned, written and built to rank, so locals find you first.
- Google reviewsEvery finished job asks for a review automatically.
- Missed call text backA text within seconds of any call you cannot take.
- Lead managementEvery enquiry and quote tracked until it is won or lost.
- AI voice receptionistAnswers the calls you cannot, day or night.
See what it would look like for your quotes
Book a free strategy call. I will show you the exact sequence your customers would get, how it fits with the way enquiries reach you now, and what it costs. It's $200 to install, free on Growth and Complete, then plans from $31 a week. No pitch deck, no obligation.