Define who owns each lead type, response time, escalation, and what counts as resolved.
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Follow-up system repair - Stan Consulting
CRM follow-up repair
$10M+Paid media. Managed.
200+Shopify stores. Built.
300+Websites. Shipped.
+703%One campaign. Public.
9Case files. Documented.
Updated June 2026 · page-specific generated visual · principal-led scope
For businesses where leads are real but the next step depends on memory, inbox luck, or a busy owner. Automation helps only after the rules are clear: who owns the lead, what happens first, what happens next, and what gets reported.
Founded 2019
Roseville, California
No retainer required to start
Buyer route
Automation should support ownership, not hide confusion.
This service turns calls, forms, consult requests, quote requests, and proposals into a visible follow-up path with owner assignment, reminders, handoff rules, and unresolved-list reporting.
What gets fixed
The buyer path, not just the page or tool.
The work starts where the buyer is already showing intent, then repairs the handoff to the next commercial action.
SMS, email, task, booking, and owner alerts designed around the buyer's next action.
A visible weekly view of new, contacted, quoted, waiting, won, lost, and unresolved leads.
Setup checklist
Use this checklist before more traffic, tools, or outreach.
01 · Capture
Phone, form, booking request, chat, quote request, consult request, and proposal response.
02 · Assign
Owner, backup owner, escalation, source, status, and priority.
03 · First reply
Immediate response, context, next step, and booking or qualification path.
04 · Follow-up
If no answer, if waiting, if quoted, if proposal sent, if decision delayed.
05 · Report
Response speed, unresolved leads, next actions due, booked work, won/lost status.
Do not buy this if
Wrong-fit work creates more activity without a better decision.
This route is for improving the decision path, tracking, handoff, and follow-up around real buyer action.
If the service, product, price signal, availability, scope, or next step is not ready, the first job is offer clarity.
The system must create decisions: what to fix, who follows up, what happened, and what should happen next.
Questions before contact
What owners usually ask before this route starts.
Can AI help with follow-up?
Yes, but only inside clear rules. AI can draft, summarize, route, and remind; it should not replace ownership or judgment.
What CRM do we need?
The tool matters less than the fields, statuses, ownership, and reporting discipline. The work can adapt to the stack if it can support the path.
What should not be automated?
Unclear offers, bad forms, unresolved service questions, unhappy buyers, and high-value decision conversations need human ownership.
Show the handoff.
Send the lead source, status list, and follow-up rule that keeps breaking. Fix ownership before adding automation.
Start diagnostic