Define who owns each lead type, response time, escalation, and what counts as resolved.
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Follow-up system repair - Stan Consulting
Marketing automation for leads that keep going cold.
$10M+Paid media. Managed.
200+Shopify stores. Built.
300+Websites. Shipped.
+703%One campaign. Public.
9Case files. Documented.
Updated July 4, 2026 · page-specific generated visual · principal-led scope
For businesses where leads are real but the next action 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 claimed.
Founded 2019
Roseville, California
No retainer required to start
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Decision point
Automation should support ownership, not hide confusion.
This service turns calls, forms, consult requests, quote requests, and proposals into a visible follow-up handoff with owner assignment, reminders, handoff rules, and unresolved-list tracking.
What gets fixed
The sales 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 action, and booking or qualification path.
04 · Follow-up
If no answer, if waiting, if quoted, if proposal sent, if decision delayed.
05 · Summary
Response speed, unresolved leads, next actions due, booked work, won/lost status.
Lifecycle, data, owner map
Every automated step has an owner and a pass condition.
Automation can move a record, send a message, and create a task. It cannot own the sales decision. This map makes the human handoff and the acceptance test visible before launch.
| Lifecycle stage | Required data | Human owner | Automation job | Acceptance test |
|---|---|---|---|---|
| New inquiry | Source, timestamp, contact method, requested service or product | Named primary and backup responder | Create record, acknowledge receipt, assign owner | A test inquiry arrives once, with the correct source and owner, inside the response target |
| Qualified | Fit, need, value, timing, next action, consent state | Sales or principal owner | Create the next task and preserve context | The owner can see why the lead qualified and what must happen next |
| Quoted or proposed | Offer, amount or scope, sent date, decision date, objections | Named closer | Schedule bounded reminders and flag silence | No active proposal becomes ownerless or disappears from the due list |
| Won, lost, or nurture | Outcome, reason, value, next eligible contact date | Sales owner with management review | Stop incompatible sequences and update reporting | A closed test record exits active follow-up and appears in the correct outcome report |
Do not buy this if
Wrong-fit work creates more activity without a better decision.
This step is for improving the decision sequence, tracking, handoff, and follow-up around real buyer action.
If the service, product, price signal, availability, scope, or next action is not ready, the first job is offer clarity.
The system must create decisions: what to build, who follows up, what happened, and what should happen next.
Questions before contact
What owners usually ask before this step starts.
Can AI help with follow-up?
Yes, but only inside clear rules. AI can draft, summarize, step, and remind; it should not replace ownership or judgment.
What sales tool do we need?
The tool matters less than the fields, statuses, ownership, and tracking 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.
Fit check
Best fit: use it when the business can act on the marketing evidence, not just discuss it.
Bring the page, campaign, offer, tracking, and follow-up context. The growth plan shows which step is losing calls, quotes, orders, bookings, or sales.
The company has real demand, budget, or traffic, and can change the page, offer, proof, tracking, follow-up, or spend logic.
The useful move: change the marketing part that blocks sales before adding more tasks.
The web address, the offer, the ad or search source, the sales action that should happen, and what currently happens instead.
Show the handoff.
Share the lead source, status list, and follow-up rule that keeps breaking. Fix ownership before adding automation.
Request a quoteBuyer check
What to check before choosing this service
The service should move each inquiry to the right owner, response, qualification step, and sales outcome without losing context.
Good fit
Use it when leads arrive but replies are late, routing is unclear, estimates or proposals stall, or the business cannot see the final disposition.
Check first
Check source capture, assignment, response time, message sequence, qualification, reminders, sales notes, and the booked or closed outcome.