Up to three connected processes
Choose the journeys that matter: new inquiries, outstanding quotes, or suitable past-customer follow-up.
XPLead Growth
New leads. Open quotes.
Repeat business.
We set up and manage up to three follow-up workflows: for example, new inquiries, unanswered quotes, and appropriate past-customer outreach. Includes team routing and one supported CRM connection.
THE OPPORTUNITY
Keep three types of follow-up organized.
Your team may need to respond to new leads, check on proposals, and reconnect with past customers. Growth gives each workflow its own approved messages, timing, and owner.
WHAT WE DELIVER
What we set up
for your business.
A clearer process across more of the customer journey.
Team routing and CRM connection
Up to three supported inquiry sources, agreed team routing, and one supported CRM integration.
Up to three focused resources
Useful guides or landing pages for different customer questions, plus one quarterly refresh within the agreed content scope.
A monthly performance review
Review activity, handoffs, and owner-confirmed outcomes, with two small workflow adjustments each month.
A PRACTICAL EXAMPLE
Here’s a specific
example.
A caterer receives new event inquiries, has proposals awaiting a decision, and wants an appropriate way to reconnect with past office-order clients. Each gets its own approved path.
Illustrative scenario, not a customer result.A GOOD FIT
Is Growth
right for you?
You have a small team or several meaningful opportunity streams and need a shared, maintained process.
Talk through the fitWhat’s included—and who does what
Growth includes up to three defined processes, not unlimited custom development. Capacity, team access, connections, and ongoing changes are agreed in writing. New systems, major migrations, paid advertising, voice, and SMS are separately scoped.
We’ll confirm compatibility, deliverables, fees, and service terms in a written proposal. Submitting an inquiry starts a conversation, not a subscription.
START WITH A FREE PLAN
See how we’d follow up
with your leads.
Get a sample email, a recommended follow-up schedule, and a clear setup price for your business.
Get my free follow-up plan
No card required. Requesting a plan does not start a subscription.