“I’ll think about it.”
You sent an estimate three days ago. A personal email asks whether they need a question answered before deciding.
AI EMAIL FOLLOW-UP · PERSONALLY MANAGED
Your next customer
already reached out.
XPLead writes and sends personal follow-up emails to your existing leads, remembers when they’re ready, and helps move the conversation toward a booking.
We handle setup, tailor the messages to your business, and maintain the process. You choose what needs approval and what can run automatically.
Essentials: $299/month + $499 one-time setup
250 active leads + 1,000 AI emails per billing month
For your existing leads Review first or send automatically
See what a customer actually receives.
Email follow-up example
ILLUSTRATIVE DEMOJM
Jordan M.Kitchen renovation · Estimate requested
Waiting on timingREMEMBERWaiting for a closing date
NEXT MOVEAsk for a useful check-in date
The customer’s requested timing comes first.
Useful context. Clear next steps. You stay in control.
Customer: “Two weeks would be great.”
The agreed date is recorded. Follow-up is scheduled within your business’s rules. A reply or a request to stop changes the plan.
Ready now? Offer a booking.Not ready? Agree on a follow-up date.
Follow-up for appointments, quotes, and bookings.
Home servicesCatering & eventsReal estateProfessional services
WHERE SALES CONVERSATIONS GET STUCK
They asked.
Did anyone follow up?
These are the conversations XPLead helps your business keep track of—and respond to.
“We’re still planning.”
An office needs lunch for 25 people. Follow-up helps confirm the date, guest count, and next step with your team.
“After I find a job.”
The buyer expects news in December. The managed workflow records that timeline and checks in when they asked.
WHAT XPLEAD DOES
Your lead comes in.
The follow-up is set.
We learn your process, connect supported tools, and test real-world scenarios with you. Your managed program writes individual emails and adjusts the next step as conversations change.
See the setup processConnect your inquiries.
Bring leads from a supported website form, inbox, or CRM into the agreed workflow. We check compatibility before you pay.
Send the right follow-up.
Use the lead’s stated needs, conversation history, and timeline to shape the message and next contact. Choose individual review or automatic sending.
Bring your team in.
Interested customers get a clear way to book or reply. Questions that need your judgment come back to you with the conversation history.
WHY CHOOSE XPLEAD
Advanced AI.
A personal touch.
You bring your business knowledge. We turn it into a working follow-up process and help keep it running.
A real person learns your business.
We review your offers, common objections, and examples of your writing. You get a named contact for setup and the ongoing support included in your plan.
Leading models. Tested for your work.
Your managed plan includes ongoing evaluation of the latest leading AI models and tested upgrades when they improve your follow-up. We assess writing quality, accuracy, and reliability against your business’s examples. You get the improvements without researching models or rebuilding your program.
Remember the reason they’re waiting.
A new job. An event date. A budget decision. Follow-up uses what the lead actually told you, including quoted offers and promised contact dates.
Keep the process simple.
We connect supported tools, write the business instructions, and test the workflow with you. Ongoing monitoring and defined adjustments are included in managed plans.
YOUR BUSINESS. YOUR COMFORT LEVEL.
Set the style.
Choose the control.
Managed plans let you decide how follow-up should feel, while every lead keeps an individual timeline.
Review First or Automatic.
Approve each email yourself, or let routine messages send within your approved rules. Change the setting as your confidence grows.
Gentle to Persistent.
One slider adjusts tone and preferred frequency. See example wording and timing before saving. A customer’s requested date always comes first.
Step in when it matters.
Pause a lead or take over a conversation. Questions about special prices, commitments, or sensitive details come back to your team.
Built for the owner who is also doing the work.FROM THE FOUNDER OF CHARLOTTE STORIES
Local experience.
Personal attention.
XPLead was founded by Scott Jensen, the founder of Charlotte Stories. His work connecting with local audiences shapes our approach: understand the person, explain clearly, and make the next step easy.
Your setup starts with a conversation about your business. We help shape the messages and follow-up rules, then test them with you before activation. You have someone to contact when the process needs attention.
About XPLeadSERVICES & PRICING
Start with Essentials.
Grow when you need to.
Essentials handles one sales process. Growth covers up to three. Both include personal setup, ongoing care, and AI model improvements.
Essentials
Your main lead follow-up, written, connected, and cared for by XPLead.
$299/ month
+ $499 one-time setup
Get my Essentials plan- One lead source, mailbox & booking calendar
- 250 active leads each billing month
- 1,000 AI emails prepared each billing month
- Individual emails and follow-up timelines
- Review first or send automatically
- Gentle-to-Persistent tone and timing control
- Your voice, approved answers & one helpful resource
- Monitoring, model improvements & monthly summary
For an owner who wants one sales process handled. Requesting a plan is free.
Growth
Keep new inquiries, open quotes, and repeat-business opportunities moving.
$599/ month
One-time setup quoted before payment
Get my Growth plan- Everything in Essentials, across up to 3 workflows
- 1,000 active leads each billing month
- 5,000 AI emails prepared each billing month
- Up to 3 supported inquiry sources
- Team routing & one supported CRM connection
- Appropriate past-customer and quote follow-up
- Up to 3 helpful resources or pages
- Monthly review & 2 small workflow adjustments
For a team with several follow-up needs. We confirm your setup cost and capacity in writing.
Launch
We build a fixed email sequence in the software you already use.
$795one time
Your existing platform costs are separate.
Get my Launch plan- One supported inquiry source
- Up to 3 approved follow-up emails
- Business-specific copy and a fixed schedule
- Reply-stop and opt-out rules, where supported
- Testing, handover guide & 14-day fix window
- No ongoing XPLead subscription
For a business that already has the software and a person to run it. Ongoing AI management is not included.
Essentials: $499 setup + $299/month. Growth: $599/month + quoted setup. Launch: $795 once. We confirm connections, usage allowances, and terms before payment.
Need more capacity? Each $99/month capacity pack adds 250 active leads + 1,000 AI emails to either managed plan. See counting and upgrade rules.
Compare all three plansBEFORE YOU SIGN UP
Your questions,
answered.
Why choose XPLead if I already have a CRM?+
Choose XPLead when you want someone to implement and maintain the follow-up around your business. We combine personal setup, tailored writing, adaptive timing, and ongoing care. We check your current tools first and recommend only the work that fills a real gap.
Will the AI stay up to date?+
Your managed plan includes ongoing evaluation of the latest leading AI models and tested upgrades when they improve your follow-up. We assess writing quality, accuracy, and reliability against your business’s examples. You get the improvements without researching models or rebuilding your program.
Will it sound like a robot?+
We learn how you speak, what you offer, and the questions customers ask. You review sample conversations before activation. Choose Review First for individual email approval, or Automatic for routine emails within your rules. Unusual requests come back to a person.
Do I have to replace my CRM?+
Not always. We first check your existing tools and the available connections. If your current system can do the job, we may configure it. If you need a simpler workspace, we can provide one. Compatibility is confirmed before payment.
Can it follow up weekly or months from now?+
Yes. Managed plans build a timeline around each lead’s conversation. Choose a follow-up intensity from Gentle to Persistent. A request to wait three months still takes priority, even at the highest setting. New replies, pauses, and opt-outs update what happens next.
Does XPLead bring me new leads?+
The standard packages focus on inquiries and customer relationships your business already has. They do not include advertising, purchased contact lists, or guaranteed appointments.
START WITH A FREE PLAN
See how we’d follow up
with your leads.
See a sample email in your business’s voice, a suggested timeline, and a clear price. We review your request personally.
See my free follow-up plan
No card required. Requesting a plan does not start a subscription.