“I’ll think about it.”
You sent an estimate three days ago. An approved email asks whether they need a question answered before deciding.
EMAIL FOLLOW-UP — SET UP FOR YOUR BUSINESS
Turn inquiries
into customers.
People ask for a quote, a menu, or a consultation—then go quiet. XPLead helps you follow up by email, remember their timing, and guide them toward a booking.
We write the messages and connect your tools. Choose a one-time setup or an AI-assisted service we manage for you.
Setup projects: $795 · Managed follow-up: from $349/month + setup
For your existing leads You approve the messages
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 connect the inquiry source, write your emails, and configure when to send them. Managed plans add AI-assisted personalization and ongoing monitoring.
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 approved emails and timing. Managed plans use the lead’s stated needs and timeline to adapt the message and next contact.
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 THE TIMING MATTERS
Every lead shouldn’t
get the same reminder.
Our managed plans use what the customer actually says to choose the next action, within rules you approve.
“Can we talk this week?”
Send the approved booking link or route the conversation to your team.
“The event date isn’t set.”
Offer a useful planning guide and ask when they’d like a check-in.
“Contact me in December.”
Record that date and schedule the follow-up. A new reply or opt-out updates the plan.
Built for the owner who is also doing the work.FROM THE FOUNDER OF CHARLOTTE STORIES
We write the emails.
We set up the system.
Scott Jensen brings a local publisher’s experience in writing for real people. XPLead applies that skill to your services, your customer questions, and your follow-up emails.
You approve the copy. We configure the connections and timing. Managed plans include monitoring and regular adjustments.
About XPLeadSERVICES & PRICING
Choose setup help
or ongoing management.
Launch gives you a fixed email sequence to run yourself. Essentials and Growth add AI-assisted follow-up managed by XPLead.
Launch
We build one email sequence in your existing software. Your team runs it.
$795one time
Your existing platform costs are separate.
Explore Launch- One supported form or lead source
- Up to 3 approved follow-up emails
- Business-specific copy and clear next steps
- Reply-stop and opt-out rules, where supported
- Testing, a handover guide & 14-day fix window
- No ongoing XPLead subscription
Best for a business that wants setup help and can run the system afterward.
Essentials
AI-assisted email follow-up for one lead source, managed by XPLead.
$349/ month
+ $1,495 one-time setup
Explore Essentials- One managed email follow-up workflow
- One source, mailbox & calendar
- AI-assisted messages and contact timing
- Your voice and approved business answers
- One customer guide, FAQ, or landing page
- Monitoring and a monthly activity summary
Best for an owner who wants us to manage one follow-up workflow.
Growth
Managed follow-up for new leads, open quotes, and past customers.
$749/ month
+ $3,495 one-time setup
Explore Growth- Up to three managed follow-up workflows
- Up to three supported inquiry sources
- Team routing & a supported CRM connection
- Quote and appropriate past-customer follow-up
- Up to three helpful resources or pages
- Monthly review & quarterly content refresh
Best for a team that needs follow-up across up to three workflows.
Launch is $795 once, plus your existing software fees. Managed plans have a setup fee and a monthly fee. We confirm supported tools and usage limits before payment.
Compare all three plansBEFORE YOU SIGN UP
Your questions,
answered.
Will it sound like a robot?+
We configure the language around your business, using examples and approved answers. You review sample conversations before automatic follow-up is enabled. Questions outside those boundaries go to your team.
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, the planned workflow can support both. A customer’s stated timing and preferences come first, followed by the rules you approve. The system should ask when timing is unclear, rather than guess a personal milestone.
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.
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.