Lead to Booked Call
Every lead gets followed up until they book or say no thanks.
The moment someone fills out your form, they get the next step by text and email. Pay, sign, book. Reminders stop the second they do it, and you stop losing people who got busy.
Intro package · $75 deposit
- Form submittedMon 9:02 AM
Website form. Wants strength coaching, mornings.
- Text sentMon 9:02 AM
Next step with the deposit link. “Reply STOP to opt out.”
- Email sentMon 9:02 AM
Same next step, with the $75 deposit link.
- Deposit paid · $75Mon 6:40 PM
Paid on Stripe's hosted page. Deal moved to Paid.
- Intake form and waiver sentMon 6:41 PM
- Reminder 1 sentTue 10:00 AM
Waiver still unsigned.
- Waiver signedTue 1:18 PM
Deal moved to Signed. Booking link sent. Waiver reminders stopped.
- Booked · Thu Nov 12, 7:30 AMTue 1:25 PM
With Coach Ari. Meeting link and reminders set.
- Reminder textWed Nov 11, 7:30 AMScheduled
Day before the session.
- Reminder textThu Nov 12, 6:30 AMScheduled
One hour before.
Mon Nov 2, 9:02 AM · website form
Only leads who agreed to calls · 9 AM to 6 PM · max 2 attempts · says it's an AI assistant
Stripe hosted page. Set up so card details are entered only there.
About Lead to Booked Call
Every lead that fills out your form gets followed up, fast and politely, until they pay, sign and book, or say no thanks. You stop losing people who were interested but got busy.
It works with the form you already have or one we set up. It's set up to log every touch on the deal in HubSpot, and it takes payment on Stripe's own hosted page. Reminders stop the moment the person does the thing.
Works with
- Your web form
- HubSpot
- StripeHosted payment page
- Your calendar
- Text and email
- AI callSet up to call only with consent
Sound familiar?
What owners tell us.
They fill out the form at 9 PM. By the time I call back, they hired someone else.
I lose people between "send me the waiver" and actually booking.
I don't have time to chase every lead three times.
How it works
Three steps, start to finish.
- Step 1
The form comes in
Ours or the one you already have. The lead and the deal show up in HubSpot right away.
- Step 2
They get the next step
A text and an email with a payment link or a booking link. Then the intake form and waiver, with reminders until it's done.
- Step 3
They book
A link to your calendar. Meeting link and reminders go out on their own. Quiet leads can get a polite AI call.
What you get
The details.
Instant follow-up
- The moment someone fills out your form, they get a text and an email with the next step.
- A payment link if you take a deposit, or a booking link.
- The lead and the deal show up in HubSpot right away.
Paid, signed, booked
- Once they pay, they get your intake form and waiver to sign, with reminders until it's done.
- Once signed, they get a link to book a time on your calendar.
- Reschedules, cancellations and no-shows update the deal on their own.
- Reminders stop the moment the person does the thing.
An AI call for leads who go quiet
- If someone stalls, say a day with no payment, an AI assistant can call to resend the link or book the time.
- It's set up to call only people who agreed to calls, only inside your allowed hours, with a limit on attempts.
- It's set up to say up front that it's an AI assistant for your business.
- The call summary and outcome are written to the deal.
You see everything
- It's set up to log every text, email and call on the deal in your CRM.
- The deal moves stage by itself.
Set up for consent and opt-outs
You stay in charge.
- You approve the messages, reminders and call rules before it goes live. After that, those approved rules apply to every new lead until you pause them. Anything outside those rules waits for a person.
- It's set up to record each lead's consent: what they agreed to, when and where.
- It's set up so STOP works on every channel. Do Not Contact is set up the same way.
- Payment runs on Stripe's own hosted page, and we set it up so card details are entered only there.
- One switch pauses all outreach, for one client or everyone.
How you get it
No big project. A fixed quote and a setup we do with you.
- Free discovery call
- Fixed quote
- Setup: we set up your form, messages, cadence, payment, forms, calendar and call rules, then test it end to end with you and turn it on
- Check-in
Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.
Questions
Common questions.
Does it work with the form I already have?
Yes. We connect your existing form, or set up a new one.
Will it annoy people?
Reminders stop the moment the person does the thing, and it's set up so STOP works on every channel.
Who does the AI call?
It's set up to call only leads who agreed to calls, only inside the hours you allow, with a cap on attempts. It's set up to say up front that it's an AI assistant for your business.
Do you see my customers' card numbers?
No. Payment runs on Stripe's own hosted page, and we set it up so card details are entered only there.
What happens when someone reschedules or doesn't show?
Reschedules, cancellations and no-shows update the deal on their own.
Can I stop everything at once?
Yes. One switch pauses all outreach, for one client or everyone.
What gets logged?
It's set up to log every text, email and call on the deal in HubSpot, and the deal moves stage by itself.
What does it cost?
One fixed price for the build, in a written proposal you agree to before anything is built. We start with a free discovery call, so the quote fits the way you work. Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.
What about AI usage costs?
If your build uses an AI provider, such as Claude, OpenAI or Grok, your written proposal names it and explains how usage is measured and billed, what's included, any markup, and any caps or overages, before you agree.
Works well with
Two or more builds qualify for one portal for your team.
Start with the problem.
Tell us the one job that costs you the most on a free discovery call. You owe nothing.