No lead left behind is the system that connects your calls, forms and CRM in workflow automation that follows up with every contact automatically. A missed call on a Friday night, or a form that sits in an inbox nobody checks, gets the same automatic follow-up.
For clinics, salons, restaurants and service businesses in Greater Montreal that get calls and form submissions with no system to follow up on all of them, whether or not they have a dedicated sales team.
The named clients below link to published case studies where available.
This system addresses the obstacles described in the following points.
A customer calls after hours or while a team member is with another client, and nobody calls back. By the time anyone notices, that customer has often already called a competitor who picked up.
A quote request arrives by email, gets buried among other messages, and nobody notices for days, if anyone notices at all. The prospect, meanwhile, has already booked with someone else.
Without defined stages or scheduled reminders, every prospect follows a different path depending on who answered the phone that day. A lead forgotten today often leaves no trace that lets anyone find it again next week.
Human decisions cover the items listed below.
Assisted tasks are limited to the items listed below.
The following modules make up the system mechanism.
Calls tracked by call and form tracking, website forms and messages from your Google Business Profile all feed into the same workflow automation workflow, with no copy-pasting between tools. Whether it's a call a clinic takes on a Monday morning or a booking form a restaurant gets on a Friday night, the information lands in the same place and follows the same process.
The moment a lead arrives, an email or text sequence triggers based on rules you approve. You set the delay before the first follow-up and how many reminders go out before a file gets handed to someone on your team. A lead who replies exits the sequence automatically, so nobody gets a redundant message.
Each contact moves through a visual pipeline, HubSpot or an equivalent platform depending on your choice, with stages that match your real process: new lead, contacted, appointment set, customer. Your team sees at a glance who is waiting on a reply and for how long, instead of guessing from a shared spreadsheet.
The tools below connect to the functions described for this system.
Delivery follows the phases shown in this path.
We list your phone lines, your forms and your Google Business Profile to see where leads arrive today, and where they get lost. We also note the sales stages your team already uses, even if nobody has written them down yet.
We build the workflows that capture every call and form, send them into your CRM and schedule the follow-up sequences. The messages are written with you, so they sound like your business instead of a generic template.
The system goes live. We watch the first follow-ups, adjust the timing and messages based on what gets a response, and review the results with you to decide what to keep and what to change.
These case studies document published work for named clients.
The figures on these covers are each business’s own result, in its market and at that time, as reported by our clients. It is not a performance promise: yours will be different.
$349 /week
Source: Social Influence pricing, Essential plan with basic automation includedThese related systems cover complementary needs.
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See this systemThe answers below clarify the system scope and operation.
This system combines two Social Influence services: marketing automation (the email and text follow-ups) and CRM lead management (the pipeline that tracks every prospect). It captures your calls, website forms and Google Business Profile messages, then follows up with every prospect automatically so no request waits too long for an answer.
The system does not replace your current CRM: we configure or optimize the one you already use, such as HubSpot, instead of forcing a new one on you. If you don't have one yet, we recommend a platform sized to your team and suited to your industry.
Call and form tracking tracks your calls and forms, and workflow automation receives that information in real time. It's pushed straight into your CRM pipeline, so nobody on your team has to copy data between tools by hand every time a lead comes in.
We map your entry points, calls, forms and Google Business Profile, at the start of the engagement. We then connect workflow automation and your CRM and schedule the follow-up sequences. The system goes live once that configuration is done, and we adjust it from there.
Every incoming lead is tagged by source: Google Ads, Meta Ads, a website form or your Google Business Profile. You know exactly which channel brings in prospects who actually respond, instead of guessing where to put your advertising budget.
Your team decides which prospects receive a human call. We set the routing rules together: some leads trigger an automatic email or text follow-up, others alert the right person immediately. Automation never replaces your team's judgment on a sensitive file or a difficult case.
Your CRM shows a visual pipeline with the stage of every contact, from the first inquiry to the closed sale. Your team sees at a glance who is waiting on a reply, who has been followed up with, and who is ready for the next step.
Social Influence plans start at $200 a week for advertising only, $349 for one core service and $499 for two or three combined services. The exact price depends on the channels you choose and the scope, and ad spend is billed separately by the platforms. See our pricing plans for what each plan includes.
Call tracking works with your existing phone line, whichever provider you use. A tracking number simply forwards to your usual line, and every call gets logged automatically in your CRM, with no need to change equipment, carriers or your phone contract.
Each location can have its own tracked numbers and pipeline stages in the CRM. Management still gets one overview across every location and team without checking each branch separately.
Your customer data stays in the CRM and the tools you choose. It is processed only by the tools named on this page (call and form tracking, workflow automation, your CRM), under the consent and privacy principles set out in Quebec's Law 25, and you control who on your team can access it.
Email and text follow-up sequences can be configured in both languages depending on your customer base. This suits Greater Montreal businesses that get calls and form submissions in French and English.
A call helps determine how its modules apply to your business.
Book a callWe'll look at your online presence, reviews, website and ads. Then we'll tell you what is holding back calls and bookings for your business, whether you're in Mascouche, Greater Montreal or elsewhere in Quebec.
20 minutes, no obligation, and we'll tell you if it's not a fit.
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