Capture every new lead, qualify them automatically, and route to the right person — no manual sorting.
Home service leads come in through five or six channels — Google LSA, web form, Facebook, Yelp, Angi, referral calls — and most shops route them all into one shared inbox or one dispatcher's cell. The result: a plumbing lead sits 4 hours before anyone calls back, the homeowner books with a competitor, and the LSA charge still posts. Speed-to-lead data in the trades is brutal: response within 5 minutes triples close rates versus 30+ minutes. Lead intake automation captures every channel into one pipeline, auto-qualifies by job type and service area, and dispatches the right lead to the right CSR or tech within seconds. For multi-van operations it also prevents the classic "nobody called this guy back, I thought you had it" problem that eats 15–25% of paid leads.
A four-truck HVAC shop in Nashville unified Angi, LSA, and their web form into a single Zapier → HubSpot flow with auto-SMS in under 2 minutes; average response time dropped from 47 min to 3 min and their LSA close rate climbed from 22% to 38%. A restoration company in Atlanta tags leads by urgency — water damage goes straight to on-call, mold inquiries queue for morning — cutting their "dead lead" rate in half. A solo handyman in Raleigh routes anything outside a 15-mile radius to an auto-decline template so he stops wasting estimate time on jobs he won't take.
Connect all lead sources (website form, Google Ads, Facebook Lead Ads, phone) into a single CRM — typically GHL or HubSpot.
When a lead comes in, automatically create a contact record, set the pipeline stage to 'New Lead', and tag by source.
Fire an automated SMS and/or email within 2 minutes: 'Thanks for reaching out! We received your inquiry and will be in touch shortly.'
Use an AI chatbot or SMS sequence to ask 2-3 qualifying questions: service needed, location/zip code, timeline, and budget range.
Based on service type, location, or lead score, automatically assign the contact to the correct salesperson or team member in your CRM.
Send a Slack message or email to the assigned rep with all lead details so they can follow up immediately.
Tuned for Home Services. Use as-is or adapt to your voice.
Hi [First Name], this is Dana at Bluewater Plumbing. I got your request about [job type]. Quick question — is this an emergency or can it wait until tomorrow? Reply EMERGENCY, TODAY, or THIS WEEK and I'll get you scheduled.
New lead: [Name] | [Phone] | [Zip] | Source: [LSA/Angi/Web] | Job: [type] | Urgency: [tag] | First response due by: [+5 min]. Claim in HubSpot or reply TAKE in this thread.
Thanks for reaching out — unfortunately [Zip] is outside our service area. We'd recommend [Partner Shop Name] at [phone]. If you're ever inside the 610 loop, we'd love to help.
Hi [First Name]! Thanks for reaching out to [Business Name]. We got your message and someone from our team will contact you shortly. Questions? Reply here anytime.
Hi [First Name], this is [Business Name]. Quick question before we connect — what type of [service] are you looking for, and when do you need it? (We want to send the right person your way!)
New Lead: [Contact Name] | Source: [Lead Source] | Service: [Service Type] | Phone: [Phone] | Email: [Email] | Assigned to: [Rep Name]
Get one new AI workflow per week, tuned for Home Services teams. Real templates, real ROI.
Avoid this workflow if your lead volume is very low (under 5/week) — the setup overhead won't pay off. Also review your qualification questions carefully; asking too many questions upfront can reduce response rates.
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