Lead systems that answer in seconds and never lose a call.
Generating a lead is half the job. The other half is what happens in the sixty seconds after it arrives. We build the systems in between: a dialer that rings your rep and then the prospect while the form is still warm, text follow-ups with proper consent, tracking numbers per source, and a CRM that receives the lead with the ad click that produced it. You should never get an email and then type it into a CRM by hand.
Deliverables, not adjectives.
- 01
Speed-to-lead engine.
New lead triggers a rep-first call with a whisper, connects to the prospect, records the disposition, and falls back to a scheduled text sequence. Office-hours aware. Built on your phone numbers.
- 02
SMS and email nurture.
Compliant text and email sequences with carrier registration handled, opt-out logic, and consent proof stored with every lead.
- 03
CRM integration.
HubSpot, GoHighLevel, JobNimbus, ArborGold, ClickUp, Zoho and custom systems. Forms, calls, texts, Local Services Ads and estimate tools all land as records with source and click ID attached.
- 04
Call tracking and routing.
A tracking number per source, call recording emailed to the owner, and routing rules so a call from the map listing reaches a person, not a voicemail nobody checks.
- 05
Capture surfaces.
Multistep forms, quizzes, calculators and estimate tools that qualify while they capture, with staged fields so partial leads are never lost.
- 06
Compliance.
TCPA consent blocks, E-SIGN language, carrier brand registration and lead-buyer posting standards for regulated categories like lending and insurance.
Who this is for
- Contractors and service companies losing leads to slow follow-up
- Lenders, brokers and insurance groups buying or generating leads at volume
- Any business where the first call decides the sale
Platforms
- HubSpot
- GoHighLevel
- Twilio
- CallRail
- JobNimbus
- ArborGold
- ClickUp
- Zapier
- make.com
- ActiveProspect
About lead generation & crm systems.
- How fast is speed-to-lead?
- The rep's phone rings within seconds of the form submit. If the rep answers, the system dials the prospect and bridges the call. If not, the prospect gets a text inside a minute and the lead is flagged for follow-up.
- Does this replace our CRM?
- No. It feeds your CRM. We treat your CRM as the system of record and build everything to write into it cleanly.
- Is texting leads legal?
- It is when consent is captured and stored properly and the sending number is registered with carriers. We build both into every system and keep the proof with each lead.
Let us look at your lead generation & crm systems first.
Send a short brief. We will come back within one business day with what we would fix first and what it would take.
t@theoryroad.com · (512) 222-7805