Playbook · Software development agency
Lead rescue for software development agencies
Answer every new lead within a minute, get the owner on the emergencies, and chase anyone nobody has called back within the hour.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 12
- Client fills in
- 4
- Accounts
- 3
- Starts
- From a form, within seconds
Uses
Every step, in order
Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.
Why this workflow
Most small businesses lose leads in the first hour, not the first week: the enquiry lands while the owner is on a job, and by the time anyone calls back the customer has booked someone else. An instant reply buys time, an alert gets the urgent ones answered, and a check an hour later catches the leads that slipped.
- Starts whenA form is sent
- TextInstant reply
- EmailEmail acknowledgement
- Web requestSend to CRM or sheet
- BranchEmergency?
- IfIf urgent
- TextText the owner now
- Wait · 10 minGive the owner 10 minutes
- BranchOwner acknowledged?
- IfIf not yet
- TextEscalate
- IfIf acknowledged
- IfIf otherwise
- Wait · 1 hourWait an hour
- BranchHas anyone contacted them?
- IfIf not yet
- TextThe rescue
- NotifyTell the owner
- IfIf contacted
What each client fills in
- Business name
- How the texts and emails sign off.
- Owner’s mobile
- Rung for emergencies. Add a second number after a comma and the escalation goes there.
- Owner’s email
- Gets one line for every lead the workflow rescues.
- Booking or quote link
- Sent to a lead nobody has contacted after an hour.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
Webhook URL (CRM or sheet)
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Pick the client’s form that starts it
- Connect the client’s Twilio (SMS), for “Instant reply”, “Text the owner now”, “Escalate” and “The rescue”
- Connect the client’s Resend (email), for “Email acknowledgement” and “Tell the owner”
- Connect the client’s Webhook URL (CRM or sheet) (optional: the step can be turned off instead), for “Send to CRM or sheet”
- Fill in Business name (How the texts and emails sign off)
- Fill in Owner’s mobile (Rung for emergencies. Add a second number after a comma and the escalation goes there)
- Fill in Booking or quote link (Sent to a lead nobody has contacted after an hour)
- Fill in Owner’s email (Gets one line for every lead the workflow rescues)
Related templates
- PackSoftware development agencyProject-based dev agency packA project-based dev agency sells fixed or capped builds out of a paid discovery phase, so it always needs the next project.
Airtable
Calendly
4 workflows · 27 steps · 8 apps - PlaybookB2B software (SaaS)Lead rescue for B2B software companiesThe same playbook, written for B2B software (SaaS).12 steps · 2 apps
- PlaybookCoachingLead rescue for coachesThe same playbook, written for coaching.16 steps · 2 apps
Thrum is cooking.
Get early access and you’ll be among the first in. Early members get a launch perk.