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Lead Capture and Follow-Up System

Turn more inquiries into booked appointments.

Most local businesses do not need more disconnected marketing tools. They need one system that captures leads, follows up quickly, organizes conversations, and makes it easier to book appointments.

  • ✓One connected system
  • ✓One accountable operator
  • ✓Paid advertising optional

One connected system

  1. Website
  2. CRM
  3. Automations
  4. Tracking
  5. Optional ads

The system

One connected system.

Momentum Marketing builds and manages that system using a conversion-focused website, CRM, automations, tracking, and optional paid advertising.

You provide the service. We make sure fewer opportunities disappear before they reach your sales process.

01

Website

A full website build or targeted improvements, with lead capture forms, booking pathways, and clear calls to action.

02

CRM

GoHighLevel CRM setup with your lead pipeline, contact records, calendar integration, and appointment tracking.

03

Automations

Missed-call text-back, new-lead SMS and email follow-up, appointment and no-show reminders, and review requests.

04

Tracking

Website tracking, lead source tracking, and lead status and task tracking inside the CRM.

05

Optional ads

Google or Meta advertising, added after the core lead system is installed or during the initial implementation.

Who this is for

Built for established local service businesses.

Our founder owns and operates a med spa, so we know what it takes to fill an appointment book. This system is designed for businesses that are ready to grow.

Designed for businesses that:

  • Already have a proven service or offer
  • Want more organized lead management
  • Miss calls or lose track of inquiries
  • Need better follow-up and appointment booking
  • Have someone responsible for responding to leads
  • Want one connected system instead of several disconnected tools

This is not for businesses looking for guaranteed lead volume, guaranteed revenue, or a replacement for their sales team.

Core offer

Lead Capture and Follow-Up System

Core offer

Lead Capture and Follow-Up System

Onboarding

Starting at

$2,000

Monthly management

 

$497per month

The exact onboarding fee depends on the amount of implementation required.

  • Website and Conversion Setup

    Full website build or targeted website improvements · Mobile-first design · Clear service and offer presentation · Lead capture forms

  • CRM and Pipeline

    GoHighLevel CRM setup · Lead pipeline · Contact records · Appointment tracking

  • Automated Follow-Up

    Missed-call text-back · New-lead SMS follow-up · Email follow-up · Appointment reminders

  • Ongoing Management

    Website hosting and maintenance · CRM and automation monitoring · Form and booking monitoring · Basic system troubleshooting

Onboarding pricing

Pick the starting point that fits your website.

Final onboarding pricing is confirmed after reviewing the existing website, offer, assets, and implementation requirements.

Option 1

CRM and Lead System Setup

Starting at

$2,000

+ $497 per month management

For businesses that already have a usable website and need the CRM, tracking, automations, calendar, and lead follow-up system installed.

Book a strategy call

Option 2

Website Improvements Plus CRM Setup

Starting at

$2,500

+ $497 per month management

For businesses that need targeted website updates, new conversion sections, improved calls to action, and the complete CRM system.

Book a strategy call

Option 3

Full Website Build Plus CRM Setup

Starting at

$4,000

+ $497 per month management

For businesses that need a new website, complete conversion structure, CRM setup, tracking, automations, and booking functionality.

Book a strategy call

Paid advertising add-ons

Add advertising when the system is ready.

Paid advertising is optional. It can be added after the core lead system is installed or included during the initial implementation.

Advertising spend is paid directly by the client to Google or Meta.

Start here

Add-on

One Advertising Channel

$1,000per month

Includes:

  • One advertising platform
  • Campaign setup
  • Ad account and tracking setup
  • One primary campaign
  • Landing page or funnel connection
  • Weekly campaign monitoring
  • Basic optimization
  • Monthly performance report
  • Lead tracking inside the CRM

Recommended for businesses starting with one proven channel.

Add-on

Google and Meta Management

$2,000per month

Includes:

  • Google Ads management
  • Meta Ads management
  • Campaign setup on both platforms
  • Tracking and CRM connection
  • Weekly monitoring and optimization
  • Cross-channel reporting
  • Basic creative and campaign recommendations
  • Monthly performance review

Both channels should be used only when the business has sufficient budget, fulfillment capacity, and a proven offer.

Advertising Launch Fee

A one-time launch fee may apply based on campaign complexity, tracking requirements, landing page needs, and creative production.

Advertising management does not include the client's advertising spend.

Typical launch fee

$750

per advertising channel

Recommended customer path

Build the system first. Then add traffic.

The core system comes first because paid traffic flowing into a broken follow-up process simply creates more expensive leakage.

  1. 1

    Install the Lead Capture and Follow-Up System

  2. 2

    Confirm the CRM, tracking, forms, and automations are working

  3. 3

    Add one advertising channel

  4. 4

    Collect performance data

  5. 5

    Expand to a second channel only when justified by results and capacity

Timeline

Set up in Week 1. Tested in Week 2.

  1. 01Week 1

    Strategy and Setup

    • Review business and offer
    • Review existing website and lead process
    • Build CRM pipeline
    • Configure calendar and lead tracking
    • Create follow-up workflows
    • Plan website updates or new pages
  2. 02Week 2

    Implementation and Testing

    • Complete website or website improvements
    • Connect forms and booking tools
    • Test notifications and automations
    • Test missed-call text-back
    • Confirm tracking and lead routing
    • Review final system with the client
  3. 03Ongoing

    Ongoing

    • Monitor system performance
    • Maintain automations and forms
    • Make agreed website updates
    • Review lead flow and appointment activity
    • Provide monthly recommendations

The objective

Capture more inquiries, follow up faster, organize the sales process, and create more opportunities to book qualified appointments.

  • One connected system.
  • One accountable operator.
  • A clear path from inquiry to appointment.

FAQ

Questions, answered.

Who is this for?

Established local service businesses that already have a proven service or offer, want more organized lead management, miss calls or lose track of inquiries, need better follow-up and appointment booking, have someone responsible for responding to leads, and want one connected system instead of several disconnected tools. It is not for businesses looking for guaranteed lead volume, guaranteed revenue, or a replacement for their sales team.

How much does it cost?

The Lead Capture and Follow-Up System is onboarding starting at $2,000, plus $497 per month for monthly management. The exact onboarding fee depends on the amount of implementation required.

Which onboarding option do we need?

CRM and Lead System Setup (starting at $2,000) is for businesses that already have a usable website. Website Improvements Plus CRM Setup (starting at $2,500) adds targeted website updates, new conversion sections, and improved calls to action. Full Website Build Plus CRM Setup (starting at $4,000) is for businesses that need a new website. Final onboarding pricing is confirmed after reviewing the existing website, offer, assets, and implementation requirements.

What does the monthly fee cover?

Website hosting and maintenance, CRM and automation monitoring, form and booking monitoring, basic system troubleshooting, light website and content updates, performance and system review, and limited monthly website changes within the agreed scope. It does not include unlimited revisions, custom software development, or major redesigns.

Is paid advertising included?

Paid advertising is optional. One Advertising Channel is $1,000 per month, and Google and Meta Management is $2,000 per month. A one-time launch fee may apply, typically $750 per advertising channel. Advertising spend is paid directly by the client to Google or Meta and is not included in advertising management.

Should we start with Google and Meta at the same time?

We recommend installing the core system first, confirming the CRM, tracking, forms, and automations are working, then adding one advertising channel and collecting performance data. Expand to a second channel only when justified by results and capacity. Both channels should be used only when the business has sufficient budget, fulfillment capacity, and a proven offer.

How long does setup take?

Week 1 is strategy and setup: we review your business, offer, existing website, and lead process, build your CRM pipeline, configure calendar and lead tracking, and create follow-up workflows. Week 2 is implementation and testing: we complete the website work, connect forms and booking tools, test notifications, automations, and missed-call text-back, confirm tracking and lead routing, and review the final system with you.

Is there a minimum commitment?

There is a three-month minimum commitment for monthly services, then month-to-month after the initial commitment. Onboarding payment is required before work begins, monthly services are billed in advance, and additional work outside the agreed scope is quoted separately.

Do you guarantee leads or revenue?

No. Guaranteed lead volume and guaranteed revenue are not included. Marketing creates opportunities. Your response speed and sales process determine how many opportunities become customers.

What do you need from us?

Accurate business information; website content, images, offers, and access; prompt responses to leads; sales calls and appointments; fulfilling the service; paying advertising platforms directly; required legal business information for messaging registration; and timely approval of campaigns and website changes.

Will you call or follow up with leads for us?

Our automations follow up by text and email, but calling leads on your behalf and sales or appointment-setting staff are not included. Your team is responsible for responding to leads and conducting sales calls and appointments.

Why might text messaging take longer to turn on?

SMS and automated messaging require appropriate consent, opt-out handling, and carrier registration where applicable. Messaging functionality may be delayed until the required client information and approvals are complete.

Let's build momentum

Ready for more booked appointments?

Book a strategy call. We'll review your business, offer, existing website, and lead process, and recommend where to start.

  • A no-pressure conversation about your goals
  • A clear recommendation on where to start
  • Strategy and setup in Week 1, implementation and testing in Week 2

Lead Capture and Follow-Up System

Onboarding starting at $2,000 · $497 per month · Paid advertising optional

No spam. We'll only use your info to contact you about your inquiry.