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Service

Lead Management

Structured follow-up sequences that turn cold interest into signed customers.

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Benefits

Why lead management with Yosi?

Every lead captured into the Yosi CRM automatically — from forms, calls, GBP, and ads
Automated first-response SMS + email within 2 minutes of a new lead
Structured multi-step follow-up sequences per lead source
Assignment rules so leads route to the right person instantly
Weekly pipeline reports — see exactly what's stalled and where
Our process

A predictable path from kickoff to launch.

STEP 1

Capture

Every source (forms, ads, GBP, calls) piped into a single CRM.

STEP 2

Respond

Auto SMS + email within 2 minutes — the #1 predictor of conversion.

STEP 3

Sequence

3–7 touch follow-up per lead type, mixing SMS, email, and call reminders.

STEP 4

Convert

Sales pipeline stages tracked with clear next-action ownership.

STEP 5

Report

Weekly reports show conversion rate, response time, and dropped leads.

Recent work

Lead Management case studies

See all case studies
Case study 1
Featured Client 1
Lead Management
Case study 2
Featured Client 2
Lead Management
Case study 3
Featured Client 3
Lead Management
Testimonials

What clients say

"Yosi rebuilt our online presence in 6 weeks and doubled our leads in the first quarter."

Sarah M.
Owner, Coastal Bistro

"Their team feels like an in-house squad — we replaced 4 vendors with one Yosi engagement."

David R.
COO, Future Construction

"The Google Business Profile work paid for itself in the first month."

Dr. Patel
Downtown Medical Clinic
FAQ

Frequently asked questions

Do I need a separate CRM?

No. The Yosi CRM is included. If you already use HubSpot or Salesforce, we can integrate.

Will you make the follow-up calls for me?

We build and manage the automation. Human follow-up calls can be added as a managed service.

Related services

Ready to start your lead management project?

Book a discovery call — free, no pressure, 30 minutes.