LATTICE Management / Automated Lead Follow-Up
Keep new inquiries from going quiet.
Connect lead capture, a relevant first response and a follow-up plan your team can actually manage.
Automated Lead Follow-Up
Example demo- 01Receive an inquiry
A website form records the buyer's property interest and preferred contact method.
- 02Send a relevant response
An acknowledgment confirms the listing request and explains the next step.
- 03Assign the conversation
The designated agent receives the inquiry and a follow-up task.
- 04Change course on reply
When the buyer replies, automated chasing pauses and the agent takes over.
The business problem
Where the process breaks.
Inquiries arrive through forms, calls and ads, but the next action often lives in someone's inbox. Busy teams can overlook a new lead or keep contacting someone who has already replied or booked.
How LATTICE Management solves it
A connected next step.
LATTICE Management builds follow-up around the source and reason for the inquiry. The system records the lead, acknowledges the request and assigns ownership. Subsequent messages stop or change when the person replies, books, opts out or moves to a different sales stage.
An illustrative workflow, not a client result
What it looks like in practice.
A property buyer asks an agency about a listing. The agency acknowledges the request, assigns an agent and follows up only while the inquiry still needs attention.
- 01
Receive an inquiry
A website form records the buyer's property interest and preferred contact method.
- 02
Send a relevant response
An acknowledgment confirms the listing request and explains the next step.
- 03
Assign the conversation
The designated agent receives the inquiry and a follow-up task.
- 04
Change course on reply
When the buyer replies, automated chasing pauses and the agent takes over.
We agree on timing, ownership and stop conditions before launch. Outreach must respect consent, contact preferences and opt-outs.
The features behind the workflow.
- Source-specific workflows
- Email and SMS follow-up
- Lead assignment
- Reply and booking stop conditions
Industries that benefit.
The workflow is adapted to each business, not installed as a one-size-fits-all process.
Related services
Keep connecting the process.
Start with your process
What would this look like in your business?
Tell us what happens today and where it gets difficult. We will help you scope the connections, responsibilities and next steps.