Catch leads
New leads hear back in seconds
Someone fills out your quote form and gets a text and an email right away. You get an alert, a deal opens in your pipeline, and it follows up on day 1, 3 and 7 until they answer.
Built for HighLevel
Free lead follow-up automations for home-service businesses.
Load it into HighLevel, the all-in-one CRM, and every lead gets a text back, every quote gets chased and every finished job asks for a review.
Free for everyone. Runs inside your HighLevel account.
What happens when a quote request comes in
They get a text back right away
Hi {first name}, thanks for reaching out to {business name}. Want to grab a time for your free estimate? {booking link}Example. You edit the wording.
You get an alert with their details
And a new deal lands in your pipeline.
No reply? It follows up for you
Day 1, 3 and 7, and it stops when they answer.
Everything you get
Twelve pieces, already built and wired together.
You don't start from a blank account. Here is every piece that loads in, and what it does for you while you're on the job.
- automations, already built
- 6automations, already built
- pipeline stages, New Lead to Won
- 6pipeline stages, New Lead to Won
- emails, already written
- 6emails, already written
- custom fields for job details
- 5custom fields for job details
- quote form with text consent
- 1quote form with text consent
- online estimate calendar
- 1online estimate calendar
Catch leads
A missed call gets a text back in seconds
You're on a roof and the phone rings. They get a text saying sorry we missed you, with your booking link, before they call the next company.
Sorry we missed your call! This is {business name}. Grab a time that works for you here: {booking link}
Example. You edit the wording.
Win the job
Quotes stop going quiet
Move a job to Quote Sent and it nudges the customer for you. The moment they reply, it stops.
Hi {first name}, just checking in on the quote we sent over. Any questions? Happy to help.
Example. You edit the wording.
- Quote sent
- Day 2
- Day 5
- Day 10
Grow
Every finished job asks for a review
Mark a job Won and the customer gets a review ask by text and email, plus one reminder two days later. No more forgetting to ask at the door.
Win the job
Customers remember their estimate
A confirmation by text and email the moment they book, then reminders 24 hours and 2 hours before.
- Booked
- 24 h before
- 2 h before
Grow
Slow week? Wake up past customers
Tag your old customers and a win-back campaign goes out. Anyone who replies gets booked onto your calendar.
Hi {first name}, it's {owner name} with {business name}. It's been a while! Want to get back on the schedule? Just reply here.
Example. You edit the wording.
Win the job
People book estimates themselves
A Free Estimate calendar they can book online, day or night, without a phone call.
Win the job
Every job, every stage, one screen
New Lead, Contacted, Estimate Booked, Quote Sent, Won, Lost. Move a card to Quote Sent or Won and the right follow-up starts on its own.
Catch leads
A quote form that starts the follow-up
Name, phone, email, service needed, address, preferred time and notes, with text-consent boxes built in. Every submission kicks off the speed-to-lead texts.
- Name
- Phone
- Service needed
- Address
- Preferred time
- Notes
- Text consent
Set up once
Every email already written
Six emails in plain, local language, pulling in your business details automatically.
- Lead reply
- Follow-up
- Estimate confirmation
- Quote follow-up
- Review request
- Win-back
Set up once
The job details you actually need
Custom fields on every contact, so you know what they want and where before you call back.
- Service needed
- Property address
- Lead source
- Job value
- Preferred time
Set up once
Type your details once. Every message updates.
Business name, owner name, phone, booking link, review link and service area live in one place. Change one and every text and email changes with it.
Ready in your account
All six automations, loaded switched off
Nothing texts anyone until you add your details and turn them on. Then they run on their own.
All twelve pieces arrive in one link. Free.
Load it, add your details, switch it on. About 30 minutes with the guide.
New to HighLevel? Here's what it is
One app for your leads and customers. The snapshot is the setup that goes inside it.
HighLevel is one app for your leads, texts, calls, email, calendar, pipeline and reviews, so it can replace several tools you might be juggling now.
- Leads
- Texts
- Calls
- Calendar
- Pipeline
- Reviews
- Why the snapshot needs it
- The snapshot is a ready-made setup that loads into a HighLevel account. Without an account there is nothing to load it into.
- What it costs
- HighLevel plans start at $97/month, billed by HighLevel. The snapshot is free. Texts, calls and AI features are billed by HighLevel at their own usage rates.
Start HighLevel
Affiliate link: if you sign up for HighLevel through it, All For One Web Designs earns a commission from HighLevel. It costs you nothing extra, and the snapshot is free either way.
Already on HighLevel? Get the snapshot free.
You're good at the work. The phone is what loses jobs.
The first to answer usually wins
A homeowner fills out a few quote forms and books whoever gets back first. If you're on a roof or under a house, that isn't you.
Quotes go quiet
You send the price, they say they'll think about it, and nobody follows up. That job was half won.
Happy customers don't review on their own
Most of them would. Nobody asked at the right moment, so your best work never shows up on Google.
How it works
About 30 minutes from link to live, once your phone number and email are connected.
- 01
Claim it free
Tell us where to send it. Free for everyone, new to HighLevel or not.
- 02
Open your link
Your snapshot link and setup guide land on screen and in your inbox right away.
- 03
Add your details
Business name, phone, booking link, review link and service area. Once.
- 04
Switch it on
Turn on the workflows, send yourself a test lead, and watch it reply.
Want to see every step first? Read the setup guide.
What you still do
The snapshot does the follow-up. A few things only you can do, and we'd rather tell you now than after you load it.
Have a HighLevel account
The snapshot runs inside it. If you don't have one yet, you can start one on HighLevel's site.
Connect your phone number and email
So texts and emails go out from your business.
Register for business texting (A2P)
Carriers require it before you text customers. Approval runs on the carriers' timeline, not ours.
Fill in your custom values
Your business name, phone, booking link, review link and service area.
Know the usage fees
Texts, calls and AI features are billed by HighLevel at their own rates.
Free for everyone
No catch and no conditions. It runs inside HighLevel, so you need an account to load it.
Already on HighLevel?
Claim it and load it into your account today. Your snapshot link and setup guide arrive right away.
New to HighLevel?
Claim it the same way. You'll need a HighLevel account to load it (plans start at $97/month, billed by HighLevel), and the claim page has a link to start one if you want it.
Questions
What exactly is a snapshot?
A snapshot is a saved copy of a HighLevel account setup: pipelines, workflows, forms, calendars, templates and settings. You open the share link while logged in to your agency account and it loads everything into a sub-account for you.
What is HighLevel?
HighLevel is one app for your leads, texts, calls, email, calendar, pipeline and reviews, so it can replace several tools. The snapshot loads into it. HighLevel plans start at $97/month, billed by HighLevel. The snapshot is free.
Do I need a HighLevel account?
Yes. The snapshot runs inside HighLevel, so you need your own account to load it. If you don't have one, the claim page has our link to start one. That's an affiliate link: we earn a commission if you sign up through it. The snapshot is free either way, with or without our link.
How long does setup take?
The goal is under 30 minutes to load it, fill in your details and switch it on, with a step-by-step guide and video. Carrier approval for business texting (A2P) can take longer, and that part is out of our hands.
Will it work for my trade?
It's written for local home-service businesses: pool, sprinkler and irrigation, HVAC, cleaning, landscaping, roofing, pest control and handyman work. The wording is general, and you can edit any message in one place.
Is it really free?
Yes, for everyone, whether you're new to HighLevel or have used it for years. There's nothing to buy from us and no monthly fee. You pay HighLevel for your own plan, and HighLevel bills texts, calls and AI features at its own usage rates.
Can I load it into a sub-account I already use?
You can, but we recommend a fresh sub-account so nothing you've already built gets mixed up or overwritten. The setup guide covers both.
Will it text people without my say-so?
Only the people who contact you, book with you or get tagged by you. Every message is visible and editable before you turn the workflows on.
Who's behind this?
All For One Web Designs, LLC, a web design and marketing agency that builds these systems for local businesses. We're not affiliated with or endorsed by HighLevel.