The Setup Process

How We Set Up Your Lead Care System

A thoughtful, three-step process designed to capture your wording, understand your flow, and set up a Lead Care System that feels authentic and sustainable.

The Process

A simple path to booked calls

Week 1 we capture your wording and flow, week 2 we set up and launch the system, then we monitor and refine.

Wording & Flow Discovery

We listen to understand your preferred phrasing, your ideal client, and how leads should move from chat to booking. Then we turn it into a repeatable flow.

Week 1: Wording + Flow

Build + Launch

We set up your chat intake, connect your booking link, craft your First Response, and build your Care Follow-Through emails. Your Lead Dashboard is included.

Week 2: Setup + Launch

Ongoing Care

We monitor results and keep refining the flow as your business changes, so it stays sharp in the background. You’re never left alone with this.

Post-Launch: Monitor + Refine

What's Included

Everything you need to stop losing leads

Guided chat intake. Pre-screen leads, answer common questions, and guide the right people to your booking link.

Your personalized First Response. Written with your wording, ready to use the moment a new inquiry comes in.

Warm Follow-Up emails. 3 to 5 check-ins over about two weeks, designed to keep leads warm and nudge them to book.

Lead Dashboard. One place to see who is new, active, booked, or inactive.

Walkthrough and support. We show you how it works end-to-end, and we stay with you as it evolves.

Next Step

It's Time to Fix Your Lead Flow

Missed referrals cost thousands. Slow replies hurt your reputation. RoosterBot fixes both. We help you respond and follow through.

What You Get

  • Guided Chat Intake: Pre-screens new leads and points them to your booking link.
  • Fast First Response: Warm, on-brand replies that keep momentum while you’re with clients.
  • Warm Follow-Up: 3 to 5 on-brand emails that keep leads warm and nudge them to book.
  • Lead Dashboard: Know exactly who’s booked, who’s active, and who needs attention.
  • Your Wording: Replies use your preferred phrasing and terms.

Designed for coaches and consultants receiving 10 to 50 inquiries a month.

Next Step

How many good leads did you miss last month?

Book a Lead Care Call. We will map your follow-through and show the gaps you can close this week.

Book a Lead Care Call

Prefer email? Send a message

No pressure. If we cannot add value to your business, we will say so.

RoosterBot Lead Care System is a done-for-you chat intake and follow-through service for coaches and consultants. We help you reply within minutes, send 3 to 5 thoughtful email follow-ups, and guide leads to your booking link. Replies are written with your wording.

Fast Response · Thoughtful Follow-Up · Clear Lead View

Ready to respond faster?

Tell us your lead volume and we'll outline a simple system that gives you peace of mind.

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