The Complete Multi-Platform Lead Automation Stack for Service Businesses
The most successful service businesses don’t rely on a single lead source. They run Yelp, Thumbtack, Google LSA, Facebook Ads, and a solid website—and they use automation to capture every lead from every source simultaneously.
Without automation, multi-platform leads become multi-platform chaos. You’re checking five inboxes, responding to each with different speeds and different quality, some falling through completely.
With NZLeads, every platform feeds into a single automated funnel. Every lead gets a fast, professional response. Every booked appointment lands in the same CRM. Every follow-up runs automatically.
This is the complete guide to building that stack.
The Complete Lead Source Matrix for Service Businesses
| Platform | Lead Behavior | Ideal Response Method | Fastest Close Path |
|---|---|---|---|
| Yelp Messages | Customer chose to message | AI text reply | Text conversation → booked |
| Thumbtack Requests | Comparing quotes | AI text reply | Fast quote → appointment |
| Google LSA (message) | Pre-qualified, high intent | AI outbound call | Call → booked in 5 min |
| Google LSA (phone) | Wants immediate help | AI inbound answer | Call → booked live |
| Facebook Lead Ad | Form-submitted, may forget | AI outbound call | Call → booked in 5 min |
| Facebook Messenger | Chose chat | AI text reply | Chat conversation |
| Instagram DMs | Discovery intent | AI text reply | Education → appointment |
| Web Contact Form | General inquiry | AI outbound call | Call → qualification → booked |
| Inbound Phone | High urgency, wants person | AI inbound answer | Call → booked live |
NZLeads handles every row in this table. One platform. One monthly subscription per source. One unified dashboard.
Layer 1: Yelp + Thumbtack (The Foundation)
These are the highest-volume platforms for established service businesses. Start here.
Yelp configuration:
- AI responds to every message within 60 seconds
- Context-aware responses based on inquiry type
- Emergency detection and escalation
- Follow-up sequence (Day 1, 3, 7, 14)
- 100% response rate → “responds quickly” badge
- Review requests after completed jobs
Thumbtack configuration:
- AI responds to every inquiry within 60 seconds
- Pricing range disclosure (Thumbtack customers want ballpark pricing)
- 2–3 time slot proposals for every booking ask
- Follow-up for non-respondents
- “Responds quickly” badge within 30–45 days
Typical Layer 1 result: 2–3× improvement in booking rate from these platforms. Average NZLeads user sees this in the first 30 days.
Layer 2: Google LSA + Facebook (The Amplifier)
These platforms add higher-volume, paid lead flow. AI calling is more important here because customers expect phone outreach.
Google LSA configuration:
- New message lead → AI outbound call within 60 seconds
- Missed inbound call → AI catches it via call forwarding
- All bookings sync to your calendar and CRM
- Response rate tracked for Google LSA ranking
Facebook Lead Ads configuration:
- Form submission → AI outbound call within 60 seconds
- Voicemail → Immediate follow-up text
- Text follow-up sequence if call doesn’t connect
- Facebook Messenger auto-reply enabled
Typical Layer 2 result: 1.5–2× improvement in Facebook/LSA lead conversion. Combined with Layer 1, most businesses see 2.5–3.5× improvement in total monthly bookings.
Layer 3: Inbound Calls (The Safety Net)
Even with great digital presence, many customers still call first—especially older demographics, emergency situations, and high-value inquiries.
Inbound AI Configuration:
- Configure your business phone to forward unanswered calls to NZLeads
- AI answers in under 2 seconds (never goes to voicemail)
- Full qualification, appointment booking, emergency triage
- Emergency calls escalated to on-call tech immediately
- Non-emergency calls: appointment booked, customer emailed/texted confirmation
Call categories handled:
- General inquiries → Qualification + appointment booking
- Quote requests → Information gathering + estimate scheduling
- Emergency service → Priority booking + tech notification
- Follow-up calls → Status update + next-step confirmation
Layer 4: CRM and Operations Integration
The stack isn’t complete until leads flow automatically into your operations platform.
NZLeads → Your CRM:
| CRM | What Syncs |
|---|---|
| GoHighLevel | Contact, opportunity, pipeline stage, tags, automation triggers |
| HousecallPro | Customer record, job request, appointment booking |
| Workiz | Customer record, job record, calendar blocking |
| FieldPulse | Customer + job with AI conversation notes |
| Salesforce | Lead record with full activity log |
| Custom webhook | Any platform via REST webhook |
Layer 5: Re-Engagement Campaigns
Your past customer list is a goldmine that most businesses never work systematically.
Batch calling campaign workflow:
- Export past customers from your CRM (filter by last service date 6+ months ago)
- Upload CSV to NZLeads campaign dashboard
- Configure the AI script for your specific reactivation goal (seasonal maintenance, product recall, estimate follow-up)
- Set calling schedule (business hours, your timezone)
- Launch campaign
- Appointments booked automatically; summary report sent daily
Typical results:
- 40–65% connection rate
- 18–28% booking rate from connected calls
- Average campaign ROI: 15–40× on AI call cost
Building Your Stack: Phase Approach
Phase 1 (Week 1): Yelp auto-response
- Immediate improvement in your existing highest-volume platform
- See the system working before expanding
Phase 2 (Week 2–3): Add Thumbtack
- Cover the second most common platform for most service businesses
Phase 3 (Month 2): Add inbound AI calling
- Stop all voicemail losses
- Emergency coverage 24/7
Phase 4 (Month 2–3): Add outbound AI calls for digital leads
- Connect Facebook and LSA for instant call outreach
Phase 5 (Month 3–4): CRM integration + re-engagement campaigns
- Full pipeline automation from first touch to repeat customer
Full Stack Pricing
| Component | Cost |
|---|---|
| Yelp auto-response | $99/month |
| Thumbtack auto-response | $99/month |
| Facebook auto-response | $99/month |
| Google LSA outbound calls | Pay per minute ($1/min) |
| Inbound AI calls | Pay per minute ($1/min) |
| Batch campaigns | Pay per minute ($1/min) |
| CRM integrations | Included |
Typical full-stack service business (mid-size):
- Text platforms (Yelp + Thumbtack): $198/month
- Voice (inbound + outbound, ~400 min/month): $400/month
- Total: ~$600/month
Revenue generated from same advertising, with automated stack vs. without: Most businesses see $3,000–15,000/month in additional revenue from the same leads they were already receiving but converting at 2–3× the rate.
The Competitive Situation: 2026
The service businesses that figure out multi-platform automation in 2026 will own their markets for years. The advantage compounds:
- More leads captured → More reviews → Better platform rankings → More leads
- Faster response → Higher win rate → More jobs → More repeat customers
- More repeat customers → Lower CAC → More profitable growth
The businesses still manually checking their Yelp inbox at the end of the day will find it harder and harder to compete as automated competitors continuously dominate first-response timing.
The time to build this stack is now—before your competitors fully figure it out.
Questions? Email support@nzleads.com or use in-app chat.
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