Introduction

Welcome to NZ Leads - the platform that automatically responds to your Yelp, Thumbtack, and other lead sources so you never miss a potential customer. This documentation will help you set up and optimize your automated lead response system.

What NZ Leads Does

Think of NZ Leads as your 24/7 assistant that:

• Responds instantly to new leads from Yelp, Thumbtack, and other sources
• Follows up automatically with prospects who don’t respond
• Integrates with your CRM to keep everything organized
• Notifies your team via SMS, Slack, or WhatsApp when leads come in

Quick Start Guide

Core Features

Messaging Settings

Configure how NZ Leads communicates with your prospects:

• Welcome Messages - Set up automatic first responses with AI or predefined messages
• Follow-ups - Create sequences that nurture leads over time
• Integrations - Connect to HubSpot, Slack, SMS, WhatsApp, and more
• Contact Info - Handle phone numbers and emails professionally
• Timing - Control when messages go out based on your business hours

Lead Management

• Leads Dashboard - See all your inquiries in one place
• Source Management - Control which platforms you’re active on
• Activity Logs - Track all interactions and system actions
• Reports & Analytics - Monitor performance and response rates

Getting the Most Out of NZ Leads

Start Here (5-Minute Setup)

1. Add your first source (start with your busiest platform)
2. Set a simple welcome message (even a basic “Thanks! I’ll get back to you soon” works)
3. Add one follow-up (try 2 hours later saying you’re putting together their quote)
4. Test it by having someone message you

Then Optimize (Next 30 Minutes)

• Set up AI messages for personalized responses
• Add more follow-up messages over several days
• Connect your CRM so leads automatically get added
• Set up team notifications via Slack or SMS

Advanced Features (As You Grow)

• Different message sequences for different sources
• Business hours and timing optimization
• Integration with project management tools

Common Use Cases

Service Businesses (Plumbing, HVAC, Contractors)

• Instant responses to emergency calls
• Quote follow-ups for project inquiries
• Qualification questions to filter serious prospects

Professional Services (Legal, Consulting, Real Estate)

• Professional welcome messages with credentials
• Educational follow-ups that build trust

Home Services (Cleaning, Landscaping, Repairs)

• Quick availability confirmations
• Photo requests for accurate quotes
• Seasonal service reminders

Need Help?

Can’t find something?

• Check the Messaging Settings section for configuration help
• Contact support at support@nzleads.com
• Use the in-app chat for immediate assistance

Want to optimize your setup?

• Test different message timing in Timing Settings
• Try AI messages if you’re using predefined ones (or vice versa)

Ready to stop missing leads? Start with connecting your first source and setting up welcome messages.