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Get Started with NZ Leads

Set up your automated lead response system in 10 minutes. Never miss another potential customer from Yelp, Thumbtack, or other platforms.

Setup Process

What You Get

Automated Response System

  • Every inquiry answered within seconds, 24/7
  • Professional responses that match your business tone
  • Smart follow-up sequences based on business hours

Lead Management

  • All conversations organized in one dashboard
  • Click-to-call phone numbers and email addresses
  • Private notes for internal team coordination
  • Real-time notifications via SMS, Slack, or WhatsApp

Business Integration

  • CRM sync with HubSpot, PipeDrive, Workiz, and others
  • Team member access with appropriate permissions
  • Analytics and performance tracking

Free Trial: Test every feature for 7 days with no restrictions. No credit card required.

Setup Steps

1. Essential Setup (5 minutes)

  • Connect your busiest platform (Yelp or Thumbtack)
  • Use AI welcome messages (describe your business)
  • Add one follow-up message
  • Test with a real inquiry

2. Complete Configuration (15 minutes)

  • Connect additional sources
  • Customize welcome messages for different inquiry types
  • Set up 3-4 follow-up messages over several days
  • Configure basic notifications

3. Full Integration (30 minutes)

  • Connect your CRM system
  • Set up team notifications and business hours
  • Fine-tune AI responses with specific business details
  • Configure advanced analytics

Daily Workflow

  1. Check leads dashboard each morning
  2. Review new conversations and qualified prospects
  3. Take over conversations when ready to close
  4. Let automation handle initial responses and nurturing

Success Tips

  • Start simple - Get one source working before adding complexity
  • Test responses with real inquiries and adjust timing
  • Monitor results - Track which messages get best responses
  • Provide AI context - Include minimum fees, service area, and job preferences

Next Steps

After basic setup:

  1. Add more sources - Connect additional platforms
  2. Optimize messaging - Refine based on customer responses
  3. Connect integrations - Sync CRM and notifications
  4. Review concepts - Understand system terminology

Best Practice: Start with your busiest lead source to see immediate impact, then add other platforms.

Ready to automate your lead responses? Create your account and connect your first source →


Questions? Email support@nzleads.com or use in-app chat for immediate assistance.

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