You close the lead. Then the follow-up dies on your desk.
TaskChad runs the nurture, the reminders, and the review requests for you. The system follows up so you can go do the work.
Built inside a real agency. In production today.
- Leads that never get a second touch
- Most
- Best window for a review request
- Same day
- Owner hours it gives back
- Yours
One follow-up and done is the norm for busy owners. The money is in touch two through eight.
Ask while the job is fresh and the yes rate is highest. Wait a week and it is gone.
The reminders and sequences run themselves, so the follow-up stops living in your head.
The follow-up you keep meaning to do.
- 01Lead nurture sequences
A new lead gets a real follow-up rhythm in text and email until they book or opt out, instead of one call and silence.
- 02Review requests after the job
When a job is marked complete, TaskChad asks for a Google review while the customer is still happy. Same ask for everyone, no gating, no incentives.
- 03No-show and stalled-quote recovery
Missed appointments and quotes that went quiet get a polite nudge to rebook or decide, so they stop going cold on their own.
- 04Rebooking and repeat work
Past customers get reminded when it is time to come back, so the work you already earned does not walk to a competitor.
- 05CRM-triggered workflows
Tag a contact, move a stage, mark a deal won, and the right sequence fires. It rides on the CRM you already run.
What it will not do.
- It will not invent demand. Automation follows up on the leads and customers you already have. It makes the most of your pipeline, it does not replace running ads or doing good work.
- It will not spam or buy reviews. Every review request is the same honest ask for everyone, no gating and no incentives, because that is what keeps you inside Google and FTC rules.
- It will not bolt onto a CRM you do not have. If you are running leads out of your head or a notebook, the audit covers getting a simple system in place first.
Operator-built, not a template pack.
Signed webhooks, real CRM integrations, English and Spanish sequences, and follow-up that respects the review rules. The same automation a thousand-rep sales team runs, scoped for one operator who needs the follow-up handled and the day back.
Pricing depends on where you are leaking. Let us find it.
60 minutes, 1:1 with Pedro. We map where leads, no-shows, and past customers are dropping money, then scope the exact sequences and give you a flat quote. No cost, no obligation.
Pedro emails you inside 12 hours.
What is marketing automation, and how does TaskChad do it?
Marketing automation is software that runs your customer follow-up for you: nurturing new leads, asking happy customers for reviews, recovering no-shows, and reminding past customers to come back. For a small business it is the difference between a pipeline that quietly leaks and one that keeps moving without the owner babysitting it.
TaskChad builds those sequences around the business you already run. New leads get a real follow-up rhythm in English or Spanish until they book or opt out. A completed job triggers a Google review request while the customer is still happy, asked the same honest way for everyone. No-shows and stalled quotes get nudged instead of going cold, and past customers get reminded when it is time to come back. Every step rides on the CRM you already use through a simple webhook, so nothing new has to be learned.
It pairs with the rest of the workforce. For the calls you cannot pick up, that is TaskChad Receptionist. For reaching a fresh lead in the first five minutes, that is TaskChad Speed-to-Lead. Marketing Automation is the system that keeps everyone moving after the first touch. It was built by Pedro Mendoza inside his own bilingual insurance agency and is in production today.
Things people ask
What does TaskChad marketing automation actually do?
It runs the follow-up you keep meaning to do and never get to. New leads get nurtured until they book or opt out. Finished jobs trigger a review request while the customer is still happy. No-shows and stalled quotes get a polite nudge instead of going cold. And the whole thing logs back to the CRM you already use, so nothing falls through the cracks.
How is this different from TaskChad Receptionist or Speed-to-Lead?
Receptionist answers your calls. Speed-to-Lead gets a fresh lead to you fast. Marketing Automation is what happens after: the sequences, reminders, and review requests that keep a lead or a past customer moving without you touching your phone. Most operators run more than one. They stack.
Do I have to switch CRMs or learn new software?
No. TaskChad connects to the CRM you already run, anything with a webhook. HubSpot, GoHighLevel, Salesforce, Pipedrive, AgencyZoom, even a Google Sheet. Your leads keep flowing where they always have. The automation just rides on top.
Is it bilingual?
Yes. Every sequence can run in English and Spanish, so your follow-up matches the customer who actually picked up. It was built inside a bilingual auto-insurance agency, so Spanish is first-class, not an afterthought.
Can it ask my happy customers for Google reviews?
Yes, and that is one of the highest-leverage things it does. After a job is marked complete, TaskChad sends a review request while the experience is fresh. It asks everyone the same way, with no gating and no incentives, which is what keeps it inside Google's and the FTC's review rules. Steady, honest review flow is one of the strongest signals for getting found locally.
How much does it cost?
It is scoped, not shelf-priced, because the right set of sequences depends on your CRM, your services, and where you are actually leaking. The honest way to price it is the Revenue Leak Audit: 60 minutes with Pedro, we map where leads and past customers are dropping money, and you get a flat quote. No cost, no obligation.
Who is this for?
Owners of local service businesses who are good at the work and bad at follow-up, because there are only so many hours. Contractors, HVAC and plumbing, dental and medical practices, insurance agents, agencies. If money is leaking between 'they reached out' and 'they paid,' this is the system that plugs it.
Want the follow-up playbook?
The sequences, the review-request timing, the CRM hooks. The same write-up I send operators.