Every lead answered in seconds, qualified, and in front of the right person.
A lead comes in while everyone is on a job or with a customer. It sits. By the time somebody calls back after dinner, the homeowner or patient has booked with whoever answered first.
The business paid to make that phone ring, and most of the time nobody even knows it did. Lead capture is the cheapest revenue in the building because the marketing spend already happened.
- First response moves from hours to seconds, around the clock, without anyone touching a phone after hours.
- Every inquiry becomes a CRM record with a summary and an owner, so nothing depends on somebody remembering.
- The first human conversation happens with a qualified prospect instead of a cold callback.
Six steps, and a person on the controls at step five.
Every Surge workflow runs the same shape: something triggers it, it qualifies or processes, it updates your system, it talks to the customer in your voice, it hands anything uncertain to a person, and it measures what changed.
- Missed-call text-back with a call-back task
- Web form to CRM with a plain-English summary
- Voicemail transcribed and routed as a lead
- Two approved qualifying questions by text before the first call
- Lead scoring on rules the owner set, with escalation if untouched
- 01Trigger
A lead lands
A call rings out, a form is submitted, or a message arrives on any channel.
- 02Qualify or process
Screen and qualify
Spam dropped, existing customers recognized, one or two approved questions asked.
- 03System update
Write it to the CRM
Contact created or updated, source recorded, task opened with an owner and a due time.
- 04Customer communication
Reply in seconds
One approved message from the business number, in the company's voice.
- 05Human escalation
A person takes over
Every reply routes to the team inbox; nothing books or quotes on its own.
- 06Measurement
Measure weekly
Leads by source, speed to first response, contact rate, and booked outcomes.
- You approve every message before it goes live
- Qualifying questions are fixed in advance; anything off-script goes to a person
- Nothing quotes a price, books a job, or promises anything without a person
- Business texting from a new number requires carrier registration, which can take days and is outside anyone's control
- A text-back buys time for a person to call; it does not answer the caller's question
- Lead scoring uses rules you set, not a model guessing who is worth calling
$2,000 to $5,000
One to two weeks for a single workflow, including carrier registration
Most lead-capture builds are single automations. Capture plus qualification plus routing plus nurture together is a multi-tool build.
Full pricing →- GoHighLevel
- Twilio
- JobNimbus
- HubSpot
- Jobber
- Zapier
- Make
Workflows
Will this text my customers something embarrassing?
No. Every message is written in your voice and approved by you before it goes live. The system asks one question and stops; a person handles the reply.
Does it work with my CRM?
It is built inside GoHighLevel, JobNimbus, Jobber, or HubSpot natively, and connects to most others through Zapier or Make. Bring your stack to the Roadmap call and it is confirmed before anything is quoted.
What does it cost to run?
Usually a texting number and the automation platform you already pay for. Any new vendor cost is written into the scope before you sign.
Not sure which of these applies to you?
The Free AI Revenue Roadmap is a 30-minute call and a one-page document naming your three highest-value opportunities. You keep it either way.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.