How Nurturefy Works

Nurturefy turns each lead event into the next best conversion action: respond fast, follow up across channels, book the appointment, and keep optimizing the gaps.

STEP 01

Connect Your Lead Sources

Connect website forms, Facebook lead forms, and supported communication accounts to capture enquiries in your CRM.

  • Built-in CRM and pipeline routing
  • Website and ad lead capture
  • Website live chat capture
  • Linked contact identities
Built-in CRM and pipeline routing
Website and ad lead capture
Website live chat capture
Linked contact identities
STEP 02

Trigger the Correct Playbook

Configure pipeline stages and nurture schedules for new enquiries, open estimates, and existing customers.

  • Speed-to-lead workflows
  • AI receptionist setup
  • Estimate rehash
  • Database reactivation
Speed-to-lead workflows
AI receptionist setup
Estimate rehash
Database reactivation
STEP 03

Coordinate Multi-Channel Follow-Up

AI voice, SMS, email, and WhatsApp follow-ups work together so every lead gets the right message at the right time.

  • AI voice conversations
  • Personalized SMS
  • Email nurture
  • Two-way WhatsApp conversations
AI voice conversations
Personalized SMS
Email nurture
Two-way WhatsApp conversations
STEP 04

Book and Confirm Appointments

Qualified prospects are pushed toward confirmed appointments with reminders and handoff context for your team.

  • Calendar-ready handoff
  • Appointment reminders
  • Lead notes and intent capture
  • Booking follow-up
Calendar-ready handoff
Appointment reminders
Lead notes and intent capture
Booking follow-up
STEP 05

Track the Revenue Leaks

See which lead sources, stages, and messages are creating conversations, bookings, and drop-offs.

  • Workflow visibility
  • Source-level tracking
  • Conversion reporting
  • Follow-up gap analysis
Workflow visibility
Source-level tracking
Conversion reporting
Follow-up gap analysis
STEP 06

Optimize and Expand

Once the first workflows are working, add reactivation, review, referral, and seasonal campaigns to compound results.

  • Monthly optimization
  • Database broadcasts
  • Review and referral asks
  • Campaign testing
Book a Demo
Monthly optimization
Database broadcasts
Review and referral asks
Campaign testing

From Lead Event to Booked Follow-Up

Launch timing depends on account connections and setup. Start with the first workflows, then expand based on results.

Step 1

Map leaks

Review lead sources, CRM stages, and follow-up gaps

Step 2

Connect triggers

Connect channels, lead sources, and pipeline stages

Step 3

Launch sequences

Start lead follow-up and receptionist workflows

Ongoing

Optimize

Add rehash, reviews, referrals, and broadcasts

Ready to See Your Follow-Up Gaps?

Book a demo and we will walk through the lead events Nurturefy can own first.