FOLLOW UP BETTER.

If you can't follow up with your leads and clients, you can't grow your business.

So many small businesses struggle to follow up with new leads and even customers.
We help you overcome the follow-up struggle using automation.
​This means you'll sell more, take better care of your customers and have more time to grow your business.

Are you tired of the follow-up struggle? 

THREE AUTOMATION STRATEGIES
​EVERY SMALL BUSINESS NEEDS

Lead Conversion
Reach leads faster and convert at a higher rate with lead management automation

- Instant Response and Automated Follow-up for New Leads
- Custom Follow-up Based on Lead Source
- Automated Appointment Scheduling
- Automated Follow Up on Quotes Sent
- Sales Pipeline and Task Management
- Email Content Done For You

Client Welcome
Retention starts here. Get feedback, reviews, and referrals from every new client. Every time.

​- Simple Survey for Every New Client
- Drive More Online Reviews, Automatically
- Generate More Referrals
- Send Cards, Gift Cards and Gifts
- Show Love on Birthdays
- Report on Your Results

Retention & Cross-Sell
Educate and cross-sell the right products to the right clients at the right time.

- Educate Your Clients About Your Services & Products
- Seasonal Messages Keep You in Front of Your Clients
- Celebrate Your Clients Milestones with Them
- Automate Your Cross-Selling and Increase Customer Value

TWO WAYS TO MAKE IT HAPPEN

1. Done With You
Custom Projects
_______________________________
This is for those of you that plan to make automation a part of your business. We provide the tools, training, and resources you need to be successful out of the gate. But you take ownership of making it work for YOUR business.
​
This is for you if:
* You can handle another piece of software or two.​
* You can get your people to use it.
* You want a partner to help you get the most out of it

2. Done For You
​Managed Services
_______________________________
​This is for those of you that need help with these strategies but you don't want to learn, use or buy new software. You just want results.


This is for you if:
* You don't have time and are not in a position to add to your plate
* You want more reviews, referrals, cross-selling opportunities and a better experience for your clients
* ​You need someone else to run it and make it work

ONE THING LEFT TO DO
TAKE ACTION

Explore Done With You Strategies

Lead Conversion
Custom Solutions

Explore Done For You Strategies

Client Welcome
Retention & Cross-Sell

Schedule a Call With Us

Click Here to schedule
an assessment to see if we can help

WHY WORK WITH CAPSULE FIVE?
STEWARDSHIP'S STORY

"Automation has increased our employees happiness...they save more time and are under less stress."
​​Grant Botma | Founder

"Capsule Five's automation saves me 10 - 15 hours a week"
​Brandon Ream | Insurance Agent & Vice President

"Automation ensures every client has the same great experience, every time."
​Joy Stratman | Customer Service

WHERE DO I START?
SCHEDULE A FREE 15 MINUTE ASSESSMENT
with us to identify where automation can help your business

SALES  |  NEW CLIENT WELCOME  |  RETENTION & CROSS-SELLING

SCHEDULE AN ASSESSMENT

FROM OUR CLIENTS

"Within 3 months of starting with Capsule Five, our sales as an agency have increased from 53% to 67%"
- Jordan Greer | G&G Independent Insurance

“Adding automation to my business was like an out of body experience. By the time we had our first conversation, i was already writing the policy!"
-Leigh Zellmer | Blackwell Insurance Agency

"Working with Capsule Five has been a journey in learning how my business works. I had leads coming in but didn't know if they were being followed up by our sales team. They carefully took the time to learn my business and develop a system that automatically follows up AND shows me exactly where my leads are in the sales process. I can clearly see where my business is without having to guess anymore."
- Steve Ross | Ross Brokers