Big Sky HQ / Follow-Up Demo

Montana Lead Follow-Up Automation, How Cold Leads Get Re-Engaged

Most businesses follow up once and give up. Big Sky HQ clients never lose track of a lead in their CRM. Every contact that hasn't heard from you in 7 days gets flagged automatically, and a follow-up email is drafted and ready to send in one click—still tied to the same record as the rest of your pipeline and email marketing.

Included with your website

Leads, contacts, and email marketing—in one CRM

You should not need a separate app for every form fill, every newsletter, and every follow-up thread. Big Sky HQ customers get a private CRM dashboard tied to their site: inquiries become structured lead records, your house list stays organized, and email marketing runs from the same place so nothing drifts out of sync.

  • Single source of truth for who reached out, what you promised, and when you last touched base.
  • Email that stays attached to real people—drafts and sends map to contact records instead of one-off threads.
  • Less tool sprawl—fewer logins, fewer exports, fewer chances for leads to fall through.
Big Sky HQ Lead CRM home dashboard: KPIs including monthly recurring revenue and client counts, performance charts, and a today or overdue follow-up agenda.
Home — KPIs, monthly trends, and what needs attention today.
Big Sky HQ Lead CRM leads view: pipeline table with status, nurture campaign column, last contact, and AI summary per lead.
Leads — pipeline, AI summaries, nurture status, and quick actions.
Big Sky HQ Lead CRM contacts view: live clients with city, status, monthly fee, go-live date, and website links.
Contacts — paying customers, recurring revenue, and site links together.
Big Sky HQ Lead CRM Google Search Console view: impressions, clicks, filters, and performance chart for the website in search results.
Search Console — search performance next to leads, without another login hunt.

Email marketing connects through Brevo in the same top navigation as Home, Leads, and Contacts—campaigns stay beside your pipeline.

Your CRM lead list

When you click "Run daily check" we scan your CRM for anyone not contacted in 7+ days and flag them. (Shown here as a table—your live data lives in the CRM.)

Name Business Last Contact Status AI Draft Ready
Sarah Johnson Fairfield Flower Shop 2 days ago Contacted -
Mike Donovan Donovan Roofing 8 days ago Contacted -
Tom Barrett Barrett Auto 12 days ago New -
Lisa Chen Chen Photography 1 day ago Contacted -

AI DRAFTED FOLLOW-UP, Mike Donovan, Donovan Roofing

Subject: Following up, Big Sky HQ

From: Jesse Chase <info@bigskyhq.com>

Hi Mike,

Just wanted to follow up on your inquiry about getting a website for Donovan Roofing. I know roofing season keeps you busy, whenever you're ready to get your business online we're here.

Would love to set up a quick 15-minute call. You can book directly here:
https://calendar.app.google/y4xSdQZvr8SUtSS8A

Talk soon,
Jesse
Big Sky HQ · 406-781-2306

Sent to mike@donovanroofing.com ✓

How it works

1 Make.com runs every morning

Scans your CRM for anyone not contacted in 7+ days.

2 AI drafts the follow-up

Reads their original message and writes a personalized email. You don't write anything.

3 You hit send

Review the draft in your inbox and send it in one click. Total time: 10 seconds per lead.

What you get

  • ✓ Daily automated scan of your CRM lead list
  • ✓ AI-drafted follow-up personalized to each lead
  • ✓ You only spend time on leads worth following up
  • ✓ Never forget a prospect again
  • ✓ Included

Stop losing leads to silence.

We build the automation, write the prompts, and wire it to your CRM. You just hit send—right next to the rest of your contacts and email tools.

Get Started →

Re-open conversations Montana teams forgot in the rush

Busy weeks mean good prospects sit in “I will call them back” purgatory. This automation scans your CRM for leads that have gone quiet, drafts a follow-up that references their original message, and puts send one click away.

It is meant for Montana companies where the owner still sells—construction, professional services, home services—where losing track of one row in a spreadsheet really does cost revenue.

Montana website system: packages & next steps

Every Big Sky HQ website includes a full CRM for your business: new leads, your contact list, and email marketing in one login—this automation is part of that same stack we set up for you. See packages & pricing on the homepage for what is included.

Read the cost of missing leads in Montana, website vs full business system, and Montana professional services websites, or contact Big Sky HQ.

Get started

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