Automated follow-up that books more calls, preps your team, and gets you referrals — without lifting a finger.
We install a follow-up system that closes more deals — automatically.
See the Flow in Action
What happens after a lead comes in? Here's how SteadyFlow handles it — from first contact to close.
Step 1: Lead Receives Immediate Follow-Up
Within seconds, SteadyFlow sends a personalized text and email to the lead with your booking link. This replaces ghosted leads with real conversations and booked meetings.
Prep Doc: Sarah Tran
Step 2: You Get a Smart Prep Document
You receive a concise document before each meeting with everything you need to close — what they want, how they found you, and how to win the call.
Subject: Great connecting!
Hey Sarah, really enjoyed our chat! I've attached your quote with all the details we discussed. Let me know if you have any questions.
Also, if you know anyone else who could use some help, I'd appreciate you passing my info along. Thanks again!
Step 3: Send Quote & Ask for Referral
After your call, SteadyFlow automatically sends your quote, next steps, and a referral prompt. This turns one client into two and keeps your pipeline full.
The SteadyFlow Every Business Needs
1. Instant Lead Response & Booking
We instantly contact every new lead and get them booked — before they go cold.
- Pulls from any source: form, CRM, referral, etc.
- Sends human-style SMS + email with a Calendly link
- Sends reminders if they don't book
→ You stop losing leads you already paid for.
2. Smart Agent Brief + Proposal Generator
We prep your team with everything they need to close — and generate a proposal without wasting time.
- One-page prep doc before the call
- Pulls client info + flags pain points
- Optional branded quote/proposal PDF sent to the client
→ Your team sounds sharp and closes faster.
3. Post-Meeting Follow-Up + Referral Ask
We follow up after every meeting with a thank you, a referral ask, and next steps — automatically.
- Personalized follow-up message sent 24–48 hrs later
- Includes quote, next steps, and a soft referral CTA
- Optional: referral reward or review link
→ One client = two deals. Your pipeline grows without chasing.
Sound Familiar? We Can Help.
- Manually chasing leads is taking up valuable time.
- Your team could be better prepared for sales calls.
- You're missing opportunities for follow-ups and referrals.
- A scattered system is letting potential revenue slip away.
We fix all of that with one clean, automated flow.
Who It's For
Insurance Agents
Mortgage Brokers
CPAs / Bookkeepers
Financial Advisors
Small Teams Selling High-Ticket Services
If you take calls and close deals, you need a system like this.
Plans & Pricing
Flow Plan
$500 Setup / $125 Monthly
For solo agents or lean teams
- 1 lead source
- Instant SMS + email follow-up
- Auto booking + reminders
- Pre-call brief
- Post-call quote + referral message
➕ Add more sources: $100 each
Stream Plan
$750 Setup / $200 Monthly
For growing teams
- Everything in Flow
- Up to 3 lead sources
- Lead tagging (Urgent, High Value, etc.)
- Branded proposal templates
- Monthly system check-in
➕ Add more sources: $100 each
Book a Demo
Want to see how it flows? We'll show you the system, answer your questions, and build your perfect version.
Book My Demo
