Answers / Welcome emails for new leads
Welcome emails for new leads
Send every new lead the same short, helpful welcome emails automatically: a quick thank-you right away, then one or two useful follow-ups until they book or say no. Here is how to set it up with tools we list.
Steps
- Send every lead to one place. Point your website form, online booking page and social links at your job software so each new lead lands in one list. Jobber has shareable request forms, Markate has a website booking form, and ServiceM8 and Housecall Pro list online booking.
- Write the first email: a fast thank-you. Thank them, say what happens next and when they will hear from you, and give your name and phone number. Keep it to a few lines. Set it to go out automatically as soon as the lead comes in.
- Add one or two helpful follow-ups. A second email a few days later can answer the questions people usually ask before hiring you: how pricing works, what areas you cover and how to book. Stop after two or three emails in total. There is no proven perfect gap, so pick timing you would be fine receiving.
- Turn on the sequence in your tool. Markate lists an automated email drip campaign for leads. Jobber lists a custom automation builder and syncs leads to Mailchimp. ServiceM8 syncs clients to Mailchimp. Housecall Pro lists automated lead follow-ups in Pipeline. If your tool syncs to Mailchimp, the welcome emails can be built there.
- Stop the emails once they book. Check that a lead who books or gets a quote stops getting welcome emails and moves to your quote follow-ups instead. Fill in your own form as a test lead to see exactly what arrives.
- Review it every month. Look at which leads booked and which went quiet, and change one email at a time.
Tools that do this
Only tools we list. What each does here comes from the vendor's own page on the date shown; prices are the starting prices on the vendor's pricing page. Prices change, so confirm before you buy.
| Tool | What it does for this | Starting price |
|---|---|---|
| Markate | Pricing page lists an Automated Email Drip Campaign to nurture leads with emails tailored to customer actions, an Online Booking form for your website ($10/mo) to capture leads, and an Automated SMS Drip Campaign priced at 10 cents a text. (vendor page, checked 2026-10-30) | Owner Operator $49.95/mo ($45.95/mo billed yearly); Team adds $5/employee/mo (pricing, checked 2026-11-03) |
| Jobber | Pricing page lists custom request forms you can share on your website, social media or client hub, lead management that tags clients as leads and syncs with Mailchimp, automated client notifications, and a custom automation builder for client communications. (vendor page, checked 2026-10-30) | Core $29/mo billed annually ($49 month-to-month) (pricing, checked 2026-11-01) |
| ServiceM8 | Pricing page lists Online Bookings and a Mailchimp sync of your ServiceM8 clients for email marketing campaigns, both on all plans, plus Zapier on all plans. (vendor page, checked 2026-10-30) | Free $0/mo (30 jobs); Starter $29/mo (50 jobs); Growing $79/mo (150 jobs); Premium $149/mo (500 jobs) (pricing, checked 2026-11-03) |
| Housecall Pro | Pricing page lists online booking from Google or your website and Pipeline, which it describes as automated follow-ups to convert more leads into jobs. Plan pricing for Pipeline is shown after a demo. (vendor page, checked 2026-10-30) | Basic $59/mo billed annually (pricing, checked 2026-11-01) |
Setup guides and comparisons
By industry: Construction, Snow & landscaping, Home services. All quoting-estimating tools.
Last checked 2026-10-30. We do not rank these tools; we name a pick only after hands-on testing. Spot something out of date? Send a correction.
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