Marketing automation that runs while you work
Stop manually sending the same emails and texts over and over. Build visual workflows that trigger the right message on the right channel automatically — based on what your leads and customers actually do.
Marketing automation lets you build workflows that send texts, emails, voicemails, and social messages automatically based on triggers like form submissions, pipeline changes, appointments, or time delays. Bring On The Leads provides a visual drag-and-drop builder where you connect triggers to actions — no coding required. You set the rules once, and the system follows up with every lead and customer consistently, 24/7, across multiple channels.
Manual follow-up doesn't scale
When you have 10 leads, you can follow up with each one personally. When you have 100, you can't. And when follow-up depends on people remembering to do it, it stops happening.
Repetitive tasks eat your day
Sending the same welcome email, the same reminder text, and the same follow-up call to every lead eats hours every week. That's time you should spend closing deals.
Inconsistency kills conversions
Your best rep follows up 5 times. Your newest rep follows up once. The leads who needed the most touches got the fewest, and you don't find out until the lead goes cold.
Multi-channel is too complex manually
Coordinating a text on day 1, an email on day 3, and a voicemail on day 5 across dozens of leads is impossible to track by hand. Something always gets missed.
Who this is for
- Small businesses that get more leads than they can follow up with manually
- Sales and marketing teams that need consistent, repeatable follow-up processes
- Service businesses with appointment-based workflows (reminders, no-shows, reactivations)
- Agencies that need to automate campaigns across multiple clients
How BOTL automation works
Start with a trigger
Every workflow begins with a trigger: a lead fills out a form, moves to a new pipeline stage, books an appointment, misses a call, or a certain number of days pass. You pick the trigger from a dropdown.
Add actions and conditions
Drag actions onto the canvas — send a text, send an email, add a tag, move to a pipeline stage, assign to a rep, wait a delay. Add conditions to branch the flow based on the lead's data or behavior.
Choose your channels
Each action can use a different channel. Send a text instantly, wait an hour, send an email, wait a day, then drop a voicemail. Mix and match to find what your leads respond to.
Launch and monitor
Once your workflow is live, it runs automatically. You can see how many leads are in each step, how many converted, and where leads are dropping off — then adjust the workflow to improve results.
Drag triggers, conditions, and actions onto a canvas to build multi-channel workflows.
What makes this work
Visual workflow builder
See your entire automation on one canvas. Drag, drop, and connect triggers to actions without writing any code.
Learn moreEmail automation
Send branded emails automatically as part of a workflow. Use templates or build custom emails with the drag-and-drop builder.
Learn moreSMS automation
Trigger automated text messages at the perfect time. Two-way texting means leads can reply and the conversation continues in the CRM.
Learn moreMulti-channel sequences
Combine text, email, voicemail, and social messages in a single workflow. Each step can use a different channel.
Learn moreConditional branching
Split your workflow based on lead data or behavior. If they opened the email, send a follow-up. If they didn't, send a text instead.
Workflow analytics
See how many contacts entered each step, how many completed it, and where they dropped off. Optimize based on real data.
How we get you started
We don't hand you a login and walk away. Here's what happens after you sign up.
Map your workflows
We sit down with you to map out your follow-up processes — what happens when a lead comes in, when they book, when they no-show, and when they go cold.
We build the automations
We build your workflows in the visual builder, write the copy for each message, and set up the triggers and conditions.
Test and launch
We test each workflow end-to-end to make sure messages fire at the right time and the right channel. Then we turn it on.
Optimize over time
We monitor workflow performance and adjust timing, copy, and channels based on what's converting. Automation isn't set-and-forget — it improves with tuning.
Why multi-channel automation outperforms single-channel
Research from Omnisend shows that campaigns using three or more channels earn a 287% higher purchase rate than single-channel campaigns. The reason is simple: leads check different channels at different times. A text might get ignored during work hours but an email gets opened at lunch. By automating across multiple channels, you reach leads when and where they're most likely to respond — without your team having to remember to do it manually.
Questions buyers ask before choosing BOTL
What is marketing automation and how does BOTL do it?
Marketing automation sends the right message on the right channel at the right time — without manual effort. BOTL provides a visual drag-and-drop builder where you connect triggers (form submissions, pipeline changes, appointments, missed calls) to actions (texts, emails, voicemails, social messages). You set the rules once and the system follows up consistently, 24/7.
Do I need to know how to code to build automations?
No. The visual builder uses drag-and-drop. You select triggers, drag actions onto the canvas, and connect them. If you can describe your follow-up process in words, you can build it in the workflow builder. We also build your first workflows during onboarding.
What channels can I automate?
SMS text messages, email, voicemail drops, Facebook and Instagram DMs, Google Business Profile messages, and internal notifications to your team. You can mix channels within a single workflow — a text on day 1, an email on day 3, a voicemail on day 5.
Can I start with a template instead of building from scratch?
Yes. We provide pre-built workflow templates for new lead follow-up, appointment reminders, no-show nurture, review requests, and stale lead reactivation. We also build custom workflows during onboarding tailored to your sales process.
What happens if a lead replies to an automated message?
The automation pauses for that contact and their reply goes into your unified inbox. Your team can take over the conversation manually. The workflow resumes only if you re-enroll the contact — so you never send automated messages to someone you're actively talking to.
How do I know if my automations are working?
Each workflow shows how many contacts entered, how many completed each step, conversion rates, and where contacts dropped off. You can use this data to optimize timing, messaging, and channel mix.
What does setup involve?
We map your follow-up processes, build your workflows in the visual builder, write the copy for each message, test end-to-end, and launch. Then we monitor performance and adjust timing and channels based on what's converting.
Frequently Asked Questions
Do I need to know how to code to build automations?
No. The visual builder uses drag-and-drop. You select triggers, drag actions onto the canvas, and connect them. If you can describe your follow-up process in words, you can build it in the workflow builder.
What channels can I automate?
SMS text messages, email, voicemail drops, Facebook and Instagram DMs, Google Business Profile messages, and internal notifications to your team. You can mix channels within a single workflow.
Can I start with a template?
Yes. We provide pre-built workflow templates for common scenarios: new lead follow-up, appointment reminders, no-show nurture, review requests, and stale lead reactivation. We also build custom workflows during onboarding.
What triggers can I use to start a workflow?
Form submissions, pipeline stage changes, appointment bookings, missed calls, tag additions, inbound messages, time delays, and custom events. You can combine multiple triggers in a single workflow.
Can I see how my automations are performing?
Yes. Each workflow shows how many contacts entered, how many completed each step, conversion rates, and where contacts dropped off. You can use this data to optimize timing and messaging.
What happens if a lead replies to an automated message?
The automation pauses for that contact and their reply goes into your unified inbox. Your team can take over the conversation manually. The workflow resumes only if you re-enroll the contact.
See it in action
Book a personalized demo and we'll show you exactly how this works for your business.
Book a Demo