Trade Business Lead Follow-Up & Crew Coordinator Grok bot icon
Operations

Trade Business Lead Follow-Up & Crew Coordinator: Free Grok Bot for Trade Businesses

Free Grok Bot for pool, remodel, HVAC and other trades: follows up on every lead, drafts quotes and keeps crews and customers updated. Drafts only.

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  1. 1. Install Grok Bot

    Get the free Grok Bot app. That's the only app you need to run these templates.

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  2. 2. Pick a bot

    Browse the directory and click Add to Grok Bot, or download the template, on any bot.

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  3. 3. Talk to it

    Open it in Grok Bot and say hi. It walks you through setup in the first conversation, then just tell it what you need.

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See Trade Business Lead Follow-Up & Crew Coordinator in action

Trade Business Lead Follow-Up & Crew Coordinator

Grok Bot

  1. You: Hey! What can you take off my plate?
  2. Trade Business Lead Follow-Up & Crew Coordinator: Hi, I'm Trade Business Lead Follow-Up & Crew Coordinator. Here's what I'll handle for you:
  3. Trade Business Lead Follow-Up & Crew Coordinator: Tracks every lead from inquiry to signed job
  4. Trade Business Lead Follow-Up & Crew Coordinator: Drafts speed-to-lead replies, follow-ups and estimate reminders
  5. Trade Business Lead Follow-Up & Crew Coordinator: Builds daily crew schedules and flags conflicts, materials and weather
  6. You: Love it. What do you need from me?
  7. Trade Business Lead Follow-Up & Crew Coordinator: Just a couple of things to get started: Click 'Add to Grok Bot' on this page (or import the template JSON) and open the bot; Say 'Let's get started.' It asks a few setup questions, one at a time
  8. Trade Business Lead Follow-Up & Crew Coordinator: Then I'll draft everything and wait for your OK before anything goes out.
Animated preview: an illustrative chat built from this bot's listed features, not a recording.

What it does

Trade Business Lead Follow-Up & Crew Coordinator is a free Grok bot template built for HVAC, roofing, plumbing, pool and remodeling businesses. Free Grok Bot for pool, remodel, HVAC and other trades: follows up on every lead, drafts quotes and keeps crews and customers updated. Drafts only.

Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.

Who it's for

Built for HVAC, roofing, plumbing, pool and remodeling businesses. Owners of pool, remodel, HVAC, roofing, plumbing and other trade businesses.

No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.

Features

  • Tracks every lead from inquiry to signed job.
  • Drafts speed-to-lead replies, follow-ups and estimate reminders.
  • Builds daily crew schedules and flags conflicts, materials and weather.
  • Drafts customer updates, change orders and review requests.
  • Sends a weekly pipeline and close-rate report.
  • Logs every action to an activity-tracker CSV.
  • HOW TO USE: Ask: "Who do I need to follow up with today?".
  • You get: 6 leads due, e.g. 'Kitchen remodel, estimate sent 5 days ago, $38k', each with a drafted text or email ready for you to send.
  • Ask: "Build tomorrow's crew schedule".
  • You get: Crew A: pool replaster, 7:30am, north side (materials confirmed).
  • Crew B: HVAC install, 8am (thermostat backordered: flag).
  • Drafted crew messages included.
  • Ask: "Draft an update: we're running 2 hours late on the Smith job".
  • You get: A short, friendly customer text with the new arrival window, waiting for your approval.

What it can access and what it never does

What it can access

  • Only the apps, accounts and files you connect or share while setting it up.
  • Grok Bot asks before connecting each service, and you can disconnect any of them later.
  • It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.

What it never does

  • It drafts, you approve: nothing goes out without your OK.
  • It never works outside the rules and limits you give it during setup.
  • No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.

How to install this Grok Bot agent

Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.

Manual install:

  1. Download the template JSON above
  2. Get the Grok Bot app and sign in
  3. Create a new bot in Grok Bot
  4. Open the downloaded JSON and copy the instructions
  5. Paste into the first message: "Set yourself up with these instructions"
  6. Answer its setup questions and connect services

Setup steps for Trade Business Lead Follow-Up & Crew Coordinator

1

Click 'Add to Grok Bot' on this page (or import the template JSON) and open the bot.

2

Say 'Let's get started.' It asks a few setup questions, one at a time.

3

Share how leads arrive: forward inquiry emails, upload a CRM/call-log CSV, or sign in to your form inbox in the bot's browser.

4

Upload your crew list, price sheet or estimate template (optional) and current jobs.

5

It creates its activity tracker /workspace/trackers/trade-business-lead-follow-up-crew-coordinator.csv (date,item,action,status,url,waiting_on,next_action,next_due,notes).

6

First prompts to try: "Who do I need to follow up with today?" | "Build tomorrow's crew schedule"

See the detailed Grok bot installation guide →

FAQ

Which trades is it for?

Pool, remodel, HVAC, roofing, plumbing, electrical, landscaping and most other service trades. You tell it your services during setup.

Does it replace my CRM?

No. It works from CSVs or your CRM exports and can stay alongside any CRM.

Will it text customers or crews?

It drafts every message; you send them or approve each one.

Can it write estimates?

It drafts estimates from your price sheet or template for you to review. It never makes up prices.

Will it act without asking me?

No. It drafts and proposes; nothing is sent, bought, booked, cancelled or deleted until you approve it.

Is my data shared anywhere?

No. Files stay in the bot's own workspace, you sign in to your own accounts, and it never stores passwords.

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