What We Build
Custom automation systems for service businesses
We build custom automation systems tailored to how your business actually operates. Here are some of the systems we've built — but if none of these match your situation, that's fine. If you can describe the process, we can automate it.
Estimate Follow-Up Automation
No estimate gets forgotten.
The Problem
Research shows most sales close after five or more follow-ups. If you're only following up once or twice — or not at all — you're leaving money on the table. Estimates go out, people forget, and the customer books someone else. This is one of the most predictable and preventable sources of lost revenue in any service business.
The Solution
Automatically follows up on every open estimate until the customer accepts, declines, or you tell us to stop. You decide how many touches, how many days apart, and what the messages say. The system handles the timing — your team handles the conversations that matter.
If our automation captures just one more lead per month, it pays for itself.
What's Included
- Automated email sequences (fully branded)
- Configurable timing and touchpoints
- Hot list flagging for high-value jobs
- Full audit trail of every touchpoint
- Hosting and infrastructure management
- Monthly monitoring and maintenance
How It Works
Estimate sent
Triggers the follow-up sequence automatically
First touch
Friendly automated check-in via email on your schedule
Second touch
Follow-up with a clear call to action
Escalation
Flagged to your hot list for a personal call
Accepted or declined
Sequence closes automatically when the estimate is resolved
Smart Intake Form
Capture and qualify leads 24/7.
The Problem
When a lead comes in at 7pm and nobody responds until 9am, that's 14 hours for them to find a competitor. Studies show response time is one of the strongest predictors of whether a lead converts. Your website contact form sends an email to whoever happens to check it first — and sometimes that's nobody until the next morning.
The Solution
An intelligent intake system that captures every lead immediately, asks the right qualifying questions, and routes the inquiry to the right person — automatically, around the clock. No more lost leads from slow response times.
What's Included
- Custom intake form design
- Automated qualification questions
- Routing rules built for your workflow
- Instant team notification with full context
- Integration with your existing tools
- Hosting, monitoring, and monthly support
How It Works
Lead submits form
Any time of day, any day of the week
Qualification questions
Automated follow-up to gather key details
Routing logic
Directs to the right team member based on job type, location, or size
Instant notification
The right person gets alerted immediately with full context
CRM or job board update
Lead data added to your existing tools automatically
Daily Priority Briefing
Know what needs attention before the day starts.
The Problem
You shouldn't have to spend the first hour of your day piecing together what's happening — digging through emails, checking spreadsheets, chasing your team for updates. Without operational visibility, you're flying blind. That time belongs to running the business, not figuring out what the business is doing.
The Solution
A single daily summary delivered to your inbox every morning. Outstanding estimates, follow-up queue, overdue items, and anything flagged as urgent — sorted by priority, ready to act on.
What's Included
- Daily morning email briefing
- Outstanding estimates with age and value
- Follow-up priority queue
- Flagged items needing personal attention
- Customized to your data sources and priorities
- Hosting and infrastructure management
How It Works
Data aggregation
System pulls from your connected tools overnight
Priority sorting
Items ranked by urgency, age, and business value
Morning delivery
Formatted summary in your inbox before you start your day
Action links
One-click access to the items that need attention
Every system includes
This isn't “setup and goodbye.” Every automation we build comes with ongoing support so it keeps working as your business changes.
Hosting & Infrastructure
We run it, you own the accounts.
Monitoring
We watch for failures before you notice them.
Maintenance
Updates and fixes are included.
Monthly Support
One point of contact for questions and changes.
Quarterly Reviews
Strategy sessions to keep systems aligned with your business.
Pricing
Start with what solves your biggest problem. Add more when you're ready.
Start Smart
1 Automation
One automation, fully operational.
- One automation system
- Full setup and configuration
- Monthly monitoring
- Email support
Scale Strong
2 Automations
Cover your two biggest operational gaps.
- Two automation systems
- Full setup and configuration
- Monthly monitoring and maintenance
- Quarterly strategy review
- Priority support
Transform Operations
3 Automations
All three systems working together.
- Three automation systems
- Full setup and configuration
- Monthly monitoring and maintenance
- Quarterly strategy reviews
- Priority support
- Continuous improvement
Setup fees may apply depending on complexity. All pricing is discussed during your discovery call.
Not sure which is right for you?
Let's figure it out together. Book a discovery call and we'll identify your biggest operational drain and point you at the right solution.
Book a Discovery Call