Fix one leak. See the result fast.
These are the flagship workflow fixes we would use to stop lead loss, cut admin drag, recover revenue, and give owner-operators cleaner visibility.
< 60 sec
new lead response
10+
hours saved monthly
3–5
common leaks we find fast
1
recovered lead can pay for months
Lead & Sales
Speed-to-Lead Agent
Leads wait hours or days for a response.
Every new inquiry gets a response in under 60 seconds, 24/7. It qualifies the lead and books a meeting into your calendar.
Missed Call Text-Back
You miss calls on the job site.
Every missed call triggers an instant text. The conversation starts without you. No lead falls through the cracks.
New Lead Nurture Sequence
Leads who don't book immediately go cold.
A personalized follow-up sequence over 7 days: Day 1, Day 3, Day 7. Stops the moment they respond or book.
Proposal Auto-Generator
Writing proposals takes hours.
When a new inquiry comes in, a draft proposal is automatically generated. What used to take two hours takes two minutes.
Retention & Reputation
Appointment Reminders
No-shows cost you time and revenue.
Reminders go out 24 hours and 2 hours before every appointment with a one-click reschedule link. No-shows drop.
Review Request Bot
Happy clients never leave reviews.
Two hours after every completed job, your client gets a text asking for a Google review. Your review count grows on autopilot.
Reactivation Campaign
Past clients sit in your database, untouched.
Clients who haven't visited in 90+ days get a re-engagement sequence. Lapsed revenue comes back without a single manual outreach.
Invoice & Payment Follow-Up
Unpaid invoices pile up.
Invoices that go unpaid trigger polite automatic follow-ups at 3, 7, and 14 days. Stops the moment payment is received.
Operations & Back-Office
Weekly Reporting Bot
You never have time to pull the numbers.
Every Monday morning, a plain-English summary of last week's performance lands in your inbox. Revenue, leads, no-shows. Everything you need.
Intake Form → CRM Pipeline
Someone manually enters every intake form into your system.
The moment a form is submitted, a complete record is created in your CRM. Zero manual data entry.
Job/Project Status Updates
Clients call to ask where their job stands.
When a job status changes, your client automatically receives an SMS update. The 'where's my contractor?' calls stop.
Operate tier
Want the system, not just one fix?
The right bundles combine multiple workflows into one operating layer. Simpler for your team, harder for revenue to leak out.
New Patient Engine
Speed-to-Lead + Appointment Reminders + Review Bot
Dental & medical practices
View pricingContractor Growth Pack
Missed Call Text-Back + Proposal Generator + Job Updates + Review Bot
Contractors & trades
View pricing20 minutes could change how your business runs.
Tell us where the leaks are. We’ll tell you what we would fix first, what the ROI likely is, and whether we’re the right fit.