Services / Automations
AUTOMATIONS THAT
NEVER MISS A LEAD.
Speed and follow-up win jobs. We automate the steps your office shouldn’t have to remember: instant replies, follow-up sequences, reminders, review requests and handoffs between your ads, CRM and team.
- Instant text & email replies to new leads
- New-lead alerts for your team
- Multi-day follow-up sequences
- Appointment confirmations & reminders
- Missed-call text back
- Estimate follow-up sequences
- Review requests after the job
- Lead routing between team members
- Ad platform to CRM syncing
- Workflows built in your existing tools
- Testing & monitoring
- Ongoing improvements
How It Works
THE PROCESS
We map how leads move through your business today, then automate the repetitive steps so your team can focus on conversations.
Map the Journey
We trace what happens from the moment a lead comes in to the signed contract, and where things slow down or slip.
Instant Response
New leads get an immediate text or email and your team gets an alert, so nobody waits hours for a reply.
Follow-Up Sequences
Leads that don't book right away get a series of helpful follow-ups over several days, not one call and done.
Appointments & Reminders
Confirmations and reminders cut no-shows, and missed calls get an automatic text back.
After the Estimate & the Job
Automatic estimate follow-ups keep deals moving, and review requests go out once the job is done.
Monitor & Improve
We watch response times, booking rates and replies, and keep refining the messages and timing.
Why Automation for Contractors
THE FASTEST CONTRACTOR USUALLY WINS
In our 12-month study, homeowners closed at about the same rate once someone was in their home. The real difference between channels was getting that appointment booked.
Automation makes sure every lead gets a fast reply and a real follow-up — even after hours, on weekends or when your office is busy on the phones.
You don’t need more leads if you’re losing the ones you already paid for.
Speed to Lead
Instant replies while the homeowner is still looking at your ad.
Persistent Follow-Up
Multi-day sequences that keep you top of mind until they book.
Works With Your Tools
Built on the CRM and phone system you already use wherever possible.
SET UP ONCE, WORKING EVERY DAY
We design, build and test the workflows, then keep improving them as we see what gets replies and bookings.
Lead → Reply
Instant responses and team alerts for every new lead.
Reply → Booking
Follow-up sequences, reminders and missed-call text back.
Job → Review
Estimate follow-ups and review requests after the work is done.
READY TO STOP LOSING LEADS?
Let’s look at how your leads are handled today and which steps we can automate first.
No pitch. No commitment. Just a straight conversation.