SERVICE CRM & AUTOMATION

    The Systems That Run Your Business While You Work

    Follow-up sequences, review automation, pipeline management, and client communication all running in the background so nothing falls through the cracks and no lead goes cold.

    THE PROBLEM

    Revenue is slipping through the gaps between your tools.

    Most growing businesses are managing leads in their head, following up inconsistently, and relying on memory to request reviews and re-engage past customers. Every one of those gaps is a revenue leak.

    A properly engineered CRM and automation system does not just organize your business it actively closes deals you would have otherwise lost, generates reviews you would have forgotten to ask for, and re-engages customers who were worth saving.

    44%
    Sales reps give up after one follow-up. Most deals close after 5 or more touchpoints.
    29%
    More deals closed by businesses using CRM automation vs those that do not.
    68%
    Customers leave a business not because of price but because they feel ignored.
    5x
    Cheaper to retain an existing customer than to acquire a new one.
    WHAT YOU GET

    A business that follows up while you sleep.

    CRM Setup and Pipeline Design

    A fully configured CRM with a custom sales pipeline engineered around your business so every lead is tracked from first contact to closed job.

    Lead Follow-Up Sequences

    Multi-step email and SMS sequences that follow up with new leads automatically over 7, 14, and 30 days converting prospects who were not ready to buy on day one.

    Review Request Automation

    After every completed job, an automated message goes out requesting a Google review. Consistently. Without you lifting a finger.

    Appointment Confirmation and Reminders

    Automated confirmation emails, SMS reminders, and follow-up messages that reduce no-shows and keep jobs on the books.

    Re-Engagement Campaigns

    Dormant leads and past customers are re-engaged with targeted campaigns at the right moment seasonal offers, referral programs, and check-in sequences.

    Reporting Dashboard

    A real-time view of your pipeline, conversion rates, and campaign performance so you always know where revenue is coming from and what needs attention.

    AUTOMATION IN ACTION

    What happens automatically behind the scenes.

    TRIGGER

    New lead comes in

    WHAT HAPPENS
    • 1
      Lead tagged and added to pipeline
    • 2
      Immediate AI text-back sent
    • 3
      7-day follow-up sequence starts
    • 4
      Owner notified of hot leads
    TRIGGER

    Appointment is booked

    WHAT HAPPENS
    • 1
      Confirmation email sent instantly
    • 2
      SMS reminder 24 hours before
    • 3
      SMS reminder 2 hours before
    • 4
      Post-appointment review request queued
    TRIGGER

    Job is completed

    WHAT HAPPENS
    • 1
      Invoice sent automatically
    • 2
      Review request sent via SMS
    • 3
      Customer added to re-engagement list
    • 4
      Referral offer triggered at 30 days
    TRIGGER

    Lead goes cold

    WHAT HAPPENS
    • 1
      Re-engagement SMS sent at 14 days
    • 2
      Email offer sent at 30 days
    • 3
      Final follow-up at 60 days
    • 4
      Lead tagged for future campaign

    Often paired with

    AI Assistant
    Online Presence & SEO
    Social Media & Video

    Ready to stop letting revenue fall through the cracks?

    Book a strategy call and we will map out exactly what your automation system would look like what triggers, what sequences, and what results to expect.