Services
Systems that do the busy work for you.
Six core automations, each built around how your business actually runs. Start with one, or connect them into a complete lead-to-customer system.
Full CRM Integration & Workflow Automation
One organized system instead of scattered spreadsheets, inboxes, and sticky notes.
We clean up and centralize your customer data, then connect the tools you already use — forms, calendars, phone, email, spreadsheets, and CRM — so information moves on its own. Leads are captured, assigned, followed up, and tracked without copy and paste.
Every system is documented and handed over so you understand exactly how it works.
Who it's for
- Owners juggling leads across spreadsheets and inboxes
- Growing teams that need a single source of truth
- Businesses already using several tools that don't talk to each other
What's included
- CRM setup or cleanup
- Data migration, deduplication, and formatting
- Integrations built in Make and native APIs
- Pipeline stages, tasks, and notifications
- Documentation and handoff
AI Outbound & Inbound Voice Agents
A natural-sounding AI voice that works your lead list and answers your phone, so your team doesn't have to.
Outbound, your voice agent dials leads, holds a real conversation using a script built around your offer, asks your qualifying questions, and books qualified prospects straight onto your calendar.
Inbound, it answers every call — day, night, and weekends — handles common questions, captures the caller's details, and books appointments or routes urgent calls to you. Every call is logged with its outcome, notes, and transcript, so nothing depends on someone remembering to update a spreadsheet.
Who it's for
- Teams making dozens of outbound calls a day
- Businesses that miss calls during busy hours or after hours
- Companies following up on web or ad leads, or sitting on aged lead lists
What's included
- Custom call scripts and voice persona
- Inbound answering, FAQs, and call routing
- Qualification logic matched to your sales process
- Live booking into your calendar
- Call outcomes and transcripts written to your CRM
- Calling windows and do-not-call handling set to your rules
Missed Call Text Back
Every missed call gets a reply within seconds — before the caller dials your competitor.
When you can't pick up, the system immediately texts the caller back with a friendly, branded message, keeps the conversation going, and hands the thread to you or your team. After-hours callers get the same instant response and a link to book.
For service businesses, a missed call is usually a missed job. This closes that gap for good.
Who it's for
- Home service contractors — HVAC, plumbing, roofing, pools
- Med spas, salons, and clinics
- Any business where the owner is on the job, not at the desk
What's included
- Instant SMS reply on every missed call
- Custom messaging for business and after-hours
- Two-way texting routed to your phone or CRM
- Booking link for self-scheduling
- Lead captured automatically in your pipeline
SMS Follow-Up & Appointment Reminders
Timely texts that confirm, remind, and follow up — so fewer appointments slip through the cracks.
New leads get a quick follow-up while they're still interested. Booked appointments get a confirmation and well-timed reminders with an easy way to reschedule. After the visit, customers get a thank-you and a next step.
Your calendar stays fuller, your no-shows drop, and nobody on your team has to send those messages by hand.
Who it's for
- Appointment-based businesses — clinics, dental, wellness, salons
- Consultants and professional services
- Contractors scheduling estimates
What's included
- Booking confirmations
- Reminder sequences (e.g. day before and hours before)
- Reschedule and cancel links
- Nurture texts for leads who haven't booked
- Post-appointment follow-up
Cold Email Systems & Lead Reactivation
Outbound email built to land in the inbox — plus campaigns that wake up the leads you already paid for.
We set up sending domains and inboxes with proper authentication, build and clean your prospect lists, and write personalized sequences that sound like a person, not a template. Replies are routed straight to you and logged in your CRM.
Reactivation campaigns reach past leads and former customers with a timely reason to reconnect — often the fastest revenue in any business.
Who it's for
- B2B service companies looking for new accounts
- Businesses with large, dormant lead or customer lists
- Owners who want outbound without hiring a sales rep
What's included
- Domain and inbox setup with SPF, DKIM, and DMARC
- List building, verification, and cleanup
- Personalized multi-step sequences
- Reply handling and CRM logging
- Reactivation campaigns for past leads and customers
Google Review Request Automation
Ask every happy customer for a review at the right moment — automatically.
When a job is marked complete or an appointment ends, customers receive a short, personal request with a direct link to leave a Google review. A gentle reminder goes out if they haven't gotten to it, and you're alerted to new reviews so you can respond quickly.
More recent reviews mean more trust and better visibility in local search — where most customers start their search.
Who it's for
- Local service businesses competing on Google Maps
- Restaurants, retail, and hospitality
- Any business with happy customers who simply forget to post
What's included
- Automatic review requests by SMS and/or email
- Direct-to-Google review link
- Follow-up reminder
- New-review notifications
- Timing tied to your job or booking system
How we work
From first call to fully running.
- DiscoveryA conversation about where your time and leads are leaking.
- BlueprintA clear plan: what we'll automate, the tools involved, and the outcome.
- Build & testWe build the system around your process and test it on real scenarios.
- Launch & refineWe go live, monitor results, and tune it as your business grows.
Begin
Not sure where to start?
Most businesses begin with the one leak that costs them the most. We'll help you find it.
Let's Build Your Automation SystemAutomate today. Grow tomorrow.