01
Automated intake
Every lead that arrives by website form, chat or missed call gets answered in seconds, asked the right questions, and filed where your team works.
What we build
- Website chat that asks your qualifying questions and books time
- Smart forms that route by service, location and urgency
- Missed-call text-back so a ringing phone never goes cold
- Every answer written into your CRM or case system as a new record
What we run every month
- Tuning the questions and answers from real conversations
- New forms and routes as your services change
- A monthly report on what came in and how fast it was answered
02
Automated follow-up by text and email
Quotes, estimates and consultations get a timed sequence of texts and emails until the person answers, books, or asks to stop.
What we build
- Follow-up sequences for every stage: quote sent, no reply, booked, job done
- Appointment reminders and no-show recovery
- Review requests after the work is finished
- A2P 10DLC texting registration filed for you: your business brand and your messaging campaign registered with the U.S. carriers, with sample messages and use case written to pass review
- Your website's privacy policy, SMS terms and opt-in wording updated to what carrier review looks for
- Opt-out handling built in, so every STOP request is honored at once
- Consent captured on every form, so each text is one the person agreed to
What we run every month
- Message copy refreshed from what people actually reply to
- A2P registration kept in good standing: campaigns updated when your messages or use cases change, and any carrier rejection answered and refiled by us
- Deliverability and carrier filtering watched, so you hear from us first if texts stop landing
- New sequences for new services or seasons
03
AI phone receptionist
Calls are answered in your business name, the caller's details are taken down, a time is booked, and your team gets a written summary and, where your state allows it, the recording.
What we build
- Answers every call, including after hours and while your team is busy
- Takes name, reason for the call and best number
- Books on your real calendar and texts the confirmation
- Transfers to a person when the caller asks for one
- Recording notice played at the start of every call where the law requires it
What we run every month
- Call reviews and script changes every month
- New answers added as new questions come up
- Hand-off rules adjusted as your team changes
04
Scheduling
One calendar that intake, follow-up and the phone all book into, with confirmations, reminders and reschedules handled without a person in the loop.
What we build
- Booking pages tied to the right person, service and location
- Confirmations and reminders by text and email
- Reschedule and cancel links that keep the calendar true
What we run every month
- Availability rules kept current
- Reminder timing adjusted from no-show patterns
05
CRM and workflow automation
The steps your team repeats by hand, done by the system: tasks created, documents requested, stages moved, people notified.
What we build
- Pipeline stages that move when a lead replies, books, signs or pays
- Document requests and e-sign hand-offs sent at the right moment
- Internal alerts to the right person when a lead needs a human
- Connections to the tools you already use
What we run every month
- New automations added as your process grows
- Connections checked every day and fixed when they break
- Quarterly clean-up of stages, tags and fields
06
Reporting
One page, every week, that shows what came in, how fast it was answered, what booked, and where the rest dropped off.
What we build
- A weekly report emailed to the owner
- A live dashboard for the team
- Tracking from first contact to booked, so you know what worked
What we run every month
- Numbers checked every week by a person
- New questions answered with new views
07
Website redesign
Your website rebuilt to load fast, read well on a phone, and turn visitors into booked calls, with intake, booking and texting consent built into every page.
What we build
- A redesign of your site, mobile first, in your brand
- Your existing page addresses kept or redirected so search rankings carry over
- Website chat, smart forms and booking built into the pages
- Privacy policy, SMS terms and opt-in language ready for A2P texting registration
- Page titles, descriptions and structure set up for search
What we run every month
- Text and page changes every month, by request
- Speed, mobile layout and search visibility checked every month
- Hosting, security updates and backups handled
08
Social media content and posting
Posts written, designed and published on your business pages on a steady schedule, so people who look you up see a business that is open and active.
What we build
- Your business pages set up or cleaned up with the right details and links
- A content plan built from your services, seasons and questions customers ask
- Post templates in your brand
What we run every month
- A monthly content calendar sent for your approval
- Posts written, designed and published on schedule
- Comments and messages flagged to the right person on your team
- A short monthly note on what got the most response