Automations
What automation actually looks like
These are examples, not a package deal. Every business is different, so we build the pieces that fix your specific headaches. Here is the kind of thing we put together.
Example 1
Lead intake
A new inquiry comes in and everything that should happen next happens on its own - while you are still on a ladder.
Customer inquires
Website form, text, or missed call from a homeowner who needs help today.
Details captured
Name, phone, address, job type and urgency saved in one clean record.
You get notified
A text or email hits your phone with the short version you need.
Added to tracking
The lead lands in your list so it cannot quietly disappear.
Example 2
AI qualification
Before you spend a phone call on it, a few useful questions get asked and answered. You show up to the conversation already knowing the job.
- What kind of work is it, in the customer's own words
- Where the property is and whether it is in your area
- How urgent it is - emergency today or a quote next week
- Anything you always ask, asked the same way every time
Text thread
Hi, water is leaking under my kitchen sink and I need someone out.
7:41 AMSorry to hear that! Quick questions so we can get you scheduled: is the water shut off, and what's the property address?
Auto-reply, 7:41 AMShut off at the valve. 214 Willow Creek Dr.
7:44 AMPerfect - you're in our area. Would today between 1 and 3, or tomorrow morning, work better?
7:44 AMExample 3
Follow-up that actually happens
Most lost jobs are not lost to a competitor. They are lost to silence. A simple sequence keeps the conversation alive without you tracking it.
If the customer replies or books at any point, the rest of the sequence stops. Nobody gets pestered.
Minute 1
Immediate response
A short, friendly reply so they know a real business is on the other end.
Day 1
Follow-up message
A quick check-in with any information they still need from you.
Day 3
Reminder
A nudge on the quote or the appointment they were thinking about.
Day 7
Final follow-up
One last friendly message that closes the loop and leaves the door open later.
Example 4
Appointment scheduling
Customers pick a window that works, you get the details, and both of you get a reminder before the visit.
Request comes in
The customer asks for a time or picks from the windows you allow.
Confirmed
The appointment is written down and you both get the confirmation.
Reminder sent
A reminder goes out before the visit so fewer trips get wasted.
Text thread
You're set for Thursday, 1:00-3:00 PM at 214 Willow Creek Dr. Reply C to confirm.
ConfirmationC
ConfirmedReminder: we'll be out today between 1 and 3. Text this number if anything changes.
Sent morning of the visitEverything on this page is a demonstration of what is possible. We do not hand every customer every feature - we start with the one or two that will make the biggest difference in your week.
Want to see this with your own business in mind?
Tell us how leads come in today and what happens after. We will walk you through what a simple version could look like for you.