Services
Four Systems.
One Pipeline.
Zero Guesswork.
Every service we offer is a working automation — not a template, not a PDF guide. We build it to your business, test it, and hand it over live. Here’s exactly what each one does.
Auto Onboarding
& Booking
Most contractors lose jobs in the first five minutes. A lead calls, gets voicemail, and moves on to the next guy who picks up. The auto onboarding system removes you from that equation entirely.
A branded intake form captures every enquiry the moment it comes in — name, location, job type, timeline, budget. That data is instantly assessed, and qualified leads are sent a booking link directly. They pick a time that works for them. It lands in your calendar. No phone tag. No missed jobs.
The form is built to your services and your qualifying criteria. A landscaper and a plumber need different questions — we build it to match exactly what you need to know before you show up.
Lead submits intake form
Branded form on your website, link in bio, or sent manually. Captures all qualifying info in under 2 minutes.
Automation qualifies the lead
Our automation layer checks the response against your criteria — service area, job type, budget range — and routes accordingly.
Booking link sent automatically
Qualified leads receive a personalised email with your Calendly link within seconds of submitting.
Booking lands in your calendar
You get a notification. The lead gets a confirmation and reminder. Both sides are set — no calls needed.
Out-of-scope leads handled politely
Leads outside your area or scope get a courteous auto-reply explaining you can’t help. Professional, zero effort from you.
phone-only intake
to booking link
required from you
Lead CRM &
Data Capture
Every lead who contacts you is money in motion. Most contractors have no idea how many leads they get, where they came from, or what happened to them. This system fixes that.
Every submission, every booking, every status change is automatically logged into a clean, organised dashboard. Name, contact details, job type, date, lead source, and current status — all tracked without you lifting a finger.
At the Starter level it’s a live lead log. Upgrade to the full CRM view and you get a proper pipeline — leads sorted by stage, revenue forecasting, and a clear picture of what’s in your funnel at any given moment.
Auto-populated lead log
Every new submission adds a row automatically. Name, contact, job type, location, date, and source captured on arrival.
Lead status tracking
Columns for current status — New, Contacted, Booked, Quoted, Won, Lost. Update manually or trigger automatically from other systems.
Source attribution
Know whether leads came from your website, Google, referral, or social. Tells you where your best jobs come from so you can double down.
Pipeline view (CRM upgrade)
Kanban-style view of your entire lead funnel. See what’s booked, what’s pending, and what needs attention at a glance.
Revenue tracking
Log job values as you quote. The sheet totals your pipeline value, won revenue, and conversion rate automatically.
Works on any device
Works on phone, tablet, and desktop. Check your pipeline from the job site, truck, or office.
Lead Retention
& Follow-Up
Studies consistently show that 80% of sales require five or more follow-ups — and most contractors follow up zero times. A lead who goes quiet isn’t a lost job. It’s a job you haven’t chased yet.
This system runs a multi-step follow-up sequence automatically for every lead who doesn’t book. Email, reminder, check-in — spaced over days or weeks — without you writing a single message. The sequences are written to sound like you, not a robot.
Most contractors recover two to four extra jobs per month from leads they’d already mentally written off. At an average job value of $800–$2,000, that’s a significant return on a single monthly retainer.
Lead submits but doesn’t book
Trigger fires. The follow-up sequence begins immediately. No action needed from you.
First follow-up sent
Friendly, personal-sounding email checking in. Includes your booking link. Written in your voice.
Second touch
Light check-in asking if they have any questions. Keeps you top of mind without being pushy.
Value email
Practical tip relevant to their job type. Builds trust. Reminds them why you’re the right call.
Final re-engagement
Last touch. If they book, they’re removed from the sequence. If not, the record closes cleanly.
5+ follow-ups
per month avg.
per lead
AI Email
Assistant
Every contractor gets the same emails over and over. What areas do you cover? How much does it cost? How long does it take? These questions don’t need you — they need an answer.
The AI Email Assistant handles your inbox in two ways. Common questions get answered automatically — instantly, accurately, 24 hours a day. Anything more complex lands in your inbox as a ready-to-send draft. You read it, approve it, and hit send. The hard part is already done.
The system is trained on your services, your pricing, your service area, and your tone. Replies sound like you wrote them. Response times drop from hours to seconds. You look more professional and spend less time on your phone.
FAQ auto-reply
Pricing, availability, service area, process questions — answered instantly and accurately without your input.
AI draft generation
Complex or unique emails arrive in your inbox as polished drafts. One-click approve and send. Edit if needed.
Trained on your business
We feed the AI your services, rates, area, tone, and common scenarios before it ever replies on your behalf.
Sounds like you, not a bot
We match your communication style during setup. Casual, professional, or somewhere in between — it stays consistent.
24/7 response capability
Leads who email at 11pm on a Sunday get an answer. You don’t. That speed alone wins jobs over competitors.
Ongoing tuning
As your business evolves — new services, new pricing, new area — we update the AI’s training to stay accurate.
Ready to Start
Not Sure Where
To Begin?
Book a free 30-minute call. We’ll look at your current process, identify the highest-value automation to build first, and give you a clear recommendation — no pitch, no pressure.