Automations
The busywork, handled automatically.
A few of the automations we build most often. Each one runs 24/7, with error handling, logging, and a human checkpoint wherever it matters.
Speed-to-lead follow-up
TriggerNew lead from any form/ad
Instant personalized SMS + email, then a booking link
Form → CRM → notify
TriggerWebsite form submitted
Lead created, scored, and your team notified instantly
Proposal generation
TriggerDiscovery call ends
Draft proposal with scope, timeline & pricing ready to review
Dead-lead revival
TriggerList of old leads/quotes
Automated revival sequence that re-books cold prospects
Weekly client report
TriggerEvery Monday 8am
Data pulled, summarized by AI, drafted for approval
Document collection
TriggerNew client onboarded
Chases missing docs/signatures until complete
Support triage & routing
TriggerNew support email
Classified, answered or routed to the right person
Appointment reminders
TriggerUpcoming booking
Timed SMS/email reminders to cut no-shows
No lock-in
Works with the tools you already use.
We fit into how you already work. Nothing to rip out, nothing new to learn, and you own everything we set up.
Your CRMYour inboxYour calendarYour phone lineYour payment toolYour formsYour help deskYour spreadsheets
You don't change a thing. We quietly connect what you've already got, so the busywork happens on its own and you stay in control.
Tell us your most repetitive task.
Book a free AI automation audit. We'll map exactly what to automate first. No pitch, no pressure.