For service businesses · websites · crm · ai receptionist
Every lead answered, tracked and followed up
For service businesses that already get leads and lose too many. We build the website, the CRM (your customer list) and the follow-up that answer every inquiry in seconds, plus an AI receptionist that answers your calls day and night. It books the appointment and onboards the client, and we keep it all running.
- Scoped on a call
- You own your data
- Calls and texts only with consent
Most leads are lost between "new inquiry" and "new client"
- 01
The first reply is slow
People ask three businesses at once. The one that answers first usually gets the call.
- 02
Missed calls stay missed
A voicemail at 6:40 PM is a lead nobody owns until tomorrow, if then. An AI receptionist answers that call live instead.
- 03
Onboarding lives in an inbox
Forms, reminders and kickoff calls depend on someone remembering to send them.
Stage by stage
Where leads get lost today
More traffic is rarely the first fix. Most businesses already lose people at every step after the click: slow pages, slow replies, no-shows and proposals nobody follows up. We widen each step, then measure it.
Find your biggest leak- Visitors
Fast pages, local pages, search + AI-answer visibility
- Inquiries
Short forms, click-to-call, instant replies, calls answered by an AI receptionist
- Booked
Offer two times on the spot, book by text or on the call
- Showed up
Reminders and confirmations before every appointment
- Won + onboarded
Follow-up on quiet proposals, onboarding that runs itself
Bar widths are an illustration of where each piece works, not client results.
Reply speed research
7×
Firms that responded to a web lead within an hour were nearly seven times as likely to qualify it as firms that waited longer.
23%
of the 2,241 companies in the same audit never responded to a web inquiry at all.
53%
of mobile site visits are abandoned when a page takes longer than three seconds to load.
Find out where your leads go quiet
A free call on how work comes in and where it stalls. Or ask our AI first.
What we build
All servicesWebsites that capture leads
A fast site that explains what you do and turns visits into requests you can act on, with forms that ask the right questions up front.
Details → 02CRM and pipeline
One place where every lead, estimate, job and invoice lives, built around your stages instead of a generic sales template.
Details → 03Recruiting automation
For teams that hire often: a careers page, an applicant follow-up that runs on its own, and a group briefing that does not need someone to host it live.
Details → 04AI receptionist and scheduling
An AI receptionist that answers your calls live when your team is busy, after hours or around the clock, answers the common questions and books the appointment.
Details → 05Follow-up and email campaigns
Messages that go out when they should: right after a request, before an appointment and after a quote goes quiet, plus email re-engagement campaigns for past customers who opted in.
Details → 06Data organization
Customer, client and job records pulled out of every spreadsheet and app, cleaned up, de-duplicated, and kept in sync from then on.
Details → 07Connecting your tools
Getting the software you already pay for to pass information along, so nobody copies data from one screen to another.
Details → 08Custom builds
A tool, form, report or connection that does not exist off the shelf, built around how your team already works.
How we scope it → 09 Not sure where to start?Tell us where work piles up. We will tell you what to set up first. Get plugged in →What a visitor sees, and what happens next
How we build websitesMade-up businesses, built the way we build real ones. Each shows a request coming in, the reply going out with consent, and the job landing in the CRM.
Texts go out only after the visitor ticks the OK box on the form.
Answered by an AI receptionist, after hours or 24/7. No missed calls. Calls are recorded only with the caller's OK. How the AI receptionist works
The chat says it is an AI assistant. Texts go out only after the visitor says OK.
Check-ins go only to homeowners who asked for an estimate and said OK to texts.
- A homeowner fills out the inspection form
- They get a text right away
- The job shows up in your job list
- They pick Thursday morning
- It goes straight onto Mike's calendar
- Confirmation sent and a reminder set
- Storm inspection at 14 Oak St, photos attached, booked on Mike's calendar for Thursday at 9am. Confirmation texted and a reminder set for Wednesday.
- A homeowner calls while the crew is up on a roof
- The AI receptionist answers right away
- The call shows up in your job list
- It goes straight onto Mike's calendar
- Confirmation sent and a reminder set
- Luis called about a kitchen leak after hail. The AI receptionist answered, recorded with his OK, and booked Mike for Thursday at 9am. Confirmation texted and a reminder set.
- A visitor asks questions in the website chat
- The AI assistant answers and offers an inspection
- The request shows up in your job list
- It goes straight onto Mike's calendar
- They get a confirmation text and a reminder is set
- Kim asked about hail damage in the website chat and booked an inspection. It went onto Mike's calendar for Thursday at 9am, with a confirmation text and a reminder.
- Dana has an estimate from last week
- Two days later, a friendly check-in text
- Dana asks a question and gets an answer
- Dana signs the estimate online
- The install goes straight onto the crew calendar
- Confirmation sent and a reminder set
- Dana got one check-in text, asked about gutters, signed the estimate online, and the install went onto the crew calendar for Tuesday. Confirmation texted and a reminder set.
Bringing back past customers
Plan a campaignWeekly and monthly emails to people who opted in. They stop the moment someone replies or books, and the booking lands on the right calendar.
Sent only to people who opted in or are existing customers. One-click unsubscribe in every email. Business address in every footer.
Seasonal roof check for past customers. Who gets it: Past customers, no job in 12+ months · opted in. What starts it: Spring list pulled from the CRM.
- Day 0: email "Time for a spring roof check?", with a button "Book a roof check". Opens the season with a plain reminder and one way to book.
- Day 7: email "Three things to look for after winter", with a button "Send us a photo". Gives something useful, with a low-effort way to reply.
- Week 2: email "Mornings open this month for roof checks", with a button "Pick a morning". Makes booking easy for anyone who meant to and forgot.
- Day 24: email "Still want roof reminders from us?", with a button "Keep me on the list". The last check-in for anyone who has not opened.
When it stops:
- Replied: Sequence stops, a person follows up.
- Booked: On the team calendar, confirmation sent.
- No opens after 3 emails: One last check-in.
- Unsubscribed: Removed right away.
When someone books, the appointment goes straight onto the estimator calendar and a confirmation is sent.
No reply: removed from the seasonal list.
Sent only to people who opted in or are existing customers. One-click unsubscribe in every email. Business address in every footer.
Storm season campaign. Who gets it: Past customers and opted-in subscribers in the service area. What starts it: Storm season starts, or a hail or wind event in the area.
- Day 0: email "Storm season: how to check your roof safely", with a button "Request an inspection". Safety first, then one clear way to ask for help.
- Day 2: email "After the storm: photos help", with a button "Send photos". Lets people start with photos instead of a call.
- Day 9: email "Inspection mornings open this week", with a button "Book an inspection". Offers times while the storm is still on their mind.
- Day 20: email "Should we keep you on storm alerts?", with a button "Keep storm alerts". The last check-in before the list is cleaned.
When it stops:
- Replied: Sequence stops, a person follows up.
- Booked: On the team calendar, confirmation sent.
- No opens after 3 emails: One last check-in.
- Unsubscribed: Removed right away.
When someone books, the appointment goes straight onto the estimator calendar and a confirmation is sent.
No reply: removed from storm alerts.
Sent only to people who opted in or are existing customers. One-click unsubscribe in every email. Business address in every footer.
Estimate follow-up. Who gets it: Homeowners who got a written estimate and have not signed. What starts it: Estimate sent from the CRM.
- Day 0: email "Your roof estimate from Example Roofing", with a button "View your estimate". Sends the estimate with the photos, in one place.
- Day 3: email "Questions about your estimate?", with a button "Ask a question". Invites the questions that usually stall a decision.
- Day 7: email "Want to talk it through?", with a button "Request a call". Offers a person, not a push.
- Week 2: email "Should we keep your estimate open?", with a button "Keep it open". The last check-in. A clear answer either way helps both sides.
When it stops:
- Replied: Sequence stops, a person follows up.
- Signed: Job on the crew calendar, confirmation sent.
- No opens after 3 emails: One last check-in.
- Unsubscribed: Removed right away.
When someone books, the appointment goes straight onto the crew calendar and a confirmation is sent.
No reply: estimate marked closed in the CRM.
How it runs
From first contact to onboarded, without anyone chasing it
-
01 · Reply
Every applicant gets an answer in under a minute
Someone applies, says yes to texts on the form, and hears back right away: five qualifying questions, the questions applicants really ask (license, schedule, pay) answered properly, then two interview times. Day or night.
text follow-up · new applicant Simulated HR Hiring teamQualifying
- Texts OK
- Full-time
- Commute OK
- Customer work
- Evenings OK
- Start date
- Q&A handled
- Interview booked
waiting for reply
-
02 · Answer
Calls that qualify and book
Calls are answered live by an AI receptionist when your team is busy or after hours. It says it is an AI, asks consent to record, works through the qualifying questions, answers what it can and books the interview. When an applicant asks for a call on the form, it calls them within minutes. Notes go to the hiring manager, and it hands off to a person when it should.
ai call · applicant asked for one Simulated applied 7:42 PM · calls OK on the form 00:00agent
- Recording consent
- Full-time
- Customer experience
- Commute OK
- Evenings OK
- Start date
- Q&A handled
- Interview booked
-
03 · Decide
The AI sorts what comes in, and knows when to stop
Booking, pricing questions and status checks are handled. Anything unclear or upset goes straight to a person, with an alert.
decision engine Simulated incomingclassifying- wants an appointment offer 2 times, book, confirm by text
- asks for a price send the range, book a consult
- asks for a status pull the record from the CRM, reply
- unclear or upset hand to a person, alert owner
-
04 · Track
The CRM stays current without anyone updating it
With CRM automation, inquiries, bookings, proposals and onboarding update your customer list as they happen, so the board is always true.
crm · pipeline Simulated waiting for events
-
05 · Review
A monthly review of the numbers that matter
A monthly overview of reply speed, booked rate, show rate and close rate against last month, plus a check on every process we run, then a short call to go through it. When something slips, it is flagged with the fix. Live dashboards are available when a business needs them.
monthly overview · October Simulated Monthly overview
vs last month · reviewed on a call
Median first reply
41s ▲ -18s
Inquiry → booked
38% ▲ +6 pts
Booked → showed
86% ▲ +4 pts
Showed → won
29% ▼ -2 pts
Process What we run Wk 1 Wk 2 Wk 3 Wk 4 Inbound New inquiries answered under 5 min ✓ ✓ ✓ ✓ Inbound Calls answered live, day and night ✓ ✓ ✓ ✓ Outbound Quotes followed up at day 3 ✓ ✓ ✓ ✓ Outbound Reminders sent before appointments ✓ ✓ ✓ ✓ Onboarding Welcome packet + forms collected ✓ ✓ ! ✓ Onboarding Kickoff booked within 48 hours ✓ × ✓ ✓ Records CRM stages up to date ✓ ✓ ✓ ✓ Records New duplicates merged, gaps sent to a person ✓ ✓ ✓ ✓ flagged Close rate dipped 2 points and one kickoff slipped in week 2. Here is what we are changing next month.
Want this set up for your business?
We map your tools on a call and tell you what to set up first.
Industries
Built around how your industry works
01 · Inbound
Estimate requests with photos, calls from job sites answered by an AI receptionist, after-hours emergencies
answered in seconds
02 · Outbound
Follow-up on open estimates, seasonal maintenance reminders, review requests after the job
followed up on schedule
03 · Onboarding
Scheduling, deposit and e-signed estimate, crew and materials checklist
sent in order
04 · Monthly overview
Reply speed, estimates sent, close rate, revenue by service
reviewed with you
Example workflows
Recruiting, onboarding, data cleanup and follow-up
Data organization
Customer and job records in one place
The same customer in three apps with three spellings. A spreadsheet only one person understands. Software that will not talk to the rest. We clean it once, merge it, and connect the tools so it stays clean, even the ones with no built-in integration.
- Duplicates merged, names, phones and addresses standardized
- Automatic syncs between your CRM, accounting, forms and spreadsheets
- Gaps and conflicts flagged for a person, never guessed
- Nightly backups and clean exports for your bookkeeper
pulled from
- Spreadsheet
- CRM
- Accounting
- Web forms
synced back to
- CRM
- Accounting
- Calendar
- Reports
records in
0
duplicates merged
0
fields fixed
0
flagged for a person
0
search engine
- Competitor directory listing example.com
- Your business · Services and pricing yourbusiness.com · FAQ · Open now · Book online
- Big-box national chain example.com
- Old forum thread from 2019 example.com
ai assistant
SEO + AEO
Show up in Google and in AI answers
People now ask search engines and AI assistants the same question. Every site we build is set up for both: fast pages, structured data, real answers to real questions, an accurate Google Business Profile and an llms.txt file AI tools can read.
- Technical SEO
- Local pages
- Schema + FAQ
- Answer engine optimization
- Core Web Vitals
- Search Console
Activity log
You can see what happened to every lead
Every reply, answered call, booking and handoff is an event you can trace. When something fails, it shows up here before it shows up as a lost customer.
After hours
Evening and weekend requests still get a reply
Inquiries that arrive at 9 PM get the same answer as the ones at 9 AM. By morning your team has a list of what needs a person.
- runs today
- 0
- after hours
- 0
Shaded arc: office hours, 8 AM to 6 PM. Every tick is a reply, an answered call, a reminder or a booking that happened without anyone at a desk.
Want your own workflow mapped out?
Free call. Scoped, no pitch.
The engagement
What happens after the first call
- 01
Step 01
Discovery call
A call on how work comes in, who handles it and where it stalls.
An honest read on whether we can help
- 02
Step 02
Map the system
Every tool, spreadsheet, inbox and handoff, and where the data lives.
A one-page map of your operation
- 03
Step 03
Written scope
What we build first, what it connects to, the schedule and the price.
A fixed quote before any work starts
- 04
Step 04
Scripts and rules
You approve every text, call script and qualifying question before anything goes out.
Your voice, your rules
- 05
Step 05
First piece live
Usually instant replies and lead capture, so you feel it right away.
Something working in days, not months
- 06
Step 06
Clean and connect
Records pulled from every tool, cleaned, merged and kept in sync.
One source of truth across your tools
- 07
Step 07
Automate the follow-up
Texts, calls, reminders and CRM stages that run on their own.
Nothing waits on someone remembering
- 08
Step 08
Test with your team
We run real scenarios end to end and you see every message.
No surprises on launch day
- 09
Step 09
Launch and train
Your team walks through every screen. Nothing changes without them knowing.
A team that actually uses it
- 10
Step 10
Overview and review
A monthly overview, then a short review call. Fixes and monitoring in between.
It keeps working, and you can see it
- 11
Step 11
The next piece
New services, staff or locations get built on what already works.
Improvements without starting over
- 12
Step 12
Custom builds
Something not on this list: a tool, form, report or connection built around how your team works.
Built for exactly how you work
Three ways to work with us
Every engagement is scoped on a call, with a written quote before anything starts. You own your accounts and your data.
Project
One build with a finish line: a website, a CRM, one automated flow.
Monthly
We host, watch and keep improving what we built, with a monthly overview and review call.
Partner
Everything we do, as your ongoing automation team, with a monthly overview and review call. Live dashboards are available when a business needs them.
Did a client send you? Tell us who, and we will show you what we built for them.
What to expectWhat slow replies cost you
Put in your own numbers. Nothing is sent anywhere.
About $9,675 a month in jobs that may be slipping away, based on your numbers.
- Jobs a month
- 9.7
- Jobs a year
- 116
- Revenue a month
- $9,675
- Revenue a year
- $116,100
How this is worked out
(missed calls + late web requests) x close rate x 4.3 weeks = jobs a month
jobs a month x average job value = revenue a month. A year is 12 months.
Only your numbers are used. It is an estimate, not a promise of what any tool brings back.
Want every call and request answered?
Calls answered by an AI receptionist, after hours or 24/7See what it would take for your business
A free call about how work comes in and where it stalls. You leave with a plan, whether or not we build it.