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Service / 01

Customer Operations

How inquiries, appointments and customer updates are handled, from first contact to completed job.

Engagement 01

Every inquiry answered within seconds.

  • Missed call response
  • Web form routing
  • Instant acknowledgment
  • After-hours coverage
  • Qualifying questions
  • Entry into your CRM

Engagement 02

Appointments confirmed, kept and easy to move.

  • Booking confirmations
  • Appointment reminders
  • Self-serve rescheduling
  • Arrival notices
  • Calendar sync
  • Filling canceled slots

Engagement 03

Customers kept informed without a phone call.

  • Job status updates
  • Completion notices
  • Review requests
  • Follow-up check-ins
  • Satisfaction surveys
  • Recurring service offers

Example / HVAC company

Missed-call lead intake

Lead intake manager for an HVAC company. Every missed call gets routed to an AI assistant that qualifies the lead, answers FAQs, checks availability and the job location, books the job, sends reminders, sends Google review requests after the job, and escalates anything out of scope. It handles every single missed call the business gets.

Service / 02

Back Office & Reporting

The internal work that keeps a business running: billing, records, reporting and recurring administration.

Engagement 01

Billed the day the work is done.

  • Invoicing on completion
  • Payment links
  • Payment reminders
  • Draft estimates

Engagement 02

Entered once, filed where it can be found.

  • Direct data entry
  • Customer record creation
  • Document filing

Engagement 03

Current figures without compiling a report.

  • Live dashboards
  • Inquiries by source and area
  • Paid and outstanding balances

Engagement 04

Recurring obligations that cannot be missed.

  • Onboarding checklists
  • Payroll inputs
  • Compliance tracking
  • Deadline reminders

Example / Contractor

Bookkeeping assistant

Bookkeeping manager for a contractor. It works as a single assistant: just ask, and it creates invoices, tracks receipts and delivers custom PDF exports of jobs, reports and updates. It keeps all things bookkeeping tracked and organized.

Example / Solo trade operators

Custom CRM for solo operators

Custom CRM design and creation for solo trade operators. You get exactly what you want, and you don’t have to keep paying whatever junk CRM you’re already barely using and paying $50/mo for.

We only build you new software when the one you’re paying for isn’t earning its keep.

Service / 03

Marketing & Lead Generation

Prospect identification and outreach that run continuously, rather than when someone has the time.

Engagement 01

A current list of who to reach.

  • Prospect list building
  • Data enrichment
  • Matching to your criteria
  • List maintenance

Engagement 02

New prospects get a first message automatically.

  • Triggered outreach
  • Direct mail
  • Email sequences
  • Text sequences

Engagement 03

Every response handled and measured.

  • Follow-up scheduling
  • Response routing
  • Campaign reporting

Example / Upscale moving company

Sold-home postcard marketing

An automated marketing system for an upscale moving company that detects when homes are sold or put up for sale, and sends out a personalized postcard selling services. Scraping data from Zillow, local GIS sites and public data records to nail down the offer.

Service / 04

Websites & Search

Simple, memorable sites built to be found by people searching on Google and in AI answers.

Engagement 01

A site that is easy to use and turns visits into calls.

  • Custom design
  • Mobile-first layout
  • Clear calls to action
  • Contact and booking forms

Engagement 02

Found on Google and in AI answers.

  • On-page SEO
  • Local search setup
  • AI search visibility
  • Structured data

Example / Design, build & SEO

Websites built to be found

Website design, build and SEO for people searching on Google and in AI answers. Simple, memorable, user-friendly sites that turn visits into calls.

Not on the list?

Most of our work falls into these four areas. If a task is repetitive and runs through software, we can probably automate it too. Tell us what it is, and we’ll tell you whether we can build it and what it would cost.

Ask about something else

How it is delivered

01

Built on your existing software

We work within the software you already use. Nothing changes for your team.

02

Results early, built in stages

Every engagement gets a timeline in writing with the quote. Larger programs are delivered in stages, with the first results well before completion.

03

Monitored after launch

Every automation is monitored and maintained. Issues are usually resolved before they are noticed.

Next step

What’s eating your week?

Tell us your biggest bottleneck and we’ll tell you whether we can automate it, what it would take, and what it would cost. If we can’t help, we’ll say so.

Not happy with what you have? Get your money back. Within 60 days, we refund the build and turn it off. No contracts.