Leads should not die in a shared inbox.

Smyrna after a shift, Manchester from the interstate, a form at 9pm—those leads rot if they land in a shared inbox. We connect capture, routing, SMS, and the calendar so the right person already has it. The website close is wasted if nobody is on the other end of the form.

When a form fires at 9pm, the right person should already have the lead.

This service

Someone fills out “get a quote” and hears nothing until Thursday. The shop that texted in four minutes gets the job. Spreadsheets, Facebook DMs, and a paper calendar are not a system. Automation here is plumbing, not a buzzword slide.

Owners who know the work is good and suspect the follow-up is why they still feast or famine.

Lead capture and routing
Follow-up sequences
CRM and calendar glue
Ops workflows between tools

What we lead with

How Automation actually ships

Capture that already knows the destination

Forms, calls, and chat should tag the service and the city, then route. A wrap lead and a website lead are not the same person at 7am. We build the paths before we talk about “nurture.”

Follow-up that does not depend on memory

Sequences for the no-show, the quote sitting, the review ask after the job. SMS when it is appropriate. Email when it is not. Brentwood intake should not die because the coordinator was on another call.

Glue between the tools you have

CRM, calendar, invoicing. We do not make you migrate everything on day one. We connect what you already pay for so staff stop retyping. If AI belongs in that loop, it sits on top of this plumbing—not instead of it.

01 / Trace the leak

Where a lead enters and where it dies. We watch a real week, not a flowchart from a vendor.

02 / Route

Who gets what, how fast, on which channel.

03 / Sequence

The follow-ups that should fire without a human remembering.

04 / Handoff

Docs and a runbook so the office can live with it when we are not in the room.

Automation questions