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SMALL BUSINESS AUTOMATION

Follow up.
Keep work moving.

Give customers a clear next step and your team less routine admin. Start with one process, using the tools you already work with.

A FOCUSED PLACE TO START

Inquiry-to-Estimate pilot

One intake channel and one follow-up sequence, with approved messages, an owner callback task, and follow-up after your team sends an estimate.

We measure response time, estimates booked, and administrative time to understand what is working before expanding.

$750 setup
$149 / month

Discuss the pilot
CHOOSE THE ROUTINE TO IMPROVE

Seven ways to
lighten the office work.

Indicative prices in USD for a scoped setup. Final pricing depends on your tools, process, and volume. Software subscriptions and messaging charges are separate, including for the pilot.

01 / New inquiry assistant

Give new customers a clear next step, even when you’re on a job.

Capture requests, acknowledge receipt, ask the project questions you choose, and alert the owner with a useful summary.

$500–$1,000 setup
$99–$199 / month

How your team stays in control

Questions and acknowledgment templates are approved before launch. Unclear requests go to a person; prices and availability are confirmed by your team.

Discuss new inquiry assistant
02 / Quote follow-up

Keep open estimates from getting forgotten.

Track estimates your team has sent and follow up on an agreed schedule, with a clear view of who needs a callback.

$750–$1,500 setup
$149–$299 / month

How your team stays in control

Uses approved reminders and stops when a customer replies, decides, or opts out. Your team creates and approves every estimate.

Discuss quote follow-up
03 / Scheduling and reminders

Make consultations easier to book and keep.

Offer eligible appointment times, send reminders, and help customers request a change.

$400–$900 setup
$79–$149 / month

How your team stays in control

Works within your approved hours and booking rules. Cancellations stop reminders; conflicts and unusual requests go to your team.

Discuss scheduling and reminders
04 / Customer onboarding

Get the details you need before work starts.

Request project photos, preferences, documents, and agreed paperwork, then show your team what is still missing.

$750–$2,000 setup
$99–$249 / month

How your team stays in control

Collects only the information you agree is needed. Completed checklists stop reminders; exceptions and document approval stay with your team.

Discuss customer onboarding
05 / Invoice follow-up

Spend less time checking which invoices need a reminder.

Follow up on outstanding invoices using approved wording and bring disputed or unusual balances to the owner.

$300–$750 setup
$49–$149 / month

How your team stays in control

Checks invoice status before reminders and pauses when paid, disputed, or answered. Your team controls charges, adjustments, and payment arrangements.

Discuss invoice follow-up
06 / Job completion follow-up

Finish the job with clear care instructions and a chance to hear back.

Send the right aftercare information, request feedback, and flag unresolved issues for a personal response.

$400–$900 setup
$79–$149 / month

How your team stays in control

Starts after your team marks the job complete. Replies and complaints pause the sequence for review; opt-outs stop further follow-ups.

Discuss job completion follow-up
07 / Owner’s daily summary

Start the day knowing what needs your attention.

Bring new inquiries, unanswered requests, upcoming jobs, and outstanding estimates into one readable summary.

$500–$1,250 setup
$99–$199 / month

How your team stays in control

Sent only to approved team members from the tools you connect. Missing or outdated information is flagged; the summary does not take action on your behalf.

Discuss owner’s daily summary
SET UP FOR YOUR BUSINESS
01 / CHECK THE EXISTING TOOLS

Use what already works.

We review your current process and software. Configuring a feature you already pay for may be all you need.

02 / AGREE AND TEST

Approve the routine.

We agree on messages, recipients, timing, stop conditions, and when your team takes over. Connections are configured and tested for your business before launch.

03 / MONITOR AND IMPROVE

Keep it useful.

Monthly support covers monitoring, troubleshooting, and agreed updates. Your team stays in charge of estimates, payments, and customer decisions.

Which routine takes too much of your day?

Let’s talk it through