Services / Automation

Automation that follows up.

Booking flows, lead dashboards, automated email and SMS, AI intake assistants. Capture and nurture leads without manual work.

Build & Manage · Scope-priced · part of a Build & Manage project

Who this is for

Businesses already getting leads but losing them in the gap between form submission and first contact. Especially if any of these sound familiar:

  • → Leads who fill out a form and never hear back fast enough
  • → Manual follow-up that falls apart when you get busy
  • → No way to know which marketing channel is actually producing leads
  • → Phone tag with prospects who would have booked an appointment
  • → A growing inbox that buries hot leads under newsletters

What's included

Booking / scheduling flow

Cal.com or Calendly integrated cleanly into your site so prospects can book themselves without back-and-forth.

Automated email + SMS follow-up

Instant reply when someone submits a form, plus reminders if they don't book within 24-48 hours. Handles the gap manual follow-up can't.

AI intake assistant (optional)

Conversational lead capture that qualifies prospects and books appointments without your involvement. Useful for high-volume verticals like remodelers, roofers, attorneys.

Lead dashboard

Single view of every lead — where they came from, what they wanted, where they are in your pipeline. No more digging through inboxes.

Conversion tracking

Custom events on form submits, calls, and bookings so you actually know which marketing channels make money.

How it works

  1. 01

    Review

    Free review of your current lead flow — where leads come in, where they fall out, what would move the needle.

  2. 02

    Map

    We map your existing workflow (sales calls, intake forms, CRM, calendar) and design the automation around it. No tools you have to relearn.

  3. 03

    Build

    3 weeks. Site + booking + automation flows wired together. Live previews from week one.

  4. 04

    Launch + tune

    Live deployment, real lead tested through the full flow. Adjust messaging, timing, and routing based on first week of data.

What you can expect

  • + First-touch response time measured in minutes, not days
  • + 20–40% more leads converting to booked appointments
  • + Clear answer to "where are our best leads coming from?"
  • + Fewer hours/week spent on manual follow-up

Results depend on lead volume and existing follow-up baseline. We benchmark before/after.

See where your leads are leaking.

Get a free website review first. I'll trace your lead flow end-to-end and show you the gaps automation can close.

Get a Free Website Review