Built Around How Your Business Actually Works.
No generic templates. We map your real lead-to-booked-job workflow, then build the follow-up system to match it — in five clear steps.
- 01
Discovery and Lead Recovery Audit
We start by reviewing how inquiries actually move through your business today — phone calls, website forms, estimates, appointments, and past customers. The goal is a clear, honest picture of where follow-up breaks down and which moments matter most to your revenue.
What you get- A review of your current lead sources and response process
- A map of where opportunities are slipping through the cracks
- A prioritized list of the follow-up gaps worth fixing first
- 02
Workflow Map and System Plan
Before anything gets configured, we map your lead-to-booked-job journey end to end and design the system around it. Every routing rule, alert, and follow-up sequence is planned around how your team actually operates — not forced into a generic template.
What you get- A workflow map covering every important follow-up moment
- A system plan for routing, alerts, messaging, and pipeline stages
- A clear scope and final pricing before any work begins
- 03
Setup and Configuration
We configure the system around your existing tools: missed-call text-back, lead and form routing, estimate follow-up, appointment reminders, review requests, internal notifications, and pipeline stages. Consent-based messaging is set up with your business as the visible sender.
What you get- Lead and form routing connected to your existing website and phones
- Missed-call text-back, estimate follow-up, and appointment reminder workflows
- Review request workflow under your brand
- Consent-based email and SMS configuration
- A pipeline view your team can actually work from
- 04
Testing and Launch
Every workflow is tested end to end with your team before it ever touches a real customer. We walk your staff through exactly what happens at each step, so day one feels familiar instead of disruptive.
What you get- End-to-end testing of every workflow and alert
- A team walkthrough of daily use and responsibilities
- A launch checklist and go-live support
- 05
Ongoing Monitoring and Optimization
After launch, we monitor the system, keep it maintained, and refine the follow-up process as your business evolves — new service lines, new staff, seasonal shifts, and whatever changes next.
What you get- System monitoring and maintenance
- Light workflow optimization as patterns emerge
- A monthly system review with clear next steps
Your Workflow Sets the Rules. Not a Template.
Your phones, your calendar, your estimate process, your team. Every system is configured around the way your business already wins work — we make the follow-up consistent, visible, and fast.
Start With the Audit. See the Gaps First.
The Lead Recovery Audit shows you where opportunities are slipping — before you commit to anything.