Automation · 01

Lead Radar

Answer every inquiry in minutes — even when you're out on a job.

Saves 4–6 hrs/week
When this happens

A new customer fills out your website form or emails you asking for a quote.

This happens automatically

Their details get looked up, the job gets sized against the work you actually want, and a friendly reply gets drafted in your voice — while the lead is filed in your customer list with notes.

What you get

A ping on your phone with the reply ready to go. You read it, tweak a word if you want, and hit send. About a minute of your time — and no lead sits unanswered until tonight.

Automation · 02

Reputation Watchdog

Know about a bad review before your regulars do.

Saves Hours of anxiety + better reviews
When this happens

Someone leaves you a review on Google or Yelp — glowing or ugly.

This happens automatically

The review gets read, the real complaint (or compliment) gets pulled out, and a reply gets drafted in your voice — specific and apologetic if it's bad, warm if it's good.

What you get

Bad reviews reach your phone within 15 minutes with a response ready to approve. Good ones queue up in a weekly thank-you list. Nothing posts without your OK.

Automation · 03

Ask Your Business

Every price, policy, and procedure — answered without asking you.

Saves 10+ hrs/week across team
When this happens

Someone on your team asks a question — "do we charge a trip fee to Montecito?" — in chat.

This happens automatically

The answer gets found in your own manuals, price sheets, and policies — not the open internet — and comes back with a link to the exact page it came from.

What you get

An instant answer that's your answer, every time. New hires stop guessing, your best people stop getting interrupted, and nobody has to "check with Linda."

Automation · 04

Monday Morning Briefing

Walk in Monday already knowing where the money, the work, and the fires are.

Saves 2–3 hrs every Monday
When this happens

Sunday night, while you're off the clock.

This happens automatically

Your sales, bookings, ad spend, and website numbers get pulled from the systems you already use, compared against last week, and anything unusual gets flagged.

What you get

One plain-English email at 6am Monday: how the business did, what changed, and the one or two things worth your attention this week. Three minutes to read with your coffee.

Automation · 05

Quote-to-Cash Copilot

From the first call to a signed proposal the same day.

Saves 3–5 hrs per proposal
When this happens

A prospect reaches out, or you jot down notes after a walkthrough or estimate visit.

This happens automatically

A proposal gets drafted from your own template at your own rates, sent out for signature, and the invoice gets opened the moment they sign.

What you get

A branded proposal in the client's inbox an hour after the call — you approve it before it goes out. A day later: a signed contract and an invoice already on its way.

Automation · 06

Inbox Autopilot

An inbox that sorts itself and only interrupts you when it matters.

Saves ~5 hrs/week
When this happens

Every email that lands in your inbox, from the second it arrives.

This happens automatically

Each message gets sorted — customer, vendor, junk — replies get drafted for the ones worth answering, and anything urgent comes straight to you, by rules you set.

What you get

You open your email to pre-drafted replies and a one-screen view of what actually matters today. Everything else is already filed. Nothing sends until you say so.

Don't see yours?

If your business does it more than once, we can automate it.

The list above is a starting menu — every engagement we run produces a few new ones tailored to that operation. Tell us what eats your week and we'll show you what we'd build.