Our business automation services take the repetitive work off your team: instant follow-up on every lead, records synced to your CRM, review requests after every job and reports that build themselves. It all runs in the background, every time, without anyone having to remember to do it.
In short
01 — Who it’s for
They suit a business where the same steps follow every lead, sale or job, and someone does them by hand when they remember. If leads wait hours for a reply or reviews never get asked for, automation fixes the habit, not just the task. A business with a few jobs a month may not need it.
Automation works for every kind of business with repeat steps. See the industries we work with.
02 — What’s included
We map the work, build the automations and keep them running. That means instant follow-up for every lead, records kept in sync with your CRM, review requests after every job and reports that build themselves. Where we can, we build around the tools you already use.
Pairs well with an AI agent, which answers and qualifies the lead before the automation takes over.
03 — How we run it
We start with how work moves through your business today, then automate the steps that repeat. Each automation is built, checked on real leads and jobs, and only then left to run on its own. After that we keep it working as your process and your tools change.
Step 1
We map what happens after every lead, sale and job, and where things get dropped.
Step 2
We build the automations in the tools you use, starting with the step that loses the most leads.
Step 3
Each one runs on real leads and jobs, and we check the results before it runs unwatched.
Step 4
Processes change. We update the automations when yours does.
04 — Pricing
Automation is a Crown add-on, from $1,898 setup and from $307 a month. Added to Crown, it costs 20% less than buying it on its own. If you’re on Launch or Growth and need it, we quote it as a separate project on the call.
Prices in USD. Ad spend is paid by you directly to the platforms, never routed through us or marked up. See every plan and what it includes.
05 — Questions
Most are about where to start, which tools it needs and what happens when something changes. The short answers: start with lead follow-up, you don’t need a CRM on day one, and we keep the automations working as your process changes, so nothing quietly stops.
Lead follow-up — it’s the step that slips most often, and a lead that waits can go cold. After that, review requests and CRM updates, because they repeat after every job and are easy to forget.
No — but it helps. If you have one, we sync your records to it. If you don’t, we’ll tell you on the call whether you need one yet or whether a simpler setup will do.
Not if it’s written well. We write the messages in your voice and keep them short. A person still takes over when the conversation needs one.
We do. If a tool changes or your process does, we update the automation, so nothing quietly stops working.
Book a free strategy call and walk us through what happens after a lead comes in. We’ll show you which steps could run on their own and which ones aren’t worth automating yet. If automation isn’t worth it for your business right now, we’ll say so.