CRM Automation
Nobody falls through the cracks again.
Quoted jobs go cold. Old leads get forgotten. We build the automatic follow up that happens whether or not you remember to do it yourself.
Serving the Okanagan and all of BC.
CRM Automation
Quoted jobs go cold. Old leads get forgotten. We build the automatic follow up that happens whether or not you remember to do it yourself.
Serving the Okanagan and all of BC.
What we cover
Sent a quote and heard nothing back? Automated texts and emails follow up on your schedule so quotes don't just die in an inbox.
The instant a call goes unanswered, the caller gets an automatic text so they don't just hang up and call the next name on Google.
We run a one time sweep through your old leads and past customers with a message that gets them talking again, often turning up jobs sitting in your inbox for months.
See exactly which leads are new, quoted, following up, or won, instead of tracking it in your head or a dozen text threads.
Automatic reminders cut down on no shows for estimates and scheduled jobs, without you having to text every customer manually.
If you already run a CRM, we build the automation into it. If you don't, we set one up that's sized for your business, not enterprise software you'll never fully use.
How it works
Fill out the quick form on this page. We map out where you're losing calls, leads, and reviews right now.
I build the exact system your business needs. That might be a chatbot, a website, CRM automation, or all three, scoped to your services and pricing.
Before anything goes live, you test it yourself: call it, chat with it, watch it book an estimate. We tune it together until it sounds right.
Once it's live, I monitor the first few weeks of real calls and leads and tune it further. No waiting on a support ticket.
FAQ
Usually not. Most common CRMs and scheduling tools support the automation we build. We'll check yours during a free consultation before recommending anything.
No. Messages are written to sound like they're coming from you personally, spaced out sensibly, and they stop the moment someone responds or books. It's built to feel like good follow up, not a robotic drip campaign.
It varies a lot by business, but it's common to turn up several real jobs from a list that looked dead. We'll give you a realistic expectation after looking at your actual lead list.
Yes. You review and approve every automated sequence before it goes live, and can pause or adjust any of it at any time.
Get a free quote and we'll help you estimate it. Most business owners are surprised by the number.
More services
Show up when someone searches for your trade nearby: on Google Maps, Google search, and increasingly, AI answers like ChatGPT.
A chat widget that actually qualifies visitors and books estimates while you're on a roof or under a sink.
The GoHighLevel website every other system plugs into. Fast, mobile first, and built to convert visitors into form fills, not just look nice.