Automate Your Business Operations
AI-powered workflows that connect your customer communications, sales, scheduling, service delivery, payments, and internal operations — with minimal manual effort.
Battle-tested automations
These five workflow products are included in our $497/month service. Each one is customized to your business, integrated with your tools, and continuously optimized.
Missed-Call Revenue Recovery
Every missed call triggers an instant auto-SMS reply. The AI qualifies the lead, books an appointment, captures contact details, and follows up automatically — turning lost calls into booked revenue.
Typically recovers 30-50% of missed calls into booked appointments.
Lead-to-Appointment
End-to-end lead processing: capture → qualify → schedule → confirm → remind → follow-up. New leads from your website, ads, or social media flow directly into your calendar without manual effort.
Eliminates hours of manual scheduling and follow-up per week.
Estimate Follow-Up
Auto follow-ups on outstanding estimates. The AI answers prospect questions, identifies objections, and sends a payment link when they're ready to move forward. No more estimates falling through the cracks.
Improves estimate-to-close rates by following up when your team can't.
Review & Referral
Post-service satisfaction check sent automatically. Happy customers get a review request. Issues get flagged for your team. Then a referral request goes out — turning great service into new business.
Builds online reputation and generates referral leads on autopilot.
Invoice Collection
Send invoice, pre-due reminders, post-due reminders, payment link, escalation to your team, and accounting update — all automated. Reduces late payments and eliminates awkward collection calls.
Cuts average days-to-payment significantly without manual follow-up.
We analyze. We build. We optimize.
Every business is different. We don't do cookie-cutter — our Lean Six Sigma approach means your workflows are designed for your specific operations.
We analyze your process
We document your current workflow, identify bottlenecks, and map out the ideal automated process. You tell us what's slowing you down — we design the solution.
We build your workflow
Our team builds and tests the full automation — integrating with your email, SMS, calendar, CRM, and payment systems. You review and approve before it goes live.
We optimize & improve
We monitor performance monthly, identify opportunities for improvement, and continuously refine your workflows. Our Lean Six Sigma approach means your automation gets better over time.
How Missed-Call Revenue Recovery Works
Here's a real example of one of our most popular workflow products — the Missed-Call Revenue Recovery system. This is what automation looks like in practice.
Call comes in
A customer calls your business. Your team is busy, it's after hours, or the call goes to voicemail.
Auto-SMS triggers
Within seconds, the customer receives a personalized text: 'Hi! Sorry we missed your call. How can we help? Reply and we'll get you sorted.'
AI qualifies the lead
The AI asks qualifying questions — what service they need, their location, preferred timing — and captures all details automatically.
Appointment booked
The AI checks your calendar for availability and offers time slots. The customer picks one and the appointment is booked — no human involved.
Lead captured & followed up
All details are saved to your CRM. The AI sends a confirmation and reminder. If they don't book, the AI follows up later with a gentle nudge.
$497/month
Includes all five standard workflow products — customized, integrated, and continuously optimized. Need something custom? We build that too.
$497
per month
- All 5 standard workflow products
- Custom integration with your tools
- Monthly optimization & reporting
- Dedicated workflow engineer
- Custom workflows available
Custom workflows priced individually. Contact us for a quote on custom automation beyond the standard five products.
Ready to automate?
Let's analyze your business and build the workflows that will save you hours every week. Custom demo available — no obligation.
Free workflow analysis included. See what's possible before you commit.