Stop doing work your systems should do.
We connect your tools, automate the repetitive stuff, and make sure every lead gets a fast reply and a real follow-up. Then we keep it all running.
Sound familiar?
Your team is busy. A lot of it is copy and paste.
Nobody should spend hours moving information between platforms, chasing leads that went cold, or remembering to send the same reminder every week.
What it looks like
One new lead. Zero dropped balls.
A typical lead workflow we build. Every step happens automatically, and your team only steps in where a person adds value.
Lead comes in
From your website, a missed call, Facebook, or a referral form. All land in one CRM.
Instant reply
They get a text or email within a minute, so they know someone has it.
Right person, right away
It's assigned to the right team member, who gets a task and a notification.
Follow-up runs itself
Reminders and follow-ups keep going until they book or say no. Nothing goes cold by accident.
Illustrative example. Every workflow is designed around your business, your tools, and how your team works.
What we build
The systems behind a smoother week.
CRM setup & cleanup
Pipelines, stages, and contacts organized so you can see every opportunity.
Lead capture & routing
Every lead source connected, and every inquiry sent to the right person.
Automated follow-up
Texts, emails, and reminders that go out on time, every time.
AI-assisted calls & messaging
AI voice and chat that answer, qualify, and book, where it makes sense for you.
Systems integration
Your tools connected so information moves on its own, not by copy and paste.
Workflow automation
Task creation, notifications, and internal handoffs taken off your team's plate.
Reporting & visibility
Simple dashboards for leads, pipeline, and the numbers you actually check.
Monitoring & improvement
We watch what's built, fix what breaks, and keep making it better.
How it works
Build it once. Keep it working.
Scope
Know the price first.
We map your current tools and workflows, agree on what to build, and quote it in writing.
Implement
Built in your accounts.
We build, test, and launch the agreed workflows, then show your team how they work.
Support
Monthly.
Monitoring, fixes, small improvements, and a monthly report on what's running.
Pricing
Two parts, both clear up front.
One-time
Implementation
$1,500 to $3,000 typical
Quoted after scoping, based on how many workflows and integrations you need and how complex they are.
- A defined set of workflows and integrations
- Testing before anything goes live
- Team walkthrough and documentation
Monthly
Support & optimization
$1,500 /month, starting
Keeps everything we built running well and improving as your business changes.
- Monitoring of covered automations
- Troubleshooting and fixes
- Limited improvements each month, within scope
- Monthly reporting
Good to know
- Not unlimited: integrations, migrations, custom development, and support are scoped
- Software, phone, messaging, AI voice minutes, and API usage fees are billed by those providers, separately
- We don't promise specific sales numbers. We promise systems that work and a team that knows how to use them
New builds outside your plan are quoted separately, so there are no surprise invoices.
Want to start smaller?
Try the Lead Flow Reset.
One week, $997 flat. We find where your leads are falling through and set up a tracked pipeline and follow-up that already works. You keep all of it either way.
See the Lead Flow Reset →Questions
Answers before you ask.
What kinds of businesses is this for?
Businesses that get inbound leads or customer inquiries and handle too much of it by hand. Home-service companies like HVAC, plumbing, landscaping, cleaning, pest control, and contractors are a natural fit, and so are professional services firms and agencies.
Do I have to use GoHighLevel?
No. We work in GoHighLevel often, but we start with what you already use. If your current CRM can do the job, we build there. If it can't, we'll explain why and recommend options.
Will AI be talking to my customers?
Only if you want it to and it fits. AI voice and chat can answer after-hours calls, qualify inquiries, and book appointments. We set clear rules for when a person takes over, and you approve how it sounds before it goes live.
How long does implementation take?
It depends on how many workflows and integrations are involved and how quickly we can get access to your tools. You get a written timeline with your quote, before anything starts.
Why is there a monthly fee after it's built?
Automations break when tools update, forms change, or the business grows. The monthly plan means someone is watching, fixing, and improving them, so they keep working instead of quietly failing.
Can I combine this with Operations Advisory?
Yes. Advisory decides what to fix and how the business should run. Automation builds the systems that make it happen. Learn about Operations Advisory.
Let's take the busywork off your team's plate.
Book an automation consultation. We'll look at how leads and work move through your business today, and where automation would help most.
Need help with processes and accountability too? See Operations Advisory.