Automations and workflows
The follow-up, reminders and hand-offs that should happen on their own, built and tested.
Services / CRM and systems
Automations are where a CRM pays for itself, and where most broken setups break. I build the workflows that answer a new lead, remind people about appointments, follow up after a quote and tell your team when something needs a person.
Why it usually fails
- A new lead waits hours for a reply because nothing answers them when you are busy.
- Workflows fire twice, or keep messaging someone who already booked or replied.
- An automation quietly stopped working months ago and nobody noticed.
- Workflows have names like "New Workflow 7", so nobody dares touch them.
Why mine works
- Instant reply to every new lead, by email and by text once texting is registered.
- Appointment confirmations, reminders and a follow-up for no-shows.
- Follow-up after a quote or estimate that stops the moment they answer.
- Alerts to you or your team when a lead needs a call.
- Clear names and folders, so you can see what each workflow does.
- Every workflow tested with a real test contact before it is switched on.
A report every week
Whatever I'm building or running for you, you get a report every week: what was done, what it changed, and what's next. You never have to ask where things stand.
Questions
Can you fix the automations I already have?
Yes. The free audit is the place to start. I go through every workflow and tell you which ones are working, which are broken and which are doing nothing.
Will automated messages sound like a robot?
They are written to sound like you, and they stop when a real conversation starts. The goal is that a lead gets an answer in the first minute and a person shortly after.
Tell me about your project
A few details so I can call you prepared. No prices here: every setup is quoted after a short call.
Related services
- CRM setupI set up, fix and run the CRM you already pay for, and train your team to use it.
- PipelinesOne place to see where every lead and job stands, and what has gone quiet.
- Nurture campaignsFollow-up that keeps going after the first reply, so leads who are not ready yet are not lost.
- Forms, calendars and bookingForms that capture every lead and calendars that let people book without the back and forth.
- Reviews and reputationReview requests that go out on their own after every job, so happy customers actually leave one.
- ReportingA plain weekly report on leads, bookings and follow-up, so you know what your system is doing.