01
📞
Missed Call Text-Back
The #1 automation for local businesses. The moment someone calls and you don't answer, they instantly receive a text: "Hey! Missed your call — how can we help?" Keeps the lead warm and converts them before they call a competitor. Works 24/7 with zero effort from you.
GoHighLevel
Twilio SMS
24/7
02
🆕
Lead Capture → CRM Auto-Entry
Every lead from your website, Facebook ad, Google form, or Nextdoor post gets automatically added to your CRM with full contact details, tagged by source, and assigned to the right pipeline stage. No more manual copy-paste. No more lost leads buried in your email.
n8n / Zapier
HubSpot / GHL
Facebook Ads
03
📅
Appointment Confirmation & Reminder Sequence
The moment a booking is made, your client automatically receives a confirmation email, an SMS, and calendar invite. The day before, they get a reminder. An hour before, another text. No-shows drop dramatically. You don't lift a finger — it all runs on its own.
Calendly
Google Calendar
Twilio
04
⭐
Post-Job Review Request
When you mark a job complete in your CRM, the system automatically sends the client a friendly text asking for a Google review — timed perfectly (24 hours later, while the experience is fresh). Your review count climbs on autopilot, boosting local rankings month over month.
Google Business
SMS / Email
GHL
05
📋
Invoice & Payment Follow-Up
Once a job is complete, an invoice is auto-generated and sent. If unpaid after 3 days, a polite reminder goes out. After 7 days, another. The system tracks payment status and stops follow-ups the moment the client pays. No more awkward "just checking in" calls about money.
Stripe
QuickBooks
Email / SMS
06
👋
New Client Welcome & Onboarding
The second a new client signs on, they automatically receive a branded welcome email, intake forms, a "what to expect" guide, and a link to your booking calendar. Your business looks polished and professional from day one — without you doing any of it manually.
Email
Typeform / Forms
Google Drive
07
🔄
Estimate Follow-Up Sequence
Sent an estimate but heard nothing back? Our automation sends a follow-up text 2 days later, an email on day 4, and a final "last chance" message on day 7 — each with a different angle to re-engage. Most businesses close 20–40% more estimates just with this one workflow.
SMS + Email
n8n
CRM
08
🔔
Internal Team Notification System
Every new lead, booking, payment, or job update instantly notifies the right person on your team via Slack, SMS, or email — with all the details they need. No more "did you see that new lead?" conversations. Everyone stays in the loop automatically.
Slack
SMS
Email
09
📈
Weekly Business Report (Auto-Generated)
Every Monday morning, you receive a clean summary of last week's numbers — new leads, bookings, revenue, outstanding invoices, and Google review count. Pull it from your CRM, calendar, and accounting software automatically. Know your business without digging through 5 different dashboards.
n8n
Google Sheets
Email
10
👻
Ghost-to-Gold™ Reactivation Campaign
Your CRM is full of leads who went silent — people who asked for a quote months ago, had a consultation, or expressed interest and then disappeared. Our AI reaches out with personalized, human-sounding messages via SMS and email, re-engages them, and books them back on your calendar. Most clients recover 5–15 bookings from leads they thought were dead — in the first 2 weeks.
OpenAI
Twilio
GHL / HubSpot
11
👥
Lead Scoring & Priority Routing
Not every lead is equal. Our system scores incoming leads based on their form answers, location, job size, and intent signals — then automatically routes hot leads to your top salesperson immediately, while nurturing lower-priority leads with automated sequences. You always talk to the best leads first.
n8n / Make
OpenAI
CRM
12
📷
Social Media Auto-Posting
We set up a system that automatically publishes content to Instagram, Facebook, and Nextdoor on a schedule — photos, before/after posts, promotions, and educational content. You batch-approve posts once a month. The system handles everything else: captions, hashtags, timing, and cross-posting.
n8n
Buffer / Later
OpenAI