03 · Automation

Operational automation for service businesses.

Lead intake, CRM updates, reminders, invoice follow-ups, and review requests — connected into one workflow.

Request a workflow audit See the flow

New lead Reminder Invoice Review

Triggered

Website form submitted

Validate form and block spam.
Create or update the CRM record.
Send SMS confirmation.
Assign owner and next step.

Target response: under 60 seconds.

24 hours before

Appointment reminder

Check appointment status.
Send text or email reminder.
Log delivery in CRM.
Alert staff if delivery fails.

Fewer no-shows. Less manual texting.

7 days after

Invoice follow-up

Check open balance.
Send approved payment nudge.
Escalate at day 14 and 30.
Pause when paid.

Aging invoices stay visible.

Job closed

Review request

Confirm job is complete.
Send review link.
Notify owner on poor feedback.
Track new reviews.

More reviews without awkward asks.

Automation benchmarks

Faster follow-up. Less manual work.

Independent benchmarks, cited under each metric.

+14.5%

Sales productivity lift from automation.

Nucleus Research — "ROI Case Study: Marketo" (referenced in Salesforce/Hubspot benchmark reports).

−12.2%

Average reduction in operations overhead.

Nucleus Research — marketing automation ROI study.

98%

SMS open rate for reminders and follow-up.

Gartner, Mobile Marketing Engagement Report.

$36 : $1

Average return on email marketing spend.

Litmus, 2022 State of Email Report.

What we build

Core workflows.

Intake

Forms, calls, texts, and walk-ins routed into one CRM record with a fast confirmation reply.

FormsSpam-protected · server-validated
Channels inWeb · phone · SMS · walk-in
Response timeUnder 60 seconds

Communications

Confirmations, reminders, status updates, and post-job messages sent by SMS or email.

SMS open rate~98%
TemplatesBrand-voiced · approved once
Failure handlingAuto-retry & alert

Back office

Invoice follow-up, review requests, and repeat-customer messages triggered automatically.

Invoice nudgesDay 7 · 14 · 30
Review requestTriggered on job close
Re-engagement90 / 180 / 365 day flows

Pricing

Low entry build. Modest monthly hosting.

Single Workflow from $400 + $19/mo One automated flow (e.g. intake → CRM → confirmation). Hosted and monitored.

Stack Build from $1,200 + $19/mo 3–5 connected workflows across intake, comms, and back office.

Custom System quoted Multi-system integration, custom UI, or AI inbound. Scoped per project.

Self-hosting available — the system belongs to the business. Cancel monthly with 30 days notice.

Request a workflow audit

Describe the workflows that consume time.

List the tasks a person repeats every week. Reply within one business day.