Automation
No lead left behind.
Ever.
CRM automation, missed-call recovery, and lead nurture workflows that run 24/7 — so your team focuses on clients, not admin.
Automation playbooks
Workflows that never sleep.
Missed-Call Recovery
Every unanswered call fires an automated follow-up — voice or SMS — in under 8 seconds. We qualify the lead and book the appointment before they call a competitor.
Lead Nurture Sequences
New web form submissions enter an automated nurture flow: immediate confirmation, qualification questions, and a booked call — without a human touching anything.
CRM Sync & Enrichment
Every interaction — calls, SMS, bookings — is logged to your CRM with a summary, action items, and lead score. Zero manual data entry.
Re-engagement Campaigns
Dormant leads and past clients receive automated, personalised re-engagement messages at the right moment — triggered by inactivity or seasonal patterns.
Agent library
Agents that finish the job, not just flag it.
A workflow moves data between apps. An agent makes decisions, holds a real conversation, and knows when to bring a human in. These are the four we're asked for most — each one trained on your business, your voice, and your rules.
Missed-Call Recovery Agent
Two-way AI texting that turns a missed call into a booked job
The second a call goes unanswered, the agent texts the caller back and holds a real conversation — answering questions, checking your calendar, and booking the slot. It only pulls you in when it should.
What it handles
- First reply out in under 8 seconds, then texts back and forth like a person
- Answers pricing, hours, and service-area questions from your own documents
- Books into your calendar with travel time and buffers respected
- Escalates angry, complex, or high-value threads straight to your team
- Honours STOP instantly and logs consent for every conversation
Example run
Call missed. Caller ID matched to an existing CRM record.
Agent texts: “Hi Dana — sorry we missed you, this is Ridge Plumbing. What can we help with?”
Dana replies: “Water heater’s leaking. How soon can someone come out?”
Agent checks the calendar and offers two windows today.
Slot confirmed. Job created in the CRM, tech notified in Slack.
Custom workflows
If it has an API, we can automate it.
Beyond our core playbooks, we design bespoke workflows on platforms like n8n, Make, and Zapier — including self-hosted deployments where your data never leaves your infrastructure. Here's a sample of what businesses ask us to build.
Lead Capture & Sales
Every lead answered in seconds, no matter where it came from.
- Speed-to-lead across web forms, Facebook Ads, Google LSA & Yelp
- Automatic lead enrichment before a human ever sees it
- AI qualification & routing by intent, territory, or service type
- Quote & proposal generation sent for signature automatically
- Stale-deal nudges when a pipeline stage goes quiet
Customer Communication
Stay in front of every customer without lifting a finger.
- Appointment confirmations, reminders & no-show follow-ups
- Review requests after every completed job — unhappy replies routed privately
- AI-drafted responses to new Google & Yelp reviews
- Win-back campaigns for dormant customers
- Post-service surveys with instant escalation to the owner
Operations & Back Office
The admin work that eats your evenings — done by software.
- Job complete → invoice created → payment reminders until paid
- Receipts & documents parsed by AI into your accounting software
- Employee onboarding checklists, accounts & calendar invites
- Low-stock alerts with reorder drafts sent to suppliers
- Contract & license expirations flagged 30/60/90 days out
Marketing & Content
One piece of content, every channel, zero copy-paste.
- One blog post repurposed into social captions & email snippets
- Cross-posting to Google Business Profile, Facebook & Instagram
- Monthly newsletter assembled from recent posts, reviews & promos
- Ad-spend anomaly alerts when your CPA spikes
- Competitor price & page-change monitoring
Support & Helpdesk
Faster answers for customers, fewer interruptions for you.
- AI email triage — classified, tagged & routed automatically
- Urgent keywords & VIP customers jump the queue
- FAQ chatbot answering from your own documents
- Call recordings transcribed, summarised & logged to CRM
- Draft replies to common questions, ready for one-click approval
Reporting & Intelligence
Know your numbers without building a single spreadsheet.
- Morning digest — yesterday's calls, bookings, revenue & ad spend
- Weekly KPI reports compiled from CRM, ads & accounting
- Instant alerts when call volume drops or forms stop working
- Month-end reconciliation — payouts matched against invoices
- Lead-source attribution so you know which channel pays
Platforms we work with
Connects to your existing stack.
Getting started
Built, tested, and live in one week.
We audit your current inbound flow, identify the highest-value automation opportunities, and deploy them with measurable success criteria. No bloated projects, no vendor lock-in.
Automate your inboundEvery engagement includes
- Inbound flow audit & opportunity mapping
- Custom workflow design & documentation
- Integration with your existing CRM/tools
- Testing across 20+ edge cases
- Live monitoring for the first 2 weeks
- Monthly optimization reports
Insights
More on work that runs itself.
Ready to get a website that works
and never miss a call?
Book a free 45-minute discovery call. We'll map out your website, your AI receptionist, or both — no commitment, no jargon.
Booking Q3 – Q4 2026 · Spots limited · Response within 24 hours