Nothing sits in an inbox
CRM & Follow-up Automation
The most expensive failure in contractor sales is not a bad lead — it is a good lead nobody called back. Estimates go out and are never chased. Storm leads from March are still sitting untouched in an inbox in June.
We wire the follow-up you already intend to do into a system that does it whether or not anyone remembers, and we test it before handover.
The work
What actually gets done.
- 01CRM setup — pipeline stages that match how jobs actually move, from first call to signed and paid
- 02Sequences — new lead, estimate sent, no-show, unsold estimate, and post-job review requests
- 03Routing — assignment by trade, territory, and availability, with escalation on missed first contact
- 04Reactivation — unsold estimates and aged leads worked automatically instead of written off
- 05Reporting — stage conversion and speed-to-lead visible without exporting anything
A configured CRM with live sequences and routing rules, tested end to end, with your team trained on it.
Illustration
Roughly what this looks like.
A working illustration, not client data.
Try asking about “pricing”, “what do you offer?”, “talk to a person”, or “book a call”. Fully client-side.
Scope crm & follow-up automation.
Send your site and your market. We will tell you whether this is the constraint worth spending on — and if it is not, which one is.