How We Turn Missed Leads Into Booked Jobs — Step by Step.

We install and run an AI‑powered lead capture system that answers instantly, follows up consistently, and gives you visibility across every channel. Here’s exactly what working together looks like.

No hard deadline promises — we prioritize stability and measurable gains fast.

THE 3-STEP FLOW

Simple, proven, and built on top of your existing lead sources.

1. AUDIT & PLAN

We map your current lead flow, quantify leakage, and agree on a prioritized plan.

1. BUILD & LAUNCH

We deploy instant reply, missed‑call text‑back, sequences, booking flows, and your pipeline.

1. OPTIMIZE & SCALE

We tune copy & timing, enable additional channels (GBP/FB/IG), and report on results.

TIME MILESTONES

Phase 1 - Audit & Quick wins

~ 1 week (depends on access)

  • Map lead sources & response times

  • Enable missed‑call text‑back

  • Draft instant‑reply & follow‑up copy

  • Define pipeline stages & owners

Phase 2 — Build & Launch

~ 1–2 weeks

  • Connect channels (SMS, forms, chat, Google Messages)

  • Launch follow‑up sequences & booking flows

  • Roll out unified inbox & tasking

  • Team walkthrough & light training

Phase 3 — Optimize & Report

Ongoing

  • A/B test copy, timing, and cadences

  • Expand channels as needed

  • Monthly report: first response time, coverage, bookings

  • Optional: AI voice answering

WHO DOES WHAT

We run the system; your team focuses on jobs. Here’s the split of responsibilities.

What We Handle

  • Building instant‑reply and follow‑up sequences

  • Integrations: chat, forms, SMS, Google Messages

  • Pipeline, tasks, and basic reporting

  • Copywriting & iteration for better conversion

  • Ongoing QA, monitoring, and improvements

What We Need From You

  • Access to current phone/SMS/form/chat tools

  • Approved business info and service areas

  • Your preferred booking rules & availability

  • One point‑of‑contact for quick decisions

  • Feedback on lead quality & job outcomes

FAQs

Do you replace our CRM?

No. We add the capture, follow‑up, and booking layer on top. We can sync data if needed.

How do you measure success?

We track first response time, coverage (answered %), booked jobs from existing leads, and no‑show reduction.

Ready to See the Gaps — and Fix Them?

Book your free Lead Capture Audit. We’ll review your flow together, identify missed‑lead points, and give you a prioritized plan — DIY or done‑for‑you.