Follow-up is where jobs are won
Most leads need more than one touch. Automated follow-up does the touches you'd never have time for.
Step 2 · Get The Call
Stop doing by hand what a system can do for you.
Follow-ups that never got sent. Reminders you forgot. Leads on sticky notes. We set up one place where every customer and conversation lives, then build the automations that do the repetitive work, so nothing falls through.
Where this fits
Step 1 · Get FoundStep 2 · Get The CallStep 3 · GrowStep 4 · Be Known
In plain terms
What Automation & CRM Setup is
CRM setup and business automation means putting every lead, customer, call, text and appointment into one system (a CRM, or customer relationship manager), then building automatic steps around it: confirmations, reminders, follow-ups, review requests and hand-offs that happen on their own. It's the plumbing that makes everything else run without you pushing buttons.
Why it matters
Three reasons this moves the needle.
One place for everything
When calls, texts, bookings and notes all live together, you and your team stop asking "did anyone get back to them?"
The AI assistant stands on it
The assistant, review requests and missed call texts all run through this system.
What we do
What we actually do for you
- Set up your CRM, one place for every lead, customer and conversation, and bring in your existing contacts
- Build a simple pipeline so you can see every lead from first contact to paid job
- Automate confirmations, reminders and no-show follow-up for appointments
- Automate lead follow-up: the texts and emails that go out when someone asks but doesn't book
- Connect your forms, phone, calendar and payments so information flows without retyping
- Train you and your team in plain language
What you'll see
A pipeline you can read at a glanceEvery lead and every stage, on one screen.
Follow-ups that go out on their ownWritten once, sent every time, in your voice.
Hours back every weekThe repetitive work, handled.
How you get it
How you get Automation & CRM
The Growth package includes the follow-up and booking automations your AI assistant runs on. Deeper automations are scoped for your business on the discovery call.
GrowthOptimizationScoped on the call
Works with
Stronger together
No piece stands alone. These are the services that make this one work harder.
Step 2 · Get The Call
AI Assistant
Answers your calls, texts and messages the way you would, and books the appointment while you work.
Learn moreStep 2 · Get The CallMissed Call Text Back
When a call goes unanswered, a text goes out within seconds so the customer replies instead of calling someone else.
Learn moreStep 4 · Be KnownReview Management
More Google reviews from real customers, and every review answered in your voice.
Learn moreQuestions owners ask
Straight answers.
What's a CRM, in plain English?
A single place that keeps track of every person who's contacted your business: who they are, what they asked and what happened next. Think of it as a shared memory for your whole team.
I already have software. Do I have to switch?
Not necessarily. We'll look at what you have on the discovery call. Sometimes we build on it, and sometimes it's easier to move. Either way, we do the moving.
What gets automated first?
Usually the three that pay back fastest: appointment reminders, lead follow-up and review requests. From there we add what your business needs.
Will my team actually use it?
That's the whole design goal. We keep it simple, train your team in plain language, and set it up so most of the work happens without anyone logging in.
See where you stand before you decide.
Get your free visibility check, or book a discovery call. We bring the research and a sample report. You bring your numbers.
No cost. No obligation. Month to month.