Missed-Call Recovery
& Speed-to-Lead
Every missed call becomes a tracked, re-engaged lead. Every inbound inquiry gets acknowledged inside 60 seconds.
Most service businesses lose more revenue to slow response than to lost leads. A 24-hour reply window is functionally a "no." This system closes that gap with automated text-back on missed calls, instant confirmations on web forms, and structured routing into your CRM.
What's installed
- Automatic SMS text-back on every missed inbound call
- Web form auto-confirmation with response-time commitment
- Inbound call tracking and source attribution
- Routing rules into the CRM by lead source and type
- Internal alerts so the right person responds first
- A2P 10DLC-compliant SMS configuration
CRM Pipeline
Architecture
A pipeline built around the way your business actually sells — not a generic template you have to fight every day.
Most CRMs ship with sales-team-style pipelines that don't match how service work flows. We design stages around your real process: lead, contact attempted, estimate sent, scheduled, completed, recurring. Automation triggers fire on stage changes so nothing waits on memory.
What's installed
- Custom pipeline stages mapped to your service workflow
- Custom contact fields for service-specific data
- Automation triggers on stage transitions
- Tagging and segmentation for outreach targeting
- Deal aging and stalled-opportunity alerts
- Lost-reason capture for future analysis
Follow-Up Sequences
& Cadence Design
Multi-touch outreach across SMS and email, triggered by what the prospect does — or doesn't do.
Quotes that go unanswered. Past clients who haven't been re-engaged. Discovery calls that didn't close. These are recovery opportunities, not lost causes. We build the sequences that re-open them — designed to feel personal, scheduled to respect the prospect's pace.
What's installed
- Post-estimate follow-up sequence (Day 1, 4, 7, 14)
- Stalled-lead re-engagement workflows
- Past-client re-activation campaigns
- Behavior-triggered outreach (opened, clicked, viewed)
- Multi-channel sequencing — SMS, email, optional voice
- Opt-out and consent handling built in
Estimate & Proposal
Tracking
Every estimate sent gets tracked, followed up, and either won, lost with a reason, or routed back into nurture.
The most common revenue leak in service businesses is the estimate that was sent and forgotten. The deal isn't dead — it's just unattended. We build the system that ensures every quote has a defined follow-up sequence, an aging counter, and a clear outcome.
What's installed
- Estimate creation tied directly to CRM contacts
- Automated send confirmations and view-tracking
- Multi-touch follow-up cadence by default
- Won / lost / nurture routing rules
- Lost-reason capture and pipeline analytics
- Optional electronic signature and payment-on-acceptance
Review Request
Automation
Every completed job automatically generates a review request. Google rankings compound. Trust compounds. Referrals compound.
Reviews are the single most underleveraged asset in local service businesses. The fix is not a campaign — it's a system. Once installed, the review request fires automatically after job completion, with smart routing for satisfied vs. dissatisfied clients.
What's installed
- Automated review request triggered on job completion
- SMS and email request channels
- Smart routing — positive reviews to Google, negative to private feedback
- Multi-platform support: Google, Yelp, Angi, others
- Reminder sequence for non-responders
- Review tracking and reporting dashboard
Reporting Dashboards
& Owner Visibility
One screen. The metrics that actually matter. Delivered weekly, viewable anytime.
You can't fix what you can't see. We build the dashboards that surface pipeline health, response times, conversion rates, and revenue by channel — the operational metrics that turn intuition into decisions. Delivered as a weekly summary and accessible as a live view.
What's installed
- Weekly summary email with key operational metrics
- Live dashboard view inside the CRM
- Response time tracking by channel and source
- Pipeline conversion analytics per stage
- Revenue attribution by lead source
- Stalled-deal and at-risk alerts
Start with the diagnostic.
We don't quote implementation work without first understanding which systems will produce the most revenue recovery for your specific business. The $495 diagnostic answers that question.
Book the Diagnostic →