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$97 Website and Workflow Checkup

Find out exactly what to fix before spending anything larger.

A written audit of your site, lead path, ad tracking, and follow-up gaps. Delivered in 3 to 5 business days. No call required.

✓Website clarity and CTA review
✓Lead capture and form audit
✓Follow-up and CRM gap check
✓Ad tracking health assessment
✓Prioritized fix list, 3 to 5 business days
Get the $97 Checkup →

Have questions first? Book a free 15-min call

Automation Services

Small business automation services using Make.com, n8n, CRM workflows, AI tools, lead routing, forms, approvals, and reporting.

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AI automation for local service businesses

Manual work that runs automatically is not a luxury. It’s how the business scales without adding staff.

We build automation workflows, AI conversation agents, CRM connections, and server-side tracking for service businesses. Over 15 years of implementation experience. Fixed scope, fixed price, live in under two weeks.

What we automate

The workflows that cost service businesses the most time.

The repetitive, manual parts of running a service business that should run on their own.

📞

AI voice answering for missed calls

An AI agent answers inbound calls 24/7 in your business name, qualifies the lead, and notifies your team when someone is ready to book.

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Lead capture to CRM

Form submissions create CRM records automatically. Tags applied by service type. Owner notified. No manual data entry required.

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Follow-up sequences

Leads that don’t respond get a timed follow-up sequence. Stops automatically when the lead books or replies.

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Job close and review requests

When a job is marked complete, the invoice fires, the record updates, and a review request queues for 24 hours later — automatically.

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Server-side conversion tracking

Meta CAPI and Google Enhanced Conversions via server-side GTM. Fixes the attribution gap from iOS 14 and browser ad blockers.

⚙️

CRM pipeline automation

When a lead moves stage in your CRM, the right things happen automatically: notifications, tasks, follow-up emails, status updates.

Most-requested build

AI Voice Receptionist for Local Service Businesses

Most service businesses lose jobs to unanswered calls. Not because they can’t call back — because by the time they do, the customer is already talking to someone else. This is the most direct revenue fix we build.

An AI agent answers calls in your business name, holds a real conversation to qualify the lead, and notifies your team the moment someone is ready to book. It runs after hours, on weekends, and whenever you’re already on another call.

Answers calls 24/7 in your business name
Qualifies lead: service, location, urgency, contact info
Notifies your team the moment a warm lead comes in
Transfers to a live person when needed
Review requests sent automatically after job completion
All leads logged with conversation summaries

Monthly retainer is optional. Here is exactly what changes.

Without retainer ($1,500 only)

  • Agent built and fully handed off
  • You own all configurations
  • Self-managed after delivery
  • Additional work billed at project rate

With retainer ($297/mo)

  • Ongoing maintenance and tuning
  • Agent updated when services change
  • Monthly call log review
  • Priority support, same-day response

Interested in this build?

Fill out the project intake form and describe your current call setup. We review every submission within one business day and follow up with a clear recommendation. After you submit, you’ll get a direct link to book a 15-minute discovery call.

$1,500
ONE-TIME SETUP
$297/mo
OPTIONAL MONTHLY RETAINER

Start a Project →
Booking link sent after we review your submission

How we work

Scoped, built, handed off.

Every project is a fixed-scope build. You pay for the build and the build is yours. The monthly retainer, where it applies, is always optional.

01

Discovery Call

A 15-minute call to understand your current setup — what tools you’re using, what’s manual, where the biggest gaps are. We’ll tell you what we’d build and what it costs before we hang up. You get the booking link after submitting the project form.

02

Fixed-Scope Agreement

After the call we send a clear written scope: what gets built, what it costs, and the timeline. Fixed price. No surprises. You approve it and we start, or you tell us to revise and we adjust.

03

Build and Handoff

We build the system and hand it off with testing confirmation and written documentation. If something isn’t right after launch, we fix it. That’s included in the scope. No extra billing for post-launch corrections.

Ready to start

Tell us what you want to automate.

Describe your current setup, what’s manual right now, what tools you’re using, and what you’d like to change. We review every submission within one business day and follow up with a specific recommendation.

Start a Project →
Booking link sent after we review your submission

TX, FL, AZ — Local service businesses

Missed calls are costing you jobs. Broken ad tracking is wasting your budget.

Two fixed-scope builds that fix both problems. No retainer to start. Live in under two weeks.

No monthly lock-in Fixed-scope pricing Live in 5 to 10 days
Book a Discovery Call → Start with the $97 Checkup View Services
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