The follow-up work, done while you work.
Quotes chased, reviews requested, appointments confirmed, invoices nudged — automatically, in your name, without you touching a thing. This is the unglamorous AI that actually pays for itself.
/01 — The leak
Jobs aren't lost to competitors. They're lost to silence.
An inquiry sits unanswered for two days while you're on site. A quote goes out and nobody follows up. A happy customer would have left a review — if anyone had asked within the week. None of this is a skill problem. It's a time problem, and it's automatable.
The usual leaks
- Inquiries answered days late, after the customer moved on
- Quotes sent and never chased
- Finished jobs that never turn into reviews
- No-shows that a reminder text would have caught
- Invoices paid late because nobody nudged
/02 — The flows
Five flows cover most businesses.
We don't sell a platform. We map where your hours leak, then build only the flows that plug them — usually some combination of these.
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Trigger · inquiry form submitted
New inquiry — Sarah M. Tue 09:13 — received Tue 09:14 — reply sent ✓Instant inquiry reply
A new inquiry gets a personal-sounding reply within a minute — confirming you got it and when you'll respond — and lands on your phone as a text. The customer who emailed four businesses remembers the one that answered first.
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Wait · 3 days, no reply
Quote #214 — still unanswered Fri 08:30 — follow-up sent ✓Quote follow-up
Three days after a quote goes out with no reply, a short follow-up goes from your address: "Any questions about the quote?" It feels like you remembered. You didn't have to.
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Trigger · job marked done
Job closed — Henderson deck Mon 10:02 — thank-you + review link sent ✓Review requests
A few days after a job closes, the customer gets a thank-you with a direct link to your Google review page. Asked at the right moment, happy customers say yes — and reviews are what wins the next job.
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Trigger · appointment in 24 hrs
Appt tomorrow 14:00 — T. Alvarez Wed 09:00 — reminder text sent ✓ Thu 08:00 — morning-of text sent ✓Appointment reminders
A text the day before and the morning of. No-shows drop immediately; nobody is offended by a reminder.
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Wait · invoice 7 days overdue
Invoice #88 — unpaid Thu 08:15 — gentle nudge sent ✓Invoice nudges
Politely worded, automatically timed, escalating gently. The awkward "just checking on that invoice" email you keep putting off — sent without you having to be the one who sends it.
Timestamps shown are illustrative — each flow's timing, wording, and channels are set with you during setup and approved before anything goes live.
/03 — The payoff
That's the follow-up admin a typical owner-operator does by hand — chasing, reminding, nudging — now running on its own.
/04 — The build
Built in your accounts. Visible to you. Yours to keep.
Flows run in your email, your calendar, your tools — not on a platform we control. Every message that goes out is one you approved during setup, word for word. If we part ways, the automations keep running; nothing is held hostage.
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Glued together with
What's included
- A mapping call to find where your hours actually leak
- Flows built, tested, and switched on one at a time
- Every outgoing message approved by you before launch
- Plain-English documentation of what runs and when
- Runs in your accounts — you keep everything
/05 — Questions
Asked before every setup.
Will customers know it's automated?
The messages are written in your voice, approved by you, and sent from your address at sensible times — so they read like you on a well-organized day. We don't pretend a robot is you; we just make sure the follow-up that should happen, happens.
What if something breaks?
Flows fail loudly, not silently — if a step errors, you and we both get notified, and the fallback is always the old way: you do it manually that day. Automation here adds a safety net; it never removes one.
Do I need to buy new software?
Usually no. Most flows run on the email and calendar you already use, glued together with an automation tool whose monthly cost is a few dollars. If a tool is genuinely needed, we'll say so and price it before anything is built.
Can I switch a flow off?
Instantly, yourself, with one toggle — it's covered in the handover. Seasonal businesses pause reminder flows all the time.
What does it cost?
A fixed setup fee per flow, and no ongoing fee to us unless we're maintaining them under a care plan. The running cost is the automation tool's own subscription — typically less than a coffee a week.
Stop chasing. Start closing.
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