Automation
Automation is the part of marketing that happens after the lead arrives. We build the sequences that respond in minutes, follow up for weeks, and ask for the review after the job, all from the CRM, so the team does the work only a person can do.
What it is
The first automation is instant response. A lead answered inside five minutes is many times more likely to become a customer than one answered in an hour, and no team does that by hand across every channel. The system does.
From there: the follow-up sequence for leads that did not close, reminders before the appointment, the review request after the job, the email lifecycle that earns the next referral. Each one triggered by what actually happened in the CRM and the operating software, not by a calendar.
What we build
Built once, owned by the company.
Instant response
Every new lead gets a reply and the right person gets a notification, within minutes, on email, SMS or both.
Sequences
Follow-up for open leads, lifecycle email around the job or order, and the review request, triggered by CRM and ops events.
Routing
Leads assigned by branch, product line or rep, with rules that hold as the company grows.
What we run
Run monthly, against the number.
Tuning
Timing, copy and triggers adjusted from reply and conversion rates, monthly.
Reporting
Response time, sequence conversion and review volume, next to the rest of the numbers.
How it's measured
Speed to first response, conversion of open leads over time, and reviews earned per job.
Questions
- What should a company automate first?
- Instant lead response, then the follow-up sequence for leads that did not close, then review requests after the job. Those three return the most for the least.
- Which platforms do you work in?
- HubSpot, GoHighLevel and Salesforce most often, plus the company's own operating software where the triggers live. The platform matters less than the triggers.
- Does automation replace the sales team?
- No. It makes sure they only spend time on conversations that are ready for a person, and that no lead is waiting on them.
Works with
CRM and follow-up
Every contact and every deal in one place, written to by the site, the funnel and the phone.
System
Paid media
Google, Meta and LinkedIn, managed daily against booked revenue, not clicks.
System
Content
Pages and answers for the questions buyers and AI assistants ask, on a monthly plan.
System
Where we have run it
Home services
Reminders, review requests and seasonal campaigns that run from the job record.
Industry
Healthcare
Reminders, follow-up and the review lifecycle, run from the practice's systems.
Industry
Food and beverage
Loyalty, review requests and lifecycle email that bring the customer back.
Industry
E-commerce
Cart, post-purchase and lifecycle email that brings the customer back.
Industry