Service · Automations

Lead Routing & Follow-Ups
on Autopilot.

Most service businesses lose 40% of qualified leads simply because nobody calls them back fast enough. The fix is automation — text within 60 seconds, drip sequences for non-bookings, CRM routing, review requests post-service. All wired to your existing tools.

The work most agencies skip

Lead Routing, Speed-to-Lead, and the Sequences That Print Money in Your Sleep.

Most agencies build campaigns and stop. The actual money is made in the 14 days after a lead comes in — speed-to-lead automation, follow-up drips for non-bookings, CRM routing with full attribution, post-service review automation, and quote follow-up sequences. None of that is glamorous. All of it is the difference between a 22% lead-to-close rate and a 38% one. Same ad spend.

Studies from Harvard Business Review and InsideSales.com show responding to a web lead within 5 minutes vs. 30 minutes is a 21× difference in qualification odds. Most service businesses respond in 4+ hours. We aim for under 60 seconds via automated SMS — and that single change typically lifts lead-to-close by 18–25%. Ad spend stays flat. Conversion math just gets cleaner.

What we build is the layer of marketing automation that lives between your ad campaigns and your sales process. Think of it as the plumbing: lead routing into your CRM with proper source attribution, automatic text + email within seconds of a form submission, drip sequences for the 70% of leads who don't book on first contact, and post-service workflows that double review velocity in 90 days. Most service businesses have none of this. The ones that do dominate their categories.

What we build

The Marketing Automation Stack for Service Businesses.

Most automation services sell you software they don't actually build. We build the workflows themselves — wired to your existing CRM, your existing call tracking, your existing email tool. Here's what's included in a standard engagement.

Where leads die without automation

The Five Places 40% of Your Qualified Leads Are Dying Right Now.

If you're spending on ads but lead-to-close is below 30%, it's almost certainly not your ad campaigns. It's the gap between lead arrival and first contact. These five gaps account for the bulk of waste in service business marketing.

How automations stack with channels

Automation Multiplies Every Other Channel.

Automation isn't a standalone — it's the multiplier. Speed-to-lead lifts Google Ads ROI 20%+. Drip sequences lift Meta lead-form ROI 30%+. Review automation lifts local pack rankings within 90 days. Here's how it connects.

What automation actually does to a P&L

Three Real Engagements.

Real client engagements, anonymized industry + region. The numbers are exact.

HVAC · 600k metro
Before: 22% close
After: 38% close

Existing client (we ran their Google Ads). Added speed-to-lead text + 7-touch quote follow-up + post-service review automation. Lead-to-close rate jumped from 22% to 38% over 90 days. Same ad spend, same lead volume, +$84,000 in annual revenue.

Plumbing · 350k metro
Before: 12 reviews
After: 47 reviews

Started with 12 lifetime Google reviews and a 4.4★ rating. Added review automation post-service. 35 new reviews in 90 days, rating climbed to 4.8★, GBP-driven calls up 38/month. We did nothing else — just review automation.

Med Spa · 1.1M metro
Before: 0 reactivation
After: $31k/mo

Med spa with 1,400 dormant patients (no visit in 12+ months). Built reactivation sequence: 4 emails + 2 texts over 21 days, $50 credit incentive. Recovered 9% of dormant list = ~$31k/month in re-bookings, ongoing.

Who needs this

Service Businesses That Are Already Generating Leads.

Automation amplifies what's already there. If you don't have a steady lead flow yet, build the campaigns first — automation comes second. If you do have lead flow, this is the highest-leverage upgrade you can make.

Good fit if:
  • You're already getting 30+ inbound leads per month from any channel (paid, organic, referral).
  • Your lead-to-close rate is below 35% and you suspect speed-to-lead is the problem.
  • You have a CRM (Jobber, ServiceTitan, Housecall Pro, Workiz, GoHighLevel, HubSpot, ActiveCampaign, Pipedrive, Salesforce) — or you're willing to set one up.
  • You have 100+ existing customers who could be reactivated.
  • You want to double your Google review count in 90 days.
Bad fit if:
  • You don't have inbound lead flow yet — build campaigns first via lead generation.
  • You refuse to use a CRM. We need somewhere for leads to land.
  • You expect automation to replace humans entirely. It doesn't — it lifts the floor on a manual process.
  • You're not willing to track and optimize. Automations need monitoring.

Pricing

Build + Maintain. Yours to Keep.

Speed-to-lead + CRM routing build (one-time)$1,800 one-time
Full automation stack build (one-time)$4,500 one-time
Ongoing automation maintenance + optimization$600/month
Custom workflow development (per project)$2,000 per workflow

Built workflows are yours — they live in your GoHighLevel, your Twilio account, your CRM, your Zapier. The day you fire us, the workflows keep running. The maintenance retainer covers ongoing monitoring (delivery rates, response times, drip-sequence performance), iteration on copy, A/B testing of automation triggers, and custom workflow additions as your business grows. Carrier costs (Twilio SMS at ~$0.0075/message, email infrastructure at ~$15/month) are billed to your accounts directly.

Common questions

What Owners Ask About Automation.

Will this work with my existing CRM?

Probably. We've integrated with Jobber, ServiceTitan, Housecall Pro, Workiz, GoHighLevel, HubSpot, ActiveCampaign, Pipedrive, Salesforce, Mailchimp, ConvertKit, and a dozen other platforms. If your CRM has a Zapier connection, an API, or even a webhook endpoint, we can connect it. If it doesn't (some legacy proprietary CRMs), we'll tell you and we can either work around it or recommend a migration.

How fast can you have speed-to-lead live?

Speed-to-lead text routing alone: 3–5 business days from kickoff. Full automation stack (drips, review, quote follow-up): 2–3 weeks for the build, then 2–3 weeks of A/B testing copy and timing. By day 45 you're seeing the real numbers.

Won't customers feel spammed by all this automation?

Only if it's badly written. Done right, the texts and emails feel like a thoughtful business — not a robot. Speed-to-lead sounds like a real person ('Hey [name], it's Mark from [Company]. Got your message — calling you in 5 min about the leak'). Drip sequences are spaced and varied: text, email, text, value-add email, text. We test message variants for response rates, reply quality, and unsubscribe / opt-out rates. The automation that performs best is the automation that doesn't read like automation.

Can I see the workflows before I sign?

Yes. Book a 30-min call. I'll share my screen and walk through the actual workflows running for one of our clients (anonymized): the speed-to-lead trigger, the message templates, the routing logic, the drip sequence map, the review automation timing. You'll see exactly what gets built. No deck.

What about texting compliance (TCPA, CTIA)?

We follow TCPA + CTIA compliance: every automated SMS includes opt-out language ('Reply STOP to opt out'), respects DNC lists, and uses verified-business toll-free or 10DLC numbers (never random shortcodes). Initial automated text after a form submission is allowed under TCPA's 'business inquiry response' carve-out as long as the customer's submission was their consent. We document this.

Can you build automations into my own GoHighLevel / HubSpot / similar?

Yes. We typically build directly in your existing platform so you own everything. If you don't have a platform yet and you need one, we'll recommend GoHighLevel for service businesses (most flexible, lowest cost for the workflow types we build) or your CRM's native automation if it's robust enough.

How much will the SMS / email cost run me monthly?

Roughly: speed-to-lead at 200 leads/month = ~$1.50/month in SMS. Drip sequences (200 leads × 7 touches × 50% in sequence at any time) = ~$8/month. Review automation (50 jobs/month) = ~$0.40/month. Customer reactivation (one-time large send) = ~$15. Realistic monthly carrier total: $25–$60 for most clients. Trivial relative to the lift.

What happens if a workflow breaks?

We monitor delivery rates daily. If SMS delivery drops below 95%, email open rates drop 20%+, or a webhook fails, we get an alert. Most issues we fix before you notice. The maintenance retainer covers this. Without maintenance, you'd see a workflow break, miss it for 2 weeks, lose 20–30 leads. The retainer is cheap insurance.

Related services

How This Connects.

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