Our Services

We build automation that runs your business while you focus on growth.

Lead & Customer Management

Never lose a lead or forget a follow-up again. We build systems that capture, organize, and nurture your leads automatically:

  • Instant auto-response when an inquiry comes in — with personalized replies we craft for each lead type
  • Follow-up email sequences at 3, 7, and 14 days after a quote is sent
  • Smart lead routing — inquiries are categorized using rules we build and sent straight to the right team member
  • Centralized lead tracking across all your intake channels

We set up a webhook endpoint on your dedicated server that listens for form submissions from your website, Facebook ads, Google forms, or any other source. When a lead comes in, the system instantly logs it in your database, applies the categorization rules we design with you (what service they need, urgency, location), and routes a notification to the right person on your team via email. Meanwhile, the lead gets an instant personalized response acknowledging their inquiry — using a template we craft for each lead type. A scheduled task checks for leads that haven't received a follow-up and automatically sends a sequence of emails at intervals you choose — typically 3, 7, and 14 days — each one tailored based on what the lead originally asked about.

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Review & Reputation Automation

More 5-star reviews, less manual asking. We automate the entire review collection process:

  • Automatic review request emails after a job is marked complete — with a direct Google review link
  • Timed drip sequence asking happy customers to leave reviews on Google and Yelp
  • Review monitoring — get alerted instantly when a new review is posted, especially negative ones
  • Branded email templates that match your business

When you mark a job as complete in your system (or send us a webhook trigger), our server automatically sends the customer a branded email with a direct link to your Google Business review page. If they don't leave a review, a follow-up email goes out a few days later with a gentle reminder. We can also set up monitoring that periodically checks your Google Business listing for new reviews and sends you an instant alert — with special priority flags for anything under 4 stars so you can respond quickly. All emails use templates we design to match your brand, and we generate your unique Google review link so customers land directly on the review form.

Scheduling & Appointment Reminders

Reduce no-shows and keep your calendar full without lifting a finger:

  • Automatic confirmation emails when someone books an appointment
  • Reminders sent 24 hours and 1 hour before the appointment
  • No-show follow-ups with a rebooking prompt
  • Works with your existing calendar or booking system

We connect to your existing booking system — whether that's Calendly, Acuity, a Google Calendar, or even a simple spreadsheet — via API or webhook. When a new appointment is booked, our server logs it and immediately sends the customer a confirmation email with the date, time, and any prep instructions. A scheduled job runs continuously checking for upcoming appointments: 24 hours before, the customer gets a reminder email; 1 hour before, they get a final heads-up. If someone doesn't show, the system waits a set time and sends a friendly rebooking email with a link to reschedule. Every email is branded to your business and every action is logged so you have a full history.

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Invoicing & Payment Reminders

Get paid faster without chasing people down:

  • Auto-generate and email invoices when a job is completed
  • Escalating payment reminders at 7, 14, and 30 days overdue
  • Automatic receipt confirmation when payment is received
  • Clean, professional invoice templates branded to your business

When a job is marked complete, our server generates a professional invoice using your business details, the job description, and the amount — then emails it directly to the customer as a styled HTML email or with a PDF attachment. The invoice gets logged in your database with a "pending" status. A scheduled job checks daily for unpaid invoices: at 7 days overdue, a polite reminder goes out; at 14 days, a firmer follow-up; at 30 days, a final notice. When payment comes in (via Stripe webhook, manual update, or any trigger you choose), the system marks it paid and sends the customer an automatic receipt. You see everything in one place — who owes what, and how long it's been outstanding.

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Automated Email Workflows

Stop sending emails manually. We build triggered email systems that fire when events happen in your business:

  • Job completion confirmations and next-step instructions
  • New lead notifications to your team
  • Welcome sequences for new customers
  • Re-engagement emails for dormant customers
  • Custom templates branded to your business

We set up a webhook-driven email engine on your server. Each event type (job complete, new lead, new customer, etc.) has its own trigger and its own email template. When the event fires — from your CRM, your website, your payment processor, or a manual trigger — our server looks up the right template for that event, fills in the customer's details, and sends it via a professional email delivery service. Templates are fully customizable HTML emails branded to your business. Each email is logged with delivery status, and we build in deduplication so the same event never triggers the same email twice. For sequences (like welcome drips), a scheduler sends the next email in the series after the delay you set.

Smart Tools & Assistants

Custom-built tools that take real work off your plate — not gimmicks, but useful day-to-day productivity boosters:

  • Website chatbot — answers FAQs from a knowledge base we build for you
  • Reply drafting — we craft a suggested response to every inquiry, ready for your approval
  • Document extraction — pull data from uploaded PDFs, invoices, or forms into a spreadsheet
  • Industry news briefings — daily digest of news we curate for relevance to your business

We hand-build each tool from the ground up, tailored to your business. For a chatbot, we assemble a knowledge base from your FAQs, service pages, and policies, then embed a chat widget on your website that answers customer questions instantly — escalating to you when it can't. For reply drafting, when a new inquiry arrives, our system pulls in context about your business and the customer, then prepares a suggested reply for you to review and hit send. For document extraction, you upload a PDF or photo of an invoice or form, and our processing engine reads it and pushes the structured data into your spreadsheet or database. For news briefings, we monitor sources for your industry keywords, filter for relevance using rules we configure with you, and email you a curated digest every morning.

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Reporting & Alerts

The numbers you need, when you need them — without pulling reports by hand:

  • Weekly business summaries — a compiled report of leads, jobs completed, and revenue, delivered to your inbox
  • Inventory and stock alerts when supplies drop below a threshold
  • Competitor price monitoring — get alerted when competitors change their pricing
  • Custom dashboards delivered via email or accessible on a live page

We build scheduled jobs that pull data from your systems — your database, CRM, accounting software, or even spreadsheets — aggregate the numbers, and deliver formatted reports to your inbox on the schedule you choose (daily, weekly, monthly). For inventory alerts, a job monitors your stock levels and sends you an email the moment something drops below the threshold you set. For competitor monitoring, we periodically scrape public pricing pages and compare against previous snapshots — if anything changes, you get an alert with the old and new prices. We design every report to summarize the numbers in plain English so you don't have to read tables. Everything is logged and accessible through a simple dashboard if you want to check on demand.

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Social Media Automation

Stay active on social media without spending hours on it:

  • Scheduled posting — queue posts and auto-publish to your platforms
  • Content generation — post ideas and captions we tailor to your business and voice
  • Content calendar management — plan a month of posts in one sitting

We connect to the social media APIs for your platforms (Facebook, Instagram, LinkedIn, X) and build a posting queue on your server. You load up posts in advance — or let our content generator suggest them based on your business type, recent jobs, or trending topics — and a scheduled job publishes them at the times you choose. We can build a simple interface where you draft, preview, and approve posts before they go live. Our content generator takes context about your business (what you do, your tone, recent work) and produces ready-to-post captions, hashtags, and content ideas. You review and approve — nothing posts without your sign-off unless you want it to.

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Webhook & API Integrations

Your tools should talk to each other. We connect them so data flows automatically:

  • Form submissions routed to your CRM or database
  • Payment events triggering fulfillment workflows
  • CRM updates synced across platforms
  • Custom APIs built for your specific data flows
  • Real-time processing — no batches, no delays

We build custom API endpoints on your server that receive data from any tool that supports webhooks — Stripe, Shopify, Typeform, HubSpot, Zapier, or your own systems. When an event hits the endpoint (a form submission, a payment, a status change), our server processes it in real time: validates the data, transforms it into the format your other tools need, and pushes it where it needs to go — your database, your CRM, your email system, a spreadsheet, or another API. Every integration includes error handling, automatic retries on failure, and logging so you have a complete audit trail. No third-party middleman taking a cut per operation — it runs on your own server.

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Workflow Orchestration

Multi-step business processes that run themselves:

  • Approval chains with automatic escalation
  • Document processing and routing
  • Scheduled batch operations
  • Error handling and automatic retries
  • Full audit logs of every action taken

We design multi-step workflows where each step triggers the next automatically. For example: a new order comes in, the system sends a confirmation to the customer, notifies your fulfillment team, waits for them to mark it shipped, then sends tracking info to the customer, and finally schedules a follow-up review request. Each step is tracked in your database with timestamps and status. If a step fails, the system retries automatically and alerts you if it can't recover. For approval chains, a request goes to the first approver — if they don't respond within your time limit, it escalates to the next person. Everything is logged with a full audit trail so you can see exactly what happened, when, and why.

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