🔄 Sales & Retention Automation
Stop Losing Leads to Slow Follow-Up.
Automated email funnels, SMS sequences, and client retention systems that turn inquiries into booked jobs and past clients into repeat business - without adding to your plate.
What's included
End-to-end automation systems built around how your business actually operates.
Email & SMS Funnels
Multi-step sequences that follow up with new leads automatically - the right message at the right time, every time.
Pipeline & CRM Setup
Organized sales pipelines with stages that match your workflow - every lead tracked from first contact to closed deal.
Client Reactivation
Win-back campaigns that re-engage past clients with seasonal offers, check-ins, and reminders - revenue you're already leaving on the table.
Review & Reputation Automation
Automated review requests after completed jobs - build your online reputation on autopilot.
Appointment Booking
Integrated scheduling that lets leads book directly - fewer missed calls, faster conversions.
Performance Reporting
Dashboards showing open rates, response rates, and pipeline health - know what's working without guessing.
How It Works
A structured approach to building systems that run themselves.
Map your sales process
We document how leads come in, how you follow up, and where deals stall or fall through the cracks.
Build the automation
CRM setup, pipeline configuration, and automated sequences designed around your actual workflow.
Launch & train
Go live with your team trained on the system - walkthroughs, documentation, and hands-on support.
Optimize & expand
Monitor performance, refine sequences, and add new automations as your business evolves.
Automation Pricing
One-time setup to build your systems, plus monthly management to keep them running and improving.
| Plan | Starter | Growth | Scale |
|---|---|---|---|
| Pipelines | 1 pipeline | Up to 3 pipelines | Unlimited |
| Automations | Basic sequences | Advanced multi-step funnels | Custom integrations & A/B testing |
| Channels | Email + SMS | Email + SMS | Email + SMS + multi-channel |
| Communication | 1 call per quarter | 1 call per quarter | Monthly calls |
| Setup Fee | $750 | $1,500 | $2,500 |
| Monthly Fee | $500/mo | $1,000/mo | $1,800/mo |
Platform subscription fees are included in your monthly rate. Need something custom? We can scope a plan around your specific workflows.
FAQ
Common questions about automation services.
Do I need any technical skills to use the system?
No. The system is built for you and your team to use - we handle all the technical setup and provide training on day-to-day use.
What if I already have a CRM?
We can work with your existing tools or migrate you to a more capable platform. Either way, we'll map the best path forward.
How quickly will I see results?
Most businesses see measurable improvement in follow-up speed and lead response within the first month. Full automation maturity typically takes 3-4 months.
Can you integrate with my existing tools?
Yes. We regularly integrate with scheduling tools, payment processors, and other business software your team already uses.
What happens if I cancel?
Your CRM data and automations are yours. We'll provide an export and transition plan so nothing is lost.
Better together
This service works on its own - but it's most effective as part of a broader growth strategy. Compare packages, see projected ROI, and build a plan that fits your goals.
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