Less tab-hopping. More signal.
We map your real workflow, then build the operations layer that routes leads, updates systems, and enforces follow-up — quietly and consistently.
What gets better
Handoffs become deterministic — not dependent on memory.
Most “busywork” is the cost of disconnected tools. We connect them with rules, routing, and accountability so leads don’t fall through cracks.
Systems map
What we actually build
Not “zaps.” A workflow engine that matches your lifecycle and keeps data clean.
Layer 01
EventsTriggers
Automations start from real-world events: a new lead, a missed call, a booked appointment, a completed job.
- • Forms, calls, DMs, chat, intake transcripts
- • Missed calls and after-hours activity
- • Status changes (booked → complete → review)
Layer 02
RulesOrchestration
Routing logic that assigns ownership, enforces follow-up, and prevents leads from going stale.
- • Assign owner + SLA timers
- • Route by service area / job type / urgency
- • Escalate based on conditions you define
Layer 03
CRM · Calendar · MessagingIntegrations
Your stack behaves like one product: clean data flows, consistent confirmations, and fewer manual touches.
- • Create/clean CRM records + tags
- • Confirmation + reminders + updates
- • Sync scheduling and status updates
Layer 04
LogsGovernance
Reliability requires visibility. We build auditability so you can trust the system.
- • Visibility into what ran + why
- • Validation/dedupe to protect data quality
- • Reporting hooks for conversion + speed
Manual tasks removed
30–60%+ typical
Follow-up consistency
Automated every time
Data quality
Structured & searchable
Example flow
End-to-end lead handling
A lead comes in → CRM record is created → owner is assigned → follow-up runs → outcomes are tracked.
Trigger
New lead (form, call log, or AI receptionist intake)
Captures: service, location, urgency, contact, notes.
Routing
Create CRM record + assign owner + notify the right channel
Zero manual entry. No lost context.
Customer experience
Confirmation SMS + next-step link (booking/ETA)
Reduces “just checking” calls and increases show-up rate.
After the job
Review request + reactivation sequence runs
Consistent reputation growth without chasing customers.
Copy/paste asset
Use the templates now — then automate it so it happens every time.