Ai Tools and Automations

Effortless Follow-Up: Never Let Leads Go Cold

We design and deploy AI-driven workflows that cut the manual steps from your day, data entry, messaging, scheduling, quoting, invoicing, and reporting so you win back hours each week to focus on strategy, customers, and growth. We connect the tools you already use (email, phone, CRM, calendars, forms, payments) and add smart agents that capture leads 24/7, answer common questions, book appointments, send reminders, and keep records clean; without you babysitting it. Every workflow is built with clear SLAs, error handling, and human-in-the-loop approvals where needed, plus a live dashboard that shows response times, conversion rates, and revenue won. Less busywork, fewer dropped balls, faster cash flow.

woman in brown long sleeve shirt sitting by the table using macbook
woman in brown long sleeve shirt sitting by the table using macbook

Our Products

Lead Conversion Automations

Our lead conversion automations cover the full journey. We trigger instant speed to lead with automatic SMS or phone calls within seconds of a form, chat, or missed call, then score and route leads as hot, warm, or cold by postal code, service type, or source. We revive stale leads with drip sequences that use smart prompts, follow up on open quotes to remove blockers, and rescue no shows with quick rebooking links. Pipeline alerts enforce service level timing and flag stages that sit too long, while multi channel sequencing moves from SMS to email to voicemail until a reply, always honoring opt ins, quiet hours, and unsubscribe requests. Quotes convert to invoices in one tap with deposit links and reminders, and after the job we ask for referrals at the right time while keeping compliance in order.

AI Workflow Tools for Funnels, Operations, and Reviews

Our AI workflow stack optimizes funnels and day to day operations end to end. A funnel optimizer runs A/B tests on headlines, forms, and calls to action and automatically promotes winners, while form enrichment fills in company details and intent from minimal inputs. Calendar routing assigns by team, territory, skill, or urgency, and clean intake flows push to your CRM with deduping, source tags, and attached transcripts. Smart job routing sends the right technician based on job type and required parts, estimates and proposals are drafted with clear scope and sensible upsells, and contracts are generated, sent for e sign, and filed automatically. Payments go out with links, deposits are collected and reconciled to invoices, review requests are timed after service to encourage public feedback, and new reviews receive AI drafted responses with escalation for three stars and below. A reputation watch alerts you to new mentions across major platforms, and dashboards show lead speed, conversion, job value, and return on investment.

AI Chat Models for Text, Phone, and Q and A

Our chat models handle text, phone, and web conversations with your customers and your team. The SMS agent answers common questions, qualifies leads, books jobs, and sends links; the voice agent picks up calls at all hours, schedules appointments, takes messages, and escalates when needed; and website chat greets visitors, captures info, schedules, and hands off to humans on request. An email responder drafts clear replies to inquiries and quote requests, a knowledge base service uses your pricing, services, and policies for accurate answers, and an internal SOP helper gives staff step by step guidance on how to do tasks. Billing reminders follow up with pay links and escalate if overdue, after hours triage separates emergencies from routine requests and routes correctly, multilingual support handles common languages and logs full transcripts, and a one click human handoff passes the full history and context to a real person.

person using macbook pro on table
person using macbook pro on table
Workflow diagram, product brief, and user goals are shown.
Workflow diagram, product brief, and user goals are shown.

How we do It

We start by analyzing your business model, including how you get leads, convert them, fulfill work, and follow up, then we set clear targets for response time, conversion, and cost. Next, we deliver a tailored recommendation that lists the exact AI tools and automations that fit your workflow, explains where they plug into your current stack, what they cost, and the expected ROI and timeline. We then gather your FAQs, services, pricing, scripts, brand voice, compliance notes, and process docs to train a personalized AI model with clear guardrails. After that, we implement it wherever you want within your strategy, such as website chat, phone or SMS, email, CRM, calendar, ads, forms, payments, or internal ops, and we add proper triggers, logging, and permissions while testing end to end. Finally, we launch, train your team, and keep tuning based on real data so performance keeps improving.

a person using a cell phone
a person using a cell phone