Core Business Automation Setup

Leads, reviews, invoices — on rails.

Lead comes in, someone is notified. Job finishes, a review request follows. Invoice goes out, reminders follow. Quoted as one package.

Three flows, one job

Lead capture, notification, and follow-up
Job-complete review requests and feedback handling
Invoice follow-up and reminders

We scope the flows around the tools you already use. You get one package price on the quote.

Before anything goes live

We agree the messages, recipients, and triggers with you and test the flows. The work order defines the channels and any ongoing software costs.

Questions before you start

Do I have to leave my current CRM?

Only if your current tools cannot do the agreed job. We review that before quoting.

Will reviews post automatically if someone is angry?

Customers choose whether to publish a review. We agree review requests and private feedback handling before launch; no review is posted automatically.

Is this the $149 review thing?

No. $149 is a smaller review-response setup named in §4.4. This is the full job-complete pipeline.