Services
Start with one fix, or build the whole system.
Estimate follow-up is a fixed six-week project. The three packages below are for businesses that want more. We confirm the fit on the free audit.
Start here
Estimate follow-up
For businesses that send estimates or quotes. In six weeks I find where estimates and missed calls go quiet, set up the follow-up your software already has, and show you the numbers after 30 days.
Shops, restaurants, salons and trades
Local
More people find you, more of them leave reviews, and regulars come back.
Fixed price after a free audit
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Google cleanup
Your Business Profile categories, hours, photos and description fixed, and your reviews answered. English and Spanish if you need both.
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Review engine
A QR code and a text after each purchase asking for a review. Reply drafts are written for you, and you approve each one.
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Text list
Customers opt in at the counter or on your website, then hear about each special. Every message includes a way to stop.
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Lead capture
A simple order or quote form. You get a text the moment someone fills it in.
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Monthly report
One page: your rating, new reviews, list size and orders from the form.
Service businesses with 5 to 50 staff
Growth
Leads land in one CRM and get a fast answer from the right person.
Fixed price after a free audit
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Lead capture
Form, call, chat and ad leads land in one CRM. HubSpot, or the one you already use.
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Speed to lead
An instant text or email reply, the lead routed to the right person, and a reminder if nobody responds.
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Qualification
Leads are scored and tagged so your staff work the best ones first.
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Follow-up
A series of messages for leads who do not book straight away.
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Reporting
A weekly dashboard of leads by source, response time, booked and won.
Larger teams, agencies and mid-market sales orgs
Systems
Your lead sources, CRM and outreach tools work as one system.
Fixed price after a free audit
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Outbound engine
Prospect lists, research, dedicated sending domains and email sequences. A person on your team approves every reply.
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CRM sync and routing
Sources synced and de-duplicated, leads routed by territory or round robin, and alerts when a lead waits too long.
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Research and drafting help
Prospect briefs, reply drafts and call summaries written into the CRM for your team to review.
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Ongoing operations
Monitoring, error alerts, monthly tuning, documentation and a clean handover.
Built to follow the rules
Text messages go only to people who opted in, and every message honors STOP. Cold email carries a real postal address and a working unsubscribe. When I touch your customer data, we sign a data processing agreement first.
Not sure which one fits?
That is what the free audit is for. Fifteen minutes, and you will know where your leads are slipping.
Book a 15-minute call