How It Works
Leads Come In
We Take Action
We Keep It Organized & You Show Up Prepared
Getting Started Is Easy.
No complicated setup. No long onboarding process.
Step 1: Quick Discovery Call
We start with a brief 15-20 minute conversation to learn about your business, service area, ideal customers, and current scheduling process.
During the call we will discuss
- ✔ Your biggest scheduling challenges
- ✔ How leads currently reach you
- ✔ Your availability and service capacity
- ✔ Which services you want help with
- ✔ Your goals for growth
Step 2: Custom Setup
Once we decide we’re a good fit, we will set up a workflow tailored to your business.
This Can Include:
- Lead tracking
- Appointment scheduling
- Missed call follow-up
- Estimate confirmation
- Customer reminders
- CRM organization
- Lead reactivation campaigns
We Start Capturing More Opportunities and Keep You Updated Along the Way.
As leads come in, I help make sure they don’t fall through the cracks. You’ll receive regular updates so you always know what’s happening behind the scenes.
Depending on your plan, We Can:
- Respond to new inquiries
- Follow up with missed calls
- Qualify leads before estimates
- Schedule appointments
- Confirm upcoming jobs
- Reactivate old leads
- Keep your calendar organized
- Receive updates of everything that was done that week, including projections for upcoming week/month.