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Automation

The follow-up that happens on its own.

Follow-ups, reminders and admin tasks that run in the background, so nothing depends on someone remembering.

The problem

Most lost work is lost to silence.

A quote goes out and nobody follows up. A call is missed on a job. A booking is forgotten. None of it is anyone's fault.

Quotes with no follow-up

The customer goes quiet, and nobody checks in until it is too late.

Calls missed while you work

The phone rings while you are busy, and the caller tries the next business.

Bookings forgotten

No reminder goes out, so the appointment is missed and the slot is wasted.

What we build

The repeat work, handled in your name.

Automation handles the follow-up, reminders and admin in your words, so the business keeps moving while you work.

Every message is written for your business, and you approve it before anything reaches a customer.

  • Email and SMS follow-up sequences
  • Booking and appointment reminders
  • Missed-call text-back
  • Forms and surveys that sort enquiries
  • Admin tasks that move data between tools
  • Connecting the tools you already use

Where automation earns its keep.

01

Quote follow-up

Every quote followed up until the customer says yes or no.

02

Missed-call text-back

A text goes out straight away when you cannot take a call.

03

Reminders

Fewer no-shows, with reminders before every appointment.

04

Admin hand-offs

Details moved between forms, CRM, invoices and spreadsheets automatically.

How it connects

Automation is the wiring between your tools.

It runs from your CRM, starts from your website and books into your calendar. Because we build all of those, the automations work end to end instead of breaking at the gaps.

  • Triggered by website forms and bookings
  • Runs from the CRM pipeline
  • Writes back to the customer record
  • Every message written for your business
How it works

From first call to a working system.

Step 1

Find the gaps

We look at where enquiries, quotes and bookings stall today.

Step 2

Write and build

We write the messages in your voice and build the automations.

Step 3

Test

We test every path before anything reaches a customer.

Step 4

Watch and refine

We check what is working and adjust the timing and wording.

What you can count on.

Before we start

We find where work stalls.

  • Where enquiries, quotes and bookings stop, found
  • A written scope and price
  • Every message drafted for your approval

While we build

Nothing reaches a customer untested.

  • Every path tested before it goes live
  • A reply stops the sequence, so nobody gets an awkward message
  • Sent in your name, from your business

After launch

We watch what works.

  • Timing and wording adjusted from real replies
  • Changes when your offers or hours change
  • One team to call if something needs fixing

How long does follow-up take you each week?

Put in your own numbers. The answer comes only from them, and the sum is shown in full.

New enquiries from calls, forms and messages.

Calls, texts and emails to chase one enquiry or quote.

Quotes sent that you still follow up.

With the example numbers

How it's worked out

(10 enquiries + 6 open quotes) × 15 minutes = 240 minutes a week, or 4 hours.

Assumes one round of follow-up a week for each enquiry and each open quote.

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This is time spent, not a promise of time saved. On a call we look at which parts of it a system could take on.

Questions

Common questions.

Will the messages sound like a robot?

No. Every message is written for your business and sent in your name. You approve the wording before anything goes out.

What if a customer replies?

Replies come to you, and the automation stops so nobody gets an awkward message after they have answered.

Is SMS follow-up allowed?

Yes, when it is done properly. Marketing messages need the person's consent, must say who they are from and must include a way to opt out. We build all three in.

Can you automate the tools we already use?

Usually, yes. We connect existing tools rather than replacing what works.

Talk to us about automation. We will tell you what we would build first.

What happens next

  1. Book a 30 minute callPick a time that suits you.
  2. We map how the business runsWhat you use today, and where time goes.
  3. You get a planWhat we'd build first, and what it involves.
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