Tier 2 — Automate

Stop doing manually what a system should handle

Missed-call text back, lead routing, follow-up sequences, review requests, and AI chat — configured for your business and running on autopilot.

What you get

Everything in the automation setup

Business owners who already have a website but are losing leads to slow follow-up, missed calls, and manual processes. Also available as an add-on immediately after a 48-Hour Launch.

Recovery

Missed-call text back

When a call goes unanswered, the customer gets an instant SMS keeping the conversation alive until you can respond. Most businesses tell us this alone pays for the system.

Missed call
Auto text sent
Routing

Lead routing

Form submissions and calls are automatically routed to the right person based on job type, location, practice area, or urgency. No manual triage.

Lead
Route
Assign
Nurture

Follow-up sequences

Leads that do not book immediately get a timed series of follow-up texts and emails over 5-7 days. Automated, personalized, and hands-off.

Day 1: SMS sent
Day 3: Email sent
Day 7: Final follow-up
Reputation

Review request automation

After a job is completed or an appointment is finished, the customer gets a text with a direct link to leave a Google review. One tap, done.

+12
/month
4.8
avg
24/7 support

AI chat or FAQ assistant

An AI-powered chatbot on your site that answers common questions, qualifies leads, and captures contact info — available 24/7 without hiring staff.

Do you offer free estimates?
Yes! Book a free estimate here.
Deliverables

What is included

Included
  • Missed-call text-back system configured
  • Lead routing rules by job type, location, or urgency
  • 5-7 day automated follow-up sequence (SMS + email)
  • Post-service review request automation
  • AI chatbot or FAQ assistant on website
  • CRM integration and lead pipeline setup
  • Appointment reminder sequences
  • After-hours auto-response configuration
Not included
  • Website design or rebuild (use 48-Hour Launch)
  • Custom software development
  • Phone system or VoIP hardware
  • Paid advertising or media buying
  • Social media management
Process

How it works

No six-week timelines. No black boxes. Four steps from zero to a working lead system.

STEP 01

Workflow audit

We map how leads currently reach you, where they drop off, and which automations will have the biggest impact on your close rate.

Scope & goals
Requirements review
Timeline confirmed
STEP 02

System design

We design the automation flows — triggers, actions, timing, and messages — tailored to your business type and customer journey.

Website
Forms
SEO
Analytics
Booking
Mobile
Live in 48hrs
STEP 03

Build and connect

We configure the automations, connect your CRM, set up text and email sequences, and install the chatbot.

New lead
Text back
Follow up
Running automations...
STEP 04

Test and launch

We test every flow end-to-end — missed call, form submit, review request, chatbot conversation — then turn it on and monitor for the first week.

+340%
Leads / mo
+127
Reviews
Proof

Real results

Case snapshot

Residential cleaning company

Southeast US metro area

What we built

Configured automated appointment confirmations, review request follow-ups after each completed job, and a reorder reminder sequence for past customers.

Outcome

Online bookings replaced the majority of phone scheduling within 30 days. Review volume increased as automated requests prompted satisfied customers to leave feedback.

Timeframe

Automation rollout over 2 weeks after site launch

Case snapshot

Family law firm

East Coast metro

What we built

Built automated consultation confirmation and reminder sequences, after-hours auto-response with next-step instructions, and a follow-up sequence for prospects who did not book.

Outcome

Qualified consultation requests increased as the system filtered and followed up automatically. Attorneys spent less time on administrative follow-up.

Timeframe

Intake automation configured in one week

All tiers

One system, three tiers

Each tier builds on the last. Start with launch, add automation, then grow.

FREQUENTLY ASKED
QUESTIONS

Frequently Asked Question

Do I need a new website for this?

No. If your current site is functional, we can layer automation on top of it. If the site itself is the bottleneck, we recommend starting with the 48-Hour Launch and adding automation after.

Frequently Asked Question

What CRM do you use?

We work with GoHighLevel, HubSpot, and most CRMs that support API connections or Zapier. If you do not have a CRM yet, we set one up as part of the automation build.

Frequently Asked Question

How long until I see results?

Most businesses see the first automated interactions within the first week — missed-call texts going out, follow-ups running, review requests landing. The compounding effect on reviews and lead recovery builds over 30-60 days.

Frequently Asked Question

Can I customize the messages?

Yes. Every text, email, and chatbot response is written for your business and approved by you before we turn anything on. Nothing goes out that you have not reviewed.

Frequently Asked Question

What happens if something breaks?

We monitor the system for the first week after launch and fix anything that is not working. After that, issues are handled through the Ongoing Growth tier or on a per-request basis.

Ready to get started?

Book a 15-minute strategy call. We will scope your project and tell you exactly what is included.