Lead Automation & CRM Setup
Never Lose a Lead to a Slow Callback Again
The business that responds first usually wins the job. I set up your CRM so every form and missed call gets an instant reply and a record automatically.
Reliable Webhooks and Data Pipelines
Inspect the underlying automation logic that routes leads to your phone in seconds, logs every inquiry to your database, and triggers instant SMS follow-ups without brittle third-party zaps.
export async function handleInboundLead(lead: Lead) {
// 1. Instant SMS & Dispatch Notification
await smsDispatcher.sendLeadAlert(lead);
// 2. Auto-sync to CRM and Google Calendar
const crmRecord = await crmPipeline.sync(lead);
await calendar.scheduleDiagnostic(lead.timeSlot);
// 3. Provision Client Portal Workspace
await clientPortal.createWorkspace(lead.email);
}Custom Automation Systems I Build for You
Rather than forcing your team into complicated workflow automation software with endless monthly subscription fees, I write custom automations that run directly on your existing tools.
Instant Lead Alert System
Get customer requests on your phone by text message right away. No manual data entry needed.
- Instant text alerts to you and your customer
- Direct call routing and phone number tracking
- Automatic backup emails and CRM pipeline sync
Client Intake and Onboarding
Automate your client onboarding. Send digital agreements, collect payment, and set up project folders automatically.
- Online agreements with digital signatures
- Automatic Google Drive folder creation
- Simple kickoff questionnaires that save time
Custom Business Dashboards
Stop opening five different apps every morning. See your sales, booked jobs, technician schedules, and search rankings in one place.
- Live sales and lead reports
- Separate logins for staff and technicians
- Private client portal with real-time updates
AI Content and Search Tools
Helpful tools that draft localized service pages, suggest review replies, and monitor local competitors.
- Fast review reply drafts that boost rankings
- City-specific service page writer
- Weekly updates on competitor rankings and prices
What Clients Say
"We used to lose jobs because nobody got back to people fast enough. Now a lead texts my phone the second the form goes through, and I can respond before they've even closed the tab."
"Onboarding a new client used to mean three emails and a missing form. Now the agreement, the payment, and the project folder are all set up automatically before I even sit down."
"I used to check four different apps every morning just to see where things stood. Now it's one dashboard, and I actually know what's happening on every job."
Frequently Asked Questions About My Business Automation Services
Get Automation That Answers Before Your Competitor Does
Stop losing jobs to whoever calls back first. Start with a free instant audit and see exactly where your leads and search traffic are slipping through the cracks.