Lead-to-CRM
Every qualified conversation becomes a CRM record with the transcript attached and the owner already assigned.
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CUSTOM AUTOMATIONS
Connect your agent to the rest of the business.
Fixed-scope workflows: lead-to-CRM, appointment reminders, review requests, follow-up sequences. You describe it, we quote it flat and build it.
- One price per workflow, one deliverable.
- Documented, tested, and handed over working.
- Available to care plan clients.
Tell us the workflow. We quote it and build it in 5 to 7 days.
Service hub
Navigate this service
Jump to the overview, see work like this, or learn how we engage. Pick what you need, fast.
Fit check
Is this for you?
- Your agent is live and you want it to do more than answer.
- Someone on your team is copying data between two tools by hand.
- Leads land in the CRM but nothing chases them.
- You want reviews requested automatically after a job closes.
- No-shows are costing you slots nobody refills.
Not for you if:
- You are not on a care plan yet. These are built on top of a running agent.
- You want a one-off script with no support. We operate what we build.
- The workflow depends on a system with no API and no export.
- You want a full internal application. That is app development.
What changes when you use this service
The copying stops
Data moves between your tools without anyone retyping it.
Follow-up happens
Every lead gets chased on schedule, not when someone remembers.
Reviews arrive
Requested automatically at the moment the customer is happiest.
No-shows get recovered
The slot gets refilled instead of sitting empty.
It is documented
You get the runbook, not just the result.
How this service works
- 1
Step 1
Describe it
Tell us the workflow in plain language: trigger, steps, outcome.
- 2
Step 2
We quote it flat
One price per workflow, agreed before anything starts.
- 3
Step 3
Build
Wired into the tools you already run, using the access you already gave us.
- 4
Step 4
Test
Run end to end against real cases before it touches a customer.
- 5
Step 5
Hand over the runbook
Documented, monitored under your care plan from day one.
Pricing
ONE-TIME
Custom Workflow
Care plan clients extending what the agent already does
- One workflow, one flat price
- Lead-to-CRM, reminders, review requests, follow-up sequences, quote generation, or no-show recovery
- Documented and tested
- Monitored under your care plan
3,670
5 to 7 days
Care plan from 1,465/month
What's included
How it gets configured
FAQ
Questions about this service
5 to 7 days per workflow, once the scope is agreed.
A plain-language description of the trigger, the steps, and what "done" looks like, plus access to the tools involved.
These automations sit on top of a live agent and need monitoring. Building one for a system we do not operate means nobody notices when it breaks.
Your data and your accounts are yours. The workflow is operated by us under the care plan, and documented so it can be handed over cleanly.
It is monitored under your care plan. You do not report it; we do.
If it has an API or a supported export, almost certainly. If it does not, we will tell you before quoting.
Yes. One workflow, one price, agreed before anything starts. If the scope turns out bigger, we requote before building, not after.
Yes, and they are quoted individually so you can drop any of them without renegotiating the rest.
Automations are monitored under the plan you already have. If a workflow needs a higher tier, we say so before you order.
Same terms as the care plan: first 90 days committed, then monthly, with documentation handed over cleanly.
Tell us the workflow.
We quote it flat and build it in 5 to 7 days, monitored under the care plan you already have.
You'll see package options, pricing, and can book online in a few clicks.