TRIGGER
Something happens
A form is submitted, a call is missed, a stage changes, an invoice goes unpaid, a date arrives. The event that starts everything.
Platform / Automation & Reporting
Running while nobody's watching
The work that happens without anyone remembering.
Follow-ups, reminders, handoffs and escalations that fire on their own — built around how your business actually runs, then monitored so they don't quietly stop working six weeks later.
Tell us what keeps falling through. We'll show you the workflow that catches it.
Good intentions don't scale
Everyone agrees leads should get a call back the same day. It happens reliably in quiet weeks and stops in busy ones — which are exactly the weeks it matters.
Automations break silently
A workflow that stopped firing doesn't send an error. It just does nothing, and you find out a month later when someone asks why follow-ups went quiet.
Reporting nobody believes
If the numbers have ever been visibly wrong, the team stops trusting the dashboard and goes back to gut feel. Trust is hard to get back.
What a workflow is made of
Every automation we build is the same four pieces arranged differently. Once you see the shape, the diagram above stops looking like software and starts looking like your business.
CONDITION
Check the situation
Is it urgent? Is this an existing customer? Is it inside working hours? The same trigger takes different paths depending on the answer.
ACTION
Do the thing
Send the text, assign the owner, create the opportunity, raise the invoice, notify the on-call phone, update the record.
WAIT
Then check again
Thirty minutes with no reply. Three days after the quote. A year after the last service. Time is what turns an action into a sequence.
The workflows we build most often
Every business thinks their process is unique. Mostly the details are, and the shapes aren't — these eight cover the majority of what we're asked for, then get adapted to your rules.
Speed to lead
New enquiry gets an instant text back, an owner, and an escalation if nobody responds within your window.
Trigger: form submitted, call missed, chat started
Reminders & no-show recovery
Confirmation, day-before and hour-before reminders, then automatic rebooking if they miss it.
Trigger: appointment booked
Review request
Sent by text an hour after the job is marked complete, while the customer still feels how it went.
Trigger: job marked complete
Quote follow-up
Chases unaccepted estimates at the intervals you set, then hands to a person once automation has done its part.
Trigger: stage moves to Quote sent
Invoice chasing
Reminders before the due date, on the day, and escalating after — then a task for a human to call.
Trigger: invoice issued
Service renewal
Fires before an annual service or warranty is due, using the date on the contact record rather than a spreadsheet.
Trigger: date field approaching
Client onboarding
Welcome sequence, document requests, portal access and internal setup tasks the moment a deal is won.
Trigger: stage moves to Won
Gone-quiet reactivation
Picks up contacts with no activity for a set period and puts them back into a campaign automatically.
Trigger: no activity for X days
Someone actually watches them
This is the part that separates a working system from a system that worked once. Automations degrade — a phone number field goes empty, an integration changes, a stage gets renamed — and the failure is always silent.
What this looks like in practice: the workflow above was failing for contacts with no mobile number. Nothing errored, nothing alerted — those contacts simply stopped progressing. We caught it in a routine check, added an email fallback and flagged the data-quality issue, and the client found out in their monthly summary rather than by noticing revenue had dipped.
Monitoring is included with your plan. It isn't a separate retainer, because an automation nobody checks isn't a feature we'd be comfortable selling you.
Connecting the tools you're keeping
Not everything should move onto one platform. Your accounting package, your field software, your industry-specific system — those usually stay where they are and get connected instead. There are three ways to do that, and they aren't equally good.
Native integration
The platform already talks to it directly. Nothing sits in between, so there's no extra subscription and nothing extra to break.
Use whenA direct connection exists. Always the first thing we check.
Included in setup
Automation bridge
Zapier or Make sits between the two systems and passes data across. Fast to build, well-documented, and easy to change later.
Use whenNo native connection exists but both tools have decent public integrations.
From $1,097 · plus their subscription
Custom API integration
Built directly against the other system's API. More control and no middleman, but more work up front and more to maintain.
Use whenVolume is high, the logic is complex, or the bridge approach can't do what's needed.
From $2,297
We'll steer you to the cheapest option that works. A custom API build is the most profitable thing on this page for us and the wrong answer most of the time. If a bridge handles your volume, that's what we'll recommend — and if a native connection already exists, we'll tell you there's nothing to buy.
Reporting that answers real questions
Most dashboards show what's easy to count. Yours is built during onboarding around the questions you actually ask — and because leads, jobs and invoices live in one system, the answers connect all the way through to money.
Custom dashboards are included on Growth and Command Center plans.
- Which lead source produced the most revenue, not the most leads?
- How long does a quote sit before it's accepted or goes cold?
- What percentage of calls are we still missing, and when?
- Which technician's jobs generate the most repeat work?
- What's outstanding, how old is it, and who's chasing it?
- Is this month ahead or behind the same month last year?
Automation handles the rules. AI handles the conversation.
A workflow is deterministic — it does exactly what you told it, every time, which is what you want for reminders and escalations. When the next step needs someone to actually talk to a human, that's where the AI agents pick up.
What it costs to build
Every plan includes a set number of workflows as standard — 3 on Launch, 8 on Growth, 20 on Command Center. These are for building beyond that, or for connecting systems you're keeping.
Workflows & reporting
Built to your rules, tested against real records, and documented.
Custom dashboard & reporting$1,697
Advanced pipeline & sales automation$997
Call tracking & source attribution$797
GA4, pixels & conversion tracking$597
Custom automation workflow (each)$597
Integrations
Connecting the systems that aren't moving.
Third-party API integration$2,297
Zapier / Make automation bridge$1,097
Custom objects setup$1,497
On workflow counts: most businesses need fewer custom workflows than they expect. The eight shapes above cover the majority of what actually gets used, and they're included in your plan's allowance. We'd rather build three that run reliably than twenty that nobody trusts.
Tell us what keeps falling through
Bring the thing your team keeps forgetting — the follow-up, the reminder, the handoff. We'll show you the workflow that catches it and what it takes to build.
+1 855-904-6448 Prefer to talk now? Speak with one of our experts.