End-to-end tours of the revenue systems that power capture, conversion, and reputation. See how each workflow moves from trigger to booked revenue — with nothing falling through the cracks.
Every unanswered ring is a potential job walking to a competitor. This workflow captures the missed call, qualifies intent instantly, and converts the caller into a booked appointment before your team even sees the notification.
Trigger captured
The system identifies an unanswered inbound call within seconds. It logs the caller ID, time, and any voicemail left, then immediately launches the recovery sequence.
AI intake via SMS or voice
A contextual message is sent to the caller: asking what they need, when they need it, and how urgent it is. Replies are parsed for intent, timeline, and property details.
SMS + email cadence
If the lead does not reply within minutes, a second channel kicks in. The follow-up references the original call, offers immediate scheduling, and reinforces trust.
Structured record created
Every answer, tag, and interaction is written to the CRM. The lead record includes source, urgency score, and next-step so your team walks into a fully-informed conversation.
Right rep gets notified
The job is routed to the correct crew or estimator based on service type, geography, and availability. No manual dispatch, no lost sticky notes.
Calendar invite sent
The caller receives a confirmed time slot, a preparation checklist, and an automatic reminder cadence. Your calendar is full and your team is prepared.
Most estimates go cold because follow-up is inconsistent or arrives too late. This workflow automates a personalized multi-channel cadence that keeps your company top-of-mind until the prospect books or opts out.
Trigger: quote sent
As soon as the estimate leaves your system, a follow-up timer begins. The workflow knows the service type, the quoted range, and the prospect's preferred contact method.
SMS + email sent
A brief, value-focused message arrives within 24 hours. It confirms the estimate was received, surfaces one key differentiator, and offers a direct scheduling link.
Intent classified
When the prospect replies, the system reads tone and content. A soft question gets a nurturing response. A pricing concern gets an objection handler or a human handoff prompt.
SMS, voicemail, email
Over the next 7-14 days, the workflow rotates channels and messages based on engagement. High-intent leads get shorter intervals. Cold leads get social proof and deadline messaging.
HOT tag + calendar link
Once intent crosses a threshold, the lead is flagged for your best closer. They get a pre-call brief, the full interaction history, and a one-click booking link to share.
Reminder cadence active
The prospect books a final consultation or approves the estimate. Reminders fire automatically. Your pipeline stays accurate and your close rate climbs.
Reputation drives inbound lead volume, but most service businesses collect reviews inconsistently. This workflow requests feedback at the perfect moment, routes happy customers to public platforms, and catches unhappy ones privately before they post.
Trigger fires
The workflow watches for job-close signals in your CRM or dispatch board. Once a work order is marked complete, the review sequence starts after a brief cooling period.
SMS + email
A personalized message is delivered within 24-48 hours of completion. It references the specific work performed, thanks the customer by name, and asks for a quick star rating.
Happy vs. unhappy split
If the customer indicates 4-5 stars, they are routed to Google or your preferred review platform with a pre-filled link. If the score is lower, the response is routed privately to your team.
Posted and tracked
Five-star reviews are confirmed, logged, and celebrated internally. Your average rating rises, search visibility improves, and future callers see social proof before they ever dial.
Unhappy reply handled
Low scores trigger an internal alert to your service or ops manager. No public post is made. Your team gets the chance to fix the issue and win the customer back.
More trust, more leads
Over time, the volume and quality of reviews create a self-reinforcing lead engine. Higher ratings reduce cost-per-lead and increase close rates on every future inbound call.