Run your systems
Automation
Automation means your systems do the repeat tasks by themselves. Leads get an answer in minutes and nobody has to remember every small step.
In plain words
Think about the tasks your team does the same way every day. A new lead comes in, someone has to text them, add them to the CRM, tell the right person and set a reminder. When the team is busy, some of those steps get missed.
We connect your tools so those steps happen on their own. A person still makes the decisions. The systems take care of the copying, reminding and sending.
What you get
- Instant text or email reply when a new lead comes in
- New leads sent to the right person and added to the CRM
- Missed call text back, so callers who reach voicemail still hear from you
- Reminders and tasks created at each stage of a deal
- Appointment confirmations and reminders
- Weekly reports sent to your inbox
Examples
- Website form to CRM
- A seller fills in your form and is added to the CRM with a text reply within a minute.
- Missed call text back
- When nobody answers, the caller gets a text so the lead does not go to a competitor.
- Stage based tasks
- When a deal moves to under contract, the team gets a checklist of tasks automatically.
How it works
Find the repeat work
We look at your day and list the tasks that follow the same steps every time.
Pick the best wins
We start with the automations that save the most time or catch the most leads.
Build and test
We build them in your tools and test them with you.
Watch and improve
We check that everything keeps working and add more as you grow.
Who it is for
- Busy teams where leads wait hours for a reply
- Owners who do the same admin steps every day
- Businesses using several tools that do not talk to each other
What we need from you
- Access to the tools you use, like your CRM, phone system and email
- A short list of tasks you are tired of doing by hand
Good to know
Good automation is simple. We avoid building complicated systems that only one person understands, and we document everything we set up.
Common questions
Will automation replace my team?
No. It takes away the copy and paste work so your team can spend more time talking to owners.
Which tools do you use?
Mostly the tools you already have, such as your CRM. When needed we connect them with tools like Zapier or Make.
What if something breaks?
We set up alerts and check our automations, and we fix problems quickly.
Works well with
CRM setup
Your CRM set up around how you actually work, so every lead has a clear next step.
Read more about CRM setup
Follow up by text, email and phone
Steady follow up so owners who are not ready today still remember you later.
Read more about Follow up by text, email and phone
Custom tools
Small tools built for your process, like deal calculators, offer sheets and dashboards.
Read more about Custom toolsNot sure where to start?
Book a short call. We will listen to how your business works today and tell you honestly which services would help, if any.