Inbox Command Center
Same-day replies. Evenings back.
Timeline
~1 week
ROI
Save 5hrs/week → $1,300/month ROI at $65/hr
What you get:
- Filtering rules that sort leads from noise
- Labels/folders that make sense for your trade
- Auto-replies that sound like you, not a robot
- 5-minute handoff video
- 7-day async support
What it fixes: Buried leads, slow response times, owner stuck in the inbox every night.
01
Kickoff
Analyze your current email patterns
02
Build
Create custom filters and templates
03
Test
Validate automation accuracy
04
Handoff
Training and ongoing support
Lead Pipline
Stop losing leads in texts and emails.
Timeline
~2 weeks
ROI
Recover 20% lead leakage → varies by lead volume
What you get:
Lightweight pipeline that actually gets used
Simple, intuitive interface designed for busy contractors
Lead intake from all your channels
Centralized collection from phone, email, web, and referrals
Follow-up reminders that work
Automated nudges that prevent leads from falling through cracks
Basic dashboard for pipeline visibility
Clear view of where every lead stands in your process
What it fixes: Lead leakage, no visibility into pipeline, no clear next steps, forgotten follow-ups.
Kickoff
Map your current lead flow
Pipeline Design
Custom stages for your process
Build
Configure automation rules
Test
Validate lead capture
Handoff
Training and support
Ready for Bigger Fixes?
These Stage-1 wins prove the concept. When you're ready, we build complete automation systems that cover your entire backend operation.
Stage-1: Quick Wins
Prove automation value with targeted solutions that deliver immediate ROI and build confidence in systematic improvements.
Stage-2: Core Workflow Automation
Comprehensive workflow automation and detailed playbooks that streamline your entire operational backbone.
Stage-3: Strategic Evolution
Advanced integrations and strategic evolution that position your business for scalable, sustainable growth.
Stage-2 Features:
- End-to-end workflow automation
- Comprehensive operational playbooks
- Advanced reporting and analytics
- Multi-channel integration
- Team collaboration tools
Stage-3 Capabilities:
- Strategic business intelligence
- Predictive analytics and forecasting
- Advanced customer journey mapping
- Enterprise-level integrations
- Scalability planning and execution
Each stage builds on the previous, ensuring smooth progression from quick wins to comprehensive automation.
Automation Forge Training
Lock it in with training
Every system needs adoption. Our Automation Forge training ensures your crew uses these tools instead of fighting them.
Foundation Training
Core concepts and basic tool navigation for all team members.
- System overview and benefits
- Basic navigation and daily tasks
- Troubleshooting common issues
Advanced Workflows
Deep-dive training for power users and administrators.
- Custom automation setup
- Advanced reporting features
- Integration management
Ongoing Support
Continuous learning and adaptation resources.
- Monthly check-ins and optimization
- New feature training
- Performance monitoring
Training Delivery Methods:
Video Modules
Self-paced learning with step-by-step demonstrations
Live Workshops
Interactive sessions with real-time Q&A and practice
Documentation
Comprehensive guides and quick reference materials
1-on-1 Support
Personalized assistance for complex scenarios
"The training made all the difference. Our team went from skeptical to enthusiastic in just two weeks."— Sarah M., General Contractor