The busywork,
handled.
Automations connect the tools you already use so routine work happens on its own, with you in control. Set up with a project or a Care plan, tuned to how your business actually runs.
- Wired to your existing tools
- A person stays in control
- Built and maintained by us
What we can automate
A sample of the automations we set up. Mix and match the ones that fit.
Leads and inquiries
Auto reply to new inquiries
Inquiries from new clients get an auto reply so no one waits on you.
Capture every lead
Every new form submission becomes a lead in your CRM automatically.
Route to the right person
Leads are sent to the right person by service, team or location.
Missed call text back
A missed call texts the caller back so no one slips away.
Quote confirmations
Quote requests get a confirmation with clear next steps.
Scheduling and bookings
Bookings on your calendar
New bookings drop straight onto your calendar.
Appointment reminders
Clients get a reminder the day before their appointment.
Waitlist fills cancellations
A cancellation offers the open slot to your waitlist.
Post meeting follow up
After a call, a follow up note goes out on its own.
Onboarding
Welcome sequence
A signed proposal starts a welcome sequence for the new client.
What we need from you
New clients receive a checklist of what you need from them.
Nudge for missing details
Missing intake details trigger a gentle reminder.
Payments and invoicing
Paid invoice starts work
A paid invoice marks the project active and notifies your team.
Overdue reminders
Overdue invoices send a polite reminder on schedule.
Receipts and thank you
Every sale sends a receipt and a thank you.
Renewal heads up
Clients hear about a renewal before the card is charged.
Communication and team
Post to your team chat
New inquiries post to your team chat in Slack or Teams.
Flag the urgent ones
Urgent messages get flagged so they are seen first.
Weekly lead summary
A weekly summary of new leads lands in your inbox.
Marketing and content
Share new posts
New blog posts share to your social accounts.
Welcome new subscribers
Newsletter signups get a warm welcome email.
Ask search engines to recrawl
A freshly published page asks search engines to index it.
Reviews and operations
Ask happy clients for reviews
Happy clients are asked for a review after delivery.
Catch unhappy clients first
A low rating alerts you privately so you can make it right.
Stock and capacity alerts
Low stock or a full schedule sends you a heads up.
Ready to hand off the busywork?
Tell us how you work and we will map the automations worth setting up, and where a person should stay in the loop.
Start your project