Sales workflows
Every lead caught, qualified, and followed up, without anyone chasing.
More booked jobs from the leads you already get, and a follow-up that never forgets.
Already running in production
If this is your week.
- A lead comes in at 6:40 on a Tuesday and you see it at nine the next morning.
- There are three quotes out and you cannot remember which one you promised to chase.
- Someone finally calls back and you have to ask them what it was about.
This is the same lead-capture, outbound, and follow-up engine we run to fill our own pipeline, with an AI review queue so nothing embarrassing ever sends.
None of that is a people problem. It’s work with nowhere to live, and this is where it lives.
Built for service businesses losing leads to slow follow-up, or leaving outbound on the table because nobody has time to run it.
The lead lands
A form, a quiz, or a call, captured the second it happens instead of whenever someone checks.
The live sales pipeline inside a client operating system. Shown with sample data and a placeholder brand.
What your Sales workflows do.
The workflows that turn inbound and outbound into booked jobs: every lead captured, qualified, and followed up until they book or say no.
The standard build
- Website form · 7:42 AMDeck rebuild, Maple GroveRouted
- Google ad · 8:03 AMQuote request, irrigationRouted
- Missed call · 8:15 AMVoicemail transcribedTexted back
Lead capture and routing
Core buildEvery inbound from your site, ads, and listings captured into one place the moment it lands, then routed to the right person.
- Website, ad, and listing forms captured into one inbox instantly
- Facebook and Google lead-ad webhooks wired in
- Auto-dedup, enrichment, and routing so nothing sits unanswered
Follow-up and nurture
Automatic follow-up across email and text until they book or opt out, so no lead goes cold because nobody had time.
- Multi-channel email and SMS sequences
- Reply detection that pauses the sequence and hands off to a human
- Long-term nurture for the leads not ready yet
Crew showed up on time and the yard looks incredible.
Thanks Dana, the crew will be glad to hear it. See you in the spring.
Reviews, asked for and answered
Ask every happy customer at the right moment, then catch each new review as it lands with a reply drafted in your voice.
Interfaces shown with sample data.
These three are where most owners start, because they pay for themselves first.
Add on to it
What you have so far
3 of 4 workflows
$2,500/mo
Add any one of these
Price stays $2,500
Unified conversations inbox
Every inbound conversation across channels in one place, so your team replies fast without app-switching.
Booking and scheduling
Leads book straight into your calendar, with reminders that cut your no-shows.
Proposals and quoting
Branded proposals and quotes generated in minutes, sent, and tracked the moment a client opens them.
Referrals and testimonials
Turn your best customers into a referral channel, with tracked asks, and keep the testimonials it produces somewhere you can use them.
Or add a core build
Moves you to Scale · $4,500/mo
SDR and outbound engine
Core buildA full outbound machine that sources prospects, scores them, and works them with sequences you approve before anything sends.
Core builds are the heavy ones, several pieces of work each. A Build carries one and your standard build already uses it, so this one moves you up.
See the whole ladder, every tier with each tool and API cost inside it.
What’s inside your Sales system.
Every workflow above is run by agents in here. This is the live slice of our own system that does this job today.
Departments
What sets it off
Every dot is an agent that runs our own Sales the way yours would run.
That’s the whole Sales system, running for us today. Yours starts with the workflow costing you the most, so you’re not paying for all of it on day one.
Pira reports to you
You never have to log in to know how it is going.
Pira is the AI that runs your Sales workflows, and she keeps you posted right on your phone. A morning brief, a ping the moment something moves, and a heads-up any time something is waiting on your call.
- A morning brief, so you start the day knowing where things stand
- A ping the moment something important happens
- A heads-up when something is paused and needs your approval
Sample reporting with a placeholder brand.
Stronger together.
Each system runs on its own, and they share one operating system, so pairing them compounds what either does alone.
What owners ask before they start.
No. Every outbound sequence runs through a review queue, so a person approves the message before a prospect ever sees it. Once you trust a sequence you can let it run on its own, and you can put it back behind review any time.
The sequence stops on that lead straight away and hands them to a human, so nobody gets a chasing text after they've already answered you. Their reply lands in the same inbox as every other channel, so your team answers from one place.
Only if you want to. We can run your pipeline inside your dashboard, or wire the sales workflows into the CRM your team already lives in. Whichever way you go, the lead capture, follow-up, and booking work the same.
It starts on Build at $2,500 a month, which covers your dashboard, the workflows you pick, hosting, and every tool and API cost. Most owners begin with lead capture and follow-up, then add the outbound engine once they've seen it pay for itself.
A workflow that works most of the time gets quietly abandoned: your team goes back to the old way and nobody tells you. So after launch we watch it run on your real work and tune it until nothing is being worked around. That is what the monthly is for.
Something else on your mind? See how the whole thing works or check the pricing.
Sales system
From $2,500/mo
Get started
Want your Sales workflows running for you?
Tell us how it works in your business and we'll show you the build, on your own operating system, and what it costs.