The systems we install / Sales workflows
Every lead caught, qualified, and followed up, without anyone chasing.
The workflows that turn inbound and outbound into booked jobs. They capture every lead, qualify them, and keep following up until they book or say no, so nothing slips because someone got busy. All of it plugs into your Portal.
More booked jobs from the leads you already get, and a follow-up that never forgets.
What your Sales workflows do.
Each one runs every day from your Portal, whether you think about it or not. We build the ones you need and run them for you.
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
SDR and outbound engine
Core buildA full outbound machine that sources prospects, scores them, and works them with sequences you approve before anything sends.
- +Prospect sourcing and targeted list building
- +AI lead scoring on every prospect
- +Multi-touch email and DM sequences with a human review queue
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
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.
- +Branded proposal and estimate pages
- +A live estimate calculator your prospect drives
- +Accept and pay in one step
Built into your Portal, run for you.
Your Sales workflows plug straight into your Portal. We build them, wire them into where your data already lives, and run them for you every month with all tool and API costs included.
They usually start as your first workflows on Build at $2,500/mo, on your Portal, and most owners grow into a full department from there as they see it work. See pricing.
Who this is for
Service businesses losing leads to slow follow-up, or leaving outbound on the table because nobody has time to run it.
Stronger together.
Want your Sales workflows running for you?
Tell us how it works in your business and we will show you the build and what it costs.