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AI Automation & Agents

Follow-up and marketing automation

Appointment reminders, estimate follow-ups, and approved campaigns that go to the right customers at the right time, with opt-outs respected.

We build and manage conversational AI assistants that answer calls and messages, collect job details, book available appointments, and notify your team. Behind the scenes, n8n connects them to your phone system, calendar, CRM, and the tools you already use.

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Ratings for our design and marketing work.

Faster first responses

Callers and messages get a helpful reply while you’re busy.

Better lead qualification

Service type, location, and job details collected up front.

Consistent follow-up

Reminders and estimate follow-ups that don’t depend on memory.

Less repetitive admin

Records, notes, and notifications created for you.

Clearer handoffs

Your team gets a summary, not a missed-call list.

Room to grow

Add channels and workflows as the business grows.

Smart automation workflow dashboard

Built for the moments you can’t pick up

The assistant handles the first conversation. You and your team handle the work.

On the job

A roofer is on a roof. A landscaper is running equipment. The assistant answers, asks the right questions, and collects useful details while the owner finishes the job.

After hours

Customers get approved answers and can submit requests after the workday ends. Anything that needs judgment is passed to your team for the next business day.

Holidays & vacations

During Christmas, Thanksgiving, weekends, or a family vacation, the assistant explains your actual opening hours, captures the inquiry, and offers eligible appointments after you reopen.

The assistant never tells customers you’re open when you’re closed. It follows your real hours and calendar.

What we build

Four core services cover the moments customers reach out. Each is built around your answers, your calendar, and your rules.

AI Receptionist

  • Answers inbound calls
  • Approved FAQs only
  • Service-area screening
  • Collects job details
  • Books available appointments
  • Call summaries
  • Transfer or callback to a person

Messaging Assistants

  • WhatsApp, Messenger, and Instagram replies
  • Lead qualification
  • CRM updates
  • Appointment booking
  • Owner notifications
  • Human handoff

Website AI Sales Assistant

  • Answers service questions
  • Guides visitors to the right page
  • Collects lead information
  • Takes consultation requests

CRM, Appointment & Follow-Up Automation

  • Lead routing
  • Pipeline updates
  • Calendar booking
  • Appointment reminders
  • Estimate follow-ups
  • Connected sales workflows

Separately scoped services

Quoted on their own because they need extra approvals, consent rules, or platform reviews.

AI Calling & Follow-Up Agents

  • Follow-up with opted-in leads
  • Appointment confirmations
  • Reminders
  • Eligible customer reactivation

Social Media Automation

  • Content planning
  • Draft creation
  • Approval workflows
  • Supported scheduling
  • Reporting

YouTube & TikTok Workflows

  • Topic research
  • Script drafts and captions
  • Repurposing your own content
  • Approvals
  • Supported publishing

Review Request Automation

  • Request after a completed job
  • Sent by approved email or text
  • Every customer asked the same way
  • Owner alert on new reviews

Custom Business Workflows

  • Quoting
  • Invoicing
  • Order updates
  • Reporting
  • Notifications and repetitive operations

Why custom automation?

Phone systems, Meta, website builders, and CRMs already include useful automation features. The gap is usually between them: the call, the CRM record, the calendar, and the follow-up live in different places.

  1. Inquiry
  2. Qualification
  3. CRM record
  4. Appointment
  5. Team notification
  6. Follow-up

Connected around your process

We use n8n to connect supported tools in the order your business actually works, instead of asking you to change how you work.

Your rules, your answers

Service areas, holiday hours, booking rules, and approved answers are agreed with you before launch.

Built-in features still count

Where a platform’s own feature does the job well, we use it. We build the connections it doesn’t cover.

Custom CRM Solutions Design · Setup · Optimization

A CRM Built Around How You Sell

Leads, deals, client notes, and follow-ups in one place your team will actually use. We design the CRM around your process, set it up, bring your contacts in, and keep improving it after launch.

Who it’s for

Service businesses and small sales teams tracking leads in spreadsheets, inboxes, and notes, or paying for a CRM nobody keeps up to date.

  • Clearer daily workflows
  • Every lead and deal visible
  • Less time chasing updates
  • A setup that grows with the business
Talk About My CRM See packages
Illustrative layout only. Not client data or results.

What Your CRM Will Handle

Five working parts, configured to match your services, your sales steps, and your team.

Lead Management

Capture leads from forms, calls, and messages, then sort and follow up from one list.

  • Leads from every channel in one list
  • Clear statuses from new to won or lost
  • Source tracking for website, referral, and social

Sales Pipeline

Follow every deal from first inquiry to closed, stage by stage.

  • Stages that match your sales process
  • A next step and owner on each deal
  • Stalled deals easy to spot

Client Tracking

Keep contact details, notes, and conversation history together.

  • One record for each customer
  • Notes, calls, and emails on one timeline
  • Quick search for any client

Automation Workflows

Routine reminders, tasks, and follow-ups run without someone remembering them.

  • Welcome emails for new leads
  • Follow-up tasks assigned automatically
  • Reminders before a deal goes quiet

Reports & Analytics

Dashboards that show what’s working, so decisions come from your own numbers.

  • Live pipeline and lead reports
  • Lead source and conversion views
  • Team activity at a glance

Example automation

  1. New lead captured
  2. Welcome email sent
  3. Follow-up task created
  4. Added to a nurture sequence

One example. Every workflow is agreed with you first, and marketing emails only go to contacts who can receive them.

What’s Included

Everything needed to launch the CRM and keep it useful.

Custom CRM Design

Pipeline, fields, and views planned around your services, sales steps, and customer journey.

Setup & Configuration

Account setup, connections to supported tools, and an import of your existing contacts.

Workflow Optimization

Automations and simpler steps that take repetitive admin off your team.

Ongoing Support

Monitoring, fixes, and small improvements under a monthly plan.

How We Build It

Discover

We learn how leads reach you, how you sell, and what you need to see each day.

Plan

We map the pipeline, fields, users, and integrations, and pick the right CRM platform with you.

Design & set up

We configure the CRM to your process and brand, import your contacts, and connect your tools.

Optimize

We test with your team, refine what slows them down, and keep improving after launch.

We can set up a new CRM or rebuild the one you already have. CRM subscriptions are paid separately, on an account you own.

Proposed starting prices

Automation packages

Each package has a one-time setup and a monthly management fee. Third-party software and usage are paid separately, ideally on accounts you own.

Lead Capture

Lead Capture

One text assistant, one channel

From $1,250 one-time setup + From $249/month management

For owners and small teams organizing inquiries from one digital channel.

  • One text AI assistant
  • Website, WhatsApp, Messenger, or Instagram
  • Qualification, booking, and handoff
  • Up to 30 approved FAQs
Full scope

Who it’s for

For owners and small teams organizing inquiries from one digital channel.

What’s included

  • One text AI assistant
  • One channel: website, WhatsApp, Messenger, or Instagram
  • Up to three agreed workflows: qualification, booking, and handoff
  • One CRM, one calendar, and one email notification destination
  • One location and one language
  • Up to 30 approved FAQs
  • Configuration, testing, documentation, and team walkthrough
  • Automated error alerts and a monthly health check
  • Up to one maintenance hour per month
  • Email support with a target first response within two business days

Not included

Voice calls, outbound campaigns, extra channels, migrations, custom API development, and third-party charges.

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AI Receptionist

AI Receptionist

Inbound calls, answered and booked

From $2,500 one-time setup + From $449/month management

For local service businesses that rely on incoming calls.

  • One inbound voice AI agent
  • Intake, booking, summary, and transfer
  • Service-area and holiday rules
  • Monthly review of 20 call records
Full scope

Who it’s for

For local service businesses that rely on incoming calls.

What’s included

  • One inbound voice AI agent and one phone number
  • Up to four agreed workflows: intake, booking, summary/CRM update, and transfer or callback
  • One phone provider, one CRM, one calendar, and one email notification destination
  • One location, one language, and one transfer destination
  • Up to 30 approved FAQs
  • Service-area screening and holiday/calendar rules
  • Testing, documentation, and team walkthrough
  • Automated error alerts
  • Monthly review of up to 20 call records
  • Up to two maintenance hours per month
  • Email support with a target first response within one business day

Not included

Outbound calling, text messaging agents, staffed answering services, emergency dispatch, number porting fees, and call usage.

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Connected Growth

Connected Growth

Calls, messages, booking, and follow-up together

From $5,000 one-time setup + From $899/month management

For growing teams connecting calls, messages, booking, and follow-up.

  • One voice agent and two text assistants
  • Up to eight agreed workflows
  • Up to five tool integrations
  • Monthly performance review
Full scope

Who it’s for

For growing teams connecting calls, messages, booking, and follow-up.

What’s included

  • Up to three agents/channels: one inbound voice agent and two text assistants
  • Up to eight agreed workflows
  • Lead routing, pipeline updates, booking, notifications, and eligible estimate follow-up
  • Up to five tool integrations in total
  • One location and one language
  • Up to 60 approved FAQs across the system
  • Connected testing, documentation, and team walkthrough
  • Automated error alerts and a monthly performance review
  • Up to four maintenance hours per month
  • Email support with a target first response within one business day

Example within the five-integration cap: phone provider, Meta (Messenger and Instagram DMs), one CRM, one calendar, and email notifications. Adding WhatsApp or another tool would need a sixth integration and a quote.

Not included

Outbound AI calls, content automation pipelines, migrations, custom API development, additional locations, and major redesigns.

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Custom CRM Setup

Design, setup, and optimization

From $1,750 one-time setup + From $199/month management

For businesses moving leads and clients out of spreadsheets and inboxes into one organized CRM.

  • CRM designed around your sales process
  • One sales pipeline with lead tracking
  • Contact import and up to five automations
  • Dashboard, team training, and support
Full scope

Who it’s for

For businesses moving leads and clients out of spreadsheets and inboxes into one organized CRM.

What’s included

  • Discovery session and a written CRM plan
  • Setup on one CRM platform, new or existing
  • One sales pipeline with up to eight stages
  • Custom fields, lead statuses, and source tracking
  • Import of up to 2,500 contacts from a spreadsheet or CSV
  • Up to five automations, such as new-lead alerts, welcome emails, and follow-up tasks
  • Up to two integrations, such as your website form and calendar
  • One reporting dashboard
  • Training for up to five users and written documentation
  • A monthly health check and up to one maintenance hour per month
  • Email support with a target first response within two business days

Not included

CRM subscription fees, data cleanup beyond the import, migrations from complex systems, custom API development, and AI voice or messaging agents (available in the other packages).

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How pricing works

  • Setup covers building the agreed system. Management covers the stated monitoring, reviews, maintenance hours, and support.
  • Phone numbers, call minutes, AI usage, messaging fees, n8n hosting and executions, CRM subscriptions, and other software are separate. There are no bundled or unlimited calls or messages.
  • We prefer provider accounts in your name. We estimate operating costs and agree usage alerts with you before launch.
  • Maintenance covers minor changes and troubleshooting of delivered workflows. Unused hours don’t roll over. New workflows and major changes are quoted separately.
  • Response targets are first-response targets, not guaranteed resolution times. Support hours: Monday to Friday, 9 a.m. to 5 p.m. Eastern, excluding US federal holidays.
Proposed starting prices

Additional services

Priced separately. All exclude software and usage costs. We confirm platform support and approvals before promising any publishing or outbound action.

AI Calling & Follow-Up

From $2,000 one-time setup
+ From $399/month management

One outbound agent, one approved campaign, one CRM connection, eligibility and opt-out handling, and up to two maintenance hours per month.

Not included: Contacts without the required consent, purchased lead lists, and call usage.
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Social Media Automation

From $1,500 one-time setup
+ From $299/month management

One content pipeline, up to two supported social profiles, an approval step, scheduling and reporting, and up to one maintenance hour per month.

Not included: Photography, community management, and paid ad management.
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YouTube & TikTok Workflows

From $2,500 one-time setup
+ From $449/month management

One pipeline for repurposing content you own, up to two channels, research, scripts, captions, approvals, supported publishing, and up to two maintenance hours per month.

Not included: Filming, bespoke editing, licensed assets, and any guarantee of reach or revenue.
Book My Automation Demo

Review Request Automation

From $750 one-time setup
+ From $149/month management

One review-request workflow triggered when a job is marked complete, one email or approved text channel, one review link, an owner alert, and up to half a maintenance hour per month.

Not included: Review gating, incentives for reviews, writing or posting reviews, and messaging fees.
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Custom Business Workflows

From $3,000 one-time setup
+ From $499/month management

One business process, up to three workflows and three supported integrations, and up to two maintenance hours per month.

Not included: Complex systems, which need discovery and a custom quote.
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Add-ons and a low-risk first step

Automation Roadmap Session

$350 one-time

A working session and a written map of where automation fits your business, with estimated setup and operating costs. Credited toward setup if you start a package within 30 days.

Ask about this

Additional language

From $500 setup + $79/month

Adds a second language, such as Spanish, to one assistant, with its own approved answers.

Ask about this

Additional channel

From $750 setup + $99/month

Adds one more messaging channel to an existing assistant, within the supported integrations.

Ask about this

Missed-call text-back

From $500 setup + $79/month

Sends a text with a booking or callback link when a call is missed. Requires approved business texting registration.

Ask about this

Sample interaction

An illustrative roofing call: how the AI receptionist collects details, checks the calendar, and hands off.

Illustrative example only. Not a live call or a customer testimonial. “Summit Ridge Roofing,” the caller, the phone number, and the appointment times are fictional, and the ZIP code is only an example.

  1. AI receptionist Thanks for calling Summit Ridge Roofing. I’m the company’s AI assistant. I can take your details and check available appointments. Is this about a repair or a replacement?
  2. Caller A repair, I think. A few shingles blew off in last night’s storm.
  3. AI receptionist Sorry to hear that. What’s the ZIP code for the property?
  4. Caller 30512.
  5. AI receptionist Thanks, that’s inside the service area. Is water actively leaking inside right now?
  6. Caller No, it’s dry inside.
  7. AI receptionist Good. Is it a house or a commercial building, and roughly how many stories?
  8. Caller A two-story house.
  9. AI receptionist Got it. What’s the best name and callback number?
  10. Caller Dana Lee, 555-0142.
  11. System Calendar checked: inspection slots open Thursday 9:00 a.m. and Thursday 1:30 p.m.
  12. AI receptionist I can see Thursday at 9:00 a.m. or 1:30 p.m. for an inspection. Would you like me to book one of those?
  13. Caller Yes, 9:00 works.
  14. System Booking confirmed by the calendar. CRM record created. Owner notified with a call summary.
  15. AI receptionist You’re booked for Thursday at 9:00 a.m. The team will review your details, and you’ll get a confirmation by text or email. Anything else I can note for them?

If booking fails or details are unclear

The assistant doesn’t confirm anything it couldn’t book. It says so, records a callback request with the details it has, and notifies the owner. It never quotes prices, gives repair advice, or promises a dispatch time.

How it works

Map the opportunity

We look at how calls, messages, and leads reach you today, and where time is lost.

Agree the details

Approved answers, booking rules, scope, and expected operating costs are written down before we build.

Build and test

We build in n8n and your tools, then test real scenarios, including failures and handoffs.

Launch and maintain

We launch, monitor, review, and maintain the system within your plan.

Timing depends on account access, the number of integrations, and platform approvals such as phone number verification or business messaging reviews. We confirm a schedule once those are known.

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Automation Demo

Tell us about the task or bottleneck you want help with. We’ll reply by email to arrange a demo time.

We’ll use these details only to reply to this request. Submitting this form doesn’t sign you up for automated marketing calls or texts.

Prefer to talk? Call (877) 824-1222 during business hours.

These videos are from customers of our design and marketing services, not automation clients. They aren’t automation results.

What Customers Say
Reviews of our design and marketing work
Verified Customer
Eleven Eleven Concrete & Solutions
Danny Marquez

Owner

Verified Customer
Cables Welding LLC
Cole

Verified Customer
Browning Stainless Works
Corey

Verified Customer
Price Solutions
Riley Price

Verified Customer
Lighted 212 Services
Matt

Verified Customer
River City Softwashing
Rob

Trustpilot Trustpilot Reviews

Trustpilot Reviews

5.0
Average rating · 28 reviews
Trustpilot Trustpilot

Super simple and easy to work with!

Super simple and easy to work with!

KM

Kevin Mueller

US | May 23, 2026

Trustpilot Trustpilot

These guys were great and transparent…

These guys were great and transparent from the start. The quality of their work backs up what they say. If you looking for a streamlined experience you should contact these guys. I’d recommend to anyone ch near and far!

TD

Tevin Diggs

US | Apr 22, 2026

Trustpilot Trustpilot

Easy to work with

Easy to work with, great price, highly recommend.

JC

James Carpenter

US | Apr 21, 2026

Trustpilot Trustpilot

Great company

Great company, I highly recommend. Worked with me until I was happy with my logo and changed things several time. They are the real deal.

JF

Jeremy Fullmer

US | Mar 12, 2026

Trustpilot Trustpilot

Profesional working

Profesional work

C

Carlos

US | Mar 5, 2026

Trustpilot Trustpilot

The team members were really easy to… talk with

The team members were really easy to work with and very accommodating when changes were asked to be made. I have worked with them twice now and would not hesitate to recommend them.

PS

Pam Shafer

US | Feb 9, 2026

Trustpilot Trustpilot

First off let me say that I was amazed…

First off let me say that I was amazed by this company. I was treated well and what I asked for was done. The patience and professionalism by this team is amazing. I would choose them again for my amazing design! Don’t second guess just roll with them you’ll be taken care of!

T

Tevin

US | Feb 3, 2026

Trustpilot Trustpilot

Quick

Quick , professional , very happy

MS

Matt Spaulding

US | Feb 3, 2026

Trustpilot Trustpilot

Good group of guys to work an on time…

Good group of guys to work an on time manner would do business again 👍

R

Rickie

US | Jan 26, 2026

Trustpilot Trustpilot

Fast and reliable service making my…

Fast and reliable service making my business

RR

Restoration Rebuilds

US | Jan 12, 2026

Snapshot sourced from Trustpilot on October 18, 2026. Reviews remain linked to the original Trustpilot business profile.

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Give Customers a Next Step. Give Yourself Room to Focus.

Customers get a helpful response and a clear next step while you focus on the job, your family, and growing the business.

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Frequently Asked Questions

Yes. The assistant introduces itself as an AI assistant for your business. It never pretends to be a person.

It only uses answers you approved. If a question is outside them, it transfers the call or captures a callback request and notifies your team.

Customers can still get approved answers and leave their details. Anything that needs judgment waits for your team, and the assistant tells the customer when to expect a reply.

We add your holiday and closed-day rules to the assistant and calendar. It explains your real hours, captures the inquiry, and only offers appointments that are actually available after you reopen.

It can book into a connected calendar using your rules and only confirms after the calendar accepts the booking. It doesn’t give prices or estimates unless you approve fixed answers, such as a standard inspection fee.

Built-in features are useful, and we use them where they work well. Custom automation connects them, so an inquiry becomes a CRM record, an appointment, a team notification, and a follow-up without manual copying.

Often, yes. Many setups forward your existing number to the assistant, and we connect supported calendars and CRMs. We confirm what your tools support during the mapping step.

Setup covers building, testing, documenting, and walking your team through the agreed system. Monthly management covers error alerts, the stated reviews, maintenance hours, and email support.

Phone numbers, call minutes, AI usage, messaging fees, n8n hosting and executions, CRM subscriptions, and other software. We estimate them and agree usage alerts before launch.

Automated calls and texts need the right consent from each contact, and opt-outs must be honored. We only build outbound campaigns for contacts you confirm are eligible, and we include opt-out handling.

Automated error alerts notify us, and we troubleshoot under your management plan. Where possible, the assistant falls back to capturing a callback request so the inquiry isn’t lost.

Research, drafts, captions, approval steps, and scheduling or publishing where the platform supports it. You approve content before it goes out. Filming, editing, and ad management aren’t included.

We recommend one after the discovery step, based on your budget, team size, and the tools you already use. If you already have a CRM, we can redesign and improve it instead of starting over.

Yes. The Custom CRM Setup includes importing up to 2,500 contacts from a spreadsheet or CSV. Larger imports, data cleanup, or moves from another CRM are quoted after we see the data.

Yes. Calls and messages handled by an assistant can create leads, notes, and follow-up tasks in your CRM. You can start with the CRM and add assistants later, or combine them from the start.

You do. We prefer provider accounts in your name, and you receive documentation of the delivered workflows.

Yes. You can add channels, languages, workflows, or locations later. Each addition is scoped and quoted before work starts.