Workflow Library

Proven automations we deploy for service businesses

Lead-to-Cash Workflows

Complete automation from first contact to payment and review

📱 Missed Call Rescue

Problem: When you're on a job or driving, missed calls go to voicemail and customers call a competitor instead.

Automated Steps

Call missed → Instant SMS sent → Customer clicks link → Photo + details form → Job qualified → You get notified

Tools Used

  • Twilio SMS
  • Custom web forms
  • CRM integration

Expected Outcomes

  • ✓ 80%+ capture rate on missed calls
  • ✓ Jobs qualified before callback
  • ✓ Photos received upfront

📸 Photo-to-Quote

Problem: Customers describe problems poorly, leading to wasted site visits or inaccurate quotes.

Automated Steps

Enquiry received → Photo request sent → Customer uploads photos → Details collected → Quote prepared → Booking link sent

Tools Used

  • SMS/Email automation
  • Photo upload forms
  • Quoting tools

Expected Outcomes

  • ✓ Fewer wasted site visits
  • ✓ Faster, more accurate quotes
  • ✓ Higher quote-to-job conversion

Booking & Reminders

Reduce no-shows and admin time with automated scheduling

📅 Appointment Booking + Reminders

Problem: Manual booking confirmations and reminder calls eat up hours every week, and no-shows still happen.

Automated Steps

Customer books → Instant confirmation → 24hr reminder → Day-of reminder → Easy reschedule option

Tools Used

  • Calendar integration
  • SMS automation
  • Email automation

Expected Outcomes

  • ✓ 25-30% no-show reduction
  • ✓ Hours saved on manual calls
  • ✓ Easier rescheduling

Lead Reactivation

Re-engage old leads and missed opportunities

🔄 Dormant Lead Revival

Problem: Hundreds of old enquiries sitting in your CRM that never converted, but might still be interested.

Automated Steps

Old leads identified → SMS sequence sent → Still interested? → Booking link provided → Non-responders removed

Tools Used

  • CRM integration
  • SMS campaigns
  • Booking system

Expected Outcomes

  • ✓ 5-15% response rate typical
  • ✓ Revenue from "dead" leads
  • ✓ Cleaner database

Review & Referral Automation

Turn happy customers into reviews and referrals automatically

⭐ Post-Job Review Request

Problem: You do great work but rarely get Google reviews because you forget to ask or it feels awkward.

Automated Steps

Job completed → Invoice sent → Satisfaction check → Review request → Referral prompt

Tools Used

  • SMS automation
  • Google review link
  • Referral tracking

Expected Outcomes

  • ✓ More 5-star reviews
  • ✓ Referral leads tracked
  • ✓ Unhappy customers caught early

Which Workflow Fits Your Business?

Book a call and we'll recommend the right automation for your situation

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