Workflow Automation

Stop Being a Data Entry Clerk

You started your business to do great work, not to copy-paste names from emails into spreadsheets. Every minute you spend on manual admin work is a minute you aren’t selling or producing.

Here’s the uncomfortable math: If you value your time at $150/hour and waste 10 hours/week on admin, that’s $78,000/year in lost productivity. You’re not saving money by doing it yourself—you’re bleeding it.

The “Silent Killer” of Growth

The biggest bottleneck in a growing local business is usually communication lag.

• Lead fills form → You see it 4 hours later → You call → They already hired someone else.
• Job finished → You forget to send invoice → Cash flow gets tight.
• Customer was happy → You never asked for a review → They forget, and you stay at 12 reviews while competitors have 150.

These aren’t failures of effort. They’re failures of systems.

What We Automate

1. The “Speed to Lead” System

Trigger: Customer fills out “Get a Quote” form.

What happens automatically:

• Their info is instantly added to your CRM
• You get an SMS notification: “New Lead: John Smith”
• The customer gets an immediate text: “Hey John, thanks for reaching out. I’m reviewing your request now and will call you within 5 minutes.”

The result: You look incredibly responsive without lifting a finger.

Why it matters: Speed-to-lead stats show responding in 5 minutes makes you 21x more likely to qualify the lead vs 30 minutes. Automation makes 5-minute response time automatic, even when you’re on a job site with drywall dust on your hands.

2. Automated Review Funnel

Trigger: You mark a job as “Complete” in your field software.

What happens automatically:

• System waits 1 hour (while you’re driving away)
• Customer receives: “Hi [Name], great working with you today. Would you mind leaving us a quick review? [Link]”

The result: Double your 5-star reviews on autopilot.

Why it matters: Reviews are the #1 factor in Map Pack rankings. More reviews = more visibility = more leads. The math is simple; the execution doesn’t have to be manual.

3. Invoice & Payment Reminders

Trigger: Invoice becomes due.

What happens automatically:

• Day 1: Polite reminder email
• Day 7: Follow-up with payment link
• Day 14: Escalation notice

The result: Get paid faster without the awkward “hey, about that invoice…” conversations.

The Time You Get Back

Average time saved per automation setup: 5-10 hours/week.

At $150/hr value of your time, that’s:

• $750-1,500/week
• $40,000-80,000/year

Reinvested into actually growing your business—sales calls, job site visits, family time.

Your Competitors Are Already Doing This

The businesses that seem to “do everything right”—fast responses, lots of reviews, never miss a follow-up—aren’t superhuman. They just have better systems.

We use tools like Make.com and Zapier to glue your disparate software together into a unified machine. Your systems should work as hard as you do.