Our Process
How Our Contractor Lead Follow-Up System Works
A practical five-step process built around your workday—so fewer good leads go cold while you're on the job.
Audit
We review your website, follow-up flow, lead intake, and booking process to find where good jobs may be slipping through.
Build
We create or improve the systems that capture inquiries, organize leads, and follow up—tailored to your business and your workday.
Respond
New inquiries receive fast, approved responses so fewer leads go cold while you are out on a job.
Book
Qualified prospects are guided toward booking an estimate with a clear, frictionless process.
Report
You get a weekly snapshot of leads, booked estimates, no-shows, follow-ups, and bottlenecks—so you always know where things stand.
A note on AI and automation: AI and automation support the system, but the goal is not to make your business sound robotic. The goal is to make sure good customers are not ignored while you are doing the actual work.