CRM & AUTOMATION · AI WORKFLOWS · CALGARY
A lead that waits an hour calls the next company on the list. We set up the CRM and the automation around it: an answer within minutes, one pipeline with an owner for every enquiry, an alert on anything that sits, and the quotes, reminders and reports that used to live in somebody's head. From $500 a month, built on the tools you already pay for.
WHAT AUTOMATION CHANGED FOR OUR CLIENTS
Three boring components, no AI sales agent: a pipeline, an instant reply and a digest of anything left untouched. Every example links to the full story.
WHAT WE AUTOMATE
Most small businesses do not lose leads at the ad or the website. They lose them in the hour after the form is sent, when the owner is on a job and the enquiry sits in an inbox. That hour is what we automate.
A new enquiry gets a reply by email or text that confirms it arrived and says what happens next: when you call back, what to prepare, where to book. It does not close the deal. It stops the customer from calling your competitor while they wait.
Website forms, Meta lead forms, Google calls, Instagram messages and emails land in one board with a stage, a source and a person responsible. "Did anyone reply to the guy from Tuesday?" has a one-glance answer.
A lead untouched for a set number of hours shows up in a digest nobody can miss. Quotes that went quiet get a follow-up on day two and day seven. Finished jobs trigger a review request while the work is fresh.
Where the arithmetic works, AI drafts the reply, the estimate or the monthly summary from the context in the CRM, and a person edits and sends it. The rule inside our own agency applies to yours: nothing a customer sees goes out without a human touching it.
How we decide what to automate: AI in marketing for a small local business.
WHAT YOU GET
We trace where enquiries arrive and where they stall, connect every source to one pipeline, switch on the instant replies and the untouched-lead digest, and walk whoever answers enquiries through it. By the end of the month no enquiry can be silently forgotten.
Quote follow-ups, booking reminders and review requests run on their own. The first monthly report shows enquiries by source, how fast they were answered and how many turned into booked work.
Six months of enquiries by channel, with the cost per booked job for each. AI drafts are switched on where they clear the bar, and you decide where to spend next with the data rather than with a feeling.
CRM and automation starts at $500 a month, listed on the pricing page. Software subscriptions (the CRM plan, the texting number) are paid by you, in your name, so the system stays yours.
HOW WE WORK
STEP 01
We follow a real enquiry from every channel to the moment someone answers it, and write down where it waits and where it gets lost.
STEP 02
HubSpot for most, Jobber for trades, your booking system for beauty. Whatever the team will open on a phone between jobs.
STEP 03
Pipeline, sources, instant replies, alerts and sequences, tested with real enquiries for two weeks before we call it done.
STEP 04
A one-page playbook for the team, a monthly report, and a 30-minute check where we read the numbers together and change what stopped working.
WHAT IS INCLUDED
Pipeline stages, lead sources, owners, custom fields for your trade (vehicle, address, project type) and the views the team actually needs.
Instant email and text replies for every source, with the next step written in your voice, and alerts to the right person.
Quote follow-ups, booking reminders, review requests and win-back messages to past customers, timed to your sales cycle.
Website forms, Meta lead forms, Google Ads calls and forms, Instagram and email inboxes, your booking or job software, all feeding the one pipeline.
Reply drafts, estimate drafts and report summaries, each kept only if it saves more than it costs. A person always sends.
Enquiries by source, response time, booked jobs and cost per booked job, with what we change next month, read together in a 30-minute call.
QUESTIONS OWNERS ASK
The one your team will open. For most owner-led businesses that is HubSpot on the free or starter plan. Trades and field services usually run on Jobber, beauty and wellness on their booking system (Fresha, Square, Vagaro), and we connect the website, ad forms and inbox to it instead of adding another tool. We do not resell software and we do not build a CRM from scratch.
No. The instant reply confirms the enquiry was received and says what happens next; it does not pretend to be a person. Where we add AI, it drafts: a reply, an estimate, a report. A person reads the draft and sends it. Nothing a customer sees goes out without a human touching it. That is the rule inside our own agency too.
The setup in month one (pipeline, instant replies, alerts, the connections to your forms and ad accounts), then the upkeep: new sequences when you add a service, fixes when a tool changes, the monthly report and a 30-minute check. Software subscriptions are paid by you, in your name. Larger builds, such as quoting automation across several tools, are quoted separately on the call. Prices are on the pricing page.
Yes, and that is the point. Meta lead forms, Google Ads form fills and calls, website forms and Instagram messages land in one pipeline with the source attached, so the monthly report shows what each channel costs per enquiry and per booked job, not per click. See Meta ads and Google Ads.
The pipeline and the instant replies are live in the first two weeks. Follow-up sequences, review requests and reporting follow in month two and three, once we see real enquiries moving through the system and know where they stall.
That is why we start with the tool they already open, not the tool with the longest feature list. The pipeline has one status per stage and one owner per lead, the alerts go where the team already looks (phone, email, Telegram or WhatsApp), and the first month includes a short session with whoever answers enquiries. If nobody opens it after that, we will say so and change the setup rather than invoice for a dashboard nobody reads.
A 30-minute call: we look at where your enquiries arrive today, how long they wait, and which two or three automations would change that first.