Follow-up stops depending on memory
The second and third follow-ups are where most sales actually happen, and they are the ones that get forgotten.
The repetitive parts of your week, done without you: follow-ups, reminders, routing, reporting, and the handoffs between tools that currently happen because somebody remembered.
Pick your business category and this line becomes specific to how this service works for you.
Every business has a list of things that must happen and that nobody enjoys doing. Following up a quote. Reminding someone about tomorrow. Moving a number from one place to another. These are the first things to slip when you get busy, which is exactly when they matter most.
Automation is not a robot replacing your staff. It is the twenty small tasks a day that were being done from memory, done reliably instead.
Pick your business category above and this becomes specific to your situation.
Five specific ways, each with what it actually looks like once it is running. Drag, or use the arrows.
The second and third follow-ups are where most sales actually happen, and they are the ones that get forgotten.
When the process is written down and running, the business does not stop because somebody is on leave.
Site, WhatsApp, sheets, CRM and calendar connected, so nobody is copying data between them.
Automated reminders are the cheapest revenue recovery available in any appointment business.
The admin tail of the day is usually the automatable part.
How fast: Three to five working days for the first set, then extended as you see what else is worth doing.
Five steps. You are involved in the first and the last.
We watch what actually happens, including the parts nobody has written down.
The tasks that are rule-based, frequent and currently done from memory.
Automations built and run alongside the manual process until they are trusted.
Manual steps retired one at a time, never all at once.
What broke, what was missed, what to automate next.
Published so you can work out whether we are in your range without booking anything. Where your budget sits below a range, we will say so on the call rather than sell you a version that cannot work.
Priced by the number of workflows, not by seats. You own every account it runs in.
All figures exclude GST. A range is not a quote: the final number depends on scope, and you get it in writing before anything is due. If your budget sits below a range we will say so on the call rather than sell you a version that cannot work.
No. It removes the parts of their day that were never worth a salary.
Usually. Zoho, HubSpot, Freshsales, Google Sheets, WhatsApp and most calendars connect fine.
It escalates to a human rather than failing silently. Silent failure is the thing to design against.
A written plan with real deliverables, within 48 hours.
Pick one and every service page answers in those terms instead of in general ones. It is saved in this browser only, it is never sent anywhere, and you can change or clear it whenever you like.
Viplove can see this conversation, which is how he picks it up without making you repeat yourself. What we do with it.