Lead & Customer Acquisition
Stop relying on word-of-mouth and Google luck. Build a steady flow of new customers on rails.
We find your next 100 best-fit customers — by neighborhood, industry, and buying signal — and put them in front of you with a hook for each one. No spray-and-pray lists.
A 24/7 chatbot trained on your business that answers FAQs, qualifies leads, and books calls or appointments straight into your calendar — even at 2am.
Form on your site → auto-generated quote → sent to the prospect → logged in your CRM → reminder fires if they don’t reply. No more spending an hour writing a $300 estimate.
Front-Door & Phone Automation
Most small businesses lose 30% of inbound calls. Make every ring, voicemail, and missed text count.
Anyone who calls when you’re busy gets an instant SMS: “Sorry we missed you — what can we help with?” Most small businesses lose 30% of inbound calls. This recovers them.
AI answers your phone, handles FAQs, books appointments into your calendar, and routes urgent calls to you. Sounds like a real person. Built for owner-operators who can’t afford a $50K/yr receptionist but lose business to voicemail.
Online booking flow + automated SMS/email reminders 24h and 2h before. Cuts no-shows by 50%+. The owner stops being the receptionist.
Nine seconds. Hangup to structured CRM deal — with the address, the price, and the follow-up time already captured.
A residential plumbing contractor · Catch, in action
Customer Communication & Retention
Your existing customers are your highest-margin growth lever. Stop forgetting them.
Most owners have customer info scattered across Square, Stripe, QuickBooks, paper intake forms, iPhone contacts, Gmail, and sticky notes. We consolidate everything into one clean CRM — name, phone, email, history, lifetime value, and tags.
Lapsed customers (60/90/180 days quiet) automatically get a “we miss you” email or SMS with an offer. The math is brutal: a 5% reactivation rate on 800 dormant customers is a meaningful month.
Automated personalized message + offer on a customer’s birthday, their kid’s birthday, their “X years as a customer” anniversary, or holiday seasons (Pesach, Sukkos, summer, back-to-school).
Triggered sequence: 7-day check-in → 30-day review ask → 90-day cross-sell or rebook nudge. Each step automatic, each one personalized.
Automatically text or email happy customers right after a job/visit asking for a Google review. Filters unhappy responses to a private feedback channel before they hit your public profile.
Automated “refer a friend” prompts to your top customers with tracked links and rewards.
Money & Document Workflows
Quotes, invoices, contracts, intake forms — the paperwork chain that runs your business should run itself.
Invoices past due automatically get reminder emails on day 7, 14, 30 — each one tonally calibrated based on prior emails with that customer. You stop being the bad guy.
New customer signs → welcome email fires → intake form sent → contract auto-generated → e-sign routed → CRM updated → folder created in Drive. All without you touching it.
Intake form → CRM record → contract → e-signature → confirmation → calendar event → file storage. The full chain, automated.
Internal Operations & Glue
If your team is exporting a CSV from one place and importing it to another, that’s where we connect things.
Connect your existing tools — QuickBooks, Jobber, HouseCall Pro, Calendly, Gmail, Sheets, Square — so customer data flows automatically and stops getting re-typed across systems.
AI sorts incoming email by urgency and topic, drafts replies for routine messages, and flags what actually needs you. You go from drowning in 200 emails to handling the 12 that matter.
The custom catch-all: anywhere two tools should talk to each other but don’t, anywhere your team is exporting a CSV from one place and importing it to another, anywhere data is being typed twice. We connect it.
Owner Visibility & Reporting
The numbers you should know but never have time to pull. Delivered Monday morning, ready in five minutes.
Weekly KPI snapshot emailed to your inbox every Monday morning: revenue, jobs booked, leads captured, reviews earned, AR outstanding, top customers. The numbers you should know but never have time to pull.
One piece of content — a video, blog post, customer testimonial, or job photo — automatically reformatted into LinkedIn, Instagram, and X posts. Post once, show up everywhere.
One automation that pays for itself in 30–60 days. Then we expand.
We map your manual processes and find the highest-ROI automation to start with. No sales pitch — just a clear-eyed look at where your time is going.
Most automations are live within 1–2 weeks. Flat-fee setup. We train you to operate it independently — the goal is capability transfer, not recurring dependency.
Monthly retainer for monitoring, tuning, and adding new automations as the business grows. No long contracts. No bloated software stacks.
Not sure which one to start with?
Free 30-minute call — we map your manual processes and find the highest-ROI automation to start with. Or take the AI Readiness Scorecard for a structured self-assessment.