The pieces we build, and what each one is for

Websites that capture leads

Plenty of business sites look fine but collect very little. We build the site around the request you want to receive: an estimate, an application, a booked call. The form asks what you need to know before you pick up the phone, and every submission lands somewhere your team will see it.

How we build websites that bring in leads

Part of: a home exterior contractor in Texas

What we usually set up

• Design, copy and build, hosted on Cloudflare
• Request forms with spam protection and photo uploads where they help
• Lead details saved to your CRM, with an alert to the right person
• Search basics done properly: page titles, structured data, sitemap, Search Console
• Pages for the services and towns you actually cover

CRM and pipeline

We set up a CRM that matches how work moves through your business. For a contractor that might be new, contacted, scheduled, estimate sent, won. For a hiring team it is applied, called, booked, attended. Everyone sees the same board, and nothing depends on someone remembering to update a spreadsheet.

Part of: a home exterior contractor in Texas, a sales agency that hires every month

What we usually set up

• A board and list view of every lead, with notes, owner and next step
• Estimates and invoices, and a customer link to view, accept and sign
• A calendar of appointments that people can subscribe to
• A summary email for the owner on the schedule you choose: new leads, stale leads, open estimates, unpaid invoices
• Sign-in protected, with access for exactly the people you choose

Recruiting automation

Hiring at volume breaks when one person has to answer every applicant. We build the path from application to first conversation: the careers page, the follow-up, the scheduling, and a recorded briefing room where applicants watch together and ask questions privately. Your team spends its time on the people who show up.

Part of: a sales agency that hires every month

What we usually set up

• Careers site and application form
• Automatic follow-up by email and text, with consent
• A scheduled briefing room with synced video, private questions and attendance
• Applicant stages tracked in the CRM

AI receptionist and scheduling

An AI receptionist picks up when your team cannot: during a busy shift, after hours, or 24/7 if you want it to. It says it is an AI, answers the common questions in words you approve, takes the caller's details, and books a time or requests one your team confirms. When the caller wants a person, or a question needs one, it hands the call off.

Calls are recorded only with consent asked at the start of the call. Outbound calls go only to people who asked for one, for example by ticking a box on your form.

How the AI receptionist works

Part of: a sales agency that hires every month

What we usually set up

• An AI receptionist scripted around your business and your callers' questions
• Live booking into your calendar, with a confirmation text or email
• Handoff to a person when the caller asks or the receptionist is unsure
• Call summaries saved to your CRM (your customer list)

Follow-up and email campaigns

Leads go cold while they wait for a reply. We set up the messages your team would send if they had time, and send them on schedule from your own domain and number.

Email campaigns keep you in front of people who already know you: a welcome series for new customers, a nurture series for leads who are not ready yet, weekly or monthly campaigns with news and reminders, and re-engagement (win-back) campaigns for past customers on the list you already have.

Emails go only to people who opted in, and every email has a one-click unsubscribe. Texts go only to people who opted in, from a number registered with the carriers, with STOP and HELP handled.

Part of: a home exterior contractor in Texas, a sales agency that hires every month

What we usually set up

• Instant confirmation when a request comes in
• Appointment reminders
• Follow-up on estimates and applications that have gone quiet
• Welcome and nurture email sequences
• Weekly or monthly email campaigns
• Re-engagement and win-back campaigns for your existing customer list
• Email set up on your domain so messages reach the inbox

Data organization

Every business has the same mess: the same customer in three places with three spellings, a spreadsheet only one person understands, and tools that were never meant to talk to each other. We map where your records live, clean and merge them once, and then set up automatic syncs so they stay clean.

Where two pieces of software have no built-in connection, we build one: through their APIs, scheduled exports and imports, or a small sync service we run for you. You end up with one source of truth and reports you can trust.

How data organization works, step by step

What we usually set up

• A map of every tool, spreadsheet and inbox your records live in
• One-time cleanup: duplicates merged, names, phones and addresses standardized
• Automatic syncs between tools that do not connect on their own
• Missing or conflicting data flagged for a person, not guessed
• Nightly backups and exports your bookkeeper or accountant can use
• Dashboards built on the clean data

Connecting your tools

Most businesses already have a calendar, an accounting tool, an email account and a phone system. We connect them so a booked appointment, a signed estimate or a paid invoice moves to the next step without someone retyping it.

Part of: a home exterior contractor in Texas

What we usually set up

• Calendar, email and form connections
• Exports your bookkeeper can import
• Custom connections for tools that have an API