The process

Audit to automations in 21 days.

No six-month implementation. No consultant binders. Three weeks from "where do our leads go?" to a pipeline that captures, follows up, and proposes on its own — then monthly management that keeps it sharp.

01

Pipeline audit

Week one. We map every way a lead reaches you and trace what actually happens to it — who answers, how fast, what follows. You get a written audit showing exactly where leads die and what that's worth. Yours to keep, even if you never hire us.

02

Custom build

Week two. Your pipeline takes shape: your stages, your branding, your template proposals. We wire in the tools your team already uses — calendar, CRM, phone system — and write every automation and sequence in your voice, for your approval.

03

Automations live

Week three. Every trigger tested against real scenarios — the 9 PM missed call, the estimate that sits for three days, the won job that should trigger a review request. Then we switch it on and walk your team through it live.

04

Managed monthly

Ongoing. Monthly performance reviews, tuning, and a plain-English report. Your Telegram group for corrections in plain English. The system gets sharper every month it runs.

Week one, in detail

What the pipeline audit actually covers.

The audit is a working document, not a sales deck. In about a week — and one 60-minute call with you — we map the full life of a lead in your business:

  • Capture — every inbound channel: phone, forms, chat, referrals, past customers. What percentage of calls get answered, and what happens to the rest.
  • Speed-to-lead — how long the first response actually takes, channel by channel, hour by hour.
  • Follow-up — what happens after the first touch. How many touches an estimate gets before it's abandoned, and who was supposed to send them.
  • Proposals — how long quotes take to go out, what they look like, and how they're chased.
  • Close-out — what happens after a win: onboarding, review requests, reactivation of past customers.

The deliverable is a written map of where leads die and a sketch of the pipeline we'd build first — stages, triggers, and sequences, priced. You keep it either way. Owners regularly tell us the audit alone changed how they see their business; it's the first time the leak is visible end to end.

Your part

About three hours of your time. Total.

We do the building. What we need from you is knowledge only you have — and approvals, because nothing goes live that you haven't seen.

✓

60 minutes — the audit call

You walk us through how leads really flow: who answers, what happens next, where things fall apart. The messier the truth, the better the audit.

✓

45 minutes — the build review

You approve the stages, the proposal template, and every automation message in your sequences. Changes happen here, not after launch.

✓

45 minutes — go-live walkthrough

Your team learns the board live: how a card moves, what fires when, how to take over a conversation the system started. No manual required.

✓

Access, not effort

Logins to wherever leads land today — phone system, forms, inbox — plus your services and pricing. Logos and brand colors if you have them; if not, we keep it clean.

After day 21

The build is the starting line. Management is the product.

Every month we pull the system's real numbers: response times, sequence reply rates, conversion by stage, the leads that stalled and why. Then we tune — a cadence tightened, a message rewritten, an automation added for the edge case that showed up twice. You get a short written report in plain English, and we review it together on higher-tier plans.

Between reviews, your private Telegram group is the correction loop. "We stopped servicing Brookfield." "That Tuesday message sounds too pushy." "Add a sequence for warranty renewals." Say it in plain English and it's handled — usually within a day, and the fix sticks because it's in the system, not in someone's memory.

This is why the model is monthly: automation that nobody watches drifts, and drifted automation is worse than none. Ours is watched, tuned, and corrected — by us, with you, every month.

Process questions

The practical stuff.

How much of my team's time does the build take?

About three hours total across three weeks: a 60-minute audit call, a 45-minute build review where you approve stages and messaging, and a 45-minute go-live walkthrough. We do everything else.

What do you need from us to start?

Access to wherever your leads currently land (phone system, forms, inbox), your service and price list, and 60 minutes of your time for the audit call. Logos and brand colors if you have them — if not, we keep it clean.

What if the automations say something wrong?

Every automation and sequence is written with you and approved by you before go-live, then tested against real scenarios. After launch, anything that feels off gets corrected via your Telegram group — usually within a day — and the fix sticks.

What happens after the 21 days?

The management phase: monthly performance reviews, tuning of your automations and sequences, a written report, and your Telegram group for corrections. That ongoing sharpness is the product — the build is just the starting line.

Week one starts with a 30-minute call.

Book the audit. We map your lead flow, show you where it leaks, and sketch the pipeline we'd build first. Free, and yours to keep either way.

Book a free pipeline audit See the system