Starter Setup
$300 one-time
- workflow audit
- 1 follow-up sequence
- 3–5 message templates
- implementation plan using your current tools
AI Follow-Up System Setup
Stop losing jobs to slow follow-up.
Done-for-you quote follow-up, reminder, and review-request systems for local service businesses.
Most small service businesses do not need more leads first. They need a tighter system for the leads and customers they already have.
I help painters, remodelers, cleaners, flooring crews, and other local operators install simple follow-up systems that turn more estimates into booked jobs — without a bloated software project.
Problem
Revenue leaks usually look boring.
The biggest missed opportunities usually are not dramatic. They are the quiet ones:
- estimates that go out and never get followed up properly
- leads that say “let me think about it” and disappear
- happy customers who never get asked for a review
- reminders that live in someone’s head instead of a system
- office follow-up that depends on whoever remembered that day
If any of that sounds familiar, you are probably leaking revenue from people who were already close to buying.
Offer
What I set up
A lightweight follow-up system tailored to how your business already works.
- one clear lead / estimate follow-up workflow
- reminder templates for text and email
- a review-request workflow for happy customers
- a simple tracking sheet or dashboard
- a staff checklist so the process actually gets used
No full rebuild. No enterprise nonsense. Just the workflows, templates, and automation that actually help you close more work.
Best fit
Who it’s for
If you already have leads, estimates, and past customers — but no consistent system for what happens next — this is probably a fit.
Why this works
Why businesses buy this
- cheaper and easier than custom software
- solves an obvious revenue leak fast
- can work with your current phone, email, CRM, spreadsheet, or scheduling tools
- gives you a repeatable process instead of good intentions
- creates a path to stronger reviews and better lead conversion
Packages
Simple fixed-scope options
Most practical
Done-With-You Build
$750 one-time
- everything in Starter
- implementation in your current stack
- review-request flow
- staff handoff notes and script outline
Ongoing Optimization
$150 per month
- monthly message and workflow tweaks
- light reporting / conversion review
- one new automation improvement per month
Process
How it works
Quick teardown
I look at your current follow-up process and identify the 2–3 biggest leaks.
Workflow design
I map the simplest version of the system that fits your business.
Setup + templates
I build the follow-up flow, message templates, and review-request path.
Handoff
You get a clear checklist so your team can actually use it.
FAQ
Common questions
Do I need a CRM?
No. This can start with the tools you already use.
Is this just for big companies?
No. It is specifically designed for small local service businesses.
Will this replace my current software?
Usually not. The goal is to improve follow-up using your current stack where possible.
How fast can this go live?
Most setups can be scoped immediately and delivered within 3–5 days.