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
I fix missed quote follow-up for local service businesses so more estimates turn into booked jobs, usually in 3 to 5 days.
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.
Free teardown, no sales call required. If you want the fast version, just send your website, what happens after an estimate, and the tools you use today.
Problem
The biggest missed opportunities usually are not dramatic. They are the quiet ones:
If any of that sounds familiar, you are probably leaking revenue from people who were already close to buying.
Offer
A lightweight follow-up system tailored to how your business already works.
No full rebuild. No enterprise nonsense. Just the workflows, templates, and automation that actually help you close more work.
Best fit
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
Good fit checklist
Not a fit
Packages
Starter Setup
$300 one-time
Most practical
Done-With-You Build
$750 one-time
Ongoing Optimization
$150 per month
Fast path
Send these three things instead: your website, what happens after an estimate today, and the tools you use for follow-up.
What I usually find
Self-qualification tool
This is a simple back-of-the-napkin calculator for owners who want to know whether this problem is worth fixing now. Adjust the numbers to match your business. Nothing gets submitted anywhere.
Even a modest lift in close rate can justify fixing the follow-up process.
What they actually get
A painter or roofer gets a 3-touch estimate follow-up sequence, a same-day acknowledgment message, and a simple tracker so warm quotes stop dying in inboxes.
A cleaning or home-service operator gets a post-job check-in plus review ask flow so completed jobs turn into more proof and more referrals.
A bookkeeping, legal, or appointment-driven business gets follow-up nudges around consult booking, document chase, and no-show prevention without changing their whole stack.
Starter deliverables
Fast turnaround
2-minute intake
This page stays static on purpose. No forms get sent anywhere automatically. Prospects can fill in a quick brief, copy it, and paste it into an email.
Recommended next step
Starter Setup
Best for a single obvious leak that can be diagnosed and fixed quickly.
Brief preview
Business name: Industry / service: Service area: Current follow-up process: Main leaks / bottlenecks: Current tools: Rough monthly estimate / lead volume: Estimated monthly revenue leak (optional): Biggest priority right now: Goal for next 30–60 days: Recommended starting package: Why: Best contact info:
Process
I look at your current follow-up process and identify the 2–3 biggest leaks.
I map the simplest version of the system that fits your business.
I build the follow-up flow, message templates, and review-request path.
You get a clear checklist so your team can actually use it.
FAQ
No. This can start with the tools you already use.
No. It is specifically designed for small local service businesses.
Usually not. The goal is to improve follow-up using your current stack where possible.
Most setups can be scoped immediately and delivered within 3–5 days.
What to send for a teardown
Send the copied brief plus any one or two helpful assets: your website, estimate template, screenshots of your pipeline, or the messages you currently send after an estimate.
That is usually enough for me to spot the first leaks, recommend the simplest fix, and tell you whether Starter or Done-With-You is the better fit.