Lead automation
- Website form
- CRM
- Instant notification
- Follow up
An enquiry lands, you know about it in seconds, and the follow up starts whether or not anyone remembers.
Service 03 / Business Automation
Stop doing manual work.
Your site brings people in. This is what happens next. Every lead captured, every follow up sent, every appointment booked, without anyone remembering to do it.
Starting at
$750
setup, from
from $350 per month
A starting point rather than a fixed quote. Final scope changes the number and you will see it before anything is built.
What is involved
Everything inside AI CRM and Business Automation.
Automate lead handling, follow up, scheduling and customer communication. Works on top of whatever website you already run.
CRM and lead pipeline
One place where every enquiry lands, with stages that match how you actually sell. No more leads living in a phone, an inbox and a notepad at the same time.
Instant lead notifications
A form fill or a call turns into a notification on your phone in seconds. Speed to first reply is usually the single biggest lever on close rate.
Missed call text back
You are on a job and cannot pick up. The system texts them back straight away so the lead does not simply call your competitor next.
Automated follow up sequences
Multi step email and text follow up that keeps going until someone replies or books. Quotes get chased without you feeling like you are chasing.
Appointment booking and reminders
Customers book into your real calendar. Confirmations and reminders go out on their own, which is the cheapest way there is to cut no shows.
Review requests on autopilot
After a job closes, a review request goes out at the right moment. Reviews are local search fuel and most businesses only ever ask when they remember.
AI agents that qualify and book
An AI agent handles the opening conversation over text, asks your qualifying questions and books the ones that fit. You spend your time on people who are ready.
Old lead reactivation
The dead spreadsheet is usually the cheapest pipeline you own. A structured reactivation campaign works through it and surfaces the people whose timing has changed.
The problem this solves
Money does not usually leak where owners think it does.
It is almost never the marketing. It is the five minutes between an enquiry arriving and somebody noticing it.
Missed calls that never get returned
Leads that wait hours for a reply
Estimates sent and never followed up
Happy customers who never leave a review
Old leads sitting dead in a spreadsheet
Worked examples
What automation actually looks like.
Six of the most common builds. None of them need you to learn a new tool, because the whole point is that they run without you.
Appointment automation
- Customer books
- Confirmation
- Reminder
- Follow up
Bookings go straight into the real calendar, and reminders cut the no shows that quietly cost you a day a week.
Ecommerce automation
- Order
- Fulfilment
- Notification
- Review request
An order moves itself through fulfilment, keeps the customer informed, then asks for the review at the right moment.
Customer follow up
- Enquiry
- Automatic response
- Qualification
- Sales follow up
Nobody waits on hold for a human to notice them. The first reply is instant and the qualifying happens before you get involved.
Internal automation
- New lead
- Team notification
- Task created
- Tracked to close
Work gets assigned and tracked without a standup, a group chat or a sticky note on a monitor.
Marketing automation
- Customer action
- Segmentation
- Personalised campaign
- Reporting
People get messaged based on what they actually did, not blasted with the same email as everybody else.
Automation plans
Four levels, from stop missing calls to a full AI front desk.
Every plan includes the platform, the build, the management and the ongoing optimisation. Some integrations carry their own provider fees, and those are itemised before anything is built.
Automation 01
Elevate Lite
The easiest place to start
$750setup
+ $350 per month
The essentials, so no lead ever goes cold while you are on a job.
What is included
- CRM setup and simple pipeline
- Instant lead notifications
- Missed call text back
- Review requests on autopilot
- Contact database and tagging
- Email and chat support
Great for
Solo operators and small teams who mainly need to stop missing calls and leads.
Automation 02
Elevate Starter
Follow up and booking built in
$1,500setup
+ $750 per month
For businesses putting their first full automated system in place, with follow up and booking handled.
Everything in Lite, plus
- Full lead pipeline
- Basic automated follow up
- Appointment reminders
- Calendar integration
- Basic reporting
Great for
Teams with steady lead flow that need follow up and scheduling handled for them.
Automation 03
Elevate Growth
Qualifies, books and nurtures
$3,500setup
+ $1,500 per month
The complete engine that qualifies, books and nurtures on autopilot, so you only talk to people ready to buy.
Everything in Starter, plus
- AI SMS agent
- Advanced lead qualification
- Automated appointment booking
- Long term nurture sequences
- Estimate follow up
- Old lead reactivation
- Custom workflows
- Monthly optimisation
Great for
Businesses where speed to lead decides the sale and manual follow up is the bottleneck.
Automation 04
Elevate AI
A full AI front desk
$5,000+setup
+ $3,000 per month
Voice, inbound calls and multi location scale, for teams that cannot answer fast enough.
Everything in Growth, plus
- AI voice receptionist
- Inbound AI calls
- Outbound AI workflows where fitting
- Advanced AI agents
- Multiple locations and departments
- Complex integrations
- Custom dashboards and reporting
- Priority support
Great for
High volume and multi location operations that need calls answered around the clock.
Not ready for a full system?
Single automation build
One workflow, built and handed over. A booking flow, a follow up sequence, a lead router, a quote request, an internal notification, whatever is costing you the most time right now. No monthly commitment.
What you get
Included as standard.
- CRM setup and lead pipeline
- Instant lead notifications
- Missed call text back
- Automated follow up sequences
- Appointment booking and reminders
- Review requests on autopilot
- AI agents that qualify and book
- Custom workflows for your process
Great for
Businesses already getting leads but losing them. Home services, contractors, agencies, clinics and anyone drowning in manual follow up.
If that does not sound like your business, say so on the enquiry form. We would rather point you at the right service than sell you this one.
Automate my businessQuestions
Business Automation, answered.
No. Automation runs alongside whatever you already have. WordPress, Squarespace, Wix, Webflow, Shopify or a site we built. If it can send a form submission or forward a call, it can be automated.
The AI agent handles the opening conversation, asks your qualifying questions and books the appointment. It is written in your voice and it hands over to a person when the conversation goes past what it should handle. We do not recommend pretending it is a human.
Almost always speed to first reply. Instant lead notification and missed call text back are the two changes with the largest effect on close rate, and they are the fastest to put live.
The plan covers the platform, the build, the management and the optimisation. Some integrations carry their own provider fees, for example text messaging or voice minutes. Those are itemised before anything is built.
Next step
Automate my business
Tell us where the business is now and what you want it doing instead. You get a scoped price and a plain language explanation of how it works, before anything is built.