Automation & Back Office

Win the job. Skip the busywork.

Instant missed-call text-back so you never lose a lead to whoever answered first, your business info kept accurate everywhere, and the repetitive admin — reminders, follow-ups, invoicing, data entry — built once and run for you.

or call us now: (561) 566-6996

The fastest business usually wins the job, and the rest of the day disappears into admin. This is the back office, automated: the moment you miss a call we text the caller back, your name, address, and phone stay in sync across the directories that feed Google, and the repetitive workflows that eat your evenings run themselves — so your team spends time on the work that makes money.

What's inside

The 3 services in Automation & Back Office

Speed-to-lead

from $250/mo

The moment you miss a call, we text the caller back instantly — and reply to web leads in seconds — before they call the next business on their list.

What's included

  • Instant missed-call text-back
  • Auto-reply to new web leads
  • AI-personalized first message
  • Every lead logged to your client record

The outcome You stop losing jobs to whoever answered first — speed wins the customer.

Fair-use ~1,500 texts/mo; low per-text rate after.

Add Speed-to-lead to your plan →

Listings management

from $50/mo

Your business name, address, and phone kept accurate and in sync across Google, Yelp, Apple Maps, and dozens of other directories.

What's included

  • NAP sync across major directories
  • Duplicate & error clean-up
  • Ongoing monitoring for changes
  • Powered by an industry citation network

The outcome Customers and Google always find the right info — which builds trust and lifts your local ranking.

Covers 1 location; +$30/mo each additional.

Add Listings management to your plan →

Workflow automation

from $300/mo

Automated back-office workflows — appointment reminders, follow-ups, invoicing, scheduling, and data entry — built once and run for you, so the repetitive admin stops eating your day.

What's included

  • Automated follow-ups & appointment reminders
  • Invoicing & quote workflows
  • Scheduling & calendar syncing
  • Data entry & client-record logging

The outcome Your team spends time on the work that makes money, not the admin that doesn't.

Add Workflow automation to your plan →
Who this is for

An honest fit-check

  • You lose jobs to whoever called the customer back first
  • Your hours or address are wrong on some directory you forgot about
  • Reminders, follow-ups, and invoicing eat your evenings
  • You're paying for admin time that software could handle
How it works

Simple to start

  1. We map the leaks

    We find where leads slip away and where admin piles up — missed calls, stale listings, manual follow-ups.

  2. We automate it

    Missed-call text-back, directory sync, and your back-office workflows are built once and run for you, multi-tenant and config-driven.

  3. It runs in the background

    Every lead and action is logged to your client record, so nothing is dropped and you can see exactly what happened.

In the real world

What this looks like for you

Speed wins the customer

You miss a call mid-job. Within seconds the caller gets a personalized text back — before they dial the next business on their list. The lead is saved and logged.

Set it and forget it

Appointment reminders, review follow-ups, quotes, and invoices fire automatically. The admin that used to fill your evenings just happens in the background.

Ready when you are

Build your plan, see your price

Add Automation & Back Office to a plan and watch your monthly update live — the more you bundle, the more you save. Or book a quick consultation and we'll map it out with you. No lock-in, no pressure.

Want the whole thing run for you? Explore the AI Growth Partner →