Marketing and sales. Here's what each part is.
Marketing is Yelp. Sales is answering the call or the chat, keeping the lead, and following up. If they found you on Google, we take that lead the same way. We don't run Google ads. We're an official Yelp Advertising Partner.
01 · Capture demand
Yelp, and the quote that actually gets answered.
The leak
Homeowners are already searching. A weak listing sends them to the next shop. A Request a quote that sits unanswered does the same thing — often in minutes.
What we do
Instant quote-request bot
The main product. The moment someone hits Request a quote on Yelp or your listing, the bot replies. Name, job, address, window — captured while they're still on the phone in their hand. It can drop the lead straight into your CRM.
Yelp profile and reviews
We're an official Yelp Advertising Partner. We run the ads and the profile, on top of the reply that catches the quote request.
What you get
- Quote requests answered at 9pm, not in tomorrow's inbox.
- Leads in the pipeline the same conversation — not copied out of Yelp later.
- A listing that looks like a shop people pick, not a ghost profile.
Not this
- No guaranteed #1 in the map pack.
- No bought or fake reviews.
02 · Create demand
A B2B outreach system — if the shop actually needs one.
The leak
Inbound is homeowners already looking. If the calendar still has holes, waiting on Yelp is not a plan. That's a different pipe: businesses that fit, not people searching for a tech tonight.
What we do
Stand up the motion
When B2B outreach is required, we help you organize the system: who to call (ICP), the list, how conversations are qualified, and how a meeting lands on the calendar.
Keep the pipes separate
Homeowners from Yelp stay inbound. Outbound is property managers, commercial accounts, and other businesses that fit — not the same script, not the same list.
What you get
- A B2B motion you can actually run, instead of a purchased dump and hope.
- Meetings only after qualification — not a calendar full of tire-kickers.
Not this
- Outbound is not a monthly meeting quota on this page.
- We don't treat homeowner inbound and B2B outreach as one channel.
03 · Close loop · Reception
Missed calls don't go to voicemail. They go into CRM.
The leak
After hours, overflow, weekends — voicemail. That caller is already dialing the next listing. Even the ones who wait are still not in your pipeline.
What we do
Forward the line
After-hours or overflow to a receptionist configured like your shop: services, area, urgency, how you book.
Qualify, then log
Name, issue, address, window. Transcript, summary, next action. The lead hits CRM — not a voicemail pile in the morning.
Google, by call or chat
If they found the shop on Google and call, reception takes it. If they write in chat, we take that too. We don't run Google ads.
What you get
- Every missed ring handled like staff picked up.
- The job in the board before your crew is back on the truck.
Not this
- Not a generic call-center script.
- Doesn't replace your office person — it covers what they physically can't.
04 · Close loop · CRM
One board. Yours. Built new or wired into what you already run.
The leak
Yelp, outbound, and missed calls live in different inboxes. Nobody sees the same pipeline. Follow-up dies in a notes app.
What we do
From scratch, or into yours
No CRM yet — we stand one up. Already have one — we integrate: quote bot, reception, outbound, the sources you already pay for. Same board either way.
Source and next action
You can see which channel rang. Status is visible. The next step is on the record, not in someone's head.
What you get
- One pipeline for inbound, outreach, and missed calls.
- The CRM and the data stay yours if you leave.
Not this
- We don't lock you into a CRM brand we own.
- We don't leave five tools and a spreadsheet and call it a system.
05 · Close loop · Follow-ups
The expensive leak is the quote that sat for a week.
The leak
Getting the lead isn't the hard part. The quote that nobody touched, the callback that never happened, the 'I'll think about it' that vanished — that's where jobs die.
What we do
Sequences by status
Reminders and next steps based on where the lead actually is — not a blast to the whole list.
Callback dates that survive the day
Warm leads don't disappear into a notes app. They're on a date, on the board.
Reporting you can read
Meetings, pipeline, what moved. No black box.
What you get
- Follow-up that runs until they book, buy, or are honestly out.
- A weekly picture of the board — not a vibe.
Not this
- Not a spray of generic emails.
- Not 'we'll keep in touch' with no owner.
Five pieces. One board at the end.
- 01CaptureSearchers find you. The bot answers Request a quote and can write the lead into CRM.
- 02OutboundIf the shop needs B2B demand, the outreach system is a separate pipe — not mixed with homeowners.
- 03ReceptionMissed, after-hours, overflow — answered, then logged in CRM.
- 04CRMNew board or the one you already have. Every source, one status.
- 05Follow-upsThe quote that didn't book on the first pass still has an owner and a date.
Shops that can take the work.
HVAC, appliance, moving, cleaning, home services — trucks, crews, capacity. We don't generate demand you can't fulfill.
Straight answers.
Do I have to take the whole system?
No. Most shops start with the leak they feel — unanswered quote requests, missed after-hours calls, or a CRM that isn't a CRM. The other pieces plug in later.
What's the difference between Yelp and outbound?
Yelp is homeowners already searching. Outbound is a B2B motion — property managers, commercial accounts, other businesses that fit — and only if you actually need that pipe. We don't mix them.
I already have a CRM. Do I have to switch?
No. We integrate into what you run, or we build from scratch if there isn't one. Either way the data is yours.
What happens when someone hits Request a quote on Yelp?
The bot replies immediately, qualifies the job, and can push the lead into CRM in the same conversation — instead of a request sitting until someone opens the app.
Is reception a call center?
No. It's a receptionist configured around your shop, then logged into CRM. Industry pages and a live demo live on call coverage.
Who owns the CRM and the data?
You do. If you stop working with us, the board, the website, and the records stay yours.
Start with the leak.
20 minutes. No pitch deck. We'll say which piece to turn on first — and whether we can help.
Book an intro call →