Process
A clear 7-day implementation sprint
From diagnosis to live workflows in one week, then monthly optimization.
Timeline
- Day 1-2: audit
- Day 3-5: build
- Day 6-7: launch
- Monthly: optimize
Day 1-2
Audit and leakage map
Lead response review
Where speed-to-lead is failing.
Call handling review
Where missed calls go unrecovered.
Follow-up review
Where quotes stall before booking.
Day 3-5
Build and connect workflows
Automation setup
Configure lead, call, and quote systems.
Messaging logic
Create stage-based response sequences.
Team handoff paths
Route actions to the right staff.
Day 6-7
Launch, test, and calibrate
Live rollout
Deploy production workflows safely.
QA checks
Validate response speed and routing.
Reporting baseline
Start tracking booked-job outcomes.