Lead capture and routing
Send website enquiries straight into your CRM and alert the right person instantly.
No more copying details from inboxes into spreadsheets.
A useful starting point
List the tasks your team repeats every day. The most repetitive one is your first automation.
Appointment reminders
Automatic email and text reminders reduce no-shows and last-minute cancellations.
Include a simple link to reschedule if plans change.
Review requests and re-engagement
After each finished job, ask for a review automatically. Months later, check in with past clients about maintenance or new needs.
Small touches keep relationships warm without extra effort.
Your practical checklist
- Route new leads into your CRM.
- Send appointment reminders automatically.
- Request reviews after every job.
- Re-engage past clients each quarter.
- Review workflows every few months.
