The day-to-day, handled
Scheduling

Your calendar, handled.

New requests acknowledged in minutes. Confirmation and reminder sequences go out automatically. No more back-and-forth over availability.

  • Booking confirmation sent immediately on request
  • Reminder sequence: 24 hrs out, 2 hrs out, post-appointment
  • Reschedule and cancellation handling without phone tag
  • Connects to Calendly, Google Calendar, Tock, FareHarbor
Lead Follow-Up

Your leads never go cold.

Every new inquiry gets an instant, personal response. A follow-up sequence runs until they book or opt out. No leads falling through the cracks.

  • Response under 5 minutes, any hour, any day
  • Qualification questions asked automatically
  • Warm leads escalated to you at the right moment
  • Connects to HubSpot, Gmail, any CRM with an API
Communications

The right message, at the right time.

Post-visit emails, review requests, seasonal outreach. Triggered by what your customers actually do — not a blast calendar you have to remember.

  • Post-visit thank-you and follow-up sequence
  • Review request timed for peak response rate
  • Re-engagement campaigns triggered by inactivity
  • Connects to Mailchimp, Klaviyo, Twilio, Google Business
Retention

Keep the customers you have.

An agent that watches engagement signals, identifies at-risk customers before they disappear, and triggers the right outreach before the relationship goes cold.

  • Engagement monitoring across email, bookings, and purchases
  • Churn signal detection before cancellation
  • Personalized re-engagement sequence triggered automatically
  • High-value accounts flagged for personal follow-up
The visibility layer
Reporting & Intelligence

Your weekly briefing, written for you.

Every Monday morning: what came in, what was sent, what's trending. No dashboards to check, no reports to pull. It just arrives.

  • Weekly performance summary emailed every Monday
  • Lead pipeline snapshot: new, active, converted, cold
  • Automation health check: what ran, what didn't
  • Revenue and booking trends, week over week

Every project starts with a
free assessment.

15 minutes. I'll show you what I'd build for your specific operation — connected to your actual tools, running on your data.