Frequently Asked Questions

Quick, honest answers about automation, CRM, websites, reputation, and how we work.

If you don't see your question here, book a call and I'll point you to the simplest next step.

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Getting Started Services & Fit Process & Timelines Pricing Tools & Integrations Data & Security Websites Reputation Support Next Steps

Getting Started

The basics about who we are and what we do

We build behind-the-scenes automation and systems that help you respond faster, follow up consistently, and convert more leads—without adding more work for your team.

Details:

Lead capture + instant replies
Follow-up sequences (email/SMS)
CRM setup/cleanup
Landing pages built to convert
Review + local visibility systems

Small businesses that want more booked calls and less admin chaos—especially if leads are slipping through the cracks.

Best-fit examples:

Home services/trades
Clinics/wellness
Professional services
Local retail/food

That's normal. Start with the free assessment or book a short call and we'll identify the fastest win.

Book a 30-min Strategy Call

Mostly remote—automation, CRM, web, and reputation work extremely well remotely. If you're local (Dallas-Fort Worth), we can discuss in-person options.

You'll leave with clarity.

Details:

We map your biggest bottleneck
Identify what to fix first (and what to ignore)
Outline a simple plan + timeline
If it's a fit, we talk implementation

Services & Fit

Understanding what we offer and if it's right for you

Four core areas:

Speed-to-Lead + Follow-Up Automation
CRM Setup / Cleanup + Pipeline Automation
Conversion Landing Pages + Booking Systems
Reputation + Local Visibility (Google Business + reviews)

Yes. We offer quick wins and focused fixes (broken automations, follow-up setup, CRM cleanup, landing page upgrades).

No—automation supports your team.

Details:

It handles repetitive tasks (replies, reminders, routing)
Your team focuses on high-value conversations and delivery

If you rely on leads, appointments, quotes, or repeat customers—yes. If you're unsure, book a call and we'll confirm fit quickly.

If you're missing leads, spending time on admin, or want more bookings, you're not too small. Simple systems often have the highest ROI.

Want the simplest next step for your business?

Book a 30-minute call and I'll tell you what to fix first—and what to ignore.

Book a 30-min Strategy Call Take the Free Assessment

Process & Timelines

How we work and what to expect

Most clients see a meaningful improvement within 1–3 weeks, depending on scope and access.

Simple and structured:

Diagnose (map bottlenecks + goals)
Design (choose the simplest tool stack)
Build (implement + test)
Launch (go live + train)
Optimize (improve based on real usage)

Minimal disruption.

Details:

We build in parallel when possible
Testing happens before launch
Rollouts are staged and controlled

Yes—lightweight training that actually sticks.

Details:

Short handoff video or walkthrough
Simple documentation
"What to do next" checklist

Basic access + a clear goal.

Typical needs:

Where leads come from (Yelp/Google/website/social)
Current tools (email, calendar, CRM if any)
How you handle inquiries today
Admin access to accounts (as needed)

Pricing & What's Included

Understanding investment and value

Based on scope and complexity (quick fix vs. full system).

Details:

Some builds are one-time projects
Some clients add monthly optimization/support

Yes—most work fits into a few "systems" (Speed-to-Lead, CRM Command Center, Conversion Page, Reputation Boost). If you need a custom build, we'll scope it cleanly.

Clear deliverables, testing, and a handoff.

Common inclusions:

Setup + configuration
Automation workflows
Templates (messages, follow-ups)
Basic reporting/visibility
Training + documentation

Sometimes—depending on tools used (CRM, email/SMS, automation platforms). We'll always explain tool costs before you commit.

We guarantee a clean implementation and working system. Outcomes depend on your offer, responsiveness, and volume.

What we control:

Speed + reliability of systems
Follow-up consistency
Tracking and visibility

Tools & Integrations

Software, platforms, and compatibility

We use the simplest stack that works.

Examples (not required):

• CRM platforms (varies by client)
• Automation platforms (Zapier/Make-style)
• Calendly-style scheduling
• Website/landing builders
• Analytics and dashboards

Yes—most projects start by integrating what you already use.

Yes, when needed.

Details:

• API connections
• Webhooks
• Data syncing between tools

Not always—but if you want consistent follow-up and clarity, a CRM (even a simple one) helps a lot.

Often yes—depending on your workflow and available connection options. If direct integration isn't possible, we can still improve response and follow-up using proven workarounds.

Data, Access & Security

We take privacy and access seriously.

• Least-privilege access where possible
• Use client-owned accounts
• Clear handoff when work is complete

Ideally no. We prefer admin invites, role-based permissions, and secure access methods.

Yes. Systems live in your tools/accounts. You keep access and control. We document the setup.

Yes—if you need one.

Want the simplest next step for your business?

Book a 30-minute call and I'll tell you what to fix first—and what to ignore.

Book a 30-min Strategy Call Take the Free Assessment

Websites & Conversion

Both—but landing pages usually convert faster and are ideal for ads/Yelp traffic.

We design for clarity and action. One clear offer, trust proof, simple lead capture, booking integration, and automated follow-up.

We handle the essentials (local visibility + on-page basics). Most clients benefit from better conversion + faster follow-up first.

Yes. Better CTA placement, better lead capture, follow-up automation, and clearer service messaging.

Reputation & Local Visibility

We set up a simple, consistent review flow: Automated review requests after jobs, response templates, and feedback capture to reduce bad reviews.

Yes. Categories/services alignment, photos and posts, consistency across listings, and review strategy.

Yes—good reviews can be leveraged better on your site, with stronger follow-up and reminders, plus increased local presence.

Support & Maintenance

Yes—optional monthly optimization and maintenance plans are available.

We can fix it quickly. Many issues are small (a disconnected integration, permissions, tool changes). Maintenance prevents surprises.

Yes—clear handoff notes and a "how it works" overview.

Absolutely. The best results come from launching fast wins, monitoring real usage, and iterating based on what's actually happening.

Ownership & Next Steps

Either: Take the free assessment (if you want a quick diagnosis), or book a 30-minute call (if you want a plan and timeline).

Book a 30-min Strategy Call

Use this rule:

• Missing leads / slow replies → Speed-to-Lead System
• Chaos tracking leads → CRM Command Center
• Traffic but low conversions → Conversion Page + Booking Engine
• Weak local trust/visibility → Reputation Boost

That's common. We prioritize:

Speed-to-lead
Follow-up consistency
Pipeline clarity
Visibility/reputation

Then we build in phases.

Yes—and that's usually the smartest move. We can launch a quick win in days, then expand.

Book the call or send a message—either works.

Book a 30-min Strategy Call