/The three jobs an automation stack should do
Capture every lead. Follow up instantly. Ask for a review every time. Do those three things consistently and you will out-earn competitors who work twice as hard.
/Capture: a website that collects
Short forms, click-to-call buttons on mobile, and a single booking link. Strip anything that adds friction. Four fields beats ten, every time.
/Follow up: speed wins the job
An instant auto-reply acknowledging the enquiry, an SMS to the owner, and a scheduled text two hours later if there is no response. We use a combination of the CRM's native automations and Zapier, nothing exotic.
/Book: remove the phone tag
A booking page with real availability converts two to three times better than "we will call you back." Trade clients often resist this at first, until they see the calendar fill itself.
/Review: make it automatic
The day after a job completes, an SMS with a one-tap Google review link. This single automation has taken clients from 12 reviews to 200+ in a year, which then lifts local SEO for free.
/Our default stack
HubSpot (or Zoho) for CRM, Zapier for glue, Calendly for booking, Twilio for SMS, and Google Business Profile for reviews. Boring, reliable, and fast to deploy.
