CRM + MARKETING AUTOMATION
Your business keeps following up—even when you’re busy.
Capture leads, reply in seconds, book appointments, reduce no-shows, request reviews and reactivate old opportunities through one connected system.
Alex received a reply and booking link automatically.
RespondInstantly engage new leads
BookMove interest into calendars
DeliverKeep customers informed
RepeatDrive reviews and return visits
12 CONNECTED CAPABILITIES
One system working every lead, every day.
Most businesses do not need more disconnected software. They need a dependable process that responds quickly, remembers every conversation and moves each opportunity forward without constant manual effort.
These automations connect the full customer journey—from the first missed call to the next service reminder.
01☎
Missed Call Text Back
Automatically sends an SMS to any caller within 60 seconds of a missed call. No lead goes unanswered even when the owner is on the job.
02↻
Lead Follow-Up Sequences
Multi-step automated SMS and email follow-ups triggered the moment a lead comes in. Day 1, Day 2, Day 4, Day 7—all automatic. No manual effort needed.
03▣
Appointment Booking Automation
Once a lead responds, an automated booking link is sent. The client selects a time, it gets added to the calendar, and confirmation is sent instantly.
04◷
Appointment Reminders
Automated reminders sent 24 hours and 1 hour before every appointment. Reduces no-shows by up to 60%.
05★
Review Request Automation
After every completed job, an automated SMS is sent requesting a Google review. Builds online reputation on autopilot.
06↺
Dead Lead Reactivation
Re-engages old leads that never converted through automated campaigns. Turns a forgotten database into new revenue without any ad spend.
07▥
CRM Pipeline Management
Every lead is tracked through a visual pipeline—New Lead, Contacted, Appointment Set, Quote Sent, Won, Lost. Full visibility, zero guesswork.
08✉
SMS & Email Marketing Campaigns
Broadcast promotional offers, seasonal campaigns, and announcements to your entire contact list via SMS and email in one click.
09⟳
Recurring Service Reminders
Automatically reminds past customers when they’re due for their next service. Drives repeat business without any manual outreach.
10▤
Online Forms & Lead Capture
Custom forms embedded on websites or landing pages. Every submission flows directly into the CRM and triggers automated follow-up instantly.
11☵
Two-Way SMS Conversations
Real-time two-way messaging between the business and its customers—all logged and managed inside one dashboard.
12◇
Landing Pages & Funnels
High-converting landing pages built inside GHL connected directly to the CRM. Run ads, capture leads, trigger automation—all in one system.
FROM ENQUIRY TO REPEAT CUSTOMER
A customer journey that moves itself forward.
Automation handles the repetitive steps. Your team stays focused on conversations, delivery and closing work.
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3 AUTOMATION PACKAGES
Choose how much of your customer journey runs automatically.
Prices are editable defaults. Checkout covers the first month; automatic renewal requires a compatible WooCommerce subscriptions extension. Messaging, phone, email and GHL usage charges may be billed separately.
START RESPONDING
Automation Starter
For a small service business that needs faster response and fewer missed appointments.
- Missed call text back
- Basic lead follow-up
- Booking automation
- Appointment reminders
- CRM pipeline setup
MOST POPULAR
GROW CONSISTENTLY
Growth Automation
For a growing team ready to connect lead response, reputation and repeat business.
- Everything in Starter
- Review request automation
- Dead lead reactivation
- Two-way SMS
- Recurring service reminders
- Monthly campaign support
FULL REVENUE SYSTEM
Revenue Engine
For an ambitious business that wants campaigns, funnels and advanced workflows in one system.
- Everything in Growth
- Advanced workflow buildout
- SMS and email broadcasts
- Custom forms and lead capture
- Landing pages and funnels
- Priority optimization
AUTOMATION QUESTIONS
Know exactly how it works.
Clear expectations before we connect your leads, conversations and calendar.
What platform powers the automations?
The workflows, CRM, forms, messaging, calendars and funnels are built inside GoHighLevel (GHL), configured around your customer journey.
Are messaging and phone charges included?
Usage-based SMS, phone, email, number registration and third-party platform costs may be charged separately. Your final scope will state exactly what is included.
Can I keep my current phone number and calendar?
Compatibility depends on your provider and setup. We review your current systems first, then recommend connection, forwarding or migration options.
Will messages sound robotic?
No. Message templates are written in your brand voice and can use lead details, timing rules and natural branching. Your team can take over a live conversation whenever needed.
What happens after checkout?
We confirm your chosen package, business process, access, compliance needs, integrations and usage costs before configuration begins.