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AI & Automation

Leads that land where your team already works

Connecting your website's forms and phone calls to wherever your team actually works, so inquiries stop landing in a mailbox nobody has open. The problem this solves is unglamorous and expensive: leads that arrived, were never followed up, and were never counted as lost because nobody knew they existed.

How it runs

What actually happens, in order

  1. Find out where inquiries currently go, and go to die

    Week 1

    Count the form submissions on the site against the inquiries your team can account for over the same period. On most local businesses those two numbers differ, and the gap is the entire business case for this work.

  2. Route everything into one place

    Weeks 1–3

    Forms, calls, chat and quote requests into the system your team already uses — ServiceTitan, Jobber, Housecall Pro, HubSpot, Salesforce, or a shared inbox that is genuinely watched. Which system matters far less than there being exactly one.

  3. Carry the source through

    Week 2

    Every lead arrives tagged with where it came from — organic search, a specific ad campaign, the map pack — and that tag survives into the CRM. Without it you can measure cost per lead but never cost per job, which is the only number that tells you where to spend next year.

  4. Make it impossible to silently lose one

    Week 3

    An inquiry that has not been actioned raises its head after a set time. Not a report nobody opens — a notification to a person, because the failure mode here is always a busy week rather than a broken system.

  5. Test it by breaking it

    Week 3

    Deliberately fail the connection and confirm the inquiry still arrives somewhere. An integration with no fallback turns a working contact form into a silent one the day an API key expires, and nobody finds out for a month.

Scope

What is included — and what is not

Both lists, because the second one is where projects go wrong and almost nobody publishes it.

  • Audit of current lead flow, with the count of what arrives versus what gets actioned
  • Forms, calls and chat routed into your existing CRM or job management system
  • Source and campaign attribution carried into the CRM record
  • Follow-up alerts for inquiries nobody has touched
  • A fallback path so a failed integration never swallows an inquiry
  • Failure alerting, so a broken connection is noticed the same day
  • CRM licenses and subscription costs
  • Migrating historical data between CRMs, which is scoped separately
  • Choosing your CRM for you — though we will say plainly if the one you have is the reason nothing gets followed up

Straight answers

Questions people actually ask

How many leads am I actually losing?
Count your form submissions for last month and ask your team how many inquiries they handled. Almost every business that does this exercise finds a gap. The usual causes are an email going to someone who left, a notification address that bounces, or a spam filter — all of which are invisible from your side because a form that submits successfully looks identical either way.
I use ServiceTitan / Jobber / Housecall Pro. Will this work?
Yes — those are common in the trades and all support integration. If yours does not have a clean way in, there is almost always a workable path, and we will tell you honestly if it is going to be fragile rather than building something that breaks quietly.
What if I do not have a CRM?
Then a shared inbox with a real process beats a CRM nobody updates. We would rather make what you have reliable than sell you a system that becomes another place inquiries go unread.
Why does tracking the source matter?
Because without it you know what a lead cost but not what a job cost, and those rank your marketing channels differently. The channel with the cheapest leads is frequently not the one producing the work — and you cannot see that until the source follows the lead all the way to the invoice.
What happens if the integration breaks?
The inquiry still goes to email as a fallback, and we get alerted that the connection failed. That fallback is the whole point: an integration without one converts a working form into a silent one, which is strictly worse than never having integrated it.

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Start with the free audit. It takes two seconds and it is honest about what it cannot see.

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