🎯
40–55 hrs
Lead Auto-Response & Speed-to-Lead
Lead from Google, Facebook, or website → instant reply → scored and routed to rep → scheduling link sent. Beat every competitor to the first conversation.
📋
35–50 hrs
Proposal Follow-Up Sequence
Proposal sent → follow-up at day 3, 7, 14 → financing reminder at day 10 → CRM updated. Stop letting six-figure proposals expire without a word.
🔧
30–45 hrs
Installation Milestone Updates
Milestone reached (permit submitted, approved, install scheduled, PTO filed) → automated SMS+email update to customer at each stage. Customers stay informed, not anxious.
📈
35–55 hrs
Weekly Pipeline & Revenue Report
Leads by stage, proposals out, contracts signed, installs scheduled, projected revenue → Monday email. Run your pipeline without opening your CRM.