Strategy & automations
A plan, then the automations that make it stick
One working session, a written 90-day plan, and the follow-up, booking, and reporting automations that stop leads falling through.
Who this is for
You're the bottleneck
Leads wait on you. Follow-up happens when you remember.
Tools that don't talk
CRM, calendar, inbox, spreadsheet. Four sources of truth.
Planning a push
New location, new service, new market — and no plan yet.
What's included
Strategy sessions
Ninety minutes that produce a plan
Positioning, offer, channels, and the three things to do this quarter.
- Positioning and offer
- Channel priorities
- 90-day plan with owners
- What to stop doing
Lead follow-up automation
Speed to lead, automatically
Instant replies, missed-call text-back, reminders, and review requests — built on HighLevel, with custom code where it's needed.
- Instant text and email reply
- Missed-call text-back
- Appointment reminders
- Review requests
Reporting
One page, weekly
Leads, bookings, spend, reviews — one dashboard and a weekly email.
- One dashboard
- Weekly email
- Numbers you'll actually read
Process & tooling
The CRM set up the way you actually work
Pipelines, stages, handoffs, and who does what.
- Pipeline design
- Stage definitions
- Handoffs and owners
- Training
AI agents for operations
When the process should be an agent
Intake, qualification, drafting, and monitoring agents — with approvals.
- Intake and qualification
- Drafting and follow-up
- Monitoring and alerts
- Approval steps
A typical automation map
- 01
Lead in
Form, call, or message
- 02
Instant reply
Text and email in seconds
- 03
Qualify
Questions, not forms
- 04
Book
Calendar, confirmed
- 05
Follow-up & review
Reminders, then a review request
How it works
01
Working session
Ninety minutes. Bring the numbers.
02
Written plan
Priorities, owners, tools, in writing.
03
Build automations
Follow-up, booking, reporting.
04
Train the team
So it survives without us.
05
Monthly check-in
What moved, what's next.
What this looks like running every day
One account, twelve marketing surfaces, one standing daily routine across all of them — both ad networks, the profile, the website, the analytics stack, social, and the conversion pipeline into their practice-management software.
12
marketing surfaces managed
Ads, profile, site, analytics, social
120
days of daily management
311 report artifacts
Emergency Dentist · Salt Lake City, UT
Work
Clients we do this for
A few of the businesses this service runs for. Every card opens their live site.
Emergency Dentist
Emergency dentistry · Salt Lake City, UT
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1st Chair Thai & Ramen
Thai and ramen restaurant · Brian Head, UT
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