How It Works

From Zero
To Running.

We handle everything. You go from first call to a fully automated lead system in 14 days flat, without lifting a finger.

Start the Process See the Steps
14
Days to go live
5
Simple phases
0
Hours of your time needed

Built to Run
Without You

Every step is handled by our team. You get a done-for-you system that captures, follows up, and books leads around the clock.

01
Discovery Call

We Learn Your Business

In a 30-minute strategy call we map your current lead flow, identify the gaps that are costing you jobs, and build a plan specific to your trade and market.

  • Audit your existing lead capture setup
  • Identify your biggest revenue leaks
  • Map out a custom growth roadmap
  • No obligation, no fluff, no sales pressure
Your Strategy Call
Review current lead flow
Done
Identify gaps and missed revenue
Done
Build custom growth plan
Live
Confirm scope and timeline
Kick off onboarding
02
Onboarding

We Get the Keys

You fill out a simple intake form, we handle the rest. Our team sets up your account, connects your tools, and builds your automations from scratch.

  • Simple intake form, takes under 15 minutes
  • We connect your existing number and CRM
  • Build your full automation library
  • Done in 48 hours or less
Onboarding Checklist
Intake form submitted
Done
Account setup + integrations
Done
Phone number configured
Live
Automations built and tested
Approval and sign-off
03
Build and Launch

System Goes Live

Our team builds your speed-to-lead flow, missed call automation, follow-up sequences, and review funnel. Everything is tested and goes live within 14 days.

  • 10-second lead response system activated
  • Missed call text-back running 24/7
  • SMS and email follow-up sequences live
  • Full QA before anything touches your leads
Lead Response Live Preview
New lead submitted · Just now
Hi! Thanks for reaching out to Summit Roofing. We saw your inquiry and want to help. Are you available for a quick call today?
Response sent in 8 seconds
Yes! This afternoon works great.
04
Optimize

We Watch the Numbers

In the first 30 days we monitor response rates, booking conversions, and follow-up performance. We tweak messaging, timing, and sequences until the numbers are right.

  • Weekly performance check-ins
  • A/B test messaging and send times
  • Adjust sequences based on real data
  • You get a clean report, not a wall of data
30-Day Performance Snapshot
Lead Response
97%
Booking Rate
74%
Follow-Up Open
88%
Review Requests
61%
05
Scale

More Jobs, Less Work

Once your system is dialled in, we layer on growth tools like paid ads, referral campaigns, and AI voice agents. Your business runs itself while you stay on the tools.

  • Add paid ads when you are ready to scale
  • Referral campaigns turn jobs into more jobs
  • AI voice agent handles calls overnight
  • You choose what to add, we handle the build
Monthly Lead Volume
142
Leads In
89%
Contacted
38
Jobs Booked

Day by Day
Breakdown

From the moment you book a call to the moment your first automated lead response fires, here is exactly what happens.

1
Day 0
Discovery Call

30-minute strategy call. We audit your setup, spot the leaks, and map a custom plan. No obligation, no pitch deck.

2
Day 1 to 2
Intake and Account Setup

You complete a short intake form. We set up your account, connect your phone number, and start building your automations in the background.

3
Day 3 to 7
Build Week

Our team builds your speed-to-lead flow, missed call sequences, follow-up campaigns, and review funnel. Everything is custom to your business.

4
Day 8 to 10
Testing and QA

We run full end-to-end tests across every touchpoint. Nothing goes live until it is sending correctly, booking reliably, and responding in seconds.

5
Day 14
You Go Live

Your system is live. The first lead that comes in gets a response in under 10 seconds. You are back on the tools while we keep an eye on performance.

6
Day 30+
Optimize and Scale

We review the data, sharpen the messaging, and layer in growth channels when you are ready. More leads. More jobs. No extra work from you.

What People
Usually Ask

Straight answers about how the process actually works.

About 45 minutes total. You have a 30-minute strategy call and fill out a 15-minute intake form. After that, our team handles everything and you will not need to get involved again until launch day.

We work alongside your existing tools wherever possible. We integrate with most booking and CRM platforms, and in cases where direct integration is not available, we build bridge workflows so nothing falls through the cracks.

No. We either port your existing number or set up a forwarding system, so your current number keeps working and your clients never notice any change.

We continue monitoring your system. In the first 30 days we review response rates, booking conversions, and follow-up performance weekly. After that we check in monthly and push updates as needed.

Yes. On the discovery call we will walk you through a live demo of the full system and show you exactly how a lead moves from first inquiry to booked job. No imagination required.

Ready to Start?

14 Days to a
Lead Machine

Book a free strategy call and we will show you exactly what your system looks like before you commit to anything.

Book a Free Call
Free · No obligation · 30 minutes