What we've built, step by step.

Pool service company

We set up a text, sent in the owner's name, that asks each customer for a Google review on their service day. Their reviews went from 2 to 30 in two weeks.

The situation

This pool service company's customers stick with them, and most of their new business came from word of mouth. But their Google profile had only two reviews, so anyone searching for a pool service had no way to see how happy those customers were.

How it works

1. We took their active customers from the software they already use to run their pool routes and loaded them into GoHighLevel, the software that sends the texts.
2. On each customer's service day, after the visit, a text goes out in the owner's name. It asks for a Google review and links straight to the review form. There's no discount or gift for leaving one.
3. If someone other than the owner services that pool, the text mentions that pool tech by name.
4. Anyone who doesn't click gets one reminder the following week.
5. Anyone who clicks or replies is never asked again. The whole campaign ran for two weeks.

The result

• 2 Google reviews to 30 in two weeks
• Rating still 5.0

Where else this works

Lawn care, house cleaning, pest control, and any business that visits its customers on a regular schedule.

Pool service company

Every customer call is transcribed, summarized, and scored from 1 to 10. A low score emails the office, and if nobody has called that customer back a day later, the office gets a second alert.

The situation

This company makes all of its calls through its business phone system, and every call was saved there. But none of it showed up in GoHighLevel, the software where they keep customer notes and track outreach. Nobody could open a customer's record and see how their last call went, so an unhappy customer could go unnoticed until they cancelled.

How it works

1. We connected their business phone system to GoHighLevel. The phone system is Quo, which used to be called OpenPhone.
2. After every call, an automation built in n8n, a tool that connects business software, sends the recording to OpenAI, the company behind ChatGPT. It transcribes the call, writes a short summary, and scores it from 1 to 10. A low score means an unhappy customer.
3. The summary and score are saved on that customer's record in GoHighLevel, next to their notes.
4. Any call that scores 4 or lower sends the office an email. The alert could just as easily go out as a text or a message in Slack.
5. Every new call with that customer gets a new score. If someone calls back and fixes the problem, that call scores 5 or higher and the flag clears.
6. If the score still reads 4 or lower a day later, nobody has followed up yet, so the office gets a second alert.

Where else this works

Heating and cooling companies, property managers, dental offices, and any business where customers call in with problems.

Our own business

After meeting someone new, one short form starts the follow-up. The next day they get a text, and an AI assistant handles the replies and books a virtual coffee on the calendar.

The situation

Meeting people is the easy part of networking. The follow-up is what slips in a busy week: texting each person, answering questions about what we do, and finding a time to meet.

How it works

1. Right after meeting someone, Jake fills out a short form with their details, their industry, and what they talked about. If he's met them before, it updates their record instead of making a second one.
2. The next day, they get a text.
3. When they reply, an AI assistant carries the conversation. It answers questions about what we do from our brand guide, and it books a virtual coffee straight onto Jake's calendar.
4. Once they book, the assistant steps back. They get a confirmation by text and email, a reminder two days before with a link to reschedule, and one more reminder two hours before.
5. If they show up, they're offered our free course afterward. About six weeks later, they're invited to a second coffee.
6. Anyone who doesn't reply gets a later text saying Jake has clients looking for someone in their industry. It lets them know he's open to sending referrals their way.

Where else this works

Real estate agents, financial advisors, insurance agents, and anyone whose business grows through the people they meet.

Consulting business, reaching out to potential clients

Generic emails get ignored. This automation reads each potential client's LinkedIn profile first, then AI writes the opening line about their role and work.

The situation

Before emailing a potential client, a salesperson looks them up, reads about their work, and writes an opening line that shows real homework. That research is what earns a reply, and it's the first thing skipped on a busy week.

How it works

1. A list of potential clients from a contact database goes into GoHighLevel, the software that holds the business's contacts.
2. For each person, the automation pulls their LinkedIn profile, including their role and the work they do.
3. AI makes an educated guess at the problem this person most likely has, based mostly on their industry and their LinkedIn profile. It also picks one detail about them to open with.
4. It writes the subject line and the email around both, so the first thing they read is about them.

Where else this works

Marketing agencies, recruiters, consultants, and anyone who sells to other businesses.

Company with salespeople on the road

Salespeople log each visit from a form on their phone. That feeds the bonus math automatically, and a report that updates itself shows everyone's activity.

The situation

Salespeople make in-person visits all week and jot down who they saw, what they talked about, and how many miles they drove, when they remember to. Their bonus depends on those visits, so someone in the office retypes the notes into a spreadsheet and works out what each person earned.

How it works

1. Each salesperson has their own visit form on their phone.
2. Right after a visit, they fill it in: who they met, that person's job, what they talked about, and the miles driven.
3. Submitting it adds the visit to that contact's history. It also updates where the contact sits on the sales board, which shows how far along every relationship is.
4. Calls made through the company's phone system are recorded automatically, so the form is only for in-person visits.
5. Visits and calls feed a spreadsheet that does the bonus math. A report that updates itself shows each salesperson's activity.

Where else this works

Medical device salespeople, wholesale suppliers, insurance agents, and any team that sells in person.