Automation that handles the busywork after every lead.
Follow-ups, booking confirmations, invoice reminders and review requests that run on their own, so nothing slips while you're on a job.
The problem
What Bergen County businesses tell us
- 01
Leads go cold
When nobody follows up the same day, the customer books whoever called back first.
- 02
Paperwork at night
Confirmations, reminders and chasing invoices eat the evenings you should have off.
- 03
Reviews never happen
Happy customers would leave a review, but nobody asks at the right moment.
What's included
What you get with Workflows & Automation
- 01
Instant lead follow-up
A text or email goes out within minutes of every new inquiry.
- 02
Missed-call text-back
Callers you couldn't answer get a quick text so they don't move on.
- 03
Booking confirmations
Automatic confirmations and day-before reminders cut no-shows.
- 04
Quote follow-ups
A friendly nudge a few days after you send a quote.
- 05
Invoice reminders
Polite payment reminders, so you don't have to chase.
- 06
Review requests
A review request goes out after each finished job.
How it works
Workflows & Automation: how it works
- 1
Map your process
We walk through what happens after a lead comes in today.
- 2
Build the automations
We write the messages in your voice and set up the triggers.
- 3
Test real scenarios
We run test leads, bookings and invoices end to end.
- 4
Go live and tune
We switch it on and adjust timing based on what works.
See it in action
A quick look
Everything below is a sample or demo for illustration, not a real client.
Demo workflow for illustration. Your automations are built around your own process.
Best for
Trades we build this for
Serving businesses across Bergen County, including Teaneck, Fair Lawn, Englewood and more towns.
Pricing
Custom quote
Workflows & Automation is part of our Growth and Operator plans, quoted to fit your business.
How it fits The Formula
Even better together
Each element builds on the others. Here's how this one connects.
FAQ
Workflows & Automation: common questions
Do I need to buy new software?
Usually not. We start with the tools you already use where we can, and only suggest something new when it clearly saves time.
Will the messages sound robotic?
We write follow-ups in your voice and keep them short. You approve every message before it goes live.
What happens when a customer replies?
Replies come straight to you or your team, so real conversations stay with real people.
Can I pause or change an automation later?
Yes. Any automation can be paused, edited or switched off, and we'll make changes for you as your business changes.
Get started
Let's talk about your business
Tell us a bit about your business and we'll follow up with next steps. No obligation.