Aware Automation

Your digital operations.

Eliminate countless hours of administrative work.

19problems it fixes

Named systemAware Data Enrichment

OwnsEnrichEngageConvert

01 — What Automation covers

What Aware Automation fixes.

19 problems

  • A01
    ✓ You picked this

    Calls get missed on job sites and after hours

    Aware buildsEvery missed call gets an immediate response and a callback task

  • A02
    ✓ You picked this

    Forms and messages sit overnight in an inbox nobody checks

    Aware buildsAn instant reply to every inquiry, any hour

  • A04
    ✓ You picked this

    A lead is a name and a number, and nobody knows who they are

    Aware buildsThe digital entity, built out by Aware Data Enrichment

  • A07
    ✓ You picked this

    Follow-up depends on memory and stops after one try

    Aware buildsAutomatic, timed follow-up until there’s an answer

  • A08
    ✓ You picked this

    Quotes go out and go quiet

    Aware buildsQuote follow-up until a yes or a no

  • A15
    ✓ You picked this

    Automations break silently and need constant babysitting

    Aware buildsAutomations that monitor and adjust themselves

  • A03
    ✓ You picked this

    Leads arrive through many channels and get lost

    Aware buildsOne inbox: every call, form, text and email becomes a customer profile automatically

  • A05
    ✓ You picked this

    Customer history lives in someone’s head, on paper or in spreadsheets

    Aware buildsOne living profile per customer, with the full history

  • A06
    ✓ You picked this

    Nobody knows who to call next

    Aware buildsLead scoring, a priority feed and the next action for every lead

  • A09
    ✓ You picked this

    Booking is phone tag

    Aware buildsOnline booking, calendar sync and automatic confirmations

  • A10
    ✓ You picked this

    Customers no-show or cancel late

    Aware buildsReminders by text and email

  • A11
    ✓ You picked this

    Calls leave no notes behind

    Aware buildsCalls through Aware are recorded with notice, transcribed and summarized

  • A12
    ✓ You picked this

    Details get typed into three different tools

    Aware buildsTools connected, so information is entered once

  • A13
    ✓ You picked this

    Handoffs between the office and the crew get dropped

    Aware buildsTasks and handoffs assigned automatically

  • A14
    ✓ You picked this

    Every staff member does it differently

    Aware buildsThe process is built into the system, so everyone follows the same steps

  • A16
    ✓ You picked this

    Admin eats the owner’s evenings

    Aware buildsThe system takes over the repetitive work

  • A17
    ✓ You picked this

    Growing means hiring more admin staff

    Aware buildsThe system absorbs the workload instead

  • A18
    ✓ You picked this

    Invoices go out late, and overdue accounts are chased by hand or not at all

    Aware buildsBuilt-in billing, with overdue accounts followed up automatically

  • A19
    ✓ You picked this

    The business runs across 15 disconnected tools and pays for every one

    Aware buildsOne Aware dashboard: most of the stack built in, with integrations where they make sense

Don’t see yours? Bring it to the audit

Aware Data Enrichment

02 — Named system

Every lead becomes a digital entity.

When someone first contacts a business, a traditional system leaves it with a name, a phone number, an email and an address. Aware turns that first interaction into a digital entity. A person approves what gets saved.

One lead, one digital entity

Built in your projectSample
John SmithDigital entity · learns with every touch
Quote booked6 sources · updated just now

Who

Profile
Caller · Calgary NW
Property
Detached home, established neighbourhood

Where they came from

Source
Search ad · “permanent lighting”
Looked at
Pricing, gallery, financing

What happened

Conversations
Missed call → text-back → callback in 4 min · call summarized
Wants
Permanent lights before December, roofline only
Concern
Worried about drilling into new soffits

What to do next

Est. value
$4,800 – $6,200 · Estimate
Approach
Lead with the no-drill clip system
Next action
Confirm Thursday; bring clip samples

Activity

  1. 9:43 PMOn-site quote booked · Thu 6:30 PM
  2. 9:41 PMReply: “Evenings work best.”
  3. 9:20 PMCall recorded, transcribed and summarized

The system uses the open web and connected sources to progressively understand

  1. who that person is
  2. their context and potential needs
  3. how they found the business
  4. what they interacted with
  5. when they reached out
  6. what may be relevant to the relationship

Entity context improves

  • sales approaches
  • follow-up
  • communication
  • lead prioritization
  • campaigns
  • offers
  • split testing
  • customer experience
  • recommendations
  • next actions

Instead of simply knowing that a lead exists, the business begins to understand the opportunity behind the lead.

Automation acts, Growth learns: Aware Smart Split Testing

03 — One place to run it

One place to see every conversation and every next step.

Calls, texts, emails, follow-ups, bookings and reminders run from the same workspace, on the same customer profile.

Aware OSRidgeline HeatingSample
Conversations · one inboxCalls, texts, emails and forms on one thread per customer.
  • (403) 555-0187 · missed callTexted back automatically · 9:14 pmReplied
  • Dana K. · “Any update on the furnace quote?”Email · 8:40 amAnswered
  • Website form · exterior lightingForm · 7:15 amNew

04 — What we build

Every capability, built in your project.

7 capabilitiesWe build it around your business as part of your engagement.

  1. One living customer profile per lead, from every form, call and textThe whole history is on one screen before you pick up the phone.
  2. Calls placed through Aware recorded (with a spoken notice), transcribed and summarizedEvery call becomes notes, objections and a next step, without typing.
  3. Two-way SMS and email, with remindersReplies and reminders go out from one place, on time.
  4. Lead scoring, a priority feed and a recommended next action for every leadYou always know who to call next, and why.
  5. AI research that fills in missing details for a person to approveAware Data EnrichmentProfiles get richer without guessing. Part of Aware Data Enrichment.
  6. Follow-ups drafted for one-tap approvalThe follow-up is written; you just approve it.
  7. Missed calls on your business line answered with an instant text-back and logged to a profileNo missed call goes unanswered, even after hours.

05 — What you’ll see

In your monthly review.

What the system produced, what it learned, what it changed and what comes next, measured against the baseline from your audit.

Monthly review · last 6 monthsSample
  • First-reply time

    Better

    3 h to 4 min

    to the first replyHow fast does the business respond?
  • Missed-call recovery

    Better

    0 to 7 of 10

    missed calls recoveredHow many missed calls became jobs?
  • Quote-to-job rate

    Better

    22% to 34%

    of quotes closeHow many quotes close?
  • Booked rate by source

    Better

    28% to 39%

    of leads book a jobWhich sources produce jobs?
  • Monthly leak

    Better

    100% to 38%

    of the audit baselineWhat is still being lost? (the audit formula)

06 — Questions owners ask

Answered plainly.

Do we have to babysit the automations?

No. Aware’s automations are built to monitor and adjust themselves, and every change they make is written to your change log.

What runs on its own, and what do we approve?

The system ranks leads, sends follow-ups, reminders and review requests, and routes work to the right person. A person approves new information before it’s saved to a customer’s profile, new message wording before its first use, and any change to the rules.

Where does enrichment information come from?

From the open web and your connected sources. A person approves what gets saved to the digital entity, and a privacy review is complete.

Are calls recorded?

Calls placed through Aware are recorded with a spoken notice, transcribed and summarized, so every call leaves notes behind.

Will the system send cold texts or emails?

No. Consent and contact rules always hold: no cold texts or emails, contact-frequency limits and quiet hours.

Automation is one layer. Here’s the next one.

Next in the systemAware GrowthYour digital intelligence.Every job traced, every process improving, the math done live.Explore Aware Growth

The next step

Find out what your current setup is costing you.

Free · 30 minutes · No obligation · Priced after the auditCalgary, Alberta · Serving businesses across Canada

  1. 01BookWe call you the same business day to book a time.
  2. 0230-minute auditWe review your website, calls, follow-up and numbers with you.
  3. 03Written report within 3 business daysScores, where work leaks, and the monthly leak.