- 12:18 PMMissed callLogged to a new profileBuilt in your project
- 12:19 PMTextDrafted for one-tap approval: “Sorry we missed you. What can we help with?”Built in your project
- 12:24 PMReply“Need a quote on a furnace replacement.”
- 12:25 PMNext actionCall back by 2:00 PM with quote times
The systemDigital Automation
02 · The operating layer
Build the operating layer.
Responds, follows up and books without anyone chasing.
The job of this layer
Automation is what happens after someone reaches out. Every form, call and text lands on one living profile, gets a response and gets a next step.
Every lead gets a score, a place in the priority feed and a recommended next action, so nothing waits on someone remembering.
- Presence generates the opportunity.
- Automation acts on it.
- Tracking understands it and teaches the system what to do better next time.
What we build
The parts that keep work moving.
- Automation · items
- 7
- Live today
- 5
- Built in your project
- 2
- A1One living customer profile per lead, from every form, call and textThe whole history is on one screen before you pick up the phone.
- A2Calls placed through Aware recorded (with a spoken notice), transcribed and summarizedEvery call becomes notes, objections and a next step, without typing.
- A3Two-way SMS and email, with remindersReplies and reminders go out from one place, on time.
- A4Lead scoring, a priority feed and a recommended next action for every leadYou always know who to call next, and why.
- A5AI research that fills in missing details for a person to approveProfiles get richer without guessing.
- A6Follow-ups drafted for one-tap approvalThe follow-up is written; you just approve it.
- A7Missed calls on your business line answered with an instant text-back and logged to a profileNo missed call goes unanswered, even after hours.
How it connects
Where the opportunity gets acted on.
One system
Not one service or one product. One system that connects everything.
- Digital PresencePresence → AutomationPicks up every form, call and text that Presence brings in.
- Digital AutomationThis layerResponds, follows up and books without anyone chasing.
- Digital TrackingAutomation → TrackingLogs every call, message and outcome, so Tracking can see what booked.
In practice
A missed call becomes a text and a task.
What comes in
(403) 555-0199
DurationRang out · no voicemail
LineMain office
Week by week
Automation is built in weeks 2 to 5.
In a typical 8-week build, Automation is built in weeks 2 to 5. Connect and test runs in weeks 6 and 7, and the whole system goes live in week 8.
Typical build. Your proposal sets the exact dates.
- Kickoff
- Presence
- Automation
- Tracking
- Connect & test
- Go-live
The next step
Find out what your current setup is costing you.
The audit maps how customers find you, contact you and slip away today. You get a written report: your scores, where work leaks, what it costs and a fixed-scope plan to fix it.
What happens next
- Book2-minute form. We call you the same business day to book a time.
- 30-minute audit callWe review your site, calls, follow-up and tracking with you.
- Your written reportWithin 3 business days: your scores, where work leaks, what it costs and a fixed-scope plan.
One system
Not one service or one product. One system that connects everything.