The systemDigital Automation

02 · The operating layer

Build the operating layer.

Responds, follows up and books without anyone chasing.

Book an infrastructure audit Free · 30 minutes · No obligation

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

Live todayBuilt in your project

The parts that keep work moving.

Automation · items
7
Live today
5
Built in your project
2
Live todayRuns in Aware OS today.
  • 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.
Built in your projectWe build it and tailor it to your business during the engagement.
  • 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

Missed call12:18 PM

(403) 555-0199

DurationRang out · no voicemail

LineMain office

Marc R.Living profile · updated with every touchIllustrative example
  1. 12:18 PMMissed callLogged to a new profileBuilt in your project
  2. 12:19 PMTextDrafted for one-tap approval: “Sorry we missed you. What can we help with?”Built in your project
  3. 12:24 PMReply“Need a quote on a furnace replacement.”
  4. 12:25 PMNext actionCall back by 2:00 PM with quote times

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.

  • KickoffKickoff: week 1
  • PresencePresence: week 1–3
  • AutomationAutomation: week 2–5
  • TrackingTracking: week 4–6
  • Connect & testConnect & test: week 6–7
  • Go-liveGo-live: week 8

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.

Free · 30 minutes · No obligation · Priced after the auditCalgary, Alberta · For service companies across Canada

What happens next

  1. Book2-minute form. We call you the same business day to book a time.
  2. 30-minute audit callWe review your site, calls, follow-up and tracking with you.
  3. 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.