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The toolkit
Topic · 4 stories

Follow-up and scheduling

Most revenue is lost between the estimate and the appointment. These stories close that gap.

Where to start

Pick the story closest to your week

Each story is written for one trade in one city, because the fix changes with the season and the customer. If you are not sure where you fit, read the one whose opening paragraph sounds like your Tuesday.

Every story follows the same shape: what the leak costs, the manual fix you can run this week, the point where manual stops working, and the system that replaces it.

The toolkit

The manual fix first, always

We publish the free version of every system before we mention a tool that automates it.

What the toolkit covers

  • One account instead of five
  • Missed-call text back, calendar, reviews
  • Plans from $97/month
  • 14-day free trial