Make the next step
happen.

From a managed lead funnel to a completely automated marketing engine, I connect the website, inquiry, follow-up, and reporting around the way your business actually works.

Get a free 24-hour growth plan

Start with the bottleneck.

You might need more inquiries. You might already have inquiries that go unanswered. Those are different problems. I map where opportunities slow down before recommending more software or more traffic.

01

Managed lead funnel

A coordinated scope for the website, search visibility, conversion tracking, and lead handling. The aim is to connect acquisition with the response—not treat them as separate projects.

Search, Maps, and referrals lead to your website, a captured inquiry, and a booked job. Each handoff is tracked.
Acquisition, response, and booking in one connected workflow.
02

Marketing automation

Build approved follow-up, appointment reminders, estimate check-ins, and maintenance reminders around defined events. Messaging channels, customer permissions, and third-party costs are agreed up front.

Example rules: new inquiry triggers follow-up; booked visit triggers a reminder; completed job triggers a check-in.
Example triggers. Timing, channels, and permissions are agreed with you.
03

Practical AI implementation

Use AI for useful support: drafting responses, summarizing inquiries, and helping organize information. Define what requires human approval and what customer data each chosen tool can access.

A customer inquiry becomes an AI summary and draft. You review and edit before approving the response.
An example with human approval built into the workflow.
04

Reporting + exception handling

Make the process visible. Decide who is responsible when an integration fails, an inquiry is incomplete, or a prospect needs a personal response. Automation needs an owner.

Calls, bookings, and revenue feed reporting and workflow checks. Normal activity is logged; issues are flagged to an owner to resolve.
Track the results and route failed handoffs to a named owner.

A clear path
from here.

  1. Map the actual workflow: where leads arrive, who responds, how estimates move, and what happens when a customer goes quiet.
  2. Build one valuable connection first, test it with non-customer data, and confirm the handoffs and review points.
  3. Expand to an automated marketing engine where it makes sense, with monitoring and human review for the exceptions.
An automated engine doesn’t mean an unattended business. Your team still owns service decisions, customer relationships, and approvals for sensitive actions.

Before you decide.

What is the managed lead funnel offer?

It combines the agreed acquisition work with measurement and lead handling. The exact channels, ongoing tasks, and app requirements are defined for your business—not assumed to be included in every package.

Do I have to replace every tool I use?

No. I first look at what already works and what can connect safely. A custom app is an option when ownership or workflow needs justify it.

Can AI answer every customer automatically?

That isn’t the default. I start with bounded tasks, review requirements, and clear limits. Pricing, technical advice, and unusual situations may need a person.

Find your next move.

Tell me where you are now. I’ll personally review your website, local visibility, and lead flow, then email your one-page growth plan within 24 hours of receiving your request.

Get my free growth plan