How It Works

How it works: from your biggest headache to a working solution in 14 days.

You tell me the problem. I build the workflow. Your team gets a simple handoff and 30 days of tuning support.

Get Your Free Workflow Plan

Watch the overview

Missed call

Auto text-back

Lead captured

Job booked

2 min

Demo coming soon

Interactive workflow demo

Live Demos

Watch a missed call turn into a booked job

Customer calls while you’re busy. Instead of losing the lead, the workflow handles it automatically.

Call missed

Auto text-back sent

Customer is typing...

Customer replies

Lead saved to CRM

Lead rescued

2:14

Thursday, March 13

Waiting...

14-day timeline

Days 1–5

Discovery & Setup

Day 1

Kickoff and baseline

Agree on the business goal and KPI target.

Day 2

Process intake

Map your current steps and where jobs are getting stuck.

Day 3

Access setup

Get the right logins and permissions.

Day 4

Workflow design

Finalize trigger → actions → owner handoff.

Day 5

Message draft

Write and approve customer-facing messages.

Days 6–9

Build & Test

Day 6

Build starts

Implement the workflow in production-ready form.

Day 7

QA pass

Test expected and edge-case behavior.

Day 8

Pilot launch

Run controlled traffic through the workflow.

Day 9

Pilot tune

Adjust timing, routing, and wording.

Days 10–14

Launch & Handoff

Day 10

Rollout

Move to primary live usage.

Day 11

KPI dashboard

Turn on tracking for speed and outcome metrics.

Day 12

Team walkthrough

Train team members on day-to-day usage.

Day 13

Fallback checks

Document backup and rollback steps.

Day 14

Launch review

Confirm handoff package and first optimization plan.

What we need from you

Primary owner and operations contact

Current tools list (CRM, scheduling, invoicing, phone, email, forms)

User access or invite permissions for required systems

Top one to two bottlenecks to solve first

Current monthly volume and team roles involved

Approval contact for customer-facing messages

What you get

Workflow map

Simple SOP for your team

KPI dashboard

Team training session

Rollback plan

30-day optimization plan

Delivery stack

Practical tooling

Next.js + Vercel for the website, intake, and admin surfaces

Supabase for workflow state, logs, client config, and artifacts

OpenAI for structured drafting, parsing, and guarded AI steps

Twilio for SMS and voice-triggered workflows

n8n Cloud for orchestration and integrations

Resend for transactional email and notifications

QuickBooks Online as the first accounting integration path

Where our clients find us

Service business owners aren't on Twitter or LinkedIn — they're searching Google for solutions to active problems, asking in trade-specific Reddit communities, and sharing referrals in Facebook groups. That's where real demand lives.

r/plumbing

280k members

"What do you guys use for estimates?"

r/HVAC

180k members

"Need something better than paper invoices"

r/lawncare

340k members

"Anyone automate their follow-up?"

Facebook Groups

100k–500k per group

Trade-specific owner communities

Google Search

14k+ monthly searches

"contractor invoice template," "estimate software"

r/smallbusiness

1.2M members

Referrals, tool recommendations, reviews

Agent-to-Agent Workflows

Chain specialized AI agents to automate complex processes

Instead of one AI doing everything, specialized agents hand off work to each other — with human approval at every critical checkpoint. Hover over each node to learn more.

Orchestrator Agent

Routes tasks, manages context

Research Agent

Web, docs, competitor intel

Writing Agent

Drafts emails, proposals, copy

Data Agent

CRM, analytics, reporting

QA / Review Agent

Checks accuracy, tone, policy

Delivery Agent

Sends, publishes, logs output

Notification Agent

Slack, email, CRM updates

Human Review / Approval

Approve, override, or re-route

Workflow Patterns

5 agent-to-agent patterns that transform operations

Click each pattern to see the agent chain, before/after comparison, and how it works.

Design Principles

What makes agent-to-agent workflows reliable

Keep agents narrow

Each agent has one job and a tight system prompt. A specialized email agent beats a generalist every time.

Human-in-the-loop

Don't automate past your comfort level. Approve anything that touches a customer before it ships — at least initially.

Shared context & memory

The orchestrator passes relevant state between agents — customer history, brand guidelines, prior interactions.

Real tool access

Agents that can act (not just draft) create true automation. Your CRM, email, Slack, Stripe — connected.