Every workflow here is production-tested in a real trade business. Each one catches revenue that would otherwise walk out the door. Pick the vertical that matches your trade.
Watch Speed-to-Lead in action →"Hey Marcus — saw your request come through for a free roof estimate on the Elm Street property. We've got availability this week Thursday or Friday afternoon. Does either work for you? — Jake, Southwest Roofing"
"Hi Linda — just checking in on the estimate we sent over Tuesday for the shingle replacement. We have a crew slot opening up next week if you want to lock it in. Any questions on the scope or price? — Tony"
"Hi Greg — Invoice #4821 for $3,400 is now 60 days past due. We need to get this resolved this week. Happy to set up a payment plan if that's easier — just reply and we'll figure it out. — Cascade HVAC"
"Hi Sandra — we saw the hail came through your area last Thursday. We're doing free inspections this week for previous customers — no obligation. Want us to swing by and check the roof while we're in the neighborhood? — Peak Roofing"
"Hi Kim — your quarterly plan wraps up March 15th. Renewing now locks in your current rate and keeps the schedule uninterrupted. Want me to set that up? Takes 2 minutes. — Metro Pest"
"Hi Dave — glad the install went smoothly last week. If you have 90 seconds, a Google review makes a big difference for a small business like ours. Here's the direct link: [link]. Either way — thanks for trusting us with the job. — Sunline Solar"
"Hi Paul — spring slots are filling up. Wanted to reach out to last year's customers first before we open the schedule. Same package as last year? I can lock you in this week. — Greenline Landscape"
"Hey — saw a missed call from this number. This is Jake from Southwest Roofing. What can I help you with? Happy to call back or just text here."
"Hi Rachel — just a heads-up that your city inspection is scheduled for Thursday between 8–12am. Our crew lead will be on-site by 8. No action needed on your end — just wanted to confirm you're aware. — Apex Solar"
"Hi Brian — we quoted your 8.4kW system back in March. ITC is still at 30% through year-end and we updated the panel pricing since then — your system would actually run about $1,200 less today. Worth a second look? — Clear Sky Solar"
"Hi Carol — we have a crew in your area tomorrow and a slot opened up. If you've been thinking about the lawn care estimate, I can do a one-time $50 off to lock in that slot today. Interested? — GreenPath Lawn"
"Hi Mike — confirming our meeting Tuesday at 10am for the Hendersons at 412 Birch Ave. I've attached the damage photo set and our preliminary scope. Primary damage is decking on the NE slope — happy to walk you through it on-site. — Dave, Summit Roofing"
Every founding customer gets custom recipes built for their CRM and trade. Tell us what you're losing and we'll build the workflow that catches it.
Talk to us about your trade →