How it works
From “where are we losing jobs?” to a number you can check.
Four steps. You decide at each one whether to go on. Nothing changes in your accounts until you say yes.
The four steps
Fifteen minutes
A screen share. You tell me how many more jobs your trucks could take, and I show you how I would get them. Nothing changes in your accounts until you say yes.
Free setup
Send me a few videos off your phone of your guys on jobs. I turn them into ads on your own Facebook, aimed at homeowners near you, and run them free for 14 days. You pay Facebook directly; I don’t charge for the setup.
Switched on in steps
Your Facebook ads and Google listing first, then quotes, missed calls and past customers. Each piece is tested with you before it touches a real customer.
Every Monday
What the ads spent, what came in, and where each booked job came from, in your own books. Month to month: you decide whether to carry on.
After the ads bring the call
The whole path, from the first call to a paid job.
The missed call
A customer calls while the owner is on a job. The phone assistant takes the request, offers the times the calendar shows open, books it and reads it back.
The text back
The caller gets a text from the business number with the booking. The owner gets one too, with who it is and what they asked.
The quote
A quote built from the price list, with good, better and best options, sent with a link to accept. If it goes quiet, the follow-up goes out on its own.
The job and the money
The accepted quote becomes a job, the visit goes on the schedule, and what is owed and paid shows on the Money screen.
What runs after setup
One desk for every customer request.
It arrives
A call, a text or a web form lands in your Inbox with who it is and what they asked. Leads from your Facebook ads join them.
It is answered
You reply from the Inbox. If you cannot take a call, the phone assistant or a text back picks it up and you get a call-back item.
It becomes a job
A quote goes out, the customer accepts, the visit goes on the schedule, and the money shows up on the Money screen.
It is followed up
After a job, a review request goes out on its own. Past customers get a note when they are due.
How I check my work
Every step is checked.
Automatic by default
Replies and follow-ups go out on their own once they are set up. You can see every one of them in your CRM.
I check each step
I look at whether every step did its job, and fix what is behind any that did not.
You can see it all
Every message and follow-up shows in your CRM, so you can check any of it yourself.
An off switch
Every automatic step can be switched off.
The line I hold
What I will not promise or touch.
- Promise a number of new customers, a revenue figure or a search ranking.
- Ask for or keep your passwords. Access is by invitation only.
- Buy, fake or gate reviews.
- Spend your ad money without your OK. Ad spend stays yours.
Your Facebook ads, set up free on your own account.
Send me a few videos off your phone of your guys on jobs. I turn them into ads on your own Facebook, aimed at homeowners near you, and run them free for 14 days. You pay Facebook directly; I don’t charge for the setup. If jobs come in and you want me to keep it running, we talk monthly.
Sean Goffigan, Vellspan Systems