Built for the business that has real complexity.
Multi-location operators, regional services firms, complicated product mixes. The kind of operation where one wrong handoff costs you a customer and most of a Tuesday.
"Eight locations, three pipelines, and Mondays were a six-hour reconciliation. Now Mondays are for actually running the business."Composite scenario · 8-location home services franchise
An eight-location HVAC and plumbing franchise was sending calls to the wrong location and burning six hours every Monday on reconciliation. We built location-aware routing, cross-location reporting, QuickBooks sync, and one local Meta campaign. Twenty-six hours back per week. Ninety-four booked jobs from the first month of the campaign.
Three pillars. Orchestrate depth.
Pillar 01
Inbound capture & response
- AI agent routing that's aware of location and department
- High-volume inbound with overflow logic when one queue gets slammed
- Lead scoring and qualification, so only qualified leads reach the team
- Demand-gen wired into inbound, so landing pages and calls share one pipeline
Pillar 02
Operations automation
- Multi-location and multi-product workflow automation
- Conditional onboarding that adapts to how the contact actually behaves
- Cross-location operational reporting on a fixed schedule
- Escalation and exception handling built into the system from the start
Pillar 03
Systems integration
- Your full operational stack connected and coordinated in one place
- Cross-location data flows that surface events wherever they're needed
- QuickBooks sync that ties financial events to operational ones
- Unified reporting across locations, products, and pipelines
How it runs.
Build time. 6–10 weeks from kickoff to fully running.
Investment. Quoted on the discovery call. We scope to what you actually need and tell you the number before any work starts.
Monthly retainer. Includes monitoring, tuning, three new automations per quarter, ongoing demand-gen, and one Meta campaign per month.
What we need from you. A kickoff session with your location and team leads, plus bi-weekly reviews during the build. Roughly twelve hours total.
What you get. Architecture diagrams of the full system, Loom walkthroughs per workflow, and a dedicated Slack channel with same-business-day response.
Best fit: 3–15 locations · 10–60 employees · real volumeReady to coordinate the whole thing?
Book a 30-minute discovery call. We'll map your operation and tell you what we'd build first.
Book a discovery call