Services

One system. Switch on the part you need.

Every package works toward the same picture: a bigger pipeline and more of it closed. Every package keeps the backbone: fast replies, show-ups and weekly numbers. What changes is where the conversations come from and how far toward the signature we go. Items marked rolling out are being built now.

Three kinds of automation

What we build and run, from the first email to the referral

Not every step is AI, but every step has AI or automation doing the repetitive part. The packages below switch these on in the order that pays first.

01 · FILL THE PIPELINE

Find, reach, reply, book, show up

Companies like your best customers, first emails from one true fact, replies sorted and answered, inquiries answered in minutes, a booking assistant, and reminders and rebooking so meetings happen.

02 · NURTURE AND CLOSE

From the quote to the referral

Every quote followed to a yes or no, quote-opened and stall alerts, e-sign, and old quotes and past customers revived. After the close: check-in, review request, referral ask and reorder reminders rolling out

03 · SALES SUPPORT rolling out

Your reps sell. Their Jr handles the rest.

A Sales Jr for each rep and a manager view built from recorded calls and the CRM, plus weekly numbers. What the sales support does →

Revival

Fixes: Old quotes, past customers and referrals nobody works

Your old quotes, lapsed customers and dead leads, worked with a real sequence
Renewal, reorder and referral asks for the customers you have rolling out
Replies answered fast, calls booked on your calendar
Reminders so the calls happen
Weekly numbers rolling out

What changes: Old customers back, at the lowest cost of any new business
Best for: Anyone with a customer list or a pile of old quotes
First thing you'll see: Revived conversations within the first weeks

Fixes: Leads come in, deals don't close

Instant reply to every inquiry, plus a booking assistant on your site
Show-up reminders and no-show rebooking
Pre-call brief for every meeting going live
Quote-opened alerts, stall alerts, e-sign
A record of what happened to every lead

What changes: More of your leads become signed work, without anyone chasing by hand
Best for: Firms that already get leads, referrals or ads
First thing you'll see: Quotes followed up the same day, every time

Growth

Fixes: Not enough of the right conversations

Everything in Close
A list of companies that fit your best customers, with a reason to call each now
Outreach from separate, warmed domains, one true fact per email
Replies handled and booked for you
Look-alikes of every new customer you win

What changes: More leads, and a process that turns them into meetings and signatures
Best for: B2B firms with 5–100 people that can close but need more conversations
First thing you'll see: Held meetings with companies that fit

Full Rig

Fixes: All of it, run and measured

Everything in Growth
Getting found: site, Google profile, search pages, ads rolling out
Manager view: results by source and by rep rolling out
Volume dial for seasons and capacity
Optional sales coaching from Phil

What changes: Your whole front half of sales runs, scales up or down, and reports itself
Best for: Firms with a sales team, or ready to build one
First thing you'll see: One set of weekly numbers from first touch to signature

Built into the system

The parts that make the rest work

BOOKING ASSISTANT

Answers and books, day and night

A site assistant that answers questions, books the call, and hands hot visitors to you during business hours. After-hours calls get answered too.

SALES JR rolling out

Every rep gets their own assistant

Each rep's leads come with a brief before every call, an alert when their quote is opened, reminders for every next step, and a flag when a deal stalls.

Meet Sales Jr →

AFTER THE CLOSE rolling out

Signed is not the end

An onboarding check-in, a review request, a referral ask at the right moment, renewal and reorder reminders, and outreach to similar companies near your new customer.

CALL REVIEW rolling out

Managers see what happened on the call

Calls recorded with a disclosure, summarized for the rep, and flagged for the manager: next steps, objections, deals at risk. Coaching from real calls, not memory.

REP-SOURCED LEADS rolling out

Leads your reps find go in too

Met someone at an event or on LinkedIn? A rep adds them from their phone or a QR code in seconds, and the same follow-up starts, credited to that rep.

WEEKLY NUMBERS rolling out

One page, every week

Inquiries, reply times, meetings booked and held, quotes followed up, deals signed. The same numbers we see.

How we work

The rules we don't bend

Your customer records and history are yours. Export them anytime; if you leave, they leave with you. The system itself is rented: it runs for you as long as you're a client.
You approve every message before it goes out.
No cold text messages, no robocalls or AI cold calls, no ringless voicemail, no automated LinkedIn.
Outreach goes from separate warmed domains, never your main email, so your reputation is protected.
We use the best tools available and switch when something better shows up. We're not selling you our software.
We report what happened, not activity: answered, followed up, held, signed.
It keeps getting better. We review the numbers every week, change what isn't working, and keep improving the sales playbook and the support for your reps.

Pipeline review

Which one fits? Your numbers will say.

A 30-minute pipeline review. How your pipeline works today, what the leaks cost, and what it looks like when it runs. If there's nothing worth fixing, we'll say so and end early.

Get a pipeline review