Managed program
Every lead answered and every quote followed up, before competitors call
Our team follows each call, form and visitor to the job, patient, case or sale it became. We flag the leads still waiting and follow up open quotes after you approve.
Today: 6 missed callers, 14 open estimates
Today, 6:10amMissed callers6 first-time callers from Google Ads reached voicemail after 5pm and got no callback
6 callsAssign callbacksOpen estimates14 install estimates from Facebook leads are still open in Jobber after 10 days
$38,600Draft follow-upsNever-closed spend9 keywords brought 27 calls in 90 days and none became a booked job
$1,380Add negativesGoogle and Meta see the click or the call and stop there. We follow every lead to the job, case or sale it became.
Who it is for
Built for businesses where speed wins work
Answer every lead, follow up every quote, win more work.
Home service companies
HVAC, plumbing, electrical, roofing, garage door and pest control companies where a missed call is a lost job. We tie each call to the booked and invoiced job.
Dental and medical practices
Practices that book by phone. We track missed calls, callbacks and new patients booked. We work HIPAA-aware and sign a Business Associate Agreement.
Law firms
Personal injury, family law and criminal defense firms where speed decides who signs the client. We follow each intake call to the signed case.
Dealers and commercial sellers
Dealerships matching leads to cars sold, and trades selling to property managers who need outreach and follow-up on warm website visitors.
Business benefits
What changes after the phone rings
Four results that turn more of the calls and forms you already pay for into booked jobs, new patients, signed cases and sales.
Fewer missed calls, more booked jobs
We list missed first-time callers with no callback and assign each one to a named person, with a drafted text-back.
Ad spend judged on closed sales
We match every call and form to the job, case or sale it became and show your cost per closed sale by keyword.
Quotes followed up on time
Open estimates and deals with no contact get a drafted follow-up for your team, before the customer hires someone else.
Ads that learn who buys
Closed sales go back to Google and Meta, so their bidding looks for buyers instead of callers who never book.
Problems it fixes
Where paid leads never become sales
You pay for every call and form, whether anyone answers or not. These three gaps lose the work after the lead arrives, where ad reports cannot see it.
of contractors respond to new leads within the first hour, in ServiceTitan's 2026 survey
A missed paid call costs twice
You pay for the click whether anyone answers or not. Calls after hours and at lunch go to voicemail, and the caller phones the next business on the list.
of surveyed law firms say they have lost business due to slow responses
Slow follow-up loses signed clients
Leads and quotes wait in inboxes and voicemail while competitors call back first. Law firms, practices and trades all lose work this way.
of surveyed law firms use call tracking or call recording
Platforms count the call as the sale
Google and Meta see the click or the call and stop there. The sale sits in your CRM or job system, so nobody sees cost per closed sale by keyword.
How it runs
How every lead gets a next step
We connect your call tracking, ad accounts and the system you book in. Our software matches every lead to its outcome each night, and a named person approves each follow-up first.
- 01
We connect your systems
Our team connects your call tracking, ad accounts and the system you book in, such as ServiceTitan, Jobber, Dentrix, Clio or your CRM.
- 02
Our software checks nightly
Every night it matches calls and forms to jobs, patients, cases or sales, and lists missed callers, stalled quotes and spend that never closed.
- 03
We act after you approve
We assign callbacks, draft follow-ups and text-backs, and send closed sales back to Google and Meta. A named person approves each step first.
- 04
We review results monthly
Each month we cover answer rate, speed to lead, cost per closed sale and quotes won, with every change and its measured result.
What is inside
Six areas we check each night
Pipeline, cold email, website visitors, lead matching, call tracking and your job or booking system each get their own checks, with one proposed fix per problem.
01Sales pipeline and forecastWe keep your quotes and deals in one pipeline, check it every night and flag deals with no contact before they slip.
More quotes turn into signed work, and you know which forecast to trust.
Checked every night
- Open deals or quotes with no email, call or meeting in 14 days
- Deals with no next step scheduled
- Close dates pushed back more than once
- Each rep's forecast against what actually closed
What our team does
- Draft follow-ups for reps to send from their own inbox
- Book, move or cancel meetings from the deal record
- Turn on workflow rules only after a test run
What you get
- A nightly snapshot of won, committed and pipeline value
- Revenue by lead source beside ad spend
- Opt-outs that can never be cleared by mistake
Free audit check: Stalled deals and quotes check. Works with HubSpot, Gmail, Google Calendar, Google Ads, Meta (Facebook and Instagram) ads, Microsoft Advertising.
02Cold email outreachWe run cold email to commercial buyers from your mailboxes, watch sending health daily and rank replies by the deal size they point to.
Cold email turns into meetings, and your domain stays out of spam folders.
Checked every night
- Interested replies waiting more than a few hours
- Bounce and spam complaint rates for every mailbox and domain
- SPF, DKIM and DMARC, the records that prove your email is real
- Which steps, versions and lists book meetings
What our team does
- Reply to interested prospects from your mailbox after approval
- Pause a mailbox or domain when its bounce rate climbs
- Unsubscribe a contact from every campaign at once
What you get
- Meetings and revenue per campaign, from your CRM
- Every personalized claim checked against its source
- CAN-SPAM notes kept for each list
Free audit check: Email sending health check. Works with Google Workspace, Microsoft 365, HubSpot, Pipedrive.
03Website visitor follow-upFor businesses that sell to other businesses. We name the companies visiting your site, rank them by fit and interest, and draft a first message for your team to send.
Your team calls the commercial buyers most likely to sign this week.
Checked every night
- Companies that viewed your pricing or commercial service pages
- How closely each visitor matches the deals you have won
- Open deals whose company came back to your site
- Match confidence, with unsure matches held for review
What our team does
- Draft a first message from the pages they read
- Send open-deal visitors to the deal owner by email or Slack
- Add high-fit companies to your ad audiences where privacy rules allow
What you get
- A short daily list of warm visitors, ranked
- Customers, staff and competitors screened out
- A weekly count of wrong matches your team flagged
Free audit check: Warm website visitor check. Works with Google Analytics 4, HubSpot, Salesforce, Google Ads.
04Ad spend versus closed salesWe match every call and form to the job, case or sale it became, and show your cost per closed sale by keyword.
You pay for the leads that buy, and Google and Meta learn which ones those are.
Checked every night
- Keywords whose calls and forms never became a sale
- Cost per booked job and closed sale for every campaign
- The share of leads matched to a record in your CRM
- Closed sales about to age past a platform's upload window
What our team does
- Add negative keywords for searches whose leads never close
- Move budget toward campaigns with the lowest cost per sale
- Send closed sales back to Google and Meta to guide bidding
What you get
- Cost per closed sale by keyword, campaign and ad
- Unmatched leads shown, never dropped from the totals
- Every change reversible for 30 days
Free audit check: Ad spend with no closed sales check. Works with Google Ads, Meta (Facebook and Instagram) ads, Microsoft Advertising, CallRail, HubSpot, Salesforce, Jobber, Clio.
05Call tracking and callbacksWe follow every call from the ad or listing that produced it to the booking, and list the callers who still need a callback.
Fewer paid calls go to voicemail and never come back.
Checked every night
- Missed first-time callers with no callback yet
- Answer rate by hour, day and location
- Bookings and job value by campaign, keyword and listing
- AI receptionist answers that went outside your allowed prices and promises
What our team does
- Assign each missed caller to a named person with a due time
- Send a drafted text-back to missed callers after approval
- Update the allowed-promises list your AI receptionist works from
What you get
- The cost of last night's missed calls, at your booking rate
- A callback queue ranked by value and wait time
- Speed to lead against the target you set
Free audit check: Missed call check. Works with CallRail, Google Ads, Google Business Profile, ServiceTitan, Jobber, Housecall Pro, Google Calendar.
06Job and booking system linkWe connect the system you run on, such as ServiceTitan or Jobber, to your ad spend and show margin per job by source.
You see the profit on every job your ads booked, by campaign and location.
Checked every night
- Campaigns with many calls and few invoiced jobs
- Open estimates from ad leads with no follow-up in 10 days
- Revenue this month with no matched lead source
- Average ticket and close rate by source and technician
What our team does
- Send paid jobs back to Google and Meta as conversions
- Draft follow-ups on open estimates for your office to send
- Trigger a review request when a job is paid
What you get
- Margin per job by campaign, location and technician
- Unmatched revenue shown in dollars, never hidden
- Values corrected when an invoice changes
Free audit check: Job source check. Works with ServiceTitan, Jobber, Housecall Pro, Toast, Mindbody, Boulevard, Weave, CallRail.
Every month
Your monthly pipeline review
Your named US account lead walks you through answer rate, speed to lead, quotes won and cost per closed sale, in plain English and in your own numbers.
- A plain-English pipeline review with your named US account lead
- Answer rate, missed calls and callbacks, by hour and location
- Cost per booked job, new patient, signed case or sale, by campaign
- Open quotes and deals followed up, and how many we won
- Closed sales sent back to Google and Meta, with match rates
- Speed to lead against the target you set
What we measure
The numbers between lead and sale
Cost per closed sale
Ad spend divided by the jobs, patients, cases or sales that closed, by keyword and campaign.
Answer rate
The share of calls answered live, by hour, day and location.
Speed to lead
Minutes from a new call or form to the first human reply.
Quote close rate
The share of estimates, proposals or consultations that turned into signed work.
Lead match rate
The share of leads matched to a record in your CRM or job system, shown before any other figure.
By industry
Follow-up rules for your industry
Home services
Call, lead and job system checks matter most, with booked and invoiced jobs read from ServiceTitan, Jobber or Housecall Pro.
See the plan Industry hubHealthcare
Missed calls and callbacks matter most for new patients. We work HIPAA-aware and sign a Business Associate Agreement.
See the plan Industry hubLegal
Intake speed and signed cases by keyword, with each call followed from the ad to the signed retainer.
See the plan Nebula for Car dealershipsCar dealerships
Leads and calls matched to cars sold in your CRM, with sold units sent back to Google and Meta.
See the plan Nebula for Branded hotelsBranded hotels
Group and event inquiries followed up on time, with outreach to corporate and event planners.
See the planGoal packages that include it
Services our team uses
Other managed programs
Do you answer my phones?
This program tracks and routes calls from the phone system you already use. If you also want calls answered, our Call answering and booking service can do that, and this program tracks the results.
Do I have to replace my CRM or job software?
No. We read the systems you already use, such as ServiceTitan, Jobber, Housecall Pro, Dentrix, Clio, HubSpot or Salesforce.
Will you contact my customers without approval?
No. Callbacks go to named people on your team. Follow-ups, text-backs and emails run only on rules you approve, and you can switch them off at any time. Opt-outs are permanent.
How do you handle patient information?
We work HIPAA-aware and sign a Business Associate Agreement before we connect any practice system. You grant the access and can remove it at any time.
What drives the cost of this program?
Cost depends on how many locations, phone lines and systems we connect and how much follow-up work our team handles. You get a written quote with your free audit.
How soon will I see results?
Missed-call and open-quote findings arrive the morning after we connect. Cost per closed sale becomes more reliable as sales close over the following weeks.
Find the leads still waiting on you
Ask for your free marketing audit. We check how your calls, forms and quotes are handled and send the top fixes in writing.