Two systems

Both were built for my own organization before they were offered to anyone else.

One handles people coming to you. The other handles you going to them. They share the same principle: the software decides what to do and when, a person stays responsible for it, and every action is written down where you can see it.

System A — Lead response & follow-up

Answers every enquiry. Then doesn't forget about it.

Seven ways in — phone, SMS, WhatsApp, email, your website, Instagram, Facebook Messenger. One conversation history per person, no matter how many ways they've contacted you.

The answering is the part everyone sells. The following-up is where the bookings actually come from, and it's the part that gets built properly here.

What it handles, end to end
  • Replies to enquiries on the channel they arrived on
  • Answers from your knowledge base — hours, pricing, policies, services
  • Books into your real calendar, only offering times that are free
  • Reminds the day before and an hour before
  • Reschedules when someone says they can't make it
  • Nudges up to three times when a conversation goes quiet
  • Sends a recap with the agreed next step after a call
  • Asks for a Google review after a completed visit or call
  • Can take a deposit mid-conversation through a secure link
  • Escalates anything sensitive to you, with the full thread
The follow-up ladder

Three touches, then it stops

Two days after someone goes quiet, then a week later, then two weeks after that. Each one references what they actually asked about. If they reply at any point, the rest are cancelled automatically.

Consent

It refuses rather than asks

Every outbound message passes a consent check first. If there's no recorded consent for that channel, the message is not sent and the reason is logged where you can see it.

The weekly loop

It tells you what it didn't know

Every question it couldn't answer gets logged, grouped by theme, and sent to you once a week. You write the answers once and it knows them from then on.

What you see

A log, not a scoreboard.

Where your leads came from, what was said, what's booked, what's scheduled to go out, and what was deliberately called off. Every row has a timestamp and a reason.

There's a calendar view showing each day's bookings and whether their reminders have gone out yet — including a warning if two people are ever booked into the same slot.

Dashboard sections
OverviewWhere leads come from, and when they arrive
Follow-upsEverything scheduled, sent, or called off
ConversationsSummaries, and who's worth calling now
CalendarMonth view with reminder status per booking
MoneyDeposits, payments, review requests
LearningWhat it couldn't answer, and what you've taught it
System B — LinkedIn outreach

Research and personalization, done at a pace that keeps the account safe.

Give it a list of LinkedIn profiles. It visits each one, reads the profile, builds a read on the person, writes an invitation specific to them, and files everything — a spreadsheet row, a CRM record, and a per-person folder in your Drive.

One click from list to filed and ready. The thing it doesn't do is reply for you.

Deliberate limits

Where it stops on purpose

  • Capped per day, per user — it will not exceed the limit even if asked
  • Weekdays and working hours only, in your timezone
  • The same person is never contacted twice, across any number of uploaded lists
  • Automated back-and-forth replying is switched off. A person reads and replies.

Said plainly, because you should hear it from me first

This works through LinkedIn's own interface using your logged-in session, not an official API. LinkedIn actively limits automated activity. Careful pacing reduces the risk of an account being restricted — it does not remove it. For that reason I recommend running campaigns from a dedicated account rather than the one your reputation lives on, and I'd rather you knew that before we start than after.

Getting it running
WK 1

Understanding your business

How enquiries reach you now, what people ask, what you say back, what your calendar actually looks like.

WK 2

Building and connecting

Your number, calendar and CRM connected. Your answers loaded. Nothing replaced — it sits on top of what you have.

WK 3

Watching it live

It starts handling real enquiries with me watching every conversation and correcting anything that reads wrong.

ONGOING

Running it

I keep it running, add what it learns, and tell you monthly what it did. If you leave, you keep your accounts and your data.

Questions people ask first
Will it sound like a robot to my customers?

It's written to sound like your business — the tone you'd use, the words you'd use. But it doesn't pretend to be a person, and I wouldn't build it that way. What matters more is that it doesn't invent answers: it works from what you've told it, and anything outside that comes to you rather than being guessed at.

What happens when someone is upset, or asks something unusual?

It hands it to you. Complaints, anything sensitive, anything it doesn't have an answer for — you get the full conversation on your phone and you take over. It's designed to know its edges rather than talk past them.

Do I have to change my phone number or my CRM?

No. It works on top of your existing number, calendar and CRM. Nothing is replaced and nothing is migrated. You keep every account in your own name, and if you ever stop, everything stays yours.

How do I know it isn't annoying my leads?

Three follow-ups is the hard ceiling, spaced out over weeks rather than days, and everything stops the instant someone replies. Anyone who opts out is never contacted again. You can see every message it sent and every one it chose not to send, with the reason.

How long until it's actually working?

About three weeks. The first is understanding how your business really handles enquiries, the second is building and connecting, the third is running live with me watching. Longer if there are more channels or an unusual booking process.

What does it cost?

A one-time fee to build and connect it, then a flat monthly fee to run it. No per-call or per-minute charges — your bill doesn't go up because you had a good month.

I'll give you the exact number on the call, once I know how many channels you need and what your booking process actually looks like. Quoting a range here would mean quoting one that turns out not to apply to you.

For scale: a full-time receptionist runs $3,300 to $5,000 a month once you include payroll taxes and benefits, and covers forty hours a week rather than all of them. This costs a fraction of that. If your average job is worth a few thousand dollars, one recovered lead usually covers several months.

How many businesses are you running this for?

Very few, and I'd rather say so than imply otherwise. I built both systems for my own organization first and have been running them there since May 2026. I'm taking on a small number of businesses now, which means you get my attention — and it means you should judge me on what I show you on the call rather than on a client list.

See it running before you decide anything.

On the call I'll show you the dashboard, the actual messages it sends, and what it looks like when it decides not to send one.

Book a call