Use AI workflows for quote follow-ups, feedback collection, appointment reminders, referral requests, and any custom automation your business needs to get the job done.
AI Workflows can handle all this automatically and on autopilot 24/7, and without any input from your team.
The Automation: A systematic chase sequence is setup to be sent on Day 2, 5, and 10 after sending quotes. Stops when customer responds or books.
Why This Works: Most quotes convert after 2-3 follow-ups, but manual chase rarely happens consistently. This is where automated follow-ups can drastically improve conversions without you lifting a finger.
Example Sequence:
Day 2: “Hi John, just checking you received the quote for your bathroom refit. Any questions I can answer?”
Day 5: “Still interested in the bathroom project? Happy to adjust the quote if your budget or timeline has changed.”
Day 10: “Final follow-up on your bathroom quote. We’re booking 4-6 weeks out now. Let me know if you’d like to proceed.”
The Automation: Automatic requests are sent 48 hours after the job is completed, asking for feedback on your work quality and customer experience.
Why This Works: Happy customers tend to forget to leave reviews unless they get asked immediately. Unhappy customers on the other hand are much more likely to leave negative comments and need flagging quickly before posting publicly. Automated requests help manage customers actions and on average collect 5-10x more feedback than manual asking.
Example Message: “Hi Sarah, we completed your boiler service on Tuesday. How did everything go? Your feedback helps us improve our service. Reply with any comments or concerns.”
The Automation: Automatic reminders are sent 24-48 hours before scheduled appointments via SMS or email, confirming the time, address, and job details.
Why This Works: No-shows cost businesses thousands of pounds in fuel costs and countless wasted hours each year. Systematic reminders help to reduce wasted trips and allow for last-minute cancellations to be rescheduled when needed.
Example Message: “Hi Mike, confirming your appointment tomorrow (Thursday) at 10am for the electrical inspection at 23 High Street. See you then. Reply CANCEL if you need to reschedule.”
The Automation: Automatic requests are sent out to happy customers (those who gave positive feedback) asking if they know anyone needing your services.
Why This Works: Referrals convert at a much higher rate than cold leads, but asking feels awkward so it rarely happens. This is where automated requests can generate consistent referrals on autopilot without you ever asking personally.
Example Message: “Thanks for the great feedback on your kitchen refit, John. If you know anyone else planning home improvements, we’d appreciate the referral. Here’s a link they can use to get in touch.”
The Automation: Long-term education sequences are created for leads not ready to buy yet. They deliver helpful, timely content and case studies over several months to stay top stay top-of-mind with the prospect and guide them through the sales cycle.
Why This Works: Not every lead is ready immediately, and manual long-term follow-up rarely happens. Automated nurturing solves these problems and converts lots of “not now” leads into “yes” 3-6 months later.
Example Sequence:
Week 1: “Thanks for your interest. Here’s our guide to planning a loft conversion.”
Week 4: “Recent project: Check out this Victorian terrace conversion we completed.”
Week 12: “Planning your loft conversion yet? We’re currently offering a discount and booking consultations 2 weeks out.”
The Automation: Bespoke workflows are built for your specific business needs, supplier order confirmations, subcontractor scheduling, insurance claim follow-ups, seasonal promotions, or anything else you have in mind.
Why This Works: Every trade business operates differently with unique processes, timing requirements, and communication needs. Standard workflows handle universal tasks like quote follow-ups and feedback collection, but your business has specific repetitive tasks that don’t fit standard templates.
Built Around Your Needs: Our custom AI workflows are specifically designed to help you save time and money in your business, cutting down on staff costs while increasing efficiency. If you have any bottlenecks in your business, we can build custom AI workflows to solve your problems.
We start by discussing you current setup and suggest the best options for automating your business to save you time and money.
We' build your workflows with exact triggers and messaging tailored to your business. All systems configured and tested before launch.
Once live your workflows activate and start running automatically. We manage everything on your behalf so you dont have to lift a finger
We provide ongoing support for all AI workflows including daily performance monitoring and integration management to maximise results.
Seamless integration with your existing systems means workflows trigger automatically based on your daily operations with
no manual data entry and no switching between platforms, everything works together.
Job Management Software
Supported Platforms:
✓ ServiceM8
✓ Tradify
✓Jobber
✓ Fergus
✓ Simpro
✓ AroFlo
CRM Software
Supported Platforms:
✓ HubSpot
✓ Zoho CRM
✓ Salesforce
✓ Pipedrive
✓ Monday.com
What Gets Automated:
✓ Quote sent → Follow-up workflow triggers
✓ Job complete → Feedback request fires
✓ Appointment scheduled → Reminder activates
✓ Status changes → Workflow updates automatically
Calendar Systems
Supported Platforms:
✓ Google Calendar
✓ Outlook Calendar
✓ Apple Calendar
✓ Calendly
✓ Acuity Scheduling
Communication Methods:
– Email (Gmail, Outlook, SMTP)
– SMS (UK mobile numbers)
– WhatsApp Business
– Automated voice calls (via Voice Agents)
What Gets Automated:
✓ Appointment scheduled → Reminder workflow starts
✓ Appointment rescheduled → Timing adjusts automatically
✓ Messages sent via preferred channel
✓ Customer replies routed to you immediately
Stop quotes going cold, chasing customers for feedback, forgetting to ask for referrals, and turning up to no-shows by using AI workflows that handle all follow-ups for you on auto-pilot.
Fully automate your business to save countless hours on mundane, repetitive tasks. Less time spent on manual admin results in more time spent on jobs that actually pay.
Use Ai workflows to increase efficiency and scale without needing to hire more staff. Handle double the enquiries, triple the follow-ups, and manage exponential growth automatically.
The technology works for any trade business doing repeat work, but it delivers fastest ROI for specific situations where inconsistent manual processes are continually costing your business revenue.
See if your situation matches any of these:
Yes. Every message is fully customisable, tone, content, timing, call-to-action. We write initial versions during setup to match your brand voice. You can request changes anytime. Most businesses adjust messaging 2-3 times in the first month then leave it running.
Yes, if you have Voice Agents installed. Workflows can trigger outbound calls for appointment confirmations, quote follow-ups, or customer check-ins. Voice Agents + Workflows working together provides complete automation with calls, messages, and follow-ups all handled automatically.
Replies come directly to your email or SMS (whichever channel you’re using). The workflow pauses automatically when customer responds so you won’t bombard them with additional messages after they’ve engaged. You handle the conversation normally from there.
Yes, you can manually exclude anyone you like including current and past clients, specific types of prospect, or groups. Opt-out handling is built in to comply with UK communication regulations.
Not a problem. You can pause any workflow anytime (seasonal businesses, planned closures, capacity constraints). Workflows resume exactly where they left off when reactivated. No setup required to restart.
Tell us what repetitive task you want automated. We’ll build a custom workflow for it. A large number of daily business processes can now be automated using custom AI workflows. If you have something in mind get in touch with us today.
Your initial setup covers all configuration work to build workflows specifically for your business. We map your processes, configure triggers and timing, write all messaging in your brand voice, integrate with your systems, and test everything thoroughly before going live.
Your monthly maintenance includes unlimited workflow executions (send as many messages as your business requires), daily performance monitoring, weekly message optimisation, monthly response rate analysis, integration maintenance when software providers update, and technical support.
