What the system does
Every moving part, in plain words.
All 27 parts in plain words: the website itself, the missed-call text back, the follow-ups, the reminders, the reviews and what the AI handles, grouped by when in a job they act, and compared across the three plans.
What happens to one phone call
The parts below are easier to place once you have seen them in order. The mark on each step says which plan it starts at.
Someone calls, or fills in the form on the site.
Lead capture
Included from the first plan onwardsYou were under a sink and it rang out.
Missed call
Included from the first plan onwardsHe read the text and did not reply.
Lead follow-up
Included from the second plan onwardsHe says Thursday works.
Appointment
Included from the second plan onwardsThursday is tomorrow.
Reminder
Included from the second plan onwardsThursday came and went.
No-show
Included from the second plan onwardsThe job is done and he was happy.
Reviews
Included from the second plan onwards
All 27, grouped by when they act
Ordered the way a job actually runs, rather than alphabetically, three of these are answers to the same moment, and a flat list hides that.
Before the phone can ring
None of the rest happens if there is nothing to find. This is the part that exists on its own address, says what you do and where, and is yours to keep.
3 of 27
- Website
- The site itself, built from your Google listing: your services, the areas you cover, your own reviews and your own photos.
- It is what somebody looks at while he is deciding whether to call you, and he is usually deciding in well under a minute.
First plan on
- Hosting
- The site is kept online, backed up and kept up to date, on our machines rather than yours.
- Nothing to renew, nothing to patch, and no evening spent working out why it went down.
First plan on
- Domain
- Your own address, registered in your business name.
- It is yours and it stays yours. If you leave, it goes with you, pointed wherever you say.
First plan on
Somebody gets in touch
The moment with the shortest fuse. A person with a problem is holding a phone, and the only question is whether anything answers.
5 of 27
- Lead capture
- Forms and click-to-call on your site that put the enquiry straight into the list.
- Nothing depends on somebody remembering to write a number down.
First plan on
- Missed call
- A call that rang out gets an automatic text back.
- The person who could not reach you gets an answer while they are still thinking about the job.
First plan on
- AI chat
- A chat on your site that answers in writing, basic on the middle plan and fuller on the top.
- The questions that arrive at eleven at night get an answer at eleven at night.
Second plan on✕ › Basic › Advancedacross the three plans, in order
- AI voice
- A voice that answers the phone on the top plan.
- For the calls that arrive while both hands are under a sink.
Third plan on
- AI qualification
- Working out what the caller needs before it reaches you, on the top plan.
- So the conversations you take are the ones worth taking.
Third plan on
It goes quiet
Almost nothing is refused outright. It just stops, and the work is remembering to go back, which is the part a notebook is worst at.
5 of 27
- Lead follow-up
- Scheduled follow-ups to an enquiry that went quiet, more of them on the higher plans.
- Most people who do not reply the first time are busy, not uninterested.
Second plan on✕ › 3-5 › AIacross the three plans, in order
- Estimate follow-up
- Follow-up on an estimate you have already given.
- Estimates go cold while people compare, and the one that gets a polite check-in is the one that gets remembered.
Second plan on✕ › ✓ › AIacross the three plans, in order
- Offer follow-up
- Follow-up on a specific offer you sent.
- An offer with no second mention is a discount you paid for and never used.
Second plan on✕ › ✓ › AIacross the three plans, in order
- No-show
- A follow-up when nobody was there for the appointment.
- A no-show is usually a reschedule, not a lost customer, unless nobody asks.
Second plan on✕ › ✓ › AIacross the three plans, in order
- Reactivation
- Reaching back out to customers who have not been in touch for a while.
- The cheapest work is work for somebody who already trusts you.
Second plan on✕ › ✓ › AIacross the three plans, in order
It turns into a date and a number
The gap between interested and booked, where a quote has to be written and a slot has to be held.
4 of 27
- AI quotation
- Drafting a quote from what the customer described, on the top plan.
- A draft you correct is faster than a blank page at the end of the day.
Third plan on
- Proposal
- Sending a written proposal from the same place the conversation lives.
- The quote and the thread stop being two different systems.
Second plan on✕ › ✓ › AIacross the three plans, in order
- Appointment
- Booking that writes into a real calendar and shows the slots you actually have.
- No back-and-forth to find a time, and no double bookings.
Second plan on
- Reminder
- A message before the appointment, paced by AI on the top plan.
- The visit that gets forgotten is a wasted slot and a wasted drive.
Second plan on✕ › ✓ › AIacross the three plans, in order
It becomes a job on the books
The admin nobody went into the trade to do, and the part most likely to be sitting in a van at nine in the evening.
3 of 27
- Contract
- Documents sent for signature on the top plan.
- A signed scope is what stops the argument three weeks later.
Third plan on
- Billing
- Invoicing and payment on the top plan.
- Getting paid stops being a separate evening job.
Third plan on
- Onboarding
- A structured start for a new customer on the top plan.
- The first week sets whether they refer you or forget you.
Third plan on
The job is finished
A finished job that leads nowhere is a finished job you paid to find. This is where it is asked to lead somewhere.
2 of 27
- Reviews
- Asking for a review after the job, with the link that takes one tap.
- Reviews are the first thing the next customer reads about you.
Second plan on✕ › ✓ › AIacross the three plans, in order
- Referral
- Asking a satisfied customer to pass your name along.
- Most people would recommend you and never think to.
Second plan on
You look at the whole thing
One place where every conversation, every stage and every number lives, so the business is visible without being reconstructed from memory.
5 of 27
- Customer list
- One list of every person who has ever contacted your business, with the whole history attached.
- The alternative is a phone, a notebook and a memory, and the jobs that fall through are the ones that were only ever in one of them.
First plan on
- Pipeline
- Those same people arranged by what stage they are at: new, quoted, booked, done.
- You can see what is waiting on you without reading every conversation again.
First plan on
- Revenue dashboard
- What came in, from where, basic on entry and fuller further up.
- You find out which work is worth chasing from the numbers, not the feeling.
First plan onBasic › ✓ › Executiveacross the three plans, in order
- Optimisation
- Ongoing adjustment of the messages and timings.
- The first version is never the best one, and nothing improves that nobody looks at.
Second plan on
- Support
- How quickly you can reach a person, rising with the plan.
- When something is wrong on a Friday afternoon, the answer is the product.
First plan onBasic › Priority › VIPacross the three plans, in order
Three plans
Which of them you get.
The same website on all three. The plans are listed in order and shown by what they include; what each costs is settled at the checkout, not on this page.
First9of 27
The website, and the parts that stop an enquiry going missing.
Second21of 27
Adds everything that chases what has gone quiet, and asks for the review.
Third27of 27
Adds the paperwork, and hands the talking to the AI.
| Capability | First9of 27 | Second21of 27 | Third27of 27 |
|---|---|---|---|
| On every plan9 | |||
| Website | Included | Included | Included |
| Hosting | Included | Included | Included |
| Domain | Included | Included | Included |
| Customer list | Included | Included | Included |
| Pipeline | Included | Included | Included |
| Lead capture | Included | Included | Included |
| Missed call | Included | Included | Included |
| Revenue dashboard | Basic | Included | Executive |
| Support | Basic | Priority | VIP |
| From the second plan12 | |||
| Lead follow-up | Not included | 3-5 | AI |
| Appointment | Not included | Included | Included |
| Reminder | Not included | Included | AI |
| No-show | Not included | Included | AI |
| Offer follow-up | Not included | Included | AI |
| Estimate follow-up | Not included | Included | AI |
| Reactivation | Not included | Included | AI |
| Reviews | Not included | Included | AI |
| Referral | Not included | Included | Included |
| Proposal | Not included | Included | AI |
| AI chat | Not included | Basic | Advanced |
| Optimisation | Not included | Included | Included |
| Only on the third6 | |||
| Billing | Not included | Not included | Included |
| Contract | Not included | Not included | Included |
| Onboarding | Not included | Not included | Included |
| AI voice | Not included | Not included | Included |
| AI qualification | Not included | Not included | Included |
| AI quotation | Not included | Not included | Included |
- AI
- Written by the AI rather than picked from a fixed set.
- 3-5
- Three to five, depending on what the enquiry was.
- Basic
- The plain version of it.
- Advanced
- The version that handles a conversation, not a reply.
- Executive
- The whole business on one screen rather than a summary.
- Priority
- Your ticket is looked at before the queue.
- VIP
- A named person who already knows your account.
Not every trade needs every part of it.
Where the money actually leaks depends on what you do.