CLM AI — Services & How It Works
Services & How It Works

AI + Automation + Ads = Growth on Autopilot

We build the entire machine: instant AI follow-ups, smart quotes & booking, high-ROI Facebook/Google ads, and a clean CRM dashboard—so you scale without extra overhead. Built for trades. Deployed fast. Secure by design.

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What’s Included

Five core pillars that work together to turn clicks into booked jobs.

🤖

AI Follow-Up Bots

Automate calls, texts, emails, and DMs—instant replies that qualify, nurture, and book. Never miss a lead (even on the job).

  • English & Spanish support
  • Human-handoff when needed
  • Response times measured in seconds
📅

Smart Quotes & Booking

Prospects get instant pricing and schedule directly from your site, socials, or SMS. No phone tag. No friction.

  • Live price ranges or fixed quotes
  • Calendar sync + reminders
  • Deposits & confirmations
📈

Facebook & Google Ads That Convert

We build conversion funnels, not vanity campaigns. Tracked, tested, and tuned until it drives real paying customers.

  • Offer + creative + audiences
  • Landing + follow-up alignment
  • Daily optimization + reporting
🗂️

All-In-One CRM Dashboard

See every message, lead, quote, and job in one view. Full visibility and total control over your pipeline.

  • Stages, tasks, and tags
  • ROI reporting (CPL, ROAS)
  • Mobile friendly
🎯

Training & Ongoing Support

We don’t just hand you tools—we help your team run them. Onboarding, AI scripts, and live support keep results climbing.

  • Dedicated growth manager
  • Playbooks & scripts
  • Weekly performance reviews
🛡️ Encrypted data & role-based access 🌐 Multi-language follow-up 🚀 Launch in ≤ 72 hours

Flow: From Click to Booked Job

A simple, repeatable system designed to capture, qualify, and convert—on autopilot.

Ad ImpressionFB/IG/Google see your offer
Landing PageClear value, fast load, trust
Lead CaptureForm/chat/text—frictionless
AI Follow-UpInstant SMS/call/email
Smart QuoteLive pricing + FAQ
BookingCalendar + reminders
CRM PipelineTrack to close & invoice
Review/ReferralAutomated follow-ups
1

We Build

Offers, funnels, ads, AI scripts, and your CRM—aligned to your trade and market.

2

We Launch

Campaigns go live. Tracking is verified. Security and data policies enforced.

3

You Get Leads

AI engages instantly. Quotes go out. Bookings land on your calendar.

4

You Close & Grow

Weekly optimizations raise ROI. Scale the winners and expand service areas.

Ready to see this in your market?

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Operational Detail

How It Works (Under the Hood)

Exactly what happens after you say “go”—from day-zero build to weekly optimizations and reporting.

🧩

Day 0–3: Build & Deploy

  • Offer & Targeting: craft localized offer, audiences, creative angles.
  • Funnel Setup: landing + form/chat, tracking, speed checks.
  • AI Scripts: lead intake, FAQs, human handoff, EN/ES flows.
  • Booking: calendar sync, confirmations, reminders, deposits.
  • Security: role-based access, encryption in transit/at rest.
🔁

Week 1+: Optimize & Scale

  • Creative Testing: hooks, headlines, formats (video/static).
  • Budget Steering: shift spend to best CPL/ROAS pockets.
  • Follow-Up Tuning: timing, language, objection handling.
  • Pipeline Hygiene: stages, tags, won/lost reasons.
  • Reporting: CPL, CPA, ROAS, booking rate, show rate.
🤝

Your Part (Minimal)

  • Approve offers & brand basics (logo, colors, service areas).
  • Confirm pricing ranges & booking rules (deposit/availability).
  • Pick a point-of-contact for same-day questions/approvals.
≤ 72h
Go-Live Window
60–90%
AI Response in seconds
+30–120%
Booking Rate Uplift*
100%
Tracked Spend → Revenue
🛡️

Security & Compliance

  • Encrypted data (in transit & at rest), least-privilege access.
  • Audit trails on edits, exports, logins.
  • Consent-first messaging & opt-out automation.
⚙️

Stack & Integrations

Meta (FB/IG) Google Ads Calendars Payments/Deposits Web Chat/SMS/Voice Webhooks & Zaps

We align tools you already use—or deploy ours—so everything talks to everything.

📅

Weekly Rhythm

  • Scorecard: CPL, CPA, ROAS, bookings, show rate, close rate.
  • Top wins/losers, next tests, budget moves.
  • Short loom/video or live stand-up with your Growth Manager.

*Ranges based on offer quality, service category, and market competition.