Local & Professional Services

A done-for-you lead to revenue system, at a fixed monthly price.

For clinics, wellness, home services and professional practices where one customer is worth real money.

Drawing: the local package Six modules, a website, a chatbot, missed-call text back, online booking, reviews and lead management, feed one system at one fixed monthly price. If the business has a customer list, a database reactivation campaign starts the first bookings. Summit Logic The local package Dwg SL-0023 Sheet 1 of 1 Rev A Illustrative 1 What the package includes Website Built to book Chatbot Answers, then books Missed-call text Every call answered Booking Online, with reminders Reviews Asked after every visit Lead management One list, one owner 2 One system One system, one fixed monthly price Standard setup, running in weeks, no custom build 3 Have a list? Database reactivation starts the first bookings
the problem

What we hear from owners

You are good at the work, and the phone rings while you are doing it.

Missed calls are missed customers

If nobody answers, the caller tries the next business on the list.

Past customers never come back

You have a list of people who already trust you, and nobody ever contacts them.

Reviews happen by accident

Happy customers never get asked, and your profile shows it.

what we build

What the package includes

A standard system set up for your business. It is not a custom build, so it starts faster and costs less to run.

  1. Website and chatbot

    A site built to book, with a chatbot that answers common questions and says it is an AI assistant.

    • Forms that land in your pipeline
    • A person takes over on request
  2. Missed-call text back and speed-to-lead

    Every call and form gets a reply within minutes, even when you are with a customer.

    • Text with consent, plus email
    • You get notified
  3. Booking and reviews

    Online booking with reminders, then a review request after the visit.

    • Fewer no-shows is the goal
    • Every customer gets asked
  4. Lead management and reactivation

    One list with a next step on each name. If you have a customer list, reactivation can start the first bookings.

    • Past customers who opted in
    • A written baseline before any revenue share
example workflow

Example workflow: missed call to repeat customer

This is how one customer moves through the system. You do the work, and the system does the chasing.

  1. 01

    Missed call

    A caller reaches voicemail while you are with a customer.

  2. 02

    Text back

    A text goes out within a minute and starts a conversation.

  3. 03

    Booked

    The chatbot answers the question and offers a time on your calendar.

  4. 04

    Reminded

    Reminders go out before the appointment, and you see who is coming.

  5. 05

    Reviewed

    A review request goes out after the visit.

  6. 06

    Back again

    A check-in goes out when it is time to come back.

how it starts

Start with a GTM Strategy Sprint

Positioning, ideal client, offers and a channel plan, plus a funnel leak map and baseline numbers. It ends with a starting point we both agree on.

  • 25 years building and running enterprise technology
  • A commercial lending brokerage of our own
  • AI systems built in-house
  • Veteran-owned, in Loveland, Colorado
questions

What people ask us

What does a done-for-you lead to revenue system include?

It includes a website, chatbot, missed-call text back, speed-to-lead, booking, reviews and basic lead management. We set it up and run it for a fixed monthly price.

How much does it cost?

We share pricing on the call, once we know your business. Setup and the monthly price are fixed, and messaging and AI usage are billed separately and shown clearly.

What is database reactivation?

It is a conversational email and text campaign to past customers who opted in. It is often the fastest way to start bookings while the rest is being set up.

Which businesses is this for?

It suits clinics, wellness, home services and professional practices where one customer is worth hundreds to thousands of dollars.

Do I have to learn new software?

Only a little. You answer the conversations that need you from one inbox, and we run the rest.

See what it would do for your business

Forty-five minutes. We look at how customers reach you today and what the package would change.

Book a Strategy Call