Marketing Automation

Every lead answered, followed up and booked.

Funnels, speed-to-lead, an AI receptionist and chat, reactivation, reviews and online applications, built and run on the Summit Logic Platform.

Book a Strategy Call How we work
Drawing: capture and convert Web forms, phone calls, chat and campaign replies all land on one record in the Summit Logic Platform, carrying source, consent and owner. The record starts the next step: speed to lead, booking, reactivation and reviews. A person takes over on request with the context attached. Summit Logic Capture and convert Dwg SL-0019 Sheet 1 of 1 Rev A Illustrative 1 Every inquiry Web forms Name, need, consent Phone calls Answered or texted back Chat Questions, then booking Campaign replies Email and SMS 2 One record Summit Logic Platform Source, consent and owner on every record 3 The next step Speed to lead Reply within minutes Booking A time on the calendar Reactivation Past customers, consented Reviews Asked of every customer A person takes over On request, with the context attached 4
the problem

The lead you paid for went cold on Tuesday

A form comes in after hours and nobody calls until the next afternoon. The phone rings during a meeting and the caller tries the next name on the list. Your past customers never hear from you again. None of this is a marketing problem. It is a follow-up problem.

  • Leads wait hours or days for a first response
  • The website, the CRM and the calendar do not talk to each other
  • Your best list, past customers, sits untouched
what we build

Automation Foundations and the delivery layer

Each piece has one job, and every one of them writes to the same record.

Speed-to-lead

Every inquiry acknowledged within minutes, day or night, by email and by text with consent, with the owner notified.

AI receptionist and chat

Answers common questions, qualifies and books. It says it is an AI assistant and hands off to a person on request.

Website and funnels

Pages built to convert, forms that land in the pipeline and a live booking calendar.

Online applications

Applications a customer can finish on a phone, saved as they go, with the documents requested automatically.

Database reactivation

Conversational email and text to past customers who opted in, run early so bookings start while the rest is in build.

Reviews

A request to every customer, never screened by sentiment, and replies in your voice.

Missed-call text back

A missed call gets a text within a minute, and the conversation lands on the record.

Lead management

One pipeline, a named owner on every record, a next step and a clock.

Map, build, run

Most of the build is standard. We reuse what already works and change what your business needs.

  1. 01

    Map

    Where leads come from today, where they stall and who owns each step.

  2. 02

    Build

    The CRM, the pages, the follow-up and the consent capture, tested with real inquiries.

  3. 03

    Run

    A monthly subscription within a defined capacity. Messaging and AI usage are billed separately and shown clearly.

Compliance is part of the build

TCPA consent capture, A2P 10DLC registration and CAN-SPAM are built into the system. A person handles anything that needs judgment.

  • A separate, unchecked SMS consent box on every form that takes a phone number
  • Modular: it runs alone or alongside the Salesforce you already use
  • Your contacts and content stay yours, exportable at any time
how it connects

One system, three capabilities

Each capability does one job in the same system. You can start with any of them, and the next one plugs in.

See where your leads go cold

Forty-five minutes. Bring your funnel as it stands and we will show you where it leaks.

Book a Strategy Call