Business Automation System
Everything in the Lead Response System, plus the work that happens after the first call: moving deals forward, starting new customers off right, and chasing signatures and payments so you don't have to.
10-day money-back guarantee
If you change your mind within 10 days of paying, email us and we refund the full setup fee. You don't need to give a reason or prove anything. If your monthly plan has started in that time, we refund that too.
Fees you pay directly to other companies (for example a HubSpot plan) are between you and them. Read the full policy.
On top of Lead Response
A pipeline that keeps moving
When a deal moves to Qualified, Appointment, Proposal or Lost in HubSpot, the right task lands on the owner: book the appointment, prep for it, send the proposal, log why it was lost. We map these to your existing pipeline stages.
Onboarding the moment you win
When a deal is won and anything you require first (signed agreement, payment) is in place: a customer folder is created in Google Drive, your onboarding checklist is added as HubSpot tasks, the customer gets a welcome email with your intake form and kickoff link, the contact is marked as a customer, and your team gets a summary.
Agreements and payments tracked
Mark an agreement Sent, Signed or Declined, or an invoice Invoiced or Paid, on the deal. The system tells your team, holds onboarding until conditions are met, flags overdue invoices, and sends polite reminders at 1, 7 and 14 days overdue (only if you turn them on, using wording you approve).
Nudges for stalled deals
Deals that sit in one stage too long get a "gone quiet" call task, so they're followed up or closed out instead of forgotten.
Review requests
A week after a job is won, the customer gets one short email asking for a review, with your review link. Never twice.
A record of everything
Stage, agreement, payment and onboarding status for every deal is logged, and errors alert us with a way to fix them, so nothing quietly stalls.
Side by side
| Lead Response | Business Automation | |
|---|---|---|
| Instant reply, rep alert, 15-minute reminder | Yes | Yes |
| HubSpot contact and deal, no duplicates | Yes | Yes |
| Follow-up emails with automatic stop | Yes | Yes |
| Monthly results email and daily health check | Yes | Yes |
| Stage-by-stage pipeline tasks | No | Yes |
| Won-deal onboarding: folder, checklist, welcome email | No | Yes |
| Agreement and payment status tracking and reminders | No | Yes |
| Stalled-deal nudges and review requests | No | Yes |
| Setup | $2,000 | $5,000 |
| Monthly | $597 | $1,500 |
Good to know
We don't write your contracts. If you send agreements, the system tracks their status, but the agreement itself and its terms are yours. Payment tracking works from the status you set on the deal; if you want it to read directly from QuickBooks or Stripe, ask us and we'll scope it. You'll also need Google Drive for customer folders.