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AI Marketing Automation

AI Marketing Automation That Works While You Sleep

Your leads get followed up automatically — 24/7, no manual effort, no leads slipping through. We build AI-driven automation systems for SWFL contractors that save 20–25 hours per week and increase conversion rates 30–50%.

(239) 246-9863
Weekly Time Saved
25h
saved on manual follow-up per week
  • Under 60-second lead response
  • Automated appointment scheduling
  • Smart lead scoring & routing
  • Automated review generation
  • Zoho CRM integrated
Start Automating
74.1%
of home service calls go completely unanswered
25h
saved per week on manual follow-up & scheduling
50%
increase in conversion rates from faster response
5x
more Google reviews through automated post-job requests
What We Automate

Six automation systems that stop the leaks

Every piece talks to every other piece — because we build the CRM, automation, and website under one roof.

Instant Lead Response

Every lead from any channel gets a personalized, context-aware response within 60 seconds — 24 hours a day, 365 days a year.

Automated Scheduling

Leads move from inquiry to booked appointment automatically — with 24-hour and 2-hour reminders and seamless reschedule handling.

Smart Lead Scoring

AI evaluates every lead on urgency, service value, property type, and behavioral signals — routing high-priority leads to your best closer instantly.

Review Generation

Post-job review requests go out automatically, timed for max response. Happy customers go to Google; unhappy customers get routed to an internal form first.

Re-Engagement Campaigns

Cold estimates, quiet leads, and past customers are re-engaged with seasonal, trade-specific messages — recovering 10–15% of otherwise lost revenue.

Zoho CRM Integration

Everything runs through one system — every lead, message, job, and dollar tracked in real time. No spreadsheets, no sticky notes, no guessing.

Why It Works

The only agency in SWFL that builds it all

Automation only works when every piece talks to every other piece. We are the only agency in Southwest Florida that builds the website, the CRM, and the automation stack under one roof.

  • Single Source of Truth

    Every lead, interaction, job, and dollar lives in one CRM. No platform-switching, no data gaps, no "I think we called them."

  • AI-Native Platform

    Zoho's AI (Zia) handles predictive analytics and anomaly detection natively — not bolted on after the fact.

  • Trade-Specific Workflows

    HVAC, roofing, plumbing, electrical, and landscaping automations are built for your business — not adapted from a generic template.

  • Full Transparency

    Real-time dashboard in Zoho CRM shows every automated action. Pause, modify, or override any workflow at any time.

  • Enterprise Power, Contractor Pricing

    Zoho delivers HubSpot and Salesforce-level automation at a fraction of the cost — the right stack for SWFL contractors.

60%

reduction in missed leads through instant multi-channel response — tracked in real time through Zoho CRM.


"We were losing 20–30 leads a week and had no idea. The automation plugged every gap — now every lead gets a response within a minute and our close rate is up 40%."

— Fort Myers HVAC Contractor
Pricing

Automation that pays for itself in week one

All plans include Zoho CRM setup, automation workflows, and ongoing optimization. No setup fees. No long-term contracts.

Starter
Automate Essentials
$997
/month — Zoho CRM included
  • Instant lead response automation
  • Appointment scheduling + reminders
  • Review generation campaigns
  • Zoho CRM setup (up to 3 users)
  • Monthly performance report
Get Started
Enterprise
Automate Complete
Custom
Multi-location & franchise pricing
  • Everything in Pro
  • Multi-location CRM architecture
  • Custom AI workflow development
  • Dedicated account manager
  • Weekly reporting + QBRs
Contact Us
Our Process

Live in 3 weeks

From kickoff to fully automated lead follow-up in 21 days or less.

Strategy & Setup

CRM architecture, data migration, workflow design, and messaging templates — all reviewed and approved by you.

Build & Integrate

Automations built, tested, and integrated with your website, ads, phone system, and social channels.

Live Launch

Soft launch with full monitoring. Leads start getting followed up automatically within hours of go-live.

Optimize & Scale

Weekly performance reviews, messaging refinement based on conversion data, and continuous workflow expansion.

FAQ

Common questions about AI automation

How long does it take to set up AI marketing automation?

Most contractors are fully operational within 2–3 weeks. Week one covers CRM setup, data migration, and workflow design. Week two handles automation building, testing, and integration. Week three is live launch with monitoring. You will see leads being followed up automatically within the first week of going live.

Will AI automation replace my office staff?

No — it amplifies them. Your office manager stops spending three hours a day on follow-up calls and starts spending that time on higher-value work like complex scheduling, customer relationships, and operations. The automation handles repetitive, time-sensitive tasks that humans physically cannot do consistently at scale.

What happens if the automation sends a bad message?

Every workflow goes through a testing and approval process before launch. You review all messaging templates. The AI personalizes within guardrails you set — it does not improvise in ways that could misrepresent your business. We monitor performance weekly, adjusting based on response rates and conversion data.

Can I see what the automation is doing?

Yes. You get a real-time dashboard in Zoho CRM showing every automated action — every message sent, every appointment booked, every lead scored, every review requested. Full transparency, full control. You can pause, modify, or override any automation at any time.

Do I need to switch my current CRM?

We build on Zoho CRM for the best combination of AI capabilities, automation power, and affordability for contractors. If you are using another CRM, we handle the full migration — data, contacts, history, everything. Most contractors tell us within a month that they wish they had switched sooner.

Does this work for my specific trade?

Yes. We build trade-specific automation for HVAC, roofing, plumbing, electrical, and landscaping contractors — with workflows designed around the seasonal patterns, service types, and customer behaviors specific to each trade in Southwest Florida.

Every minute without automation is a lead lost

Right now, leads are hitting your website and getting no response. Calls are going to voicemail and never getting returned. We can fix all of that in less than three weeks.