Automate Your Electrical Business

Capture more leads, eliminate repetitive manual work, and deliver exceptional service to every client—without adding extra headcount.

Provide Quotes Faster, Keep Clients Engaged, and Grow Your Business With AI-Driven Workflows

Specific to Your Industry, Not Just Generic Automation

Eliminate Missed Leads

Your AI workflows capture inquiries from calls, chats, and social media in real time.

Faster Contract Closures

Automate e-signatures and payment requests.

Electrical Business Specific Workflows

Boost Client Confidence

Keep clients in the loop with instant construction milestone updates.

Stay Organized

Manage leads, appointments, and transactions from one central platform.

Core Workflows at a Glance

Arketing Workflow Example
1. Lead Capture & Qualification

Purpose: Efficiently capture leads from multiple channels and qualify them to ensure they are directed to the right team for follow-up. 

Key Steps:

  • Lead Capture: Integrate GHL forms and landing pages on your website and social media to automatically capture lead information.
  • Lead Tagging: Automatically tag leads based on the source, service interest (e.g., residential or commercial), and urgency.
  • Lead Qualification: Utilize automated scoring based on engagement and provided information to prioritize and route leads to the appropriate sales personnel.

Purpose: Streamline the onboarding process to ensure new customers are well-informed and prepared for their upcoming services.

Key Steps:

  • Welcome Communications: Send automated welcome emails or SMS containing detailed information about the services, what to expect, and FAQs.
  • Document Collection: Use secure forms to collect necessary documentation and project specifics.
  • Initial Meeting Setup: Automate the scheduling of initial meetings or consultations directly through the platform.

Purpose: Manage appointments efficiently and ensure customers are reminded of and satisfied with their service.

Key Steps:

  • Appointment Scheduling: Allow customers to book appointments online through a calendar integration that reflects real-time availability.
  • Automated Confirmations: Send immediate confirmation messages once an appointment is booked.
  • Reminders and Follow-Ups: Deploy automated reminders before appointments and follow-up communications post-appointment to gather feedback and suggest additional services.

Purpose: Facilitate a smooth invoicing and payment process, enhancing customer satisfaction and improving cash flow.

Key Steps:

  • Automated Invoicing: Automatically generate and send invoices upon completion of service or at project milestones.
  • Payment Reminders: Send reminders for upcoming and overdue payments to ensure timely collection.
  • Receipt Issuance: Automatically send digital receipts post-payment, confirming transaction completion.

Purpose: Minimize the impact of no-shows and cancellations on business operations.

Key Steps:

  • Cancellation Policy Reminder: Automatically remind customers of the cancellation policy when they attempt to cancel or reschedule.
  • Rescheduling Incentives: Offer incentives for rescheduling rather than canceling appointments.
  • No-Show Follow-Up: Automatically contact no-shows with options to reschedule and reminders of missed appointment impacts.

Purpose: Keep customers informed about the progress of their projects and celebrate milestones to ensure continued engagement and satisfaction.

Key Steps:

  • Regular Updates: Send automated updates on construction progress and any changes in timelines.
  • Milestone Celebrations: Notify customers of completed milestones with options to view progress through photos or summaries.
  • Feedback Requests: Solicit feedback at various stages to gauge customer satisfaction and address concerns promptly.

Purpose: Nurture leads through different stages of the marketing funnel from awareness to decision-making.

Key Steps:

  • Content Delivery: Segment leads based on their funnel stage and deliver targeted content via email or social media to move them to the next stage.
  • Engagement Tracking: Monitor interactions with content and promotions to refine targeting and content strategy.
  • Conversion Strategies: Implement retargeting campaigns and special offers to convert leads into customers at the decision stage.

Purpose: Nurture new homeowners/investors with check-ins, collect reviews, and encourage referrals.
Key Steps:

  • “Welcome to Your New Home” or “Thank You” messages
  • Feedback forms & referral incentives
  • Social proof prompts (Google Reviews, etc.)

Customize Your Tech Stack

Channel Integrations

1. Phone Lines & SMS

 Integrate dedicated phone lines and SMS channels to handle inbound and outbound communications in one place.

  • Benefit/CTA: Never miss a lead—track every call and text for real-time insights.

2. WhatsApp

Offer customers a convenient, globally recognized chat platform with automated follow-ups and quick replies.

  • Benefit/CTA: Boost engagement—reach your audience where they already spend time.

3. Telegram

Secure, fast messaging with support for group chats, channels, and automated bot interactions.

  • Benefit/CTA: Enhance privacy—deliver instant updates and alerts with high-level encryption.

4. Facebook & Instagram

Sync your social media leads, DMs, and comments directly into your CRM for unified follow-up.

  • Benefit/CTA: Stay social—manage your brand presence and conversions without juggling multiple logins.

A.I. Call Assistant

always on & working
$ 97 USD Per Month
usage and data rates apply
  • VOICE A.I.
  • CONVERSATION A.I.
  • REPUTATION A.I.

A.I. Office Manager

always on & working
$ 297 USD Per Month
usage and data rates apply
  • EVERYTHING IN THE A.I. CALL ASSISTENT PLAN
  • API ACCESS - INTEGRATE WITH ANYTHING
  • WHATSAPP INTEGRATION