Services — Humans & Robots
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Practical services for local service businesses.

We organize the work into four buckets: get found, build community on social, follow up faster, and run cleaner. Most engagements start in one bucket and expand. Every piece is tied to numbers you'd actually feel — leads, reviews, jobs booked, hours saved.

Service 01

Get found

Show up when local customers search — and look like the obvious pick once they land on your profile or site. Most local service businesses are leaking jobs at this step without realizing it.

Outcome we promise

A cleaner Google presence, more reviews coming in, and a website that actually turns visits into calls and forms.

What's included

  • Google Business Profile cleanup. Categories, services, photos, hours, service areas — filled in properly so you compete in the map pack.
  • Local search basics. NAP consistency, citations, and the few directory listings that still matter.
  • Review request system. A simple way to ask every happy customer for a Google review without it feeling forced.
  • Website fixes. The handful of changes that turn visitors into calls and form fills — service pages, phone clickability, simple trust signals.
  • Monthly review of what's working. Map-pack rank, profile views, calls, direction requests.

Numbers we baseline

Leads generated Reviews and reputation Revenue influenced

Most service businesses we work with see the biggest jump from a properly cared-for Google profile and a steady drip of new reviews. It's unglamorous and it works.

Service 02

Build community on social

Run an active Facebook and Instagram presence that grows local following and produces leads — not vanity posts. We treat your social account as a business channel: a community that knows your name, recognizes your work, and calls when they need someone.

Outcome we promise

An active social presence with growing local following, real engagement, and monthly numbers tying it back to leads and booked work.

What's included

  • Monthly content calendar. Posts, reels, stories, and short-form video planned around your busy season and the work you're already doing.
  • Content production. We turn job photos, walkthroughs, and quick clips into a month of content the team is proud to share.
  • Posting and scheduling. Across the platforms where your local customers actually are — Facebook, Instagram, and short-form video.
  • Comment and DM protocols. Inbound questions get answered. Real conversations turn into estimates.
  • Community engagement. Tagging partners and suppliers, joining local groups and conversations, and showing up where neighbors are talking.
  • Monthly performance report. Followers gained, reach, comments and DMs, and — most importantly — leads and revenue we can tie back.

Numbers we baseline

Community growth Leads generated Revenue influenced Time saved

We run social as a community growth channel, not a posting service. If a month of content didn't move followers, conversations, or leads, we change what we're doing — not just keep posting.

Service 03

Follow up faster

Whoever calls back first usually wins the job. We make sure that's you — for missed calls, walkthroughs, quotes, and the customers who said "let me think about it" and went quiet.

Outcome we promise

Same-day reply on every missed call and lead. Estimates out within 24 hours. Reviews requested after every job — without the owner doing it at night.

What's included

  • Missed-call text-back. A friendly automatic text the moment a call goes unanswered, so the lead doesn't move on to a competitor.
  • Estimate templates. Built so a walkthrough turns into a clean quote within 24 hours, in your pricing and your voice.
  • Customer status texts. "On the way," "running late," "job wrapped," "here's your invoice" — handled consistently, in your voice.
  • Review requests after every job. Triggered automatically. Easy for the customer. Reviews actually come in.
  • Cold-quote follow-up. A simple sequence so quotes that went quiet get a polite nudge instead of getting forgotten.

Numbers we baseline

Leads generated Reviews and reputation Revenue influenced Time saved

Most owners we talk to know exactly where this falls down. The fix is rarely a new tool — it's setting up the few automations that catch the things people forget when they're busy.

Service 04

Run cleaner

One customer list, a pipeline you can actually see, and scheduling that holds when the field changes. We set up HubSpot or work with whatever you already use so the office and the truck are looking at the same picture.

Outcome we promise

A pipeline you trust, every customer in one place, and fewer dropped balls between the field and the office.

What's included

  • CRM setup or cleanup. HubSpot or your existing system, configured around your real pipeline stages.
  • Lead capture. Forms and call tracking that actually drop into the CRM with the right tags.
  • Pipeline view. One screen: who's a lead, who's quoted, who's booked, who's done. The view the owner checks every morning.
  • Scheduling that holds. Field changes flow back to the office. The office stops calling the truck.
  • Customer history. Past jobs, photos, notes, and quotes searchable in one place — so anyone can pick up the phone with the full picture.
  • Simple monthly reporting. Quotes out, jobs booked, average ticket — the numbers that tell you whether the business is healthier this month than last.

Numbers we baseline

Time saved Leads generated Revenue influenced Cost reduced

Recent: a signage company moved 8,000 records out of legacy PDFs into a working customer list. The team can now pull a list by service or year and run a campaign in an afternoon.

Service 05

Proposals & customer-facing documents

Estimates, proposals, and customer documents that look professional and go out fast. Templates set up in the tools you already use, with the content library to back them up.

Outcome we promise

Quotes and proposals out within 24 hours of the walkthrough — looking like the work you actually do.

What's included

  • Branded templates. Estimate, proposal, statement-of-work — set up in Google Docs, PandaDoc, HubSpot, or wherever you work today.
  • Content library. Past jobs, pricing, photos, and standard inclusions in one place, ready to drop into a quote.
  • Drafting workflow. A repeatable way to go from walkthrough notes to a client-ready document in minutes — using modern tools to do the heavy lifting, with you keeping the voice.
  • Tracking through signed. Sent, opened, signed — visible in your pipeline.
  • Document tune-ups. One-off rebuilds for high-stakes pitches when something needs to land.

Numbers we baseline

Time saved Revenue influenced

Recent: a $1M campaign offering for a disability-innovation nonprofit — 4-page pitch and a 1-page ROI leave-behind for 25 family offices, ready in one working session.

Service 06

Coaching & training for your team

If you'd rather your team learn to run the social, the follow-up, or the modern tools themselves, we'll teach them — with curriculum built around your industry and your real work.

Outcome we promise

Your team comes out of an engagement faster, more confident, and with playbooks they own.

What's included

  • Discovery and role mapping. Which jobs, which tasks, which tools — for your business specifically.
  • Live sessions. 1:1 or small-group, working on real tasks: social posting, follow-up, customer notes, estimates.
  • Take-home playbooks. Step-by-step SOPs and prompt packs the team keeps and uses.
  • Tool selection. Honest guidance on what to pay for, what to skip, and what's already inside the tools you have.
  • Office hours. A few weeks of follow-up so the new habit actually sticks.

Numbers we baseline

Time saved Cost reduced

Good fit for trades and service businesses, mission-driven nonprofits, and operations teams that want to modernize without bringing in another full-time hire.

Service 07

Business checkup & audit

A clear-eyed look at how customers find you, how you follow up, how the office runs, and where the leaks are. Starts as a fixed-scope checkup. Becomes execution if you want it to.

Outcome we promise

A short, ranked list of fixes — most-impact first — with realistic effort and cost on each one. No vague "exploration phases."

What's included

  • Google & local search review. What customers see when they search for what you do.
  • Social audit. Recent activity, posting cadence, engagement, gaps a competitor is filling.
  • Follow-up walk-through. What happens when a missed call comes in, when an estimate is requested, when a job wraps.
  • Customer list & CRM look. Where your data lives, what's missing, what's duplicated.
  • Ranked fix list. Each item with expected impact, effort, and cost — so you can choose what to tackle first.

Numbers we baseline

Leads generated Time saved Revenue influenced

Starts as a fixed-scope checkup (typically a couple of weeks). Often turns into ongoing work in one of the buckets above — at your pace.

How an engagement runs

Three steps. No long onboarding.

We don't hand off a plan and disappear. We stay, run the work, and report numbers each month.

Not sure which one fits?

Book a 30-minute checkup. We'll look at the basics together and tell you honestly which bucket would move the most revenue for your business first.

Want something custom? Reach out for a tailored proposal.

Book a 30-minute checkup