Custom Automations, Workflows & Lead Nurture
We analyze your business for gaps and bottlenecks, identify what can be automated, and build the entire system for you. Specialized builds for medical practices, mortgage professionals, and service businesses.
How We Build Your Systems
A comprehensive approach to transforming your operations — from analysis to deployment.
1. Discovery & Analysis
We dive deep into your current processes to identify gaps, friction points, and bottlenecks where time or leads are slipping through the cracks.
2. Strategy & Mapping
We design a comprehensive blueprint of your new automated workflows, from initial lead capture to long-term nurture and internal task management.
3. Build & Deployment
Our team builds the entire system in your Studio Escrow account. We set up triggers, emails, SMS, AI integrations, and test everything before launch.
Specialized for your industry
Automations We Build for Medical Practices
From med spas to surgical centers, we build HIPAA-compliant systems that automate patient intake, scheduling, follow-ups, and review generation — so your staff can focus on patient care.
AI Patient Intake
AI receptionist answers calls, qualifies patients, and books consultations 24/7 — HIPAA-compliant.
Appointment Automation
Multi-provider scheduling with automated SMS/email reminders and no-show recovery sequences.
Treatment Follow-Up
Post-procedure care automations, recovery check-ins, and satisfaction surveys triggered by appointment status.
Review Generation
Automated post-visit review requests routed to Google and Facebook with AI-powered response drafting.
Referral Tracking
Track physician referrals, patient acquisition sources, and referral partner performance in one dashboard.
HIPAA-Compliant Workflows
BAA-protected automations with encrypted PHI handling across all patient touchpoints.
Recall & Reactivation
Automated recall campaigns for overdue patients, annual exams, and treatment plan follow-ups.
Insurance & Billing Reminders
Automated balance reminders, copay collection, and statement workflows synced to your billing system.
Automations We Build for Loan Officers
We build the complete automation infrastructure behind top-producing loan officers — from 90-second AI lead response to 365-day seasoning sequences and refi opportunity triggers.
90-Second Lead Response
AI agents respond to new leads via SMS, email, or chat in under 90 seconds — 24/7, weekends included.
30-90 Day Seasoning Sequences
Automated nurture campaigns that keep you top-of-mind during the seasoning period with value-packed content.
Application & Doc Collection
Automated document requests, checklist reminders, and conditional follow-ups based on loan stage.
iMessage & SMS Follow-Up
Native iMessage integration with automated drip campaigns, rate alerts, and refi opportunity triggers.
Refi & Rate Drop Alerts
Automated re-engagement campaigns triggered by rate changes, seasoning milestones, and market events.
Realtor Referral Engine
Automated partner reporting, referral tracking, and co-marketing workflows that strengthen agent relationships.
Closing Anniversary Automations
Automated check-ins, review requests, and referral prompts at 6-month and 1-year closing anniversaries.
Pipeline & Milestone Tracking
Visual pipeline with automated stage transitions, internal notifications, and branch-wide reporting.
Automations We Build for Service Businesses
From HVAC and roofing to flooring and auto repair, we build automations that capture every lead, streamline dispatch, and turn one-time customers into loyal, recurring clients.
Missed Call Text Back
Automatically text back missed callers within seconds, capture their info, and trigger follow-up sequences.
Estimate & Quote Automation
Automated estimate follow-ups, quote reminders, and appointment scheduling for service calls.
Dispatch & Technician Alerts
Internal notifications and task automations that route jobs to the right technician based on location and skill.
Post-Service Review Requests
Automated review requests triggered after job completion, routed to Google with AI-powered response drafting.
Seasonal Campaign Automation
Pre-built seasonal tune-up reminders, storm damage outreach, and maintenance agreement renewals.
Service Agreement Management
Automated contract renewals, recurring billing, and maintenance scheduling for subscription service customers.
Reactivation Campaigns
Automated re-engagement sequences for past customers who haven't booked in 6, 12, or 18 months.
Job Costing & Reporting
Automated job tracking, revenue reporting, and team performance dashboards synced from your pipeline.
Systems Tailored to Your Business
No two businesses are exactly alike. Beyond our industry-specific frameworks, we build custom infrastructure that matches your unique sales process, operational needs, and growth goals.
Ready to Automate Your Operations?
Because every business is different, our automation builds are priced based on the complexity and scope of the project. Book a strategy call and we'll map out a custom plan.