01
Lead Capture Automation
When someone fills out your contact form, they immediately get a personalized reply, a booking link, and land in your CRM — segmented by service interest and urgency.
- Form submission triggers
- CRM entry and tagging
- Lead scoring
- Auto-reply with booking link
- Owner notification
02
Client Onboarding Automation
When a project is confirmed, the kickoff sequence runs automatically: project board, Drive folder, welcome email, intake form, and kickoff invite — all within minutes.
- Project board creation
- Drive folder structure
- Welcome email sequence
- Intake form delivery
- Calendar invite trigger
03
Analytics and Reporting
Monthly dashboards that pull data from Google Analytics, Meta Pixel, and Search Console into a single Looker Studio view. No manual exports. No spreadsheet gymnastics.
- Google Analytics 4 setup
- Meta Pixel configuration
- Looker Studio dashboard
- Monthly auto-report
- Conversion tracking
04
Reputation and Retainer Automation
After every project, a timed sequence checks satisfaction, requests a testimonial, asks for a Google review, and — if everything went well — presents a retainer offer.
- 30-day satisfaction check
- Testimonial request email
- Google review prompt
- Case study permission ask
- Retainer offer sequence