Automations
The spreadsheet gets removed, not added to.
Three automation patterns, offered to direct-booking clients as Care Plan add-ons and running behind our compliance service. Each one shows what it automates, what a person still decides, and how it is set up.
01
Inbound lead → qualified pipeline
Every inquiry, wherever it lands, in one ordered list.
- Before
- Inquiries scattered across a website form, chat, email, and phone notes — nobody agrees who to call next.
- After
- One ordered pipeline. Every lead captured, enriched, deduplicated, and routed with a follow-up reminder attached.
How it works→Care Plan add-on
Website form · Chat · Email · Phone notes→Capture · enrich · dedupe→One ordered pipeline
02
Quote & document generation
One controlled template, not a copy-paste chain.
- Before
- Structured intake happens, then a person manually assembles a quote, proposal, or invoice — copy-paste errors included.
- After
- Structured intake generates the document from a controlled template automatically, delivers it, and tracks whether it's been opened or answered.
How it works→Care Plan add-on
Form intake · CRM record · Spreadsheet row→Generate from controlled template→Tracked document + reminders
03
Operational reconciliation & reporting
Monday’s reconciliation, done before Monday.
- Before
- Numbers get pulled from each tool by hand and reconciled manually, usually once a week, usually late.
- After
- Scheduled pulls from the tools already in use, reconciled into one state, surfaced as a dashboard plus a recurring digest, with exceptions flagged the moment numbers disagree.
How it works→Care Plan add-on
Sales · Inventory · Accounting · Bookings→Scheduled pull · reconcile→Dashboard + digest
Start here
Both doors start free.
A written teardown of your booking path, or a deficiency report on your own vendor certificates. By email, no call, no contract.