Revenue Operations Platform

Revenue infrastructure for service businesses.

We modernize outdated operations with structured systems that capture leads, automate follow-up, and improve booking throughput.

Activated within 7–14 days depending on operational complexity. Subscription-based, month-to-month.

See What’s Included

5+

Active deployments

7–14d

Activation window

24/7

Intake coverage

97%
Intake Coverage
Last 7 days
2.4m
Avg Follow-up
Call/SMS → reply
38
Bookings
This week
Bookings trend
Mon → Fri
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T
W
T
F
Assessment Ready
Structured next steps
01 How It Works

Most service businesses aren’t broken — they’re outdated.

We install structure where revenue is being missed: intake, follow-up, booking, pipeline visibility, and ongoing optimization.

Capture

24/7 intake handling and structured lead capture so opportunities don’t slip.

Convert

Automated follow-up + booking workflows that increase throughput without adding headcount.

Operate

Pipeline visibility, reporting, and ongoing refinements through account ownership.

Web development is optional. We deploy where the operational gap is.

02 Platform

Core capabilities (standard infrastructure)

24/7 intelligent intake and multi-language workflows are baseline — we deploy the system around your operation.

Structured Intake

Capture inbound opportunities with consistent fields and clean routing into your pipeline.

CRM Pipeline

Visibility from lead → estimate → booked → completed. Built for operator clarity.

Automated Follow-up

Sequences that move leads forward without relying on memory or manual chasing.

Booking Workflows

Self-service scheduling, confirmations, reminders, and operational handoffs.

Reputation Loops

Automated review requests and follow-ups that compound credibility over time.

Visibility & Reporting

Simple operational reporting designed for decisions, not dashboards for show.

Optional layer: Digital Presence

If your business needs a modern website, we can deploy conversion-focused pages and intake forms as part of modernization. Web dev is optional — modernization starts where the gap is.

03 Levels

Choose your deployment level

Subscription-based. Activated within 7–14 days depending on operational complexity.

Foundation

For operators who need structure and visibility.

  • CRM pipeline + lead tracking
  • 24/7 intake handling
  • Automated follow-up
  • Booking workflows

Investment varies by complexity.

MOST COMMON

Automation

For teams reducing manual coordination.

  • Everything in Foundation
  • Advanced workflow triggers
  • Review automation
  • Reporting visibility

Investment varies by complexity.

Scale

For multi-location or expansion-ready operators.

  • Everything in Automation
  • Multi-location deployment
  • Custom integrations
  • Ongoing optimization cadence

Investment varies by complexity.

Month-to-month subscription. Ongoing account oversight included.

04 Deployments

Infrastructure deployed in real operations

Short, operational outcomes. No hype. Click a card to expand.

Granite Masters Chicago

Stone & Countertop Fabrication

  • Structured CRM pipeline
  • Automated inquiry follow-up
  • Estimate tracking visibility
  • Review automation

How they operate

High-intent leads come fast and need clean routing: measure → estimate → deposit → install. Speed-to-response and estimate follow-up are the difference between “quoted” and “booked”.

Lesson learned

If the team is busy, the system must be the memory — follow-up can’t depend on someone remembering who to call back.

Inochi RV Rental

Luxury Rental Operations

  • Booking workflow automation
  • Inquiry-to-reservation tracking
  • Reduced manual coordination
  • Operational visibility across assets

How they operate

Most ops pain is coordination: inquiries, availability, deposits, check-in/out, cleaning, and confirmations. Availability questions are conversion moments — friction kills.

Lesson learned

Reduce availability friction and you reduce drop-off — the fastest “yes” wins.

Gold Leaf Landscaping

Landscaping & Outdoor Services

  • Call/text intake routing
  • Estimate request workflows
  • Seasonal follow-up sequences
  • Job scheduling handoff

How they operate

Seasonality creates spikes. The bottleneck is intake + quote scheduling + staying on top of older leads. A consistent follow-up cadence recovers revenue you already paid to acquire.

Lesson learned

Most revenue sits in “stale” leads. A simple nurture loop can outperform more ad spend.

Terra Homes LLC

House Flipping & Project Ops

  • Deal intake + underwriting checklist
  • Vendor/sub communication structure
  • Budget + change order workflow
  • Weekly ops reporting

How they operate

Flips are won in structure: underwriting discipline, vendor coordination, budget control, and a weekly decision cadence. Small misses compound into delay + overages.

Lesson learned

Projects don’t fail from one big thing — they fail from tiny misses compounding. Systems prevent that.

Blog

Insights on revenue operations

Practical thinking on how service businesses capture, convert, and retain more revenue.

01
Lead Operations

Why Service Businesses Lose 30% of Their Leads (And How to Fix It)

Missed calls, slow response, and no follow-up system are silent revenue killers. Here's where the leak is — and what actually fixes it.

DV

David Vallejo

March 2025 · 5 min read
02
Operations

CRM vs. Spreadsheets: The Real Cost of Outdated Operations

Every contractor has a spreadsheet. Almost none of them know what it's actually costing them. We break down the gap.

WU

Wil Urueta

February 2025 · 6 min read
03
Automation

How to Automate Follow-up Without Sounding Like a Robot

Automated messages don't have to feel automated. The right sequence, timing, and tone keeps leads warm and books more jobs.

DV

David Vallejo

January 2025 · 7 min read
04
Industry

Revenue Operations for HVAC, Plumbing, and Home Services

Home service operators are leaving money on the table every day. Here's the exact infrastructure that fixes intake, follow-up, and booking — without hiring more people.

WU

Wil Urueta

December 2024 · 8 min read
Assessment

Schedule a Revenue Assessment

We identify where revenue is being missed and present a modernization recommendation live.

Includes:

  • Lead capture and missed opportunity review
  • Follow-up and booking throughput analysis
  • Pipeline visibility audit
  • Deployment level recommendation + timeline
  • Live proposal presentation

2–3 minute intake. Then choose a time.

We work with aggressive operators who want structure and measurable throughput improvements.

Pre-call intake

SMS consent preferences are captured through the checkboxes above.

Month-to-month subscription. Structured deployments. Account oversight included.

Modernize operations.
Stop losing revenue to outdated systems.

A structured modernization subscription platform for service operators — activated in 7–14 days depending on operational complexity.

30 minutes • Clear recommendation • Live proposal