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Done-for-you pipeline automation — for service businesses with more leads than time

Pipeline on Autopilot.

Every lead answered in minutes, every follow-up sent on time — without you doing any of it. That's your evenings back.

Book a free pipeline reviewSee how it works

Free 30-minute call. No pitch, no obligation.

  • 20 leadsfrom ~1 hrdown to ~3 min
  • Each follow-upfrom ~5 mindown to ~1 min
  • Live in~2 weeks
The problem

You're not losing deals on price. You're losing them to silence.

  • Leads arrive across forms, ads, and DMs — and sit unanswered.

  • Follow-ups depend on someone remembering. They don’t.

  • So follow-up happens at 9pm — because that’s the only time you have.

  • By the time you reply, the lead has gone cold, or bought elsewhere.

How it works

The three-step install.

Capture, trigger, see — the same three moving parts, installed the same way, every time. A system, not an improvisation.

  1. 01

    Capture

    Every inbound lead auto-lands in your CRM, tagged and timestamped. No copy-paste.

  2. 02

    Trigger

    The moment a lead changes stage, the right email fires — a new lead gets an instant reply, a quiet one gets re-engaged, a won one gets onboarded.

  3. 03

    See

    A live dashboard shows where every lead sits, and which stages are leaking.

What you get

What you walk away with.

Not a login to one more platform. A system that lives in your business, on the tools you already run, and belongs to you.

Unified lead capture
Every inbound lead flows into the CRM you already use. No copy-paste, no missed sources.
Stage-triggered emails
Status-triggered sequences fire at every stage of the pipeline, automatically.
Speed-to-lead response
An instant first reply on every new lead, the moment it arrives.
Pipeline dashboard
A live view of where every lead sits, plus lead-source attribution.

Also included — no extra cost

  • Email template library

    A stage-by-stage library of done-for-you copy, ready to send.

  • Docs + Loom walkthrough

    Full documentation and a recorded walkthrough, so the system is yours — not a dependency on me.

  • 30 days of free tuning

    A month of adjustments after launch, included. Sequences, triggers, copy — whatever needs it.

Proof

What actually changes.

Here's what changes in the day-to-day — the same work, without you doing it.

Live in production

Two different businesses, the same moving parts: leads captured automatically, records that keep themselves current, actions that fire the moment a stage changes.

  • Notion
  • n8n
  • Zapier
  • Calendly
  • PandaDoc
  • Tally
  • Gmail

VAULT Training Studio

Training studio

4 weeksfrom kickoff to live system

Before: New leads copied into a spreadsheet by hand

Now: Every client and session syncs itself into Notiondaily · every 4 hrs

Before: Follow-up emails sent when someone remembered

Now: Quiet leads flagged for follow-up, automaticallydaily

Before: Contracts drafted from scratch for each client

Now: Contract generated as the lead reaches Proposalon stage change

Before: Revenue visible only inside MindBody

Now: Sales data lands in an owner-only KPI dashboardnightly

Dogs on the Run

Pet care

15–20 hrsof weekly manual work replaced (client estimate)

Before: Every application re-typed into the pipeline

Now: Tally applications land in Notion untouchedon submission

Before: Calendly bookings copied across by hand

Now: Each booking updates the client record itselfon booking

Before: Contracts and waivers drafted per hire

Now: PandaDoc generates, sends, and logs each documenton demand

Before: Licence and insurance renewals tracked from memory

Now: Renewal reminders chased, city by cityon schedule

Dogs on the Run puts it at 15–20 hours of manual work replaced, every week. Builds start at $2K, once.

Guarantee

The guarantee

If it doesn't work, you don't pay.

The risk sits with me, not you — so saying yes is easy.

  • If the audit doesn’t surface automation worth building, you don’t pay for it.
  • If the system isn’t live and firing within 30 days of kickoff, you don’t pay the balance.
  • Every stage verified and firing before I call it live.
How engagements work

The path, not a price wall.

Start with a short audit. Only build if it's worth it. No long proposals, no open-ended retainers.

  1. Pipeline Leak Audit

    A short, paid look under the hood ($500, credited toward your build). I map how your leads move today, find the biggest leaks, and the hours they cost you. The free call comes first: if I don't think the audit will pay for itself, I'll tell you.

  2. Install

    The fixed-scope build: capture, stage triggers, and the dashboard, live in about two weeks.

    Builds start at $2K.

  3. Engine Care

    Optional

    Ongoing and optional. I monitor, optimize, and add new sequences as you grow.

FAQ

A few common questions.

Who is this for?

Service businesses with steady inbound leads — forms, ads, DMs — and no time to chase them. If your problem is too few leads rather than leads slipping through, this isn't the right fix yet.

Why not just hire a VA, or buy another tool?

A VA still forgets, sleeps, and eventually quits. Another platform is one more login nobody checks. This is built into the tools you already run — it fires every time, and after handoff it's yours, not a subscription.

How much of my time does the build take?

About two hours total — one audit call and one handoff walkthrough. The rest happens without you.

Do I have to switch CRMs?

No. It’s built on what you already run.

How long does it take?

Typically about two weeks to live.

What happens after handoff?

You get documentation, a Loom walkthrough, and thirty days of free tuning.

What if my pipeline is messy?

That’s what the Audit is for. I map it before I build.

Work with me

Tell me where your leads go cold.

Book a free call, or just reply to my email. I'll tell you what I'd automate first — no pitch, no obligation, and I work across time zones.

Book a free pipeline review

I take on two installs a month, so every build gets full attention.