AI Automation & CRM for Service Businesses | Summit Agency

Every lead answered in under 90 seconds.

Speed wins jobs. We build the follow-up systems that text every lead back instantly, chase every quote automatically, and ask every happy customer for a review — while you're on the roof, under the sink, or in the bay.

<90s Lead Response Time
Follow-Up That Never Sleeps
Review Requests on Autopilot
Works With Your Existing CRM
Speed to Lead

The first company to respond wins the job.

When a homeowner fills out a form or calls and gets voicemail, they don't wait — they call the next company on the list. We make sure that never costs you another job: every lead gets a personal-sounding text in under 90 seconds, every missed call gets an instant text-back, day or night.

  • Instant SMS + email response to every form fill and ad lead
  • Missed-call text-back — voicemail stops losing you customers
  • Multi-touch follow-up sequences for leads that go quiet
  • Messages written in your voice — human, short, specific
Book a Free Growth Call
Plumber working under a kitchen sink while his phone lights up with a new lead
CRM & Pipeline

Every lead tracked from first click to paid invoice.

Sticky notes and memory don't scale. We set up your CRM so every lead lands in a pipeline, moves through stages automatically, and never sits untouched — with booking calendars and intake forms that fill your schedule without the phone tag.

  • CRM setup and pipeline stages that match how you actually sell
  • Lead routing and task automation — the right person gets pinged, every time
  • Booking calendars and intake forms wired to your schedule
  • Source tracking on every lead — you see which channel produced the job
Organized service van interior with labeled parts bins
Reviews & Reactivation

Turn finished jobs into your next customers.

Your happiest customers rarely leave reviews on their own — and your past customers forget you exist. Both problems have the same fix: systematic, automatic follow-up. Reviews compound into rankings and trust; reactivation campaigns turn your old customer list into booked work during slow weeks.

  • Automatic review requests fired when the job closes — with a direct Google link
  • Database reactivation — seasonal offers texted to past customers
  • Maintenance and recall reminders that book repeat work automatically
  • Referral asks timed to the moment customers are happiest
Technician waving to a happy homeowner as he leaves a finished job
What's Included

The whole system, wired end to end.

  • CRM setup or cleanup — pipelines, stages, fields, users
  • Instant lead-response automation (SMS + email, <90s)
  • Missed-call text-back on your business line
  • Multi-step nurture sequences for unbooked leads
  • Booking calendar and intake form integration
  • Review-request automation tied to job completion
  • Database reactivation campaigns for past customers
  • Source tracking so every booked job traces to its channel

How many leads slipped through last month?

We'll map your current lead flow, find the holes, and show you exactly what automated follow-up would have recovered.

Get Your Free Lead-Flow Audit
FAQ

Straight answers on automation.

Because your customer is calling your competitor next. A homeowner with a burst pipe or a dead AC doesn't wait for a callback — they go down the list until someone answers. The business that responds first wins a disproportionate share of jobs. That's why we build every client's follow-up to fire in under 90 seconds, around the clock.

No — we write every message in your voice, the way you'd actually text a customer. Short, human, specific. The customer gets a fast, personal-feeling response; you get a warm lead already in conversation by the time you pick up the phone.

Usually not. We work with what you run — Housecall Pro, Jobber, ServiceTitan, GoHighLevel, HubSpot, and most field-service platforms. If your current setup is fighting you, we'll say so and recommend a change with reasons. But we don't force migrations to justify a bill.

Core automations — instant lead response, missed-call text-back, review requests — are typically live within 1–2 weeks. Deeper builds like full pipeline automation and multi-step nurture sequences roll out over the first month.

When a job is marked complete in your system, the customer automatically gets a short, personal text asking for a Google review with a direct link. Consistency is the whole game — a steady stream of fresh reviews compounds into local rankings, higher ad conversion, and more booked jobs.

Let's Talk

Ready to give your business the freedom to scale?

  • A full audit of your current marketing and lead flow
  • Clear breakdown of where you're leaving money on the table
  • A custom growth roadmap built for your business
  • Honest advice with zero pressure to sign anything
Book a Free Growth Call