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Workflow Automation

Stop Losing Leads to Slow Follow-Up

The contractor who responds first wins the job 78% of the time. We build automated systems that respond to new leads in minutes, follow up consistently, request reviews automatically, and keep your pipeline organized — so no opportunity slips through the cracks.

Workflow Automation for Contractors

Step 1

New Lead Captured

Step 2

Auto Reply Sent

Step 3

Review Requested

Trusted by contractors across the region

Gonzalez Painters All County Pools & Spa Bud Matthews Appealing Fences NC Andersen Sterilizers Village Surrogacy Hackney Cappstone Inc. Swackhamer Masonry & Concrete Fish the Nush Olivo Construction & Restoration

78%

of Jobs Go to the First Contractor to Respond

5min

Average Response Time with Our Automation

40%

More Booked Jobs from Existing Lead Volume

10hr+

Saved Per Week on Manual Follow-Up

Platform Integrations

Experts in Optimizing Systems to Work Better For You

ServiceTitan
Housecall Pro
DripJobs
Jobber
JobNimbus
GoHighLevel
BuilderTrend
ServiceTitan
Housecall Pro
DripJobs
Jobber
JobNimbus
GoHighLevel
BuilderTrend
What We Automate

Every Touchpoint in Your Lead Journey, Automated

From the moment a lead comes in to the review request after the job, we build systems that work for you around the clock — without adding to your workload.

Instant Follow-Up

Speed-to-Lead Automation

The contractor who responds first wins the job 78% of the time. We build automated systems that respond to new inquiries within minutes — by text, email, or both — so you never lose a lead to a faster competitor again.

  • Instant text and email response to new form fills
  • Personalized messages using lead name and service
  • Missed call text-back automation
  • After-hours lead capture and auto-response
Automated Follow-Up

Lead Nurture Sequences

Most leads don't book on the first contact. We build multi-touch follow-up sequences that keep your business top-of-mind over days and weeks — automatically — until the lead books or opts out.

  • Multi-step SMS and email sequences
  • Trigger-based follow-up (clicks, opens, replies)
  • Quote follow-up and proposal reminders
  • Objection-handling scripts tailored to your trade
Grow Your Google Rating

Review Request Automation

Google reviews directly impact your local rankings and your ability to win new jobs. We automate review requests to go out at exactly the right moment — after the job is complete — when customers are most likely to leave a 5-star review.

  • Timed sends tied to job completion
  • Direct link to your Google Business Profile
  • Automated follow-up for non-responders
  • Negative feedback filtering and routing
Organize Every Lead

CRM & Pipeline Management

Every lead in one place, every follow-up tracked, every deal stage visible at a glance. We set up and configure your CRM so nothing falls through the cracks — and you always know what needs attention today.

  • CRM setup and pipeline configuration
  • Lead source tracking and attribution
  • Task and appointment reminders for your team
  • Integration with your existing tools
Automation with The Builders Agency

Built Around How Contractors Actually Work

We don't sell generic CRM subscriptions. We build custom automation systems that fit your specific business — your services, your response style, your team size, and your sales process.

Whether you're a solo operator trying to stop missing leads or a 10-person crew that needs a structured pipeline, we configure the right system and make it work from day one.

CRM setup and configuration
Speed-to-lead text and email automation
Multi-step nurture sequences
Missed call text-back
Review request automation
Pipeline and deal stage setup
Integration with your ad campaigns
Monthly automation performance report
01

Workflow Audit

We map out how leads currently enter your business and where they're being lost — response time gaps, missed follow-ups, no-show estimates, and manual tasks that can be automated.

02

Strategy & Mapping

We design the automation flows: who gets contacted, when, how, and with what message — tailored to your trade and the types of jobs you want to win.

03

Build & Integrate

We build your automations inside your CRM and connect them to your existing tools — your website, ads, scheduling software, and communication channels.

04

Test, Launch & Monitor

Every automation is tested before going live. We monitor performance after launch and refine sequences based on open rates, reply rates, and conversion data.

Built for the Trades

Most Contractors Are Losing Jobs They Already Won

You ran the ads, you built the website, you got the lead — and then it fell through because you were on a job site and couldn't call back for three hours. By then, they'd already booked someone else.

That's not a marketing problem. That's a systems problem. And it's fixable. Automation doesn't replace you — it makes sure your business is working even when you're not at a desk.

We've built automation systems for contractors across every trade. We know what messages work, what timing converts, and how to build flows that feel personal — even when they run on autopilot.

Responds in Minutes, Not Hours

Our automation sends a personal text or email within minutes of a new inquiry — so you're always first, even at 10pm on a Saturday.

Works While You're on the Job

Follow-ups, reminders, and review requests all run automatically while you focus on the work. No manual tasks, no dropped balls.

More Leads from the Same Budget

Better follow-up means more conversions from the leads you're already getting — without spending more on ads. Most contractors see a significant lift in booked jobs within 30 days.

Common Questions

Frequently Asked Questions

Everything you need to know before getting started with workflow automation.

Do I need to switch CRMs to use these automations?

Not necessarily. We work with most popular CRM and marketing platforms and can often build these automations inside the tools you already use. If your current platform is too limited, we'll recommend a better fit and handle the migration for you.

How long does it take to set up?

Most automation systems are designed, built, and tested within 2-4 weeks, depending on the number of workflows and integrations involved. We launch in phases when possible, so you start seeing results before everything is fully complete.

Will my follow-ups still feel personal, or obviously automated?

We write every message to sound like it's coming from you or your team, using the lead's name, the service they inquired about, and natural language. Most customers never realize they're receiving an automated response.

What if a lead replies to an automated text or email?

Replies are routed directly to you or your team in real time, and the automation pauses for that lead so you can take over the conversation personally. Nothing gets lost or double-handled.

Can this work with the ad campaigns and lead sources I already have?

Yes. We connect your automations to your website forms, ad platforms, phone systems, and scheduling tools so every lead, regardless of where it comes from, enters the same automated follow-up system.

What happens after launch — do you just hand it off?

No. We monitor performance, track open and reply rates, and refine your sequences based on real results. You'll get a monthly report showing what's working and where we're making adjustments.

Ready to Stop Losing Jobs to Slow Follow-Up?

Book a free discovery call. We'll walk through your current lead process, identify where jobs are slipping through the cracks, and show you exactly what your automation system should look like.

Build My Automation System