Workflows that take the busywork off your plate.
Five starter workflows, plus custom ones quoted after the audit. Each can be built and handed off to you, or we run it for you. Start with the automation audit.
New-lead response
When a new inquiry arrives (a web form, an email, or a message), it gets an instant reply, you get an alert, and the lead is logged to your sheet or CRM.
What it connects to
Email, web forms, Google Sheets, and your CRM. Ask us if yours isn't listed.
What you provide
A short mapping call, access to the tools involved (by invitation, never passwords), and the wording you want in the reply.
- Build and hand off: from $1,800 one-time. Documented handoff, 14-day fix window; changes later are a one-time fee.
- We run it: $249 setup + $129/mo. Month-to-month, 30 days' notice, no minimum term.
Quote follow-up
After you send a quote, follow-up emails go out until the customer replies, so quotes stop going quiet.
What it connects to
Email, Google Sheets, and your CRM or quoting tool. Ask us if yours isn't listed.
What you provide
Access to where your quotes live, the follow-up wording, and how often you want follow-ups sent.
- Build and hand off: from $2,100 one-time. Documented handoff, 14-day fix window; changes later are a one-time fee.
- We run it: $299 setup + $149/mo. Month-to-month, 30 days' notice, no minimum term.
Appointment and invoice reminders
Email reminders go out before visits and for unpaid invoices, so you're not chasing them by hand.
What it connects to
Calendars, accounting tools, and Google Sheets. Ask us if yours isn't listed.
What you provide
Access to your calendar or accounting tool, and the reminder wording and timing you want.
- Build and hand off: from $1,400 one-time. Documented handoff, 14-day fix window; changes later are a one-time fee.
- We run it: $199 setup + $99/mo. Month-to-month, 30 days' notice, no minimum term.
Weekly business report
Every Monday you get one short email with last week's new leads, quotes sent and answered, and invoices paid and still unpaid, pulled from your own spreadsheet or tools.
What it connects to
Examples: Google Sheets, your email, and exported or connected accounting or CRM data. Ask us if yours isn't listed. Anything more custom is quoted after the audit.
What you provide
Access to the sheet or tools the numbers live in, and who should receive the report.
- Build and hand off: from $1,400 one-time. Documented handoff, 14-day fix window; changes later are a one-time fee.
- We run it: $199 setup + $99/mo. Month-to-month, 30 days' notice, no minimum term.
Missed-call text-back + review requests
An instant "sorry we missed you" text on every missed call plus an owner alert, and a review request after each job. Websteadly runs it entirely, so you touch nothing. No AI conversations, no automated booking.
What it connects to
Your current business number (through call forwarding), email and text alerts, and your Google Business Profile by invitation. Ask us if you use something else.
What you provide
Call forwarding set up on your phone, a number for your alerts, and a Google Business Profile invite. You never share a password.
- Instant text to every missed call
- Alert to you by text and email
- Weekly summary of missed calls texted
- Review request by text when you mark a job done
- We run it: $199 setup + $149/mo. Month-to-month, 30 days' notice, no minimum term.
- Offered as a managed service only.
Custom workflow
Reports you rebuild every week, a busy inbox, data you copy between tools: if it's repetitive, tell us about it. We scope it with you after the audit and quote it before any work begins.
Connects to: email, Google Sheets, calendars, accounting or CRM tools. Ask us if yours isn't listed.
Quoted after the audit.
Start with the auditHand-off prices start at the amounts shown. Scope is confirmed in writing after the audit.
Build and hand off: one-time fee, documented handoff, 14-day fix window; changes later are a one-time fee. We run it: month-to-month, 30 days' notice, no minimum term. Want an AI agent to plug into a workflow? See AI Agents.
Start with a free 15-minute consultation.
Tell us which tasks eat your week. We'll tell you honestly what's worth automating and what isn't.