End-to-End Sales & Operations Automation for a Home Services Company

A 30–50 person home services company was running everything through Excel — no CRM, no automation, zero visibility. We built a fully automated pipeline from lead intake to project activation.

The Challenge

The sales and operations pipeline had no system behind it — no CRM, no automation, no real-time visibility. With around 30 leads coming in every month, the team lost hours to manual follow-ups, sending documents by hand, coordinating calls, and collecting retainers, on top of manual finance and lead-status tracking.

What We Built

Lead Intake

Automatic contact verification, deduplication, and a welcome email the moment a lead comes in

Appointment Scheduling

Automatic confirmation email the moment an appointment is booked

Proposal Processing

AI extracts line items from the signed proposal PDF, creates subitems in Monday.com, and generates the invoice in QuickBooks

Project Activation

The moment a deal is marked "Sold · Deposit Collected," a project record is created automatically for the operations team, with commission tracking calculated per sales rep

Follow-up Reminders

Automatic notifications to the assigned sales rep on the exact date needed

Role-based visibility means every team member sees only what's relevant to their role, in real time.

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