Productized Package · Trade Business

Three automations. Five days. Your office manager's life back.

A fixed-price package built for plumbing, HVAC, and electrical contractors. Email triage + auto-quoting + lead-to-Jobber routing. Live in a week.

For: Plumbing · HVAC · Electrical · General Contractors (5-30 employees)

Fixed Price

$3,500

Delivery

5 days

Sound familiar?

After-hours emergency calls going to voicemail

Estimates taking 2 hours when they should take 15 minutes

Missed follow-ups on quoted jobs

Dispatchers buried in scheduling Tetris

Reviews never requested, responses never sent

What's in the package

Three connected automations. Fixed price. Live in 5 days.

01

Email Triage

Every inbound email classified by AI (hot lead / customer issue / vendor / spam), drafted reply sitting in your Gmail drafts folder in under 60 seconds. You edit or send as-is.

Typical recovery:~5 hrs/week
02

Auto-Quote Generator

Prospect fills your intake form → Claude generates a full quote with line items, pricing, and PDF — emailed to the prospect within 90 seconds. Owner is BCC'd; CRM deal is logged automatically.

Typical recovery:~4 hrs/week
03

Lead → CRM Router

Every lead (form, referral, Google review) auto-creates a contact + deal in Jobber / ServiceTitan / HCP with AI-drafted first reply and urgency score. Score >80 = SMS to owner.

Typical recovery:~3 hrs/week + zero missed leads

✓ Included

  • All 3 automations configured for your specific business
  • Integration with your CRM (Jobber / ServiceTitan / HCP / HubSpot)
  • Full team training (1 session, recorded)
  • One-page runbook + screenshots
  • 7-day post-launch support
  • 30-day ROI verification call

Not in this package

  • Custom automations beyond these 3 (see Full Implementation for that)
  • Website redesign or new intake form design
  • Google Ads / marketing spend
  • Ongoing optimization (see Managed Automation for that)

Need more than this package covers? See our Full Implementation tier for custom-scope engagements.

Typical Outcome

A typical 6-tech plumbing shop recovers 10-15 hours per week of office-manager time, responds to after-hours leads within 60 seconds instead of the next morning, and sees commercial account close-rate go up because the owner has bandwidth to pursue them.

I went from being the middleman for everything — calls, status updates, estimates — to finally having time to go after the commercial accounts I'd been putting off for two years.

HVAC Contractor

Ready to see if it fits your business?

Book a free 30-minute assessment. Within 24 hours you'll have a written roadmap confirming whether this package is the right fit — or pointing you to a different tier if not.

Book Free Assessment