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Every lead answered, every job followed up.

IncludesAutomationGoogle reviewsIntegrations

Auto-replies, reminders and Google review requests, wired into the software you already run, so nothing waits on someone remembering.

plumber open now

Missed call · 8:42 PM

Example business, for illustration
Magical Landscape LightingLandscape Lighting · Orange County, CA
Quality Painting OCPainting · Orange County, CA
Duarte’s PlasteringPlastering · Orange County & LA, CA

Recent client work by Plan Then Execute.

Where leads slip through the cracks

Four things that slip through when the follow-up depends on a person.

  1. The phone rings while you are on a job or asleep, and the homeowner calls the next name.

    Illustration, example figures
  2. A form fill sits in an inbox until someone gets to it, long after it went cold.

  3. The job went well and nobody asked. The Google review that would win the next job never happens.

  4. Leads in one place and jobs in another, so nobody knows what the marketing booked.

What we set up for you

Built around the tools you already use, not instead of them.

3 services in Automation

  • Automation · AIAnswer every lead instantlyAuto-replies, reminders and alerts wired into your CRM.GoHighLevel
  • Google reviewsBuild your Google review countGoogle review requests after every job, sent automatically.Google
  • IntegrationsSoftware that fits how you workGoHighLevel, Housecall Pro, ServiceTitan, CallRail, whatever you already run.GoHighLevelHousecall ProServiceTitanCallRail

What comes with it

  • Instant repliesEvery lead and missed call gets an answer in seconds, day or night.
  • Reminders and alertsYou hear about new leads the moment they land, wherever you are.
  • Follow-up that runs itselfHomeowners who went quiet get followed up without anyone remembering to.
  • Google review requests after every jobSent automatically, with a direct link to your Google Business Profile.
  • Wired into your softwareGoHighLevel, Housecall Pro, ServiceTitan and CallRail, or whatever you already run.
  • One monthly reportLeads in, replies sent, jobs booked. One page, every month.

Live in a week, working while you sleep.

Set up in 5 to 7 business days. Any change you ask for is done within 48 hours.

  1. Day 1DoneConnectedYour phone line, forms and job software connected.
    • Business phone line
    • Website forms
    • GoHighLevel or your CRM
  2. Day 3DoneWrittenReplies and follow-ups written for your trade and tested.
    Missed call text-backApproved

    Hi, this is Alvarez Plumbing & Rooter. Sorry we missed your call! What’s going on? We can usually get someone out today.

    Sends 10 seconds after a missed call
  3. Day 5–7LiveLiveEvery lead, call and finished job handled automatically.
    Missed call texted backnow(714) 555-0186 replied: “Water heater is leaking, can you come today?”
    Missed call, 8:42 PM2m agoAuto-text sent from (949) 555-0134
  4. Every weekOngoingTunedMessages adjusted to what books. Changes within 48 hours.
    • 8:42 PMMissed call texted back
    • Job doneGoogle review request sent

Automation, answered plainly.

Still wondering about something? Call (714) 386-8545 and talk to the team that would run your account.

Will it sound like a robot?

No. The messages are written for your trade and your business, the way you would answer if you could pick up.

Does it work with my software?

Yes. GoHighLevel, Housecall Pro, ServiceTitan, Jobber, CallRail and most of the software contractors run. We build around what already works instead of ripping it out.

What happens when a lead replies?

The conversation comes to you, with the lead’s details already filled in, so you can book the job.

Who owns the data?

You do. Your leads, your customers and your data stay with your business.

What does it cost?

It depends on how many channels and tools are involved. You will get a clear number before anything starts, and it will not move without you agreeing to it first.

Free market audit

Find out what you’re missing

We look at what you rank for, what your competitors spend and where your leads leak. You keep the findings either way.

Step 1 of 2 · How to reach you

No contract, no obligation. We use your number to call you about the audit, nothing else.