Booking
Let customers book themselves. Reduce back‑and‑forth.
Built for booking + CRM + automation (no fluff)
Book more jobs. Miss fewer leads. Automate the boring bits.
Simple workflows for small service businesses: booking → CRM → follow‑up → reminders. Copy them, tweak them, ship them.
Booking links + reminders
CRM pipeline + follow‑ups
Zapier/Make automations
Typical win
Speed‑to‑lead ↓Auto‑reply + callback booking
Typical win
No‑shows ↓Reminder sequence + reschedule link
Typical win
Close rate ↑3‑touch quote follow‑up
Start here
- Pick a booking tool
- Pipe leads into a CRM
- Automate follow‑ups + reminders
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Recommended tool stack
Pick one per category. Keep it simple at first.
CRM
Track every lead. Follow up consistently.
Automation glue
Connect booking → CRM → email/SMS → tasks.
Lead capture (optional)
Forms + intake questions for better quoting & handoff.
Playbooks
Speed‑to‑lead
Auto‑reply within 60 seconds + create CRM deal + schedule callback.
- Goal: response time ↓
- Outcome: more quotes win
No‑show reduction
Reminder sequence + easy reschedule link.
- Goal: no‑shows ↓
- Outcome: time wasted ↓
Quote follow‑up
3‑touch follow‑up (email + SMS) without being spammy.
- Goal: close rate ↑
- Outcome: revenue ↑
Instant handoff
Once booked: auto‑create job checklist + notify the right person.
- Goal: chaos ↓
- Outcome: smoother jobs
Free checklists
Quick wins you can copy and use today.
Booking Automation Checklist
What to automate first (and what to leave manual).
Download PDF View webFollow‑up Scripts
Email + SMS templates that don’t feel like spam.
Download PDF View webService Business Automation Kit
SOPs + workflows + templates you can copy, tweak, and deploy.
Get notified1‑page “Stack chooser”
Pick the right booking/CRM/automation combo in 2 minutes.
Download PDF View webGet updates
Drop your email and I’ll send the Automation Kit when it’s ready (and occasional playbooks).