Never Lose Track of a Customer Opportunity.

Marketing automation uses agreed triggers and workflows to support routine actions such as inquiry acknowledgments, notifications, tasks, and appointment reminders. It helps organize repetitive steps while your team remains responsible for customer relationships.

A customer relationship management system helps organize customer contacts, inquiries, appointments, and opportunities in one place. It gives your team a shared view of what needs attention and what has happened.

Yes. W.A.Y. Core includes standard CRM access, one tailored lead pipeline, contact and booking tools, missed-call text-back, approved standard inquiry follow-up, appointment reminders, and available lead reporting within the accepted service scope.

Standard CRM and marketing automation are included in W.A.Y. Core for $397/month. Core + Ads costs $897/month and adds professional paid advertising management. Communications usage, additional integrations, and expanded workflows may cost extra.

Yes. Standard appointment calendar configuration is included, subject to supported functionality and agreed scheduling requirements. Advanced scheduling integrations may require additional work.

Yes. We configure a standard missed-call text-back workflow for eligible connected phone numbers. Sending requires applicable consent, registration, and communications charges where required.

Yes. Standard approved inquiry acknowledgments and follow-up can be configured within the agreed scope. Complex multi-stage sequences or specialized routing may require an additional proposal.

Standard workflow configuration is included. Additional pipelines, complex integrations, multi-step custom automation, extensive estimate nurturing, and reactivation campaigns are not automatically included. We can evaluate those needs separately.

No. Conversational AI telephone receptionist configuration is a separately quoted service. Standard Core includes missed-call text-back, CRM, booking, and approved follow-up tools.

No. Text messaging, telephone calls, email sending, numbers, and required registrations may involve separate usage charges. Applicable rates and limits are disclosed for approval.

We can assess compatibility and suitable connections. Standard supported integrations may be included in agreed setup; complex or custom integrations require separate review and approval.

No. Automation supports selected repetitive tasks. Your team remains responsible for answering customer questions, providing estimates, making service decisions, resolving issues, and completing sales.

Yes. The standard CRM and lead pipeline can organize available contacts, inquiries, and opportunity stages. Accurate appointment, job, and revenue reporting depends on configured sources and information maintained by your team.

W.A.Y. Core includes one approved implementation request of up to 60 minutes monthly after launch. Unused time does not roll over. Larger workflow changes and custom development require separately approved scope.

Not automatically. Both plans include the same standard CRM and follow-up scope. The additional $500/month covers professional paid advertising management, creative development, campaign optimization, and associated advertising services.

Your customer data remains yours under the accepted service agreement. Available exports are addressed in the standard handoff terms. Managed CRM access and licensed workflows are not automatically transferable.

No. Automation helps organize and support customer communication, but cannot guarantee inquiries, appointments, customer responses, completed jobs, or sales. Marketing outcomes depend on multiple business factors.

Yes. Standard plans are month-to-month without a separate setup fee, minimum subscription term, or cancellation penalty. Cancellation applies to future renewals according to the accepted Marketing Services Terms .