Service
Workflow and follow-up automation
The follow-ups, reminders, handovers and admin your team forgets, done automatically and on time. Built on your CRM, with a person in control of every important decision.
VAULT 33|27 · Updated 12 November 2026 · 2 min read
The problem it solves
Most lost revenue in a service business is not lost to competitors. It is lost to silence: the quote nobody chased, the enquiry nobody assigned, the client nobody asked for a review, the invoice nobody reminded. Each task is small. Together they cost a fortune.
What we automate
| Moment | Automation |
|---|---|
| New enquiry | Instant acknowledgement, assigned to the right person, task created |
| No reply from your team | Escalation to a manager after a time you choose |
| Quote sent | Follow-up sequence until the client answers yes or no |
| Booking made | Confirmation, reminders and preparation instructions |
| No-show | Rebooking message the same day |
| Job completed | Thank-you, review request and feedback form |
| Invoice overdue | Polite reminders on a schedule |
| Old clients | Check-ins when a service is due again |
How we design automations
- Map first. We write down the process as it really happens before building anything.
- Small and reliable. Each automation does one job well and is easy to switch off.
- Human where it matters. Prices, complaints and sensitive topics always go to a person.
- Visible. Every automated message is logged on the client record so your team knows what was sent.
- Tested. Every path is tested with real examples before it goes live.
A simple example
A quote follow-up that runs itself: day 2, a short message asking if the client has questions; day 5, a useful extra (a case example or answer to a common worry); day 10, a direct question whether to keep the quote open. Any reply stops the sequence and alerts your team.
What you own
The automations live in your CRM or your automation account, documented so anyone can understand them.
How it connects to the rest of the system
Automation runs on the CRM, sends through email, WhatsApp and Viber, and its results appear on owner dashboards.
Pricing approach
Fixed price per set of workflows, or included in the Growth and Elite packages. Agreed after the free audit.
Frequently asked questions
Will customers feel spammed? No, if it is done well. Every message is useful, timed sensibly and stops when the customer replies.
What tools do you use? Your CRM's own automation where possible, plus integration platforms when systems need to talk to each other.
Open your vault.
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