Service line

AI-Augmented CRM Automation — closed revenue, not raw clicks. Closed revenue, not raw clicks — wired directly to the bidder

We'll wire your CRM to the ad platforms so your real won jobs — not raw clicks — teach Google and Meta who to find next. Follow-up that runs itself. One dashboard tying spend to closed revenue. Buy your weekends back.

The receipt
<2s Ad click → ad platform, closed-loop Live on a roofing build (UAC)
What you get

The shipping list.

  • 01 A map of every step a lead takes — from first form fill to signed job — so every stage is finally trackable
  • 02 Your closed jobs fed back to Google, Meta, and Microsoft — so the algorithms learn from real revenue, not button clicks (server-side, so ad-blockers and iPhone settings can't strip it)
  • 03 Nightly uploads of won deals — your best campaigns get cheaper as the platforms learn what actually pays
  • 04 Follow-up that runs without you — welcome flows, dormant re-engagement, post-sale check-ins, review requests
  • 05 Automatic lead scoring and next-best-action — so your team works the hottest leads first, at near-zero added cost
  • 06 One monthly dashboard tying ad spend to closed revenue — receipts you can read, not platform vanity metrics

Bundle-only · in the Revenue Ignition bundle · See full pricing →

Where this lands

What this service solves on day one.

Trigger Our move
Your CRM is a contact graveyard, not a revenue engine. We map every step — first form fill to signed job — so each stage is trackable and nothing leaks.
Leads go cold because follow-up depends on someone remembering. Welcome flows, dormant re-engagement, post-sale check-ins — follow-up that runs without you.
Every ad platform reports a different "truth." One event fires to Google, Meta, and Microsoft — matched and deduped, so the numbers finally agree.
Receipts

A client shipped this.

United American Construction Roofing · DFW
56 → 91.67 Desktop PageSpeed + mobile LCP 9.2s → 4.07s, CLS 0.16 → 0.026

DFW roofing contractor — Kadence WordPress rebuild lifted desktop PSI 56 → 91.67, dropped mobile LCP 9.2s → 4.07s, dropped CLS 0.16 → 0.026; a single Cloudflare Worker closed the AccuLynx → ad-platform offline-conversion loop across Google Ads, Microsoft Ads, Meta CAPI, TikTok, and GA4 MP in under 2 seconds.

Read the case study →
Questions

Common questions

  • Will this work with the CRM we already run?

    We integrate with what you use — AccuLynx, HubSpot, GoHighLevel, Salesforce, and others. The tracking layer sits on top of your CRM, so there is no rip-and-replace and your team keeps working exactly as they do today.

  • What is included in the setup vs the retainer?

    Setup ships the build to a usable state. Retainer covers the operating discipline: content cadence, CRM hygiene, attribution checks, monthly close-rate review.

  • Can we cancel the retainer?

    During the six-month initial term you are committed to the engagement (we part ways early only for cause). After the initial term, yes — with 15 days’ written notice. Either way, the setup work is yours forever: your repo, your Cloudflare account, your CRM.

Ready for AI-Augmented CRM Automation?

Book a discovery call. We'll tell you straight.

20 minutes. No pitch deck. We walk your business and tell you exactly where the next dollar earns.