What is Our Keep Automation System?
Keep Clients is everything after the invoice is paid. It's how you show customers you still care about the job. It's also the part almost nobody builds, because nothing forces you to. A lead going cold has a cost you can point at. A customer quietly not coming back doesn't show up anywhere until it already has.
It's the third of three. Catch is the first five minutes, Win Jobs is the next thirty days, Keep Clients is the next three years. This one takes the longest to pay off and pays the most.
Who is Keep Clients For?
A couple of platforms we specialize in
We are flexible and like to use already existing infrastructure if possible!
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Our Other Business Automation Systems
Keeping them is the last step. Catching them comes first, winning the job comes next. Click a card to learn more.
Automation that keeps you in front of people who already paid you.
Review requests and replies
Asked every time, at the moment someone's happiest — and every review answered, because the reply is read by everyone deciding whether to call you.
Referral asks
The thing everyone hopes for and almost nobody requests. Asked at the right moment, in your voice, with something specific to pass along.
Win-back campaigns
The customer from fourteen months ago who'd happily use you again. Segmented by what they bought and when, not blasted at everyone.
Post-job check-ins
A check-in a day, a week, and a month after the job, plus warranty and seasonal reminders. Small messages that make a customer feel remembered.
How working together goes
The Blueprint
Sixty minutes on a call, after we've done our homework. Before we talk, and with your OK, we contact your business the way a customer would. You leave with a written plan, the order we'd build it in, and a fixed price. Free for the first five.
The build
We build it in the software you already pay for, in your accounts, under your business name. Every business is different, so nothing comes from a template. You approve every message before a customer sees one.
Switch-on
We turn it on a little at a time, not all at once. We watch the first weeks closely and fix what breaks.
We watch it
Nothing we build is left running unwatched. Skip monitors it and alerts us, not you.
Most automation agencies sell you hours back. We help businesses build longterm client retention.
I've sat across from a lot of businesses with this exact problem.
I came at automation from the customer side — retention, follow-up, why people stay and why they quietly don't.
Most people building automation came the other direction. They can connect your CRM to your calendar. That's a real skill. But they can't tell you which follow-up wins the second job, what a good response actually says, or why someone referred you.
That's the part we care about. The systems are how it gets done.
You vs. the customer's experience
Your Side
- Messages in six places
- Nothing tracked
- Nobody sure whose job it is
Their Side
- One form, submitted
- Two days of nothing
- They went somewhere else
"My CRM Already Does This"
It might. ServiceTitan, Jobber, Housecall Pro, and Workiz all ship review requests, post-job sequences, and reactivation campaigns. Most contractors use very little of it. The software was never the hard part. It'll send whatever you tell it to, to whatever list you give it — and most customer lists are three lists that don't agree with each other. Somebody has to clean that up, write the messages, decide who hears what and when, and keep it working when your pricing changes and your staff turns over. If you're already paying for it, our first job is switching it on.
The quiet cost of waiting
Most churn is silent. People don't complain, they just don't come back — and the businesses losing customers this way usually think they're growing.
Leads you already paid for go cold without anyone noticing
Customers leave quietly, and the numbers show it months later
Whoever answers first usually wins — often within hours
Find out what's leaking
Sixty minutes on a call, after we've done our homework. You leave with a written plan, the order we'd build it in, and a fixed price.
FAQs
Everything owners usually ask before automating. Still have a question? Book your free Blueprint and we'll answer it.
Every build is different, because it depends mostly on what you already run. Some platforms are easy to work with. Some fight you the whole way. The One More Job System is $6,000, and our first five founding clients pay $3,000. Every project starts with a free 60-minute Blueprint.
Most first automations go live within one to two weeks of your audit. Larger, multi-step systems take longer, and we give you a clear timeline before any work starts.
Whatever you already pay for, where possible. If you're on ServiceTitan, we build around ServiceTitan.
Where we're choosing, it's usually GoHighLevel or Keap for the platform layer, and n8n, Make, or Zapier for the connective work.
First working system is usually inside two weeks.The honest variable is you. If we're waiting on logins, access, or answers to questions, that's where time goes — build time is rarely the bottleneck.
We monitor your automations and fix issues before they reach you. Ongoing support is part of the deal — you're not left maintaining it alone.
You keep everything. The systems are built in your accounts and documented so someone else can run them! We just want to see your business thrive!
Most of the work so far has been ecommerce and trades — contractors, field service, the businesses where a missed call is a lost job. The systems aren't industry-specific though. What changes is where the leaks are, and we find those in the audit.
Insights and automation tips
Practical guides on building systems that do the heavy lifting — no jargon, no hype.
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The Lab
Things we've actually built
Working tools and experiments, not case studies. Everything here is live and you can try it.
Our team
A small team that builds automation for a living — and runs our own shop on it. Two founders and one very tireless AI teammate.
Cade maps where your business leaks time and designs the systems that plug the gaps — the same automations we run in-house every day.
Brielle keeps the business and its clients running smoothly, making sure every build fits how your team actually works — not just how the software wants it to.
Skip is our AI teammate — yes, really. Built on the same automation we sell, Skip sends updates, answers questions, and keeps your project moving 24/7. Living proof this stuff works.