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Playbooks · 4 min read

Send quotes without touching a keyboard

On the tools all day means the office work never happens. The fix is an agent that runs itself and only interrupts you when someone writes back to you.

  1. 01

    The intro sends itself

    New builders and developers on your patch get a three-sentence intro, written from your brief, sent as you. Every email waits for you to approve it, unless you switch on Autopilot.

  2. 02

    Replies land on your phone

    When someone answers, the reply lands in your own inbox, so it is on your phone, and on your Desk. You call back from the van. The site visit gets booked.

  3. 03

    The quote follows the visit

    No cold quoting. No writing at 9pm. The agent fills the top of the funnel so your evenings stay yours.

Try it this morning

Write your intro in three sentences, plain as you would say it. Set it live for your area.

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Made for trades · See the page →
Watch · 1:40

How to build a search that keeps working

Read the write-up

Every figure is shown on screen. The company examples are made up.

More guides
Public record signals · 4 min readTrade codes and area: search like a builderBuilders think in patches and trades, not in marketing segments. The search should work the same way. Two settings, set once, and then you are done.Playbooks · 4 min readOne agent for every new firm near youMSP marketing usually means referrals and hope. One agent on the public record covers every new firm worth managing in your region, week after week.Playbooks · 4 min readIntroduce your service to new offices nearbyEvery new office in your area needs what you sell. None of them know you exist yet. A standing intro fixes that for good. You set it up just once.

See it with your own postcodes

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