Blenheim, Marlborough, and anywhere with a phone

You already have systems. They are just made of you remembering.

The text you send back, the quote you chase, the booking you confirm. All of it is a process, and all of it currently depends on you having a free hand. Here is the same thing written down so it runs whether you do or not, and you can watch it run.

live demonstration
  1. trigger

    Message comes in

    A form, a text, or a missed call. 9:14pm.

  2. decision

    What kind of enquiry is this?

    Checked against job type and urgency words.

  3. action

    Reply sent

    Thanks for reaching out. What did you need a hand with?

  4. result

    You get one notification

    Not seven. Just the one, when you can look.

Demonstration. Times and messages invented.

Right now

Four things that fall on the floor every week.

01
The call you missed
It rang while you were under a bench. They rang the next name on the list and you never knew they existed.
02
The quote you never chased
Sent, then nothing, and the one message that would have closed it never got sent because Thursday happened.
03
The question you answered again
The same four questions, every week, always while you are holding something.
04
The evening you spent on admin
Invoices, the diary, chasing a deposit. Two hours after dinner that nobody paid you for.

None of these are a discipline problem. They happen because the moment each one needs doing is the moment you are busy doing the thing you actually get paid for.

The system

Press run and watch it decide.

Not a diagram of a system. The system, executing a node at a time, with the log underneath in its own words. Including the step where it refuses to answer something and hands it back to you.

A missed call

You were under a house. The job did not go to whoever answered first.

Finished
  1. Trigger

    Call comes in

    Unknown number, 6:42pm, while you are on a roof.

  2. Logic

    Nobody picks up

    Rings out after 25 seconds. No voicemail left.

  3. Decision

    Do we know this number?

    Checked against your contacts and past jobs.

    • New number, treat as an enquirytaken
    • Existing customer, different message
  4. Action

    Text goes out

    "Sorry we missed you, this is Dave from Bright Electrical. What did you need a hand with?" Sent from your business number.

  5. Wait

    They reply

    6:44pm. Two minutes. They had not rung anyone else yet.

  6. Action

    Details captured

    What they want, where, and when suits. Held against their number.

  7. Result

    One notification, when you are down

    Name, number, what they need, and the whole thread. Not seven alerts.

run log7/7
  1. 18:42:03inbound call +64 21 ••• 0117
  2. 18:42:28no answer after 25s · no voicemail
  3. 18:42:28lookup: number not in contacts → new enquiry
  4. 18:42:31sms sent from business number (28s after the miss)
  5. 18:44:12reply: "after a quote for a hot water cylinder in Renwick"
  6. 18:44:12enquiry created #4821 · job type: hot water · area: Renwick
  7. 18:44:13notified: 1 push, 1 email · thread attached

Demonstration of a system we build, not a recording of a live client system. Times, numbers and names invented.

The one everybody recognises

A missed call, from both sides.

Somebody rang while you were up a ladder. Watch what happens on their phone, and what happens on yours.

Their phone6:42pm, Tuesday
Bright Electrical
Call ended, no answer
  • Sorry we missed your call, this is Dave from Bright Electrical. What did you need a hand with?6:42pm
  • After a quote for a hot water cylinder in Renwick6:44pm
  • No problem. Is the old one leaking, or just past it? And is it electric or gas?6:44pm
  • Leaking. Electric I think6:46pm
  • Got it. Dave can look Wednesday morning or Thursday morning, both around 8. Which suits?6:46pm
  • Wednesday is good. Jo, 027 555 44106:47pm
Your phone6:47pm

6:47

Tuesday 18 August

Enquirynow

Jo · 027 555 4410

Leaking electric hot water cylinder, Renwick. Booked Wednesday 8am. Full thread attached.

One notification, at the end. Not seven.

Demonstration. Invented business, customer and number.

The boundary

What it is never allowed to do.

Most of the nervousness about automation is really one question: what will it say to my customer when I am not watching. So the limits get set before anything is built, and they are limits in the system, not promises in a meeting.

  • It never quotes a price. Pricing is a judgement about a specific job, and it goes to you.
  • It never promises a time you have not got. It offers what your calendar actually has in it, or it offers nothing.
  • It never invents an answer. If it was not told, it says it will find out, and asks you.
  • It never pretends to be a person. It is your business messaging somebody back, and it does not perform being human.
  • It never keeps messaging. One follow-up, then it stops. Nobody has ever been won by the fourth chase.

Questions

The four everybody asks.

Will it sound like a robot to my customers?
It is written in your words, answers only what you have told it, and hands over to you the moment it is out of its depth. The messages on this page are the actual level of language used.
What happens when it does not know the answer?
It says so and books you a call. It never guesses at price, timing or anything with liability attached. That boundary is set when it is built and it does not move.
Do I have to change how I work?
No. It is built around the phone number, inbox and calendar you already use. If a system needs you to change your whole day to suit it, it is the wrong system.
What if I want to turn it off?
You turn it off. Nothing is locked to us, the accounts are in your name, and the work is yours.

Start here

Tell me what keeps getting dropped.

Not a discovery process. One conversation about what actually goes wrong in your week, and an honest answer about which one thing is worth fixing first. Usually it is one thing, not five.

Richard Smith, Blenheim. You talk to the person who builds it. 03 567 1600.

No cost to talk. If the honest answer is that a whiteboard would fix it, that is what you will be told.

Built by C.E.A Smith