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The Workflow

The back-office automations that turn a leaky funnel into a working machine.

what it does

Capabilities.

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    Lead routing
    Inbound leads — calls, forms, Angi, Google, Thumbtack — land in the right place, with the right context, in front of the right tech.
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    Follow-up sequences
    Estimates that didn't close get followed up. Quotes that stalled get nudged. Cold leads get a polite, on-brand re-touch.
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    Review requests
    Every completed job triggers a review ask at the moment the customer is happiest. Five-star reviews compound your local SEO.
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    Re-book cadence
    Annual tune-ups, six-month maintenance, two-year filter swaps — every customer gets pulled back in on the right schedule.
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    Invoice + payment chasers
    Open invoices get reminded without you being the bad guy. Late payments get escalated automatically.
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    Custom workflows
    Two custom automations included on The Current — wired into your CRM, calendar, payment processor, and SMS so nothing gets re-keyed.
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