Local Service Business Founders

Pull every new lead inquiry from Gmail and our website contact form in the last 48 hours, log each into HubSpot with service type and zip code, and draft a same-day response email for each — include our earliest available appointment slot from Google Calendar.

Find every Square invoice that's been outstanding more than 21 days, pull the customer contact info and job details, and draft a polite-but-firm payment follow-up text or email for each — escalate to a second notice in the draft for any past 45 days.

Look at this week's Google Calendar schedule and identify any gaps longer than 2 hours between jobs in the same service area — draft a Mailchimp re-engagement email to past customers in that zip code who haven't booked in 90 days to fill those open slots.

Pull our last 90 days of Square revenue, break it down by service type, and calculate average job value and profit margin for each — then flag which job types we should prioritize quoting based on margin, not just volume.

Find every completed Square job from last month where the customer hasn't left a Google review — draft a personalized review request text for each customer referencing the specific job we did, and schedule them to send 24-48 hours after job completion.

Check Brex for all material and subcontractor expenses in the last 30 days, match each transaction to the job in HubSpot, and flag any job where materials cost exceeded the estimate by more than 15% so I can adjust my quoting assumptions.

Scan our Google reviews and Yelp page using the web, pull any review posted in the last 30 days that we haven't responded to, and draft a response for each — personalized with the service type and a thank-you that feels like it came from me, not a template.

Build a seasonal outreach campaign in Mailchimp for customers who used our service last spring but haven't booked this year yet — pull the list from Square, draft an email with a timely seasonal hook and a limited booking window to create urgency.