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Infrastructure · Clermont, FL

Automation agency in Clermont, FL. The busywork runs itself.

Right now your business runs on you remembering things. Leads live in your texts, your inbox and a notepad in the truck. The quote you sent Monday never got a follow-up. The customer who loved the job never got asked for a review. You type the same address into three apps, and the invoice goes out a week late. When you get busy, things slip, and every slip costs you a job.

We set up the systems that do it for you. A lead comes in and lands in one CRM. A missed call gets a text back: "Sorry we missed you. What can we help with?" A quote that sits two days gets a check-in. A finished job sends the invoice and the review request on its own. Every Monday you see leads in, jobs booked and where they came from. You get your evenings back. Walk us through one job from first call to paid, and we'll show you every step we'd take off your plate.

1. BUSINESS
2. REVENUE
3. YOU
4. TIME
What kind of business do you run?

WHAT WE DO

01One CRM, set up right. Every lead, call, text and job in one place, with stages like New, Quoted, Booked and Paid, and no duplicate contacts.
02Missed-call text back. Every missed call gets a text within seconds, so the caller waits for you instead of calling the next name.
03Lead routing. Each new lead goes to the right person by town, job type or location, with a backup person if nobody picks it up in 30 minutes.
04Quote follow-up. A check-in two days after the quote, another before it expires, and a heads-up to you when they reply. It stops the moment they answer.
05Appointment reminders. A text the day before and the morning of, with a reply-to-reschedule link, so the crew doesn't drive to an empty house.
06Review requests. The job gets marked done, and the customer gets a review request that day, while they're still happy.
07Quotes, scheduling and invoices connected. Your CRM, field service app and QuickBooks share the same customer, so nothing gets typed twice.
08Reporting. One dashboard: leads in, jobs booked and where each one came from, so you can see which ads and pages bring jobs.
09Cleanup of what you have. Duplicate contacts merged, old lists sorted and the broken automations from three years ago replaced.
10Watched and kept running. We get alerted when a step fails, fix it when an app changes, and keep a written map of every automation.
YOU OWNThe CRM account and all of your data.
“Mikel really helped me to 10x everything: 10x traffic on my blog, basically 10x sales.”
Sam RexfordMemberships & courses
HOW IT WORKS

From the first call to the finished work.

  1. 01

    Trace one job end to end

    We follow a real job from first call to paid and mark every place it waits on someone remembering.

  2. 02

    Fix the biggest leak first

    Usually missed calls or quote follow-up. We build it in your accounts, usually running within a couple of weeks.

  3. 03

    Run test jobs through every branch

    Fake leads and jobs go through every step, including the canceled job and the customer who replies stop, before a real customer sees anything.

  4. 04

    Add one at a time

    Each new automation connects to the last, and we show your team how it works as we go.

WHAT YOU GET

Automation agency in Clermont, and what each part gets you.

CRM setup

Every lead in one place, so nobody gets forgotten.

Marketing automation

Follow-up, reminders and review requests that run themselves.

Business process automation

Quotes, scheduling and invoices without the typing.

Dashboards →

Leads, jobs and money on one screen.

Speed to lead →

Every new lead called or texted in seconds.

Custom AI agents →

AI that handles the work you keep doing by hand.

SERVING

Clermont · Minneola · Montverde · Groveland · Mascotte · Four Corners · Winter Garden · Windermere · Ocoee · Leesburg · Lake County · Orlando, and owners across Central Florida and the US.

WHO IT'S FOR

Built for you, and yours to keep.

BUILT FOR

Local service businesses juggling leads, quotes and jobs: roofers, HVAC, plumbers, pool builders, landscapers and home builders.

Med spas, dentists and law firms with bookings, intake, reminders and follow-ups to keep up with.

Regional organizations and multi-location groups that need one system across teams and locations, with clear handoffs.

Startups that want their CRM and workflows set up right before growth turns them into a mess.

NOT A FIT IFyou want a single automation fixed and nothing else. We build systems that fit together.

WHAT YOU'LL HAVE

One CRM with every lead and customer in it, and a clear stage for each.

Missed calls, quote follow-ups, reminders, reviews and invoices that happen without anyone remembering.

Every lead routed to a person, with a backup when nobody answers.

Your apps sharing the same data, with no double entry.

A clear view of where your leads and jobs come from.

A written map of every automation: what starts it, what it does, who it notifies.

The CRM account and all your data, in your name.

WE WORK WITH

CRMs: GoHighLevel, HubSpot

Workflows: Zapier, Make, n8n

Field service software: ServiceTitan, Jobber, Housecall Pro

Payments and books: QuickBooks, Stripe

Calendars and office: Google Workspace, Microsoft 365, Google Calendar, Calendly

Texts and team alerts: Twilio, Slack

WHY US

Instead of doing it yourself, a freelancer or a big agency.

VS. DIY

You can build Zapier automations at night after work. We map the whole flow first, so the review request doesn't fire on a job that got canceled, and we keep it running when an app changes.

VS. A FREELANCER

A freelancer builds the one automation you asked for. Follow-up that fires from a CRM full of duplicates texts the same person three times. We fix the foundation, build the pieces to fit together, and the person who planned it is the person who built it.

VS. A BIG AGENCY

A big agency may move you onto their platform and their contract. We build in accounts you own, on the tools you already use where they work, and you can leave and keep everything.

QUESTIONS

What owners ask before they hire.

What can actually be automated?

Most of what happens between a lead coming in and getting paid: missed-call texts, routing, follow-up, booking, reminders, review requests, quotes, invoices and reports. We start with whatever is costing you the most jobs.

Can I keep the software I have?

Usually, yes. We connect what you already use. If something is holding you back, we'll show you why and move it over in your name.

Which CRM should I use?

The one that fits how you work. For many home service businesses that's GoHighLevel, HubSpot or the CRM inside Jobber or ServiceTitan. We'll recommend one after we see your flow.

How long does setup take?

Week one, we trace your jobs and clean up the CRM. Week two, the first automation is live. Over the first couple of months we add one piece at a time, biggest leak first.

What do you need from me?

A walkthrough of one real job, logins to your tools, and your OK on any message before it goes to customers.

Who keeps it running?

We do. We get alerted when a step fails, fix it when an app changes, and you get a written map of everything.

Will my team have to learn something new?

Only what they need: where to look, what to click. We show them as each piece goes live.

Can you add AI to it?

Yes. The same CRM can feed an AI voice agent, a chatbot or a custom AI agent that drafts quotes, so every piece works from the same customer record.

Do you also reach new leads in seconds?

Yes. That's speed to lead, and it runs on the CRM we set up here.

What's the first step?

A call where you walk us through one job from first call to paid. We'll show you where it leaks.

Who owns what you build?

You do. Your accounts, logins, data and every file we make for you are in your name. Fire us tomorrow and it keeps ringing your phone.

♔NEXT MOVE · THE STRATEGY CALL

Bring your numbers. Leave with a plan.

Sixty minutes with Mikel. We review your market before we talk, tell you which piece moves first, and give you your number.

YOU LEAVE WITH
01
Your numberWhat you should actually be spending, and how it splits.
02
Your first moveThe one piece that gets your phone ringing soonest.
03
A plan you keepWhether we ever work together or not.
Mikel JorgensenBased in Clermont, Florida. You reach Mikel, who answers for every piece.