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Full Automation Catalog

Every automation I build —
named, scoped, and priced.

Filter by your industry to see what's relevant. Each automation is a concrete system built inside your existing tools.

14 automations total

Instant Lead Response

Trades

Replies to every new inquiry within 60 seconds — web form, email, or missed call — with a personalized message and a booking link. Works while you sleep.

TradesLawMedicalPro Services
Replaces:Manual inbox monitoring
Saves:2–4 hrs/week
SuiteBuildRetainer
See pricing →

Quote & Proposal Generator

Trades

Turns your call notes or a short intake form into a formatted, branded proposal ready to send. No writing, no copy-paste, no delay.

TradesPro ServicesLaw
Replaces:Hours of manual proposal writing
Saves:2–4 hrs per proposal
SuiteBuildRetainer
See pricing →

Appointment Booking Bot

Medical

Handles scheduling entirely — qualification questions, calendar availability, confirmations, and reminders — without a single back-and-forth email.

MedicalLawTradesPro Services
Replaces:Phone tag and scheduling emails
Saves:3–5 hrs/week
SuiteBuildRetainer
See pricing →

No-Show Reminder Sequence

Medical

Multi-touch SMS and email reminders that cut no-show rates by 40–60%. Automatically reschedules cancellations and logs outcomes to your CRM.

MedicalLawPro Services
Replaces:Front-desk reminder calls
Saves:1–2 hrs/week + recovered revenue
SuiteBuildRetainer
See pricing →

Client Onboarding Pipeline

Law

From signed contract to fully onboarded client — welcome email, document collection, intake forms, kickoff scheduling, and internal task creation. All automatic.

LawPro ServicesMedical
Replaces:Manual onboarding checklists
Saves:2–4 hrs per new client
SuiteBuildRetainer
See pricing →

Invoice & Payment Follow-Up

Trades

Automated reminders for unpaid invoices at day 3, 7, and 14 — personalized by client, escalating in tone. Stops awkward manual chasing.

TradesPro ServicesLaw
Replaces:Chasing clients for payment
Saves:2–3 hrs/week
SuiteBuildRetainer
See pricing →

AI Website Chat

Universal

A trained AI assistant on your site that answers FAQs, qualifies visitors, and books calls — 24/7. Knows your services, pricing, and how you work.

All industries
Replaces:Missed after-hours inquiries
Saves:5–8 hrs/week in phone screening
SuiteBuildRetainer
See pricing →

Review Request Automation

Trades

Sends a personalized Google review request 24 hours after every completed job. Catches happy clients at peak satisfaction — consistently, without anyone remembering to ask.

TradesMedicalReal EstateProperty Mgmt
Replaces:Hoping clients leave reviews
Saves:1–2 hrs/week + compounding reputation
SuiteBuildRetainer
See pricing →

AI Listing Content Machine

Real Estate

Fill in property or vehicle details once — Claude generates 5–7 marketing assets in seconds: MLS description, social caption, email blast, SMS teaser, and video hooks.

Real EstateAuto Dealers
Replaces:Hours of manual content writing per listing
Saves:2–3 hrs per listing
SuiteBuildRetainer
See pricing →

Financial Lead Triage

Financial Services

Mortgage or advisory lead submits anywhere — AI scores Hot/Warm/Cold, fires a compliance-safe SMS in under 60 seconds, creates a full CRM record, and alerts you on Slack.

Financial Services
Replaces:Manual lead review and CRM entry
Saves:~5 hrs/week + higher contact rate
SuiteBuildRetainer
See pricing →

Insurance Verification Bot

Medical

Automatically checks patient insurance eligibility before appointments, flags issues, and notifies staff — so you're never caught off-guard at check-in.

MedicalDental
Replaces:Manual insurance calls
Saves:4–6 hrs/week at front desk
SuiteBuildRetainer
See pricing →

Weekly Business Digest

Universal

Automated Monday morning summary of your key numbers — revenue, open leads, overdue follow-ups, and jobs completed. Delivered to your inbox before your first call.

All industries
Replaces:Manual reporting and spreadsheet pulls
Saves:2–3 hrs/week in reporting
SuiteBuildRetainer
See pricing →

Tenant Onboarding Automation

Property Mgmt

Lease signing triggers the full move-in package: welcome email, checklist, utility guide, and a 3-SMS sequence. Every tenant gets the same professional experience — no manual effort per turnover.

Property Mgmt
Replaces:2–3 hrs of manual onboarding per tenant
Saves:2–3 hrs per new tenant
SuiteBuildRetainer
See pricing →

Intake Concierge

Universal

AI answers every inquiry 24/7 — voice, web form, or text. Extracts a structured brief, runs a conflict check, and books the appointment before your team picks up the phone.

All industries
Replaces:Missed after-hours leads + manual intake
Saves:3–5 leads/month recovered
$297–$997/mo
See pricing →

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