Solution 05

CRM Automation + Business Intelligence

Win-back sequences, review requests, monthly P&L report. All running without you.

Most car service operators use a fraction of what their booking platform can do. The automation layer is where the real leverage is. We configure it, wire it up, and let it run.

Automations We Configure

Post-Ride Review Requests

Fires automatically 2 hours after every completed trip. Direct link to your Google review page. This is how we went from 40 to 450+ reviews without asking a single client manually.

Win-Back Sequences

5 emails over 28 days for clients who stopped booking. Reactivates 8-15% of inactive clients at zero ad spend.

Quote Follow-Up

Automated follow-up 48 hours after an unconverted quote. Recovers a meaningful percentage of quotes that would otherwise go cold.

Pre-Trip Confirmation

Booking confirmation, 24-hour reminder, and day-of message with driver info. Reduces no-shows and creates a professional impression.

Monthly BI Report

A monthly business report generated from your booking data and delivered to your inbox automatically. No manual exports, no spreadsheets.

  • Trailing 12-month revenue
  • Quote-to-booking conversion rate
  • Client lifetime value by source
  • Revenue by service type
  • Month-over-month comparison
  • Repeat booking rate
  • Business valuation estimate

Want to see what this looks like for your operation?

Book a Free Strategy Call

Booking Platform Compatibility

Deep automation works best with supported booking platforms. During your strategy call, we will confirm compatibility with your current setup and recommend the fastest path to getting these systems live.

Included in: Complete System ($1,599/mo + $7,500 setup). Includes everything in Get Clients plus the full automation layer and monthly BI reports.