Reusable workflow + prompt packs.
Sized to your segment.
One pack per segment. One ship-week each.
Each pack ships under a single fixed-scope contract. The pack that matches your audit memo becomes the scope of the contract — and the ones we did not pick stay available on the retainer to add on later.
Automated lead follow-up
A new enquiry lands in three inboxes at once and sits there until the owner opens them. Replies go out 4–6 hours after the lead has already booked elsewhere.
Same-template inbox reply across web form, DMs and voicemail
A drafted reply within ~2 minutes of every inbound; owner final-says before it goes out. Speed-to-lead moves from "later today" to "before lunch".
- Dental · one-chair practice
- HVAC · solo operator
- Local service trades
CRM hygiene + weekly prune
A shared CRM full of dead leads, near-duplicate rows on every agent, and a "stale follow-up" queue nobody owns. The trust in the tool has gone.
Weekly prune + dedupe + "stale follow-up" brief
A clean database, a Monday-morning prune the team actually opens, and an audit trail that matches the deal sheet. Trust in the CRM comes back within a quarter.
- Indie real-estate teams
- Small property management
- Boutique brokerages
Same-day review replies
There are 30+ Google reviews waiting on a reply, the rating is drifting down because of the lag, and the team has the words — they just never write them.
A draft reply under 4 hours for every new review
Owner-approved drafts keep the tone on-brand without forcing the operator into the loop. A monotone star average can move in a quarter when the queue — not the words — is the bottleneck.
- Local HVAC + plumbing
- Roofing + trades
- Boutique home-services
Appointment reminders + no-show recovery
Cancellations hit the schedule the morning of and the recovery call is racing the next slot. No-shows pile the same week and the team is firefighting by 10am.
Reminder + no-show recovery + reschedule link
A reminder cadence under 24 hours out, a recovery flow that texts before the next slot, and a reschedule link patients actually click. Same appointment count, fewer empty chairs.
- Solo dental
- Specialty clinic
- Field-service dispatch
Quote-to-cash handoff
A quote goes out, the deal lands in one inbox, the invoice lands in another. There is no single place the team can ask "did that one pay" — and the answer is almost always no.
A quote → invoice → paid trail in one ledger
A single shared ledger where the quote, the invoice and the "paid" trigger live. The team stops asking "did that one pay" because the record is the answer.
- Owner-run agencies
- Boutique consultancies
- Trade shops
Cross-system reconciliation
Three tools with overlapping versions of the same contact, deal or invoice. The team stopped trusting any of them because the numbers never line up at the weekly review.
A weekly recon + a one-page memo of what drifted
A scheduled reconciliation across the tools your team actually runs, plus a one-page memo of what drifted. Numbers line up at the weekly review because there is one source of truth before the meeting.
- RevOps at a 30–200 person team
- Multi-tool SaaS orgs
- Multi-entity service firms
Want a custom build — book a free audit.
The six packs are starters, not a menu. If your workflow isn't on the list, the audit is the way to scope it — four fields, one 30-minute screen-share, and a two-page memo on what an agent would own. Reply within one business day.
Six packs, one process. The free audit is the actual deliverable — the pack that matches your audit memo just tells us what to put in the contract.
Prefer email? touchflow@polsia.app
— Routelet · TouchFlow