Our Services
Key Features
1) Instant lead response
New enquiries get an immediate reply by SMS or email.
You look professional from the first minute.
You win more jobs because you’re faster than competitors.
2) Lead, quote and job pipelines
Every enquiry moves through clear stages.
Leads don’t get lost in inboxes.
Quotes get followed up automatically.
You always know what needs doing next.
3) Booking and scheduling that stays organised
Appointments can be booked through your site or by your team.
Confirmations and reminders go out automatically.
No-shows drop and diaries stay tidy.
Teams can share one calendar view.
4) Quote follow-up that converts
If someone doesn’t reply, the system chases politely.
It sends nudges at the right time.
It prompts “ready to book?” without you having to.
You close more of the quotes you already send.
5) Payments made simple
Send Stripe payment links in seconds.
Trigger receipts automatically.
Reduce time spent chasing money.
Keep cash flow moving.
6) Reviews and reputation growth
Ask for a review after every completed job.
Route issues privately before they hit Google.
Build consistent 5-star proof that wins the next customer.
Improve local visibility over time.
7) Reactivation and repeat work
Bring back past customers with seasonal reminders.
Set maintenance prompts and service intervals.
Fill quieter weeks without extra ad spend.
Turn one-off jobs into long-term customers.
8) Website chat and missed-call capture (optional)
Capture leads when you’re on site and can’t answer.
Answer basic questions instantly.
Book call-backs or appointments automatically.
Stop missed calls turning into lost work
9) Reporting that shows what’s working
See where your leads come from.
Track response speed and conversion rates.
Know which services and areas are most profitable.
Make decisions based on data, not guesswork.
10) Works with your current setup
Embed forms and booking widgets into your existing website.
Add landing pages for specific services and locations.
Connect accounting workflows if needed.
Keep what’s working and improve what isn’t.
Optional Trades Add-ons
Additional Pipelines and Workflows
This is where the system becomes “built around your business”.
We add dedicated pipelines for the work you actually do.
Each pipeline has stages, automations, reminders and reporting.
Maintenance Plans, Service Reminders & Renewals
This creates repeat work without extra ad spend.
Perfect for trades with recurring needs.
Ads and Landing Pages
This is built to generate booked jobs, not vanity metrics.
We create landing pages for each service and area.
Then run ads that drive enquiries into your pipeline with tracking.
Data Migration & Cleanup
If your contacts are scattered, this fixes it.
We bring your data into one clean CRM.
That includes spreadsheets, old CRMs, email tools, booking systems, and past customer lists.
AI Website Chat (24/7 Enquiry Capture & Booking Help)
This converts website visitors into booked enquiries, even when you’re on-site.
It answers basic questions.
It collects key details.
It pushes leads into the CRM instantly.
AI Phone Receptionist (Calls Answered, Bookings Logged, No Missed Enquiries)
Most trades lose jobs because calls aren’t answered.
This add-on answers missed calls and overflow calls.
It captures the details and follows up automatically.
Add-on
Additional Pipelines & Workflows
This is where the system becomes “built around your business”.
We add dedicated pipelines for the work you actually do.
Each pipeline has stages, automations, reminders and reporting.
Common trade pipelines include:
Domestic jobs. Commercial work. Emergency call-outs. Planned projects.
Quoting and follow-up. Aftercare and snagging. Insurance work. Landlords/agents.
Benefits
You stop losing leads in inboxes.
Quotes get chased automatically.
Every job has a clear next step.
You can see what’s coming in, what’s booked, and what’s stuck.
ROI you can expect
Higher quote-to-job conversion.
Less time wasted chasing and admin.
Often pays for itself with one extra job per month in a high-value pipeline.
Add-on
Maintenance Plans, Service Reminders & Renewals
This creates repeat work without extra ad spend.
Perfect for trades with recurring needs.
Boiler servicing, electrical safety checks, gutter cleaning, painting refreshes, annual inspections, filter changes, PAT testing.
Benefits
Customers don’t forget you.
You stay booked in quieter months.
Renewals and reminders run automatically.
Your diary becomes more predictable.
ROI you can expect
More repeat jobs from past customers.
Better lifetime value per customer.
Usually pays back quickly once you have a small base of repeat clients.
Add-on
Ads + Landing Pages (Local Lead Generation)
This is built to generate booked jobs, not vanity metrics.
We create landing pages for each service and area.
Then run ads that drive enquiries into your pipeline with tracking.
Benefits
More leads in the locations you want.
Better quality enquiries through smart forms and qualifying questions.
Follow-up is instant, so leads don’t go cold.
You can see which ads produce real jobs.
ROI you can expect
Improved lead volume and better close rate through faster response.
Payback often comes from a small increase in booked jobs each month.
Works especially well for high-margin services.
Add-on
Data Migration to GHL
If your contacts are scattered, this fixes it.
We bring your data into one clean CRM.
That includes spreadsheets, old CRMs, email tools, booking systems, and past customer lists.
Benefits
Your database becomes usable again.
You can segment customers by job type, area, and last visit.
Automations work properly because the data is structured.
ROI you can expect
Fast payback through reactivation campaigns and reminders.
Even one “we’re available next week” message to the right list can fill the diary.
Also improves results from ads and follow-up.
Add-on
Website Chat (Lead Capture 24/7)
This converts website visitors into booked enquiries, even when you’re on-site.
It answers basic questions.
It collects key details.
It pushes leads into the CRM instantly.
Benefits
Fewer missed leads outside business hours.
Less time spent answering the same questions.
More booked jobs from the traffic you already have.
ROI you can expect
More enquiries captured from the same website traffic.
Often pays for itself with a few extra bookings per month.
Especially strong for emergency and fast-response work
Add-on
AI Voice Receptionist (Never Miss a Bookng Call)
Most trades lose jobs because calls aren’t answered.
This add-on answers missed calls and overflow calls.
It captures the details and follows up automatically.
Benefits
Leads don’t hit voicemail and disappear.
Customers get instant response and next steps.
Your team stays focused on the job, not the phone.
ROI you can expect
High ROI if you get frequent calls.
Often pays back from a small number of saved bookings each month.
Also improves review scores because customers feel looked after.
Frequently asked questions
What exactly is the Trades Booking & Retention System?
It’s an all-in-one platform that combines guest CRM, bookings (tastings/tours/accommodation/events), shared calendars, automated confirmations & reminders, payments, follow-up marketing, reviews, and reporting—so you can run the entire customer journey in one place.
What do you need from us to get started?
A short list: your services and prices, booking rules/capacity, branding assets, preferred payment setup, and any existing tools you want to integrate (website, WooCommerce/Shopify, accounting). Then we’ll map your ideal guest journey and build it.
Is this a replacement for our website?
It can be, but it doesn’t have to be. You can run it as a standalone booking and marketing hub, or embed booking forms and widgets into your existing website so everything works behind the scenes without changing your current design.
Can multiple team members manage bookings?
Yes. It includes a shared team calendar, role-based access, and visibility across tastings, accommodation, and events—so staff can see what’s happening without double-booking.
Can we take deposits and payments?
Yes. You can take full payments or deposits, automatically send receipts, and trigger confirmations and reminders only once payment is received (if you choose).
Do you provide AI chat or an AI phone receptionist?
Optional add-ons include AI website chat (24/7 enquiry capture and FAQs) and an AI phone receptionist to answer calls, capture details, and route enquiries—so you don’t lose leads when the team is busy.
Do you offer ongoing support?
Yes. Support is available across tiers, from light assistance through to fully managed optimisation (campaigns, automations, reporting, and ongoing improvements)
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