The approach
Diagnosis first. Then the right fix — not the trendy one.
I'm not a software vendor with one hammer. I find where your business loses revenue, fix it with whatever actually closes the gap, and leave you with a system you own.
Diagnose
A revenue audit, on your numbers.
I map how leads actually move through your business — every channel, your CRM hygiene, response times, and where follow-up dies. You get a clear, dollar-denominated picture of what the leaks are costing you. No tooling sold before the problem is understood.
Fix
The right tools, wired into what you run.
I implement the fix — call routing, lead reactivation, CRM sync, spam filtering, marketing follow-up, and the MainStreet intake engine where it fits. Done-for-you. I'll also tell you what NOT to buy, including AI that's all demo and no payoff.
Stay accountable
Measure the lift. Hand you the keys.
I track the result and tune it — but the dashboard is yours, not a dependency on me. One client fixed her own call routing while I was on a fishing boat with no signal. That's the goal: a system you own, not a retainer you're trapped in.
The engine I deploy
When the fix is intake & response, this is the pipeline.
MainStreet — the platform I built — runs every inbound lead through the same five steps, in under five seconds, end to end.
Lead arrives
Any channel. Any time.
Phone call, text, web form, AI chat, field-rep text-in, email, DM, Google LSA — it all hits the same pipeline. Nothing falls through, nothing waits until morning.
Instant response
Under 5 seconds. Every time.
The lead gets a branded SMS + email confirmation before they've put down the phone. Missed call? Text-back fires immediately with a scheduling link. Voicemail? Transcribed, summarized, and the customer still gets an instant reply.
- Branded SMS + email confirmation
- Missed-call text-back with scheduling link
- Voicemail transcription + AI summary
- Quiet hours respected (no 3 AM texts)
Validate & filter
Real leads only.
Not every submission is a real lead. The engine validates phone numbers and emails in real time, scores for spam, tells a customer apart from a vendor pitch, and flags duplicates. Only legitimate leads reach your CRM.
- Real-time phone + email validation
- AI spam + vendor/robocall classification
- Solicitation blocking
- Duplicate detection
CRM sync
Logged before you know it happened.
Every lead is created as a contact in your CRM automatically. Works with AccuLynx, Jobber, and HubSpot today — JobNimbus, ServiceTitan, and JobTread coming soon. Custom integrations on request. Source, channel, rep attribution, conversation history, voicemail recordings — all logged. No copy-paste.
- Automatic contact creation
- Source + channel attribution
- Field-rep attribution
- Full conversation timeline
You see everything
One dashboard. Full visibility.
Every lead, call, text, form, voicemail, and field-rep capture in one place — what's coming in, what's been responded to, who captured it, and where it came from. No more wondering if your team followed up.
- Lead feed with conversation threading
- Call log with transcriptions
- Field-rep activity tracking
- Response-time metrics
Configured for your business
Tuned to how you actually operate.
Call routing, notification rules, CRM mapping, quiet hours — all configured for your specific setup during onboarding, then yours to change.
Why it holds up
Built to run without me standing over it.
Speed wins jobs
Most jobs go to the first responder. The engine replies in under five seconds — every channel, nights and weekends included.
Nothing gets missed
Every channel hits one pipeline. No dead-end voicemail box, no broken form, no lost text. If it comes in, it gets handled.
Zero manual entry
Every lead is in your CRM with full details before you see the notification. No copy-paste, no 'I forgot to add that one.'
Full accountability
See which reps capture leads, how fast your team responds, and which channels convert. No black boxes.
Works while you sleep
Text-back, transcription, scheduling links — all fire automatically at 2 AM, holidays, weekends. Quiet hours respected.
No rip-and-replace
Works with AccuLynx, Jobber, and HubSpot today — JobNimbus, ServiceTitan, and JobTread coming soon. Custom integrations on request. Whatever you already run, stays.
See it with your own numbers.
A revenue audit shows you the leaks and what the fix is worth. No pitch deck.