Automation for service businesses

    Your business, responding in 60 secondsLive in 30 days.

    We install a done-for-you automation system that captures every lead, replies instantly, and books appointments around the clock. You spend two hours. We do the rest.

    Free · No obligation · If it isn’t live in 30 days, we keep working at no cost

    An automation dashboard showing incoming leads moving through pipeline stages from new enquiry to booked appointment

    Example: a real estate team’s lead pipeline

    Trusted by growing businesses

    FierceFit logoV Legendary logoGenesis, In The Beginning logo
    What you get

    Every lead answered. Every follow-up sent. Every appointment booked.

    The four jobs the system does for you, running whether or not you are at your desk.

    Capture Every Lead

    Never miss another inquiry. We implement systems that respond instantly — day or night — so every lead gets acknowledged before they move on.

    Instant lead response

    Automate Follow-Up

    Stop chasing prospects manually. We configure sequences that nurture leads automatically, so you stay top of mind without lifting a finger.

    24/7 follow-up

    Fill Your Calendar

    Turn interest into booked appointments. We set up workflows that guide prospects to schedule — with reminders that reduce no-shows.

    More booked appointments

    See Everything Clearly

    No more scattered tools. We give you one place to see every lead, conversation, and booking — updated in real time.

    Complete visibility
    What it looks like

    The same system, shaped around your business

    Built once, configured for how your industry actually works.

    Speed to lead

    Answered in seconds, not hours

    The moment an enquiry lands, the system replies, follows up, and keeps going until they book. Nobody waits for you to check your phone.

    An automated sequence showing a new fitness enquiry receiving an instant email, a follow-up text, and a call reminder before the session is booked

    Example: a personal training studio

    Always on

    It keeps working after you close the laptop

    Leads arrive at one in the morning. Calls get handled, messages go out, and jobs get scheduled overnight, so your day starts with booked work instead of a backlog.

    A dark activity dashboard for an HVAC business showing leads, automated messages, calls and scheduled jobs handled continuously through the night

    Example: an HVAC company

    One inbox

    Every channel in one place

    Web chat, email, phone, booking requests and social messages all land in a single inbox. Your team stops hunting across five tabs to find one conversation.

    A unified inbox showing live chat, email, phone, booking requests and social messages feeding into one conversation list

    Example: a medical spa

    Automation Assessment

    The 5-Minute Automation Assessment

    Answer a few quick questions and see where your business is losing leads, follow-up, and booked appointments.

    Identify weak points in lead response
    See where follow-up is breaking down
    Get a custom score and next-step recommendation
    5 minutes
    Custom results
    No pressure, no obligation

    See your score before you book anything

    Takes 5 minutes. You'll know exactly where to focus.

    Or book a 15-min audit now

    How It Works

    Three steps to automation

    From kickoff to live in 30 days. You spend about two hours in total; we do the rest.

    1

    Discover

    We analyze your current workflows, identify bottlenecks, and pinpoint the fastest opportunities for automation tied to real ROI.

    2

    Implement

    We configure a proven automation system around your sales, follow-up, and operations — integrating the tools you already use where possible.

    3

    Optimize

    We launch, test, and refine the system so it runs reliably in the real world, with documentation and support included.

    The Offer

    Everything you need to automate your business

    Automation systems implemented using proven frameworks and adapted to your business — not generic templates, and not experimental software.

    Your AI Automation System

    A done-for-you automation system configured around how your business actually runs
    One unified system to manage leads, conversations, bookings, and follow-ups
    24/7 lead capture with instant replies so no opportunity slips through
    Automated follow-up that nurtures prospects until they book or respond
    A real-time dashboard to see conversations, pipeline, and results at a glance

    Included Bonuses

    Quick-Start Setup

    We handle everything. You're up and running in 2-4 weeks, not months.

    $2,000 value
    90-Day Optimization Sprint

    After launch, we monitor and optimize your system for 90 days—included.

    $3,000 value
    White-Glove Onboarding

    Personal onboarding calls to train you and your team.

    $1,500 value

    The 30-Day Launch Guarantee

    Your system is live and capturing leads within 30 days of kickoff, or we keep working at no additional cost until it is. That is a delivery commitment we control, not a projection about your results.

    See exactly what automation could do for your business

    Free • No obligation • Custom recommendations

    What We Build

    Systems that work while you don't

    Here's what every Umbrella AI automation system delivers from day one

    Always-On Lead Capture
    Every inquiry from web, social, and email is captured and acknowledged instantly — no manual monitoring, no missed opportunities, 24/7.
    Hours Back Every Week
    Follow-up sequences, appointment reminders, and routine admin tasks run automatically so your team focuses on work that actually moves the needle.
    Consistent Appointment Flow
    Automated booking and persistent follow-up sequences convert interested leads into scheduled appointments without anyone manually chasing them.
    "Umbrella AI built my website from the ground up and set up an email intake form so every lead goes straight to my inbox — nothing slips through. I went from missing inquiries to having a clean, professional system that just works."
    Kriss photo
    Kriss
    Owner, FierceFit
    "I needed a full rebrand and a real web presence. Umbrella AI designed the V Legendary logo, built my site, and set up an email intake form so client inquiries come straight to me. Professional, fast, and exactly what my business needed."
    Sergio photo
    Sergio
    Founder, V Legendary
    "Genesis had a website already, but it was outdated. Umbrella rebuilt it around our mission and set up our PayPal donations. David and Mario were patient every step of the way and always reachable when we had questions. We now have a site that reflects the work we actually do."
    Genesis, In The Beginning logo
    Yazmin Del Castillo
    Board Director, Genesis, In The Beginning
    Straight Answers

    Common Questions About Lead Automation

    Here are the honest answers to the questions you haven't asked yet.

    $1,500 to build your system, then $997/month to run it. That is less than a part-time employee, and it works around the clock. Full pricing is on our pricing page — no quote required, no discovery call needed just to find out the number.

    You don't need to. We handle 95% of the implementation ourselves. You'll spend about 2-3 hours total over 2-4 weeks. After that, you get those hours back—every single week—because the system runs without you.

    Most automation fails because it's either too generic or too complex. We implement proven systems configured around your specific workflow, then optimize them over time to ensure they actually stick. Simple, specific, and backed by 90 days of hands-on support.

    That's what the free audit is for. In 15 minutes, we'll map your current workflow, identify your biggest time-wasters, and tell you exactly what's possible. No pitch. No pressure. If automation isn't right for you, we'll say so.

    Every system we implement includes monitoring and alerts. If something breaks, we know before you do—and we fix it. Plus, our 30-Day Launch Guarantee means if your system isn't live within 30 days, we keep working at no additional cost until it is.

    No. We connect what you already use—your CRM, email, calendar, and other systems. Think of us as the glue that makes everything work together automatically. No switching platforms or learning new tools.

    Stop trading hours for dollars

    Every day you wait is another day of missed leads, wasted hours, and competitors getting ahead.

    Your free audit takes 15 minutes. Your system is live within 30 days.

    Free · No obligation · Live in 30 days or we keep working

    Get Started

    Start automating today

    Tell us about your business and we'll show you what's possible

    We typically respond within 2 business hours. Your information is secure and will never be shared.