For appointment-based businesses
Keep enquiries, follow-up and bookings under control.
I install and manage the processes behind your customer journey, so work gets followed up, bookings stay visible and you can see where things are getting stuck.
Free audit · automations from $200 CAD/month.
Where control usually breaks down.
Not every business has all of these. Most have at least one.
Enquiries arrive by phone, form and inbox, and none of them talk to each other.
Follow-up depends on someone remembering to do it.
Bookings, cancellations and no-shows live in a separate tool from the enquiry.
Review requests go out when someone remembers, not on a schedule.
You can't quickly see what needs your attention today.
What I automate
From the operational basics to the whole front office.
Two levels of the same managed service. We start with what your business needs first; exactly what gets turned on is decided on the free audit.
Level 1
The Essentials
The operational baseline: nothing slips, you get paid, you get reviewed.
Catch every enquiry
Calls, forms, texts, Instagram, Facebook and web chat land as one customer record — deduped, spam-screened, acknowledged any time of day. The enquiry that used to go to the next business gets caught.
Follow up without remembering
The follow-up we agree on runs itself and stops the moment someone replies, books or opts out; a lead who went quiet gets resurfaced. Work gets chased on a process, not from memory.
Bookings and no-shows in one view
Self-booking calendars, and booking status — showed, no-show, cancelled — feed one view, with nudges that rebook the gaps. Empty slots get worked instead of written off.
Get paid, get reviewed
Invoices, quotes and payment tracking on one side; an automatic Google review request and reminder after each finished job on the other. Money and reputation both move without chasing.
Owner oversight
An instant alert on every new lead, a monthly summary of what the system handled, and a warning the moment a source goes quiet. You see what's happening without living in the tools.
Level 2
Full Autopilot
The ceiling: AI agents, a marketing engine and content running the whole front office.
AI voice and chat agents
A voice receptionist that answers, books, reschedules and takes messages around the clock, and a chat concierge across every channel — both working from a knowledge base of your business. The front desk is covered when no one can pick up.
A marketing engine
Email and SMS campaigns with open and conversion stats, funnels and landing pages, reactivation of dormant customers, and sealed giveaways with single-use codes. Past and cold customers get brought back on a schedule.
Content and social
A pipeline that turns a photo into a caption you approve, then publishes to your gallery and cross-posts to Instagram, Facebook and Google — plus an 'a spot just opened' post when a slot frees up. Content ships steadily instead of when someone finds time.
Proposals, contracts and intelligence
Proposals and contracts tracked from viewed to signed with payment collected, alongside ad-return and lead-quality reports and custom dashboards. You close on documents and see which marketing actually pays.
Built and run for you
A full CRM build-out, phone numbers, and one-click setup for a second location, configured and monitored on your behalf. It's operated and run for you, not handed over for you to figure out.
And 60+ automations running behind the scenes.
Some of this I've built and run for years; some I set up inside the platform your business already uses. Which of it you actually need is what the free audit is for.
Proof
What it did for one real business.
Median first reply
Missed call answered in
After-hours replies, one month
Google reviews, in a year
Review reply time
Customers in the connected database
These figures are from one owner-led business that has run on a connected system for three years, taken from its own records. They describe that business, not software alone, and aren't a promise of the same result for anyone else.
What owners say
Megan Boudreault
Business owner
Amy Duncan
Team member
Boris Marchenko
Home service owner
Kostiantyn
Business owner
Kate R.
Business owner
How it works
Audit. Install. Run. Review.
Audit
A free call where I look at how enquiries move through your business today: where they come from, what happens next, and where they stall.
Install
I set up the automations we agreed on and connect the tools you already use.
Run
The automations run on your real enquiries and bookings, while I monitor them.
Review
We look together at what's running, what's visible now, and what to adjust next.
Pricing
From $200 a month.
From $200 CAD/month — exact price depends on what we turn on; we set it on a free audit.
No tiers and no lock-in. The audit is a free call where I look at how your enquiries and bookings move today, then set the exact price for the systems worth turning on.
Is this a fit?
Good fit
- You run an appointment-based business.
- You already have a real, regular flow of enquiries.
- You have the capacity to take on the work that gets recovered.
- Two or three extra customers a month would more than cover it.
- You're willing to give me access to see how enquiries and bookings move.
- You want this managed on an ongoing basis, not a one-time fix.
Not a fit
- You don't have a working enquiry flow yet.
- You don't have capacity to take on more work right now.
- You want a guarantee of revenue or a guaranteed number of appointments.
- You want unlimited custom development for a fixed monthly fee.
- You're not willing to share access to your tools.
Book a free audit.
Leave your name, business and phone. I'll call you, look at how your enquiries and bookings move today, and tell you what's worth turning on.
Not ready to talk yet? Take the two-minute self-check instead.
Or reach me directly: +1 (289) 367-9105 · inbox@getphantom.io