How Service Roo Builds Your System

Review Your Business

We start by understanding your operation

Before we build anything, we get a clear picture of how your business works today — how leads come in, how you respond, what tools you're using, and where you're losing jobs. We look at your website, your current CRM (if any), your review profile, and your follow-up process.

Outcomes

• Current system audit completed
• Gap analysis documented
• Priority recommendations identified
• Custom build plan created

Build Your System

We configure everything to your business

We build your website, set up your CRM pipeline, create your automations, and configure your AI lead response — all tailored to your specific trade and market. No generic templates, no out-of-the-box defaults.

Outcomes

• Website designed and developed
• CRM stages and fields configured
• Automations built and tested
• AI SMS flows scripted and live
• Integrations connected

Launch Your Workflow

Your lead-to-job system goes live

Once everything is tested and approved, we flip the switch. Leads flow in through your website, AI responds instantly, pipeline tracks every opportunity, and follow-up fires automatically. You just need to show up for the booked jobs.

Outcomes

• Website published and live
• Automations active
• Team trained on the system
• Lead notifications confirmed
• First leads flowing through

Improve Over Time

We don't build it and walk away

We monitor your system's performance, review lead conversion data, tighten automations, and add capabilities as your business grows. Monthly check-ins keep everything aligned with your goals.

Outcomes

• Monthly performance reviews
• Automation optimization
• New tools added as needed
• Strategy updates with growth
• Ongoing support and access