Industry-specific playbooks

Industries we serve

Each industry has different workflows, but the same core objective: faster response, cleaner operations, and measurable revenue impact. Below is how we implement automation by vertical.

Detailed industry breakdown

For each vertical: what we automate, how it works, and companies we have already supported.

Real Estate

We automate lead response, appointment routing, and agent handoff so every inquiry gets handled quickly and consistently.

What we do in detail

  • Instant lead capture from forms, calls, and ad funnels
  • Qualification logic and territory/agent routing
  • Automated follow-up until consult or showing is booked
  • CRM timeline updates and no-response re-engagement
Charleston Property Group Lowcountry Homes

Dental and Medical

We streamline intake, reminders, and schedule utilization while keeping communication structured and consistent.

What we do in detail

  • New patient intake with automated pre-visit prompts
  • Reminder + confirmation flows to reduce no-shows
  • Recall and reactivation campaigns by visit history
  • Front-desk task reduction through workflow automation
Coastal Family Dental Harbor Primary Care

Home Services

We build systems that capture inbound demand fast, route jobs correctly, and keep crews and office teams aligned.

What we do in detail

  • Missed-call text back and after-hours lead capture
  • Service-type triage, scheduling, and dispatch handoff
  • Quote follow-up and inactive-estimate recovery
  • Invoice/reminder triggers and status notifications
Palmetto HVAC Pros BlueLine Plumbing Summit Roofing Co.

Law Firms

We automate intake and consult scheduling so firms can respond faster and keep potential matters moving.

What we do in detail

  • Structured intake forms and urgency-based triage
  • Consult booking with automated reminders
  • Document collection workflows with status tracking
  • Pipeline views for intake-to-retainer conversion
Coastal Injury Law Riverside Legal Group

Med Spas

We improve booking consistency, retention cadence, and post-visit communication using automation and clean segmentation.

What we do in detail

  • Consult-to-appointment funnel automation
  • Rebooking flows by treatment timeline
  • Review requests and referral prompts
  • Campaign scheduling with brand-safe message controls
Glow Aesthetics Studio Luma Wellness Spa

E-Commerce

We combine lifecycle marketing, merchandising workflows, and reporting so teams can scale without operational chaos.

What we do in detail

  • Abandonment and browse-recovery automation
  • Catalog update workflows and publish QA checks
  • Email/SMS lifecycle architecture and firing audits
  • API-connected content and scheduling workflows
Palmetto Peptides Harbor Goods Co.

Logistics

We automate shipment communication, status alerts, and exception handling to reduce manual status chasing.

What we do in detail

  • Live status alert workflows for customers and ops
  • Delay/exception routing and escalation playbooks
  • Dispatch and fulfillment coordination automations
  • Weekly KPI dashboards for throughput and issue rate
RouteOne Freight Coastline 3PL

Nonprofits

We help nonprofit teams automate donor communication, event ops, and reporting while reducing coordinator workload.

What we do in detail

  • Donor segmentation and campaign automation
  • Event reminder sequences and attendance workflows
  • Volunteer application + onboarding automations
  • Board-ready reporting and dashboard refreshes
Carolina Youth Initiative Hope Harbor Foundation