Stop losing leads
to slow follow-up
Every unanswered call, delayed reply, and missed follow-up is a lead going to a competitor. We build the systems that close those gaps — automatically.
Business Automation
The backbone of every Lumen system. We build the workflows, automation rules, integrations with the tools you already use, and pipeline logic that connect your CRM, lead sources, follow-up sequences, and reporting into one operating system your team can actually rely on.
- Pipeline and stage configuration
- Automation rules and triggers
- Team assignment and notifications
- Integration with your existing tools
CRM Migration & Rebuild
Move from Salesforce, HubSpot, Zoho, spreadsheets, or legacy CRMs into a cleaner system your team will actually use. We handle data cleanup, field mapping, pipeline setup, automations, reporting, and training — then connect it to the rest of Lumen so your automation, lead capture, follow-up, AI receptionist, websites, and reporting all share one clean source of truth.
- Data cleanup, deduping, and field mapping
- Pipeline, stage, and automation rebuild
- Reporting and dashboard setup
- Team training and post-launch support
AI Phone Answering & Receptionist
An intelligent inbox and call assistant that reads, understands, and responds to inbound messages and calls — qualifying leads, answering common questions, and booking appointments around the clock, even when you're unavailable. See an AI receptionist for Fresno service businesses.
- Automated inbox and call handling, including after hours
- Lead qualification and scoring
- Appointment booking integration
- Hands off to human when needed
Website Design & Lead Capture
Industry-specific websites with built-in capture and routing. Visitors, form submissions, and inbound inquiries are captured automatically, tagged, assigned, and added to the right follow-up sequence.
- Industry-tailored website builds
- Web form to CRM integration
- Automatic lead tagging and routing
- Pipeline stage assignment on capture
Missed-Call Text-Back
When your business misses a call, a personalized SMS is sent automatically, designed to respond promptly after a missed call. The lead stays warm, the conversation stays open, and you don't lose the opportunity to voicemail. Curious what those unanswered calls add up to? Put a number on it with the missed-call revenue calculator.
- Designed to respond promptly after a missed call
- Customized message per business
- Includes booking link or next step
- Tracks responses and continues the conversation
Follow-Up Systems
Most leads don't convert on the first message. We build multi-step sequences across SMS, email, and voicemail — designed to re-engage cold leads without requiring manual work from your team. You can watch a follow-up sequence run in the live demo.
- Multi-channel sequences (SMS, email, voicemail)
- Timed follow-up schedules
- Re-engagement campaigns for old leads
- Conditional logic based on lead behavior
Review Request Sequences
After every completed job or appointment, an automated review request goes out via SMS or email. We send it when your customer is happiest, making it easy to leave a 5-star review.
- Post-job trigger automation
- Google and Facebook review links
- Multi-step follow-up sequence
- Filters to only surface happy customers
Automation questions, answered.
What can you actually automate for my business?
The highest-impact pieces first: missed-call text-back, instant replies to web form and ad leads, appointment reminders, review requests after a job, and stage-based follow-up in your CRM. We automate the gaps that quietly cost you leads — not busywork that looks impressive but doesn’t move the needle.
Will this work with my current phone number and tools?
In most cases, yes. We connect automation to your existing number, calendar, inbox, and CRM rather than forcing you onto a new platform. We confirm compatibility during the workflow review before anything is built.
Do I need a CRM before adding automation?
Not necessarily. Simple flows like missed-call text-back can run without a full CRM. If you’re ready for pipeline tracking and stage-based follow-up, we can set up or migrate a CRM as part of the project.
Will automated texts feel robotic to my customers?
They shouldn’t. We write messages in your voice, keep them short and human, and hand off to a real person at the right moment. The goal is a fast, natural first response — not a wall of obvious automation.
What happens to leads when I’m closed or on a job?
That’s exactly when automation earns its keep: missed calls get an instant text back, after-hours inquiries get an immediate reply, and an optional AI receptionist can answer common questions and book appointments around the clock.
Ready to build a system that works for you?
Start with a workflow review — we'll identify exactly where leads are being lost and what to fix first.