How it works
How a system runs every day.
One missed call shows what the system does with the phone, the calendar, and the next morning.
- 01 What it knows
- 02 Notes ready to go
- 03 The daily log
- 04 The schedule
01The parts
Four parts, every system.
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What it knows.
The services you sell, the hours you keep, and the numbers already on record live here, so a note starts from your business instead of a blank page.
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Notes ready to go.
The messages a customer might receive are prepared here in your wording, before anything leaves the building.
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The daily log.
Every send is written down with the date, so you can read the week without rebuilding it from an inbox.
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The schedule.
The job runs again on the days you set, and a quiet morning shows up in the log instead of disappearing.
02One job
A missed call, from the ring to the next morning.
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The call rings out, and the system saves the caller's name and number next to what it already knows about the shop.
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It sends the email you approved once, so the caller knows you saw the call and how to reach the shop.
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If the caller asks for a price or a time, that reply waits until the person allowed to approve it says the message can go.
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The log stores what went out and what waited.
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The next morning, the schedule looks for a reply.
03Your approval
What sends on its own, and what waits.
You choose the wording once, and a routine note can leave on its own when the checks pass, including the reply to a missed call and a reminder before an appointment. Anything that would set a price, offer a discount, promise a time, change the scope, or state something new about your company stays until someone on your team approves that specific message.
04Your tools
It works with the tools you have.
The system reads the phone, the calendar, the CRM, and the spreadsheets you already keep, and your data stays in your accounts.
05The number
How we measure a change.
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Baseline.
We write the number down before anything changes, so a later lift has something real to be compared with.
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Source.
The baseline says where the number comes from, which keeps a report from mixing a CRM count with a guess.
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Date range.
Before and after share the same dates, so the comparison is the same stretch of work rather than a busier month against a quiet one.
06Our publishing
Our own site runs on a daily schedule.
The posts and pages on this site are produced on that schedule, and the Autopilot page says what runs on its own and what still waits for a person.
See Autopilot07Questions
If you are wondering.
Does the system send messages on its own?
Yes. Wording you approved once sends after the checks pass, and a message that would commit the business waits for your team. The section above names the split.
Where can I read what the system did?
On the system, next to the job, with the date of each send, so you are not hunting through a separate inbox to reconstruct the week.
What if we already have a CRM?
Keep it. The system reads the CRM you already use, so you do not move the business into new software to get the job running.
How do you know a change worked?
We compare the new number with the baseline, from the same source and over the same dates, so the change is the thing that moved and not a different way of counting.
Start here
Tell us the one job your team still does by hand.
Name that job in the Free Systems Plan. The email a few minutes later names the system we would build first.