Build Call →Meet the Operations Agent
Everyone tells you to work on the business.
But who handles the work when you step away?
Installed inside your business, the Operations Agent takes on the repeatable work that keeps falling back on you and keeps important next steps from slipping through the cracks.
What the Operations Agent Does
From lead-in to a paid and closed job.
The Operations Agent follows the job through six clear stages. It handles approved repeatable work, keeps the next step visible, and brings decisions and exceptions back to your team.
LEAD IN → CONTEXT → APPOINTMENT → ESTIMATE → SIGNED → JOB READY → PRODUCTION → COMPLETE → PAID → CLOSED → REVIEW
Capture the opportunity
Calls, texts, emails, website inquiries, referrals, and older leads get acknowledged and routed. Follow-up continues, new inquiries get a faster response, and approved next steps keep moving.
SEE THIS STEP →02Understand and route
Customer, property, request, urgency, and prior history get organized. Missing information is flagged. Where connected, existing records and prior messages are checked so the right customer and job receive the next action.
SEE THIS STEP →03Advance toward a decision
Appointments get booked where configured. Inspection photos and field notes get organized. Estimate and proposal drafts get prepared for review. Follow-up continues with clear stop points and a handoff to your team.
SEE THIS STEP →04Prepare the sold job
Contracts, missing fields, permit paperwork, and signatures get documented and tracked. Material and work orders get prepared for approval. Schedules and customer expectations stay visible before production.
SEE THIS STEP →05Keep production moving
Job status, paperwork, photos, customer messages, and vendor updates stay organized. Inspections, change orders, punch items, unfinished next steps, and unresolved exceptions get surfaced before they disappear.
SEE THIS STEP →06Close the loop
Completion documents, warranties, and closeout records stay organized. After your team confirms payment, CRM closeout gets tracked. Review and referral requests get prepared, and unresolved exceptions are surfaced.
SEE THIS STEP →You set which approved actions run automatically and which require approval. Pricing, spending, commitments, exceptions, and important relationships remain under your control. Every workflow has a visible status, can be read back, and can be taken over by a person at any point.
The Owner-Capacity Problem
The work does not stop when you step away.
Calls, estimates, warranty work, current customers, paperwork, and production all compete for the same attention. When the owner or team is busy doing today's work, the next call, follow-up, document, or handoff can wait.
The problem is not that you do not care. The problem is that too many ordinary next steps still depend on someone remembering and pushing them forward.
OPERATING PROOF: Designed, built, and operating right now in a roofing company.
See It in Action →Use Your Own Numbers
See how it can pay for itself.
One part of the Operations Agent is called Revenue Recovery. It reaches back out to older leads to generate new revenue from opportunities the business already paid for. The calculator also lets you include faster response and approved ongoing follow-up.
This combines a one-time older-lead estimate with 12 months of faster-response and approved follow-up assumptions.
Older leads × assumed reactivated-customer rate × average value. One-time estimate.
New leads × assumed added opportunity × close ratio × average value. Monthly estimate.
New leads × assumed recovered opportunity × close ratio × average value. Monthly estimate.
Illustrative estimate based only on the values and assumptions shown here. It does not predict or guarantee recoverability, customer response, closed work, revenue, or return on investment.
See It in Action
See what the Operations Agent could do for your business.
Book a Build Call. We'll show you exactly how it works, where it fits, and what it could handle in your business.