How It Works

From scattered to on autopilot in 48 hours

No messy migration. No months of setup. We move your business into one AI-powered command center, wire up your automations, and turn on your AI employees — so leads stop slipping and jobs start booking themselves.

The Process

Four steps to a business that runs itself

You focus on the work. We handle the setup, the automations, and the AI — start to finish.

1

Book a Demo

We learn your business, your services, and exactly where leads slip through the cracks today.

2

We Migrate & Set Up

We import your contacts, build your pipelines, forms, and calendars, and configure your automations and AI employees.

3

Go Live

Every lead flows into one command center within 48 hours — phone, text, web, and social, all in one place.

4

Scale

AI and automations handle the busywork and the follow-up, so you spend your time closing more jobs.

Setup · Done For You
Contacts Imported
3,812
Pipelines Built
4
Forms
Estimate Request
Live on your site
Active
Calendars
Inspections
Round-robin, 3 crews
Ready
Templates
Follow-up SMS
12 pre-built
Set
Done For You

Everything set up for you

You don't touch a settings panel. Our team builds your whole revenue engine and hands you the keys — configured for how your business actually works.

  • Pipelines built for your tradeVisual stages from new lead to closed job, tuned to your sales flow.
  • Unified inboxSMS, email, calls, web chat, and social — every conversation in one thread.
  • Funnels & formsLanding pages, estimate requests, and quizzes that capture leads on day one.
  • Calendars & schedulingRound-robin booking for your crews, synced and ready to take appointments.
  • Email & SMS templatesProven, on-brand messages for every stage of the customer journey.
  • Review requestsAutomatic five-star review asks after every completed job.
AI Employees · On Duty
☎ Missed call — Dana Whitfield
6:42pm · after hours · no voicemail left
● Text-back sent in 14 seconds · reply received
Conversation AI (SMS)Hi Dana, sorry we missed you! This is the team at your service. Are you looking for an estimate? I can get you on the schedule right now — what day works best this week?
Always On

Your AI employees go to work

The moment you go live, your AI team starts answering, replying, and booking — day or night, holidays included. Every lead gets an instant, human-sounding response.

  • Voice AI answers & booksNatural phone agents that qualify callers and put appointments on your calendar.
  • Conversation AI replies 24/7Instant, on-brand answers across SMS, web chat, and social messages.
  • Missed-call text-backEvery missed call triggers an automatic text within seconds — no lead left cold.
  • Smart follow-up sequencesAutomated nudges that keep working the lead until they book or reply.
See it on your business →
The Journey

From first click to closed job

Here's what happens automatically the moment a new lead lands — while you're still on the ladder.

Lead lands

A call, form, text, or DM comes in and instantly becomes a contact in your pipeline.

AI responds

Voice or Conversation AI replies in seconds, answers questions, and qualifies the lead.

Appointment booked

The AI drops a qualified appointment straight onto your calendar and confirms it.

Job closed

Follow-ups nurture, payment and invoicing are built in, then a review request goes out.

Ready to Win

Let's get you live in 48 hours

Book a free demo and we'll show you exactly how Lead Me 2 Win migrates your business, sets up your automations, and puts AI to work — start to finish.