01
Quotes go quiet
An estimate gets sent. Nobody follows up consistently. Opportunities sit unanswered.
ESTIMATE FOLLOW-UP BUSINESS PROCESS AUTOMATION · CANADA
Stop losing time
to work that
should run itself.
We help contractors uncover sales-process gaps, follow up on overlooked estimates, and automate repetitive office work—using the tools they already own.
No new platform to learn.
Practical improvements. Clear scope. No pressure.
SALES PROCESS · LIVE VIEW
WORKFLOW INSIGHTNothing falls
Nothing falls
through the cracks.
↗
Estimate sentCustomer receives a quote
DAY 0AUTOMATED CHECK
Follow-up triggeredNo response? Follow up on time.
ON TRACKOWNER NOTIFIED
Opportunity visibleYour team knows what needs action
DONELess chasing.More time for real work.
BUILT AROUND YOUR EXISTING TOOLS ↗
BETTER SYSTEMS. BETTER FOLLOW-THROUGH.SCROLL TO EXPLORE
SEE THE AUTOMATION IN ACTION
The quote was sent.
The quote was sent.
What happens next?
Try this interactive sample. Move through the days after a contractor sends an estimate to see what a simple, well-controlled follow-up process can do.
Interactive simulation · no messages are actually sent
● ● ●QUOTE RECOVERY · EXAMPLE
NAVYLYTICS DEMO
Estimate sent
The contractor sends a $4,200 estimate and the process starts tracking whether follow-up is needed.
No reminder yet · quote recorded
A PRACTICAL BUSINESS CASEWhat are unanswered
What are unanswered
quotes worth?
This isn't a revenue promise. It's a quick way to see the value of quotes that need a clear next step.
Monthly quoted valueC$75,000Not confirmed lost revenue. Actual gains depend on conversion, job margins, and customer demand.
Find my follow-up gap
BUILT FOR SERVICE BUSINESSES
HVAC/PLUMBING/ELECTRICAL/FIELD SERVICES
01 / THE PROBLEMSmall gaps.
Small gaps.
Expensive consequences.
You don't need another dashboard. You need the work between your systems to happen reliably.
02
Leads wait too long
Inquiries arrive while the team is on a job. The response gets delayed or forgotten.
LEAD HANDLING03
Admin work piles up
Someone copies data, sends reminders, or builds the same report over and over.
WORKFLOW AUTOMATION02 / OUR APPROACHWe don't sell software.
We don't sell software.
We solve bottlenecks.
We start by understanding what happens today. Then we recommend only the changes that make sense.
⌕
Discover
A complimentary 20-minute conversation about how you handle inquiries, estimates, and customer follow-ups.
◎
Diagnose
We identify one worthwhile process gap. If your current tools already solve it, we'll tell you.
⚙
Automate
If you want to move forward, we propose a clearly scoped solution built around your existing systems.
OUR PROMISE
No unnecessary apps. No mystery tech. No obligation after the free review.
Let's find your gap03 / WHAT WE CAN HELP WITHSmarter work.
Smarter work.
Not more work.
From a single follow-up flow to connecting everyday business tools, we keep solutions focused on measurable operational improvements.
Microsoft 365 · Power Automate · n8n · Existing CRMs
Quote & estimate follow-up
Track unanswered estimates, schedule appropriate reminders, and keep your team informed.
Lead response workflows
Route new inquiries to the right person and reduce missed handoffs between teams.
Customer communications
Standardize updates, follow-up tasks, and handoffs—without sounding robotic.
Reporting & admin automation
Reduce copy-and-paste work, recurring spreadsheets, and manual status reports.
04 / LET'S TALKFind your next
Find your next
quick win.
Tell us a little about your business. We'll arrange a complimentary sales process review focused on practical improvements—not a software sales pitch.
- ✓ 20-minute introductory conversation
- ✓ Review of inquiries, quotes, and follow-up
- ✓ One practical recommendation
- ✓ No purchase required
Already using a CRM?
Great. We'll look at what can be improved using the software you're already paying for.
FREE SALES PROCESS REVIEW01 — GET IN TOUCH
Tell us about your business.
We will contact you to arrange a time. This is a request, not an instant booking.
05 / GOOD TO KNOWCommon
Common
questions.
Is the sales process review really free?
Yes. The introductory 20-minute conversation is complimentary. If we find a worthwhile opportunity, we can provide a separate fixed-scope proposal. You're never obligated to purchase.
Do I need to change my CRM or software?
Usually not. Our starting point is your existing tools. Sometimes the best improvement is configuring a feature you already have instead of building a new automation.
Do you only work with HVAC businesses?
No. We focus initially on HVAC, plumbing, electrical, and similar service contractors, but the same process-improvement approach can help other small businesses.
Will you automatically message my customers?
Not without an agreed workflow and approval. We define timing, exceptions, opt-outs, and employee oversight before any customer-facing automation is turned on.
How much does implementation cost?
It depends on the systems involved and the scope. After the free review, we provide a separate proposal with clear deliverables and pricing before any work begins.
READY WHEN YOU AREDon't work harder.
Let's find the gap