Online Optimisers · Automation
OO · Confidential
Online Optimisers · Automation Layer

Every touchpoint,
handled automatically.

Inbound enquiries, quote follow-ups, review requests, appointment reminders, no-show recovery. Automated end to end. Wired to your CRM. Live in 48 hours.

14 automations live Average lift: 23% more booked jobs per month
← Back to overview See what's automated ↓
What's Automated

Nine touchpoints. Handled without you lifting a finger.

Each automation is pre-built, pre-tested, and pre-wired to your CRM. Turn them on individually or run the full stack.

Automation 01
Speed-to-Lead

Every inbound quote request gets a reply within 30 seconds. Routes to AI chat first, then human if needed.

30 seconds
Automation 02
Quote Follow-Up

Three personalised follow-ups after a quote at 2, 5, and 10 days. Stops automatically when they book.

10-day window
Automation 03
Review Request

Texts every completed job at T+2 hours. Routes to Google, Yelp, or BBB based on what the customer prefers.

2 hours post-job
Automation 04
Appointment Reminders

Walkthrough confirmations 24 hours and 2 hours before, with a Google Maps link so nobody gets lost.

Automatic
Automation 05
No-Show Recovery

Missed walkthrough? Agent sends a warm re-book message within 15 minutes. Gets the booking back on the calendar.

15 minutes
Automation 06
Referral Trigger

Fourteen days after a completed move, asks for a referral with a small thank-you. A quiet, recurring revenue lift.

T+14 days
Automation 07
Post-Move Check-In

Three days after a move, asks "everything good?". Catches small issues before they turn into a bad review.

T+3 days
Automation 08
Lost-Deal Reactivation

Prospects who never booked get a re-engagement sequence 30 and 90 days later. Revives deals you thought were gone.

T+30, T+90
Automation 09
Seasonal Push

Automated content posts on your Google Business Profile ahead of moving season. No daily login required.

Quarterly
How It Wires Up

From enquiry to follow-through. One flow.

Everything routes through one central hub. Triggers in, decisions made, actions out. You see the results in your CRM. You do not touch the plumbing.

Step 1 · Inputs

Website, GBP, phone

Any quote form, Google Business Profile message, or inbound call is captured instantly and pushed to the hub.

Step 2 · Hub

GHL CRM

The central command centre. Every contact, tag, pipeline stage and conversation lives here. Single source of truth.

Step 3 · Brain

AI decision layer

Decides which automation fires, when, and to whom. Personalises the message. Escalates to a human when it should.

Step 4 · Outputs

Text, email, WhatsApp, Slack

Customer-facing messages go out. Internal alerts hit your phone. Nothing falls through a crack.

What It Takes To Turn On

Three things. Then it runs.

Requirement 01
Site access

A quote form or enquiry form on your site so we have an entry point.

We embed the chat widget and webhook. Nothing breaks on your existing site. Live in under an hour.
Requirement 02
GHL account

Your own GoHighLevel sub-account, or we wire to what you already run.

We set up a fresh GHL sub-account for you. Or wire into your existing HubSpot, Zoho, or Copper. No migration pain.
Requirement 03
One setup call

Forty-five minutes to confirm triggers, tone, and the sign-off process.

We confirm your messaging voice, your team's sign-off flow, and your escalation rules. Most automations live within 48 hours.
A Day In The Life

Tuesday 9pm to Wednesday 7am. Handled.

Tuesday 9pm

A prospect fills out your quote form.

They are asking about a May 15 Bloomington to Indianapolis move. You are already off the clock.

  • Within 30 seconds, the AI Receptionist qualifies them. Three bedrooms, needs packing, wants a walkthrough.
  • Books a walkthrough for Thursday 10am, directly into your calendar.
  • Fires a WhatsApp to you with the full summary. One message. Everything you need.
Wednesday 7am

You wake up. You did not lose the booking.

Coffee in hand. Phone in the other. You check WhatsApp.

  • You have a walkthrough already booked for Thursday.
  • You did not miss the enquiry sitting overnight in a spam folder.
  • You did not lose the booking to Two Men and a Truck, who replied at 9:05pm while you were at dinner.
What This Replaces

The difference, in plain English.

Before · Today
  • "Hi, just wondering if you got my quote request from last week."
  • No-shows because customers forget walkthroughs.
  • Two out of ten completed jobs leave a review because you forget to ask.
  • Referrals never happen because you never follow up.
After · With OO
  • Every enquiry answered in 30 seconds, 24/7.
  • Walkthrough no-show rate drops by 60%.
  • Review rate doubles within 90 days.
  • Referral requests go out automatically, every completed move.
Ready to turn it on

Forty-five minutes. Live in 48 hours.

One setup call, the access we need, and your automation layer goes live. Every touchpoint handled. You go back to running the moves.

Book a setup call ← Back to overview
Online Optimisers

Online Optimisers · Automation Layer · Confidential

Prepared for Soft Touch Moving · 2026