Follow one remodeling lead from first click to signed job, in three minutes.
Most remodelers don't have a lead problem. They lose jobs between the enquiry and the contract: slow call-backs, missed visits and quotes nobody chases. Try the system that closes those gaps, built on Salesforce you own.
Be the homeowner. Watch the system do the follow-up.
Fill in an enquiry, pick what happens next, and see every text, calendar event and alert the system sends on its own. Try a no-show or a quote that goes quiet to see how nothing slips through.
- Enquiry
- Reply
- Visit
- Quote
- Decision
- Review
- Submit the enquiry to start.
Sample company, people and prices. Nothing you type is saved or sent anywhere; it all runs in your browser.
How much is your lead leak costing you?
Move the sliders to match your business. The result uses only your numbers, no industry averages.
Leads that get a slow or no call-back, a missed visit nobody rebooks, or a quote nobody chases. Be honest.
If the system won back even half of those leads, that's $0 a year.
Software, agency or AI tool? This covers the gap between them.
DIY contractor software is cheap but you build it yourself. Agencies bring leads but stop there. AI tools answer leads but sit on top of someone else's CRM. This system is set up for you and runs every step to the signed job.
| Process IQ system | DIY contractor software | Marketing agency | AI add-on tool | |
|---|---|---|---|---|
| Set up for you | Yes, live in 3 weeks | Mostly you, with templates | Yes, for ads and website | Partly |
| Covers lead to signed job | Every stage, from reply to review | Partly, if your team keeps it updated | No, stops at the lead | First reply and booking only |
| Fits your sales process | Built around how you sell | You fit their template | Not their focus | Fixed scripts |
| You own the system | Your Salesforce org and data | Rented login | You own accounts, not the process | Rented login |
| How far it can be customised | Custom objects, flows, portals and components | Settings and templates | Website and ads | Scripts and prompts |
Swipe the table sideways on a phone to see every option. Describes typical offers in each category; individual providers vary.
Twelve automations that do the follow-up your team forgets.
Built with standard Salesforce Flow, so your team can see and change every one. Eight pipeline stages, an owner dashboard and a sales dashboard come with them.
Speed-to-lead reply
Text and email within a minute, with a link to book a visit.
Lead assignment
Round-robin, or by area or project type. Duplicates caught on arrival.
Call-back chase
Tasks at 15 min, 2 h and next morning, then an alert to the manager.
Confirmations and reminders
Confirmation, then reminders 24 h and 2 h before the visit.
Calendar sync
Every visit lands on the rep's Google or Outlook calendar.
No-show rescue
Rebooking text to the homeowner and a task for the rep, automatically.
Visit results to the team
Rep submits one form; manager and owner get the summary.
Quote follow-up
Messages on days 2, 5, 10 and 21 until there's a decision.
Stale-deal alert
No activity for 7 days? Rep and manager both hear about it.
Long-term nurture
A check-in every 90 days, so lost leads can come back.
Review request
Your Google review link when the job is done, plus one reminder.
Referral ask
A referral request 30 days after the job, when customers are happiest.
Enterprise Salesforce experience, built for how remodelers actually sell.
We've designed, built and run Salesforce and Marketing Cloud for enterprise teams, including a major Canadian bank, a global consultancy and an international fitness brand. Every remodeler system we deliver is customised to your process, not squeezed into a template.
Built around your jobs
Custom objects for sales visits, quotes and jobs, with fields, stages and record types that match how your team works.
Native Salesforce Flow
Routing, reminders, chasing and handoffs built with standard Flow, so your team can see and adjust every rule.
Experience Cloud
Rep portals and secure, token-protected forms for visit results and homeowner feedback.
Lightning Web Components
One-click rep actions and mobile-friendly screens where standard pages fall short.
Your tools, connected
Google and Meta lead ads, business texting, Google and Outlook calendars, and AI voice agents.
Ad spend to signed job
Dashboards that tie each lead source to visits, quotes and revenue, so you know which ads pay.
Ways to work together
Every engagement starts with a free 20-minute review. You then get a written proposal scoped to your business, with no surprises.
Lead-to-Job System
- Pipeline built around your sales process
- All 12 follow-up automations
- Owner and sales dashboards
- Lead ads, web forms and calendars connected
- Data import, team training and a 14-day check-in
System plus AI voice agent
- Everything in the Lead-to-Job System
- AI voice agent that calls new leads and books visits
- Ad-to-revenue reporting by lead source
Ongoing Salesforce care
- Changes and new automations as you grow
- Monthly dashboard review with you
- New users set up and trained
- Automations monitored, fixes handled
Live in three weeks, not three months.
You start from a tested remodeler template, not a blank system, so most of the work is fitting it to how you sell.
Kickoff and setup
- 60-minute kickoff on your leads, areas and reps
- Template installed and fitted to your stages
- Existing leads and open quotes imported
- Business texting registration started
Connect and automate
- Web forms, lead ads and calendars connected
- Automations switched on with your wording
- Owner and sales dashboards built
Test, train, go live
- Test leads run end to end, no-shows included
- Training for reps and for you
- Go live, then a check-in 14 days later
Not a mock-up. This system runs for a remodeler today.
The template comes from a Salesforce build for a home-improvement contractor in Southern California, whose leads, visits and results used to live in texts, calendars and memory.
- Sales visit engine. A custom visit record with flows that keep the lead and the visit in sync both ways.
- Texting and calendars. Business SMS through Dialpad, plus two-way Google Calendar sync for every rep.
- Rep portal and secure forms. A portal for reps and token-protected visit forms, tested before go-live.
- Instant results. Visit results go straight to the team and back onto the lead.
- Reporting that replaced a paid tool. A leads-with-visits report and a Looker Studio dashboard.
- Industry
- Home improvement and remodeling
- Platform
- Salesforce Sales Cloud and Experience Cloud
- Role
- Salesforce admin and automation lead, from design through support
- Client
- Kept anonymous
Questions remodelers ask us
Do I need Salesforce already?
No. We set up Salesforce Pro Suite for you, in your name. If you already use Salesforce, we install the system into your existing org instead.
How is a project scoped?
Every build is tailored, so we start with a free 20-minute review of how your leads are answered, booked and followed up. You then get a written proposal covering the work, the timeline and any software licences you will need.
Why not just use cheaper contractor software?
If you're a one- or two-person crew, cheaper software may be all you need, and we'll tell you so. This system is for remodelers with several salespeople, who need it built around their process, connected to their ads, and owned outright.
Do I own everything?
Yes. The Salesforce org, your data and every automation are yours. If you stop working with us, it all keeps running.
What about the rules for business texting?
US carriers require business numbers to be registered (10DLC) and your forms to collect texting consent. We prepare the registration with you and add the right consent wording to your forms and privacy policy.
Will my team actually use it?
The system does most of the work automatically, so reps only log what happened. Training and the 14-day check-in are included, and the dashboard shows who's keeping it up to date.
Find your lead leak in 20 minutes.
Book a free review. We'll look at how your leads are answered, booked and followed up, and show you three fixes, whether you work with us or not.