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AutomateYankee

The calls you miss are the jobs you lose.

We build the automation that answers, follows up, and books, so your team can stay on the work.

Small business owner reviewing incoming job calls on a laptop at a workshop desk

Connects to the tools you already run

  • HubSpot
  • QuickBooks
  • Twilio
  • Slack
  • Stripe
  • Google Sheets
  • Airtable
  • n8n

The problem

Nothing is broken. It is just leaking.

Most shops do not lose money on the work. They lose it in the gaps between the work.

The phone rings out

Nobody is free at 2pm on a Tuesday. The caller does not leave a voicemail, they call the next company on the list.

The quote goes cold

It went out on Thursday. Nobody followed up on Monday. The customer is not angry, they just forgot about you.

The same data, typed three times

Once into the calendar, once into the CRM, once into the books. Every entry is a chance to get it wrong.

Run your own numbers on it. Take your average job value, multiply by the calls you know went unanswered last month, and you have the budget conversation already settled.

Five systems. Each one closes a specific gap.

Service crew loading a work truck at the start of a shift

Missed call recovery

A voice agent picks up when your team cannot, captures the job details, and drops a qualified callback into your CRM with the transcript attached.

  • Twilio
  • GoHighLevel
  • n8n

Lead follow-up that does not stop

Web forms, calls, and inbox leads land in one pipeline. The sequence works across text and email, and it pauses the moment a human replies.

  • HubSpot
  • GoHighLevel
  • n8n

CRM setup and cleanup

One pipeline, real stages, deduplicated contacts. You can finally trust the numbers on your own dashboard.

  • HubSpot
  • GoHighLevel
  • Airtable

Quoting and invoicing

Quotes go out the same day and chase themselves. Invoices post to your books without retyping.

  • QuickBooks
  • Stripe
  • n8n

Scheduling and intake

Customers book real slots against your actual crew capacity, and arrive with their paperwork already done.

  • Cal.com
  • Twilio
  • Airtable

Five weeks, and you own all of it.

No retainer to keep the lights on. No account we hold hostage.

  • Audit

    Week one

    We sit with your team for an hour, watch how a job actually moves from call to cash, and write down every place it stalls. You get the map whether or not you hire us.

  • Build

    Weeks two to four

    We build in your accounts, not a sandbox you will never see again. You watch it work on real jobs before it touches every job.

  • Hand over

    Week five

    Recorded walkthroughs, written runbooks, and your own logins. If you fire us tomorrow, everything keeps running.

Who we serve

Built for businesses where a missed call is a lost job.

  • Home services

    HVAC, plumbing, roofing, electrical

  • Dental and med spa

    Front desk, recalls, intake

  • Law firms

    Intake, conflict checks, matter setup

  • Accounting and bookkeeping

    Client onboarding, document chase

  • Real estate

    Lead routing, showing coordination

  • Agencies

    Client reporting, fulfillment handoff

Front desk coordinator taking a patient call at a clinic reception

Two ways to work with us.

Most businesses start with a fixed-scope build and decide about the rest afterwards.

Fixed-scope build

One clear problem, one quoted number, one date. You know the cost before we write a line of it.

  • Priced and agreed before anyone starts building
  • Built inside your accounts, handed over with logins
  • Recorded walkthroughs and written runbooks
  • Thirty days of fixes after handover at no charge

Ongoing operations

For teams who want someone watching the pipes after the build is done.

  • A standing block of build hours each month
  • Monitoring on every automation we shipped
  • First call when something upstream changes

Get the audit

Find out where your jobs are leaking.

Tell us how the work moves through your business. We will send back the three places it stalls, and what it would take to fix each one.

Prefer to talk it through? Grab a 15 minute slot.

A couple of sentences is plenty.