1. Free AI Workflow Review
A 30-minute discussion of current systems, bottlenecks, and opportunities. You leave with specific ideas—not a generic AI presentation.
Stop Letting Good Estimates Go Cold
The estimate went out. The customer meant to reply. Nobody on your side has a reliable second touch. That is not a forecasting problem. It is a follow-up problem—and one of the clearest items on the attention layer.
The workflow
Estimate issued
↓
No response
↓
Timed, personalized follow-up
↓
Customer replies
↓
Owner or sales alerted · pipeline updated
Why generic drips fail
A sequence that ignores job type, amount, and last conversation sounds like marketing. Follow-up should read like the office remembered the quote—because the system did.
Where it shows up for the owner
Aging estimates appear on the daily brief. New inbound demand is a different product: lead follow-up. Together they close the hole between “they inquired” and “they signed.”
Especially relevant for contractors and home-service businesses with high quote volume in Marin and the Bay Area.
Keep the software your team already knows.
Lumify connects your existing CRM, email, accounting, scheduling, and industry-specific systems. We automate the work happening between them rather than forcing your team onto another platform.
Your data stays under your control.
Lumify uses secure, scoped access to the systems required for each workflow. We don’t need employee passwords, and solutions can be Lumify-managed or deployed into your own cloud environment when appropriate. Read how access works.
How customers buy
2. AI Opportunity Assessment
We map high-value opportunities, technical requirements, expected impact, and recommended priorities.
3. Build & Deploy
Fixed-scope implementation of the selected workflow, connected to the systems you already use.
4. Manage & Improve
Optional hosting, monitoring, maintenance, and improvement as the business changes.
Common questions
Will customers get annoyed?
Cadence is yours. We stop when they reply, decline, or hit the limit you set.
Our estimates live in PDFs.
Then extraction and a CRM or spreadsheet source of truth is part of the build.
Can sales still take over?
Yes. The point is that silence is no longer the default.