Lead follow-up systems for Regina trades & service businesses
Turn missed calls and messages into booked work.
Robertson Operations builds lead follow-up systems for Regina trades and service businesses, so every call, text, web lead and Facebook message gets a fast next step.
Free · 15 minutes · No obligation
- Based in Regina, SK
- Built for trades & service work
- You own it, I keep it running
The problem
Most jobs are not lost on the tools. They are lost in the gaps.
The work is coming in. What costs you is everything that happens between the first call and the signed job.
Quotes go cold.
A quote gets sent, then no one follows up until the customer has already booked someone else.
Leads get missed.
Leads land in four different places: calls, texts, email, and Facebook. A few of them never get seen.
Paperwork falls behind.
Invoices go out late because the day ran out before the paperwork got done.
Numbers are unclear.
When someone asks how business is really going, the honest answer is a guess, not a number.
The approach
I fix the system, not just the symptoms.
I am not selling you an app. I am selling you less to manage. I look at how work really moves through your business, find what keeps breaking, and quietly wire it so it runs on its own.
Find what is breaking
A clear, plain look at where work is getting lost in your business today.
Connect the pieces
Your calls, messages, and tools working together instead of sitting in separate corners.
Show the numbers
Straightforward reports so you finally know what pays off and what does not.
The system
What happens the moment a lead lands.
Every lead takes the same path, whether it comes in at nine in the morning or nine at night. You are not the bottleneck any more.
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1
A lead arrives
A missed call, a web form, a text, a Facebook message. All of it lands in one place instead of four.
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2
They hear back right away
An immediate reply goes out while you are still on the tools, so nobody sits waiting and wondering.
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3
The job gets qualified
What they need, where they are, and how soon, all gathered before it ever reaches your phone.
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4
Booked, or flagged to you
Straightforward jobs get booked. Anything that needs your judgement is put in front of you with the details already attached.
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5
Follow-up until it closes
Quotes that go quiet get chased on a schedule, so a job is never lost just because everyone got busy.
Best fit
Who this is for.
This works best for businesses where the phone ringing is the start of the job, and where a missed message is a lost customer.
A good fit
- Trades and service businesses: flooring, HVAC, plumbing, electrical, roofing, landscaping, cleaning
- Leads arriving from more than one place: calls, the website, Facebook, texts
- An owner or small crew answering enquiries between jobs
- Quotes that go out and then go quiet
- Enough work coming in that missing some of it actually costs you
Probably not yet
- Pre-launch, with no steady flow of enquiries to work with
- Retail or walk-in only, where there is no enquiry to follow up
- Looking for more leads, rather than a better way to handle the ones you already get
- Already running a follow-up system that is working well for you
How it works
What to expect.
You are never locked into the next step. Each one only happens if it is worth your while.
A quick call
Tell me what is driving you nuts. I will tell you straight whether I can help. No cost.
A proper look
If it is worth going further, we sit down and go through how your business really runs.
Your plan, in writing
Where the work is slipping and what to fix first. Yours to keep, whatever you decide next.
Up and running
Want it built? I build it, and I am here afterward as your business keeps changing.
How it is built
Built for real small-business workflows.
- Built around the tools you already use
- No extra software just for the sake of it
- You own the system, start to finish
- A clear handover so you understand how it works
- Aimed at fewer missed leads, less manual admin, and fewer gaps in how work moves
Results
What this has done for other shops.
[Business name]
[What was breaking, what was built, what changed. Numbers only if they are measured.]
[Business name]
[What was breaking, what was built, what changed.]
What it costs
The four stages, and what each one costs.
No surprises and no catch. Here is what is free, what is not, and why.
Free Call
15 minutes. We identify whether there is likely a problem worth fixing. This is a quick first conversation, not a full audit.
You get: a straight answer on whether this is worth pursuing, and a plain list of what stood out. Yours whether or not you go further.
Paid Deep Dive
Full process review. You leave with a written operations plan. This is an in-depth look at how leads and work move through your business end to end, so we can see exactly where it stalls.
You get: a written plan naming where work is getting lost, what to fix first, and what it would take to fix it. Yours to keep and act on with or without me. If you go ahead with the build, this fee comes off the price.
Capture-to-Booking Build
The system itself: every lead source feeding one place, instant replies going out, jobs qualified and booked or flagged to you, and quotes chased until they close.
You get: the working system, set up in accounts owned by you, plus a handover so you know how it runs and can change it yourself.
System Care Plan
Systems drift. Tools update, things break, and your business keeps changing. Staying on month to month means it keeps running without you thinking about it.
You get: monitoring, fixes when something breaks, changes as the business shifts, and a regular look at what the system is actually bringing in.
You own the system. I keep it working.
Exact numbers depend on how many places your leads come from and the state of what you have now. You get them on the free call, in writing, before you commit to anything.
Book a free callWho you are dealing with
You deal with me, not an account manager.
James Robertson
Robertson Operations is a registered Saskatchewan business, run by me out of Regina. The person who takes your first call is the same person who builds your system and keeps it running afterwards.
Your accounts stay yours
Every tool I set up is created in your name and owned by you: your CRM, your automation account, your phone number. I get access to run it, never custody of it. If we ever part ways, everything keeps working and you keep all of it.
No preset stack
I do not sell one piece of software. What gets used depends on how your business actually runs and what you are already paying for. That gets worked out once I have seen how things run, not before.
Book a free call
Tell me about your business.
Send a few details and I will get back to you to set up a quick call. It costs nothing and there is no obligation.
Rather just email? Reach me at james@robertsonoperations.com
Got it, that came through.
I will reply within one business day to set up your free call. Nothing is booked yet. We will find a time that suits you.
James Robertson
Robertson Operations