Industries

What a package looks like for your kind of business.

We have worked with over 100 businesses across Canada and the U.S. — from local service companies to some of the biggest names in their industries. Here is what a typical implementation looks like by sector.

Roofing, plumbing, HVAC & home services

Jobs are lost in the gap between the phone ringing and someone answering.

Missed-call text-back — every unanswered call gets an instant text with a booking link
Photo-based estimate intake, organized into a job summary before you call back
Quote follow-up that keeps going until the customer answers
Scheduling synced with Jobber, Housecall Pro, or ServiceTitan
Review requests after every completed job, off-season reactivation campaigns

Law firms & notaries

Billable hours should not go to admin. Built confidentiality-first.

Client intake that pre-screens and qualifies before a consult is booked
First drafts of routine documents and letters from your own templates
Clio and PracticePanther integration — matters, deadlines, tasks auto-created
Automated client status updates, fewer check-in calls
Summaries of long documents, transcripts, and correspondence

Dental, medical & wellness clinics

Fill the schedule, cut the no-shows.

Smart reminders and recall campaigns for overdue patients
Waitlist backfill — cancellations trigger instant offers to waiting patients
Front-desk assistant for hours, insurance, and preparation questions
New-patient intake that populates your practice software

Real estate brokers & teams

Speed-to-lead wins deals.

Instant response to every portal and website lead, day or night
Listing descriptions and bilingual marketing copy per property
Showing scheduling without the back-and-forth
Nurture sequences in Follow Up Boss, kvCORE, or your CRM

Restaurants, cafés & hospitality

More covers, less phone tag.

Assistant for reservations, hours, menu, and group-booking questions
Review monitoring with on-brand draft responses for every platform
Weekly social content from your photos, in your voice
Catering and private-event inquiry intake and follow-up

E-commerce & retail

Scale support and content without scaling headcount.

Support triage — order status, returns, and sizing answered instantly
Product descriptions generated and localized (EN/FR) at scale
Abandoned-cart and win-back flows in Klaviyo or Mailchimp
Review mining — customer feedback turned into product and ad insights

Accounting & bookkeeping firms

Stop chasing clients for documents.

Automated document collection with polite, persistent reminders
Onboarding and organizer workflows that fill themselves in
QuickBooks and Xero data-hygiene checks that flag anomalies
Deadline tracking across the full client list

Gyms, studios & coaches

Keep members joining — and staying.

Instant follow-up on every trial signup and lead form
Win-back campaigns for lapsed members, triggered automatically
Class waitlists and no-show recovery
Onboarding sequences that lift retention in the first 90 days

Run something else — a daycare, a garage, a distribution company, a nonprofit? Tell us how your business works and we design the package around it. That is what fully customized means here.