B5 · Ready-made system
Customer Update Autopilot
The problem
What's going wrong
"Where's my crew?" "When's my appointment?" "Has my order shipped?" Your office spends hours answering the same questions, and close-out steps get missed.
What it fixes
What changes
- Status calls ('where's my order / crew / appointment?')
- Reschedules that take three calls
- Missed close-out steps
How it works
Three agents, one system
Agent 1
Update agent
Sends updates at each stage: booked, on the way, delayed, done.
Agent 2
Schedule agent
Lets customers confirm or reschedule by text, and updates your calendar.
Agent 3
Close-out agent
Chases the last steps: photos, sign-off, final invoice, warranty info.
Works with
- Job / order software
- Calendar
- SMS + email
- Shopify (e-commerce)
Every Monday
You see what it did
A one-page report in your inbox, with numbers from your own phone system and CRM.
Monday owner brief
Your business · week 44
| Calls in | 142 |
|---|---|
| Answered by your team77% | 109 |
| Handled by AI (missed / after hours) | 29 |
| Transferred to a personemergencies + asked for a human | 4 |
| Web leads replied to in < 60 s | 37 / 38 |
| Appointments booked by AI | 11 |
Worth a listen
- Tue 7:42pm: caller asked about financing twice; no follow-up booked yet.
- Thu 2:15pm: transferred emergency, answered in 18 s.
Timeline
2 weeks
Price
$1,500–$2,500 setup + $400–$700/mo
Usage (minutes, SMS, AI) is billed on accounts in your name.
ROI example
- 40 status calls a week at about 4 minutes each
- Office time valued at $25/hour
About 11.5 office hours a month back (roughly $290/mo), plus fewer missed close-out steps.
Example with stated assumptions, not a promise.
Risks, and how we handle them
- Updates are wrong if the job data is wrong.
- Updates trigger from your software's status fields; we fix gaps in those fields during setup.
Best fit
- Your office fields many status calls
- Jobs or orders have clear stages in your software
Not a fit: If customers rarely ask for updates, this won't move the needle.
What it looks like in your industry
Roofing
Homeowners get a text the day before materials drop and when the crew is on the way, and the close-out agent gathers photos and sign-off.
HVAC, plumbing & electrical
The 'tech is on the way' text with a time window, and reschedule by reply.
E-commerce
Order, shipping and delay updates that stop 'where's my order?' emails.
Law, accounting & consulting
Matter or engagement status updates without a phone call.
Find out where you're leaking, free.
We'll call your line, test your form and check your reviews, then send a ~90-second video of what your customers experience.