Industries We Serve
Beauty and Medspa
Typical problems:
missed calls, no-shows, weak review flow, low rebooking.
What we set up:
- Online booking with deposits and digital consent forms
- Unified inbox for calls, SMS, WhatsApp, Instagram, Facebook
Smart reminders and prep instructions
- Automatic review requests and quick reply templates
- Memberships, packages, and rebook offers after each visit
HVAC & Roofing
Typical problems:
after-hours calls, slow follow-up on estimates, season swings.
What we set up:
- Call tracking, IVR, and missed-call text back
- Job-type calendars and on-my-way texts
- Estimate follow-up that gets approvals faster
- Maintenance plan renewals and seasonal promos
- Review requests after job completion
Home Services
Typical problems:
cold leads, gaps in the schedule, unpaid invoices.
What we set up:
- Quick quote requests and photo upload forms
- Pipeline from new lead to paid with alerts at each step
- SMS approvals, invoices, and payment links
- Upsell checklists and simple add-ons
- Reactivation of old estimates and review flow
Creative Studios
(Recording, Podcast, Photo)
Typical problems:
last-minute bookings, no-shows, DMs all over the place, uneven repeat business.
What we set up:
- Multi-room calendars with deposits and digital agreements
Unified inbox for IG DMs, SMS, calls, and email
- Auto reminders with prep checklists and location info
Review and referral engine that runs itself
- Optional AI agent that answers FAQs and books 24/7
eCommerce
Typical problems:
abandoned carts, slow support, small repeat rate.
What we set up:
- Product landing pages and clean checkout
- Cart and browse recovery by email and SMS
- Segments based on what people viewed or bought
- Review requests and loyalty offers
- One inbox for support with quick replies and tags
Small Business
Typical problems:
missed calls and messages, slow follow-up, no-shows, overdue invoices, hard to tell what is working.
What we set up:
- Website forms and click-to-call that feed one inbox
- Calendars with deposits, reminders, and no-show recovery
- Simple pipelines that track every lead from new to paid
- Quotes, invoices, subscriptions, and auto receipts
- Landing pages for your top offers and events
- Review engine plus referrals and winback messages
- Clear dashboards for leads, bookings, and revenue by source
- Optional AI agent to answer FAQs and book 24/7
Real Estate
Typical problems:
slow speed-to-lead, weak follow-up, unclear deal stages.
What we set up:
- Lead capture from ads and portals with instant SMS
- Smart routing to agents and call connect
- Buyer and seller pipelines with next-step alerts
- Open house QR capture and appointment reminders
- Review engine to lift local search visibility
Automotive and Transportation
Typical problems:
missed calls, slow estimate approvals, weak return visits.
What we set up:
- Service booking and missed-call text back
- Estimate approval by SMS with payment links
- Pickup, ready-for-collection, and service reminders
- Declined-service winbacks and review prompts
- Referral coupons that are easy to redeem
Fitness
Typical problems:
trial drop-off, class no-shows, churn.
What we set up:
- Trial funnels and class calendars
- Subscriptions and billing in one place
- Show-up reminders and waitlist texts
- Freeze and churn-save sequences
- Challenges, reviews, and referral rewards
Manufacturers and Production
Typical problems:
slow RFQ response, missed follow-ups, messy handoff from sales to production, customers unsure about order status, long sales cycles.
What we set up:
- RFQ and sample request forms with file upload and product options
- Sales pipeline from new inquiry to PO with tasks and alerts
- Quote approval, e-sign, and invoice links with deposits if needed
- Simple stage changes that trigger status updates by SMS and email
- Trade show lead capture with QR codes and instant follow-up
- Reorder, warranty, and maintenance reminders plus testimonial requests
Online Education, Tutors, and Courses
Typical problems:
lost inquiries, low show-up to live sessions, drop-offs in course completion, messy onboarding, failed payments, too many tools.
What we set up:
- Lead magnets and free lesson sign-ups with instant auto reply
- Webinar and live class RSVPs with calendar holds and reminders
- Checkout for one-time courses, bundles, and subscriptions with payment plans
- Onboarding sequences with login links, how-to steps, and first assignment
- Progress nudges, replay links for missed lessons, and office hours booking
- Abandoned checkout and failed payment recovery via email and SMS
- Testimonial and review requests, referral links, and re-enrollment for the next cohort
Legal Services
Typical problems:
missed calls after hours, slow lead response, messy intake, low review flow.
What we set up:
- Instant call connect and SMS auto reply from ads and web forms
- Secure intake forms by practice area with e-sign and document upload
- Consultation calendars with deposits or retainers
- Pipelines from new inquiry to signed client with clear next steps
- Reminder texts for consults, deadlines, and payment links
- Review and referral prompts to lift local search
Book Your 15 min Audit Session
Want To Start A Growth Session?
No hesitation, we can help you with a free Consultation
© 2025 X5 Core. All rights reserved.