01
Lead routing + SLA enforcement
Round-robin, geographic, vertical-specific, or by case value. Routing rules backed by SLA timers and escalation paths. The Joe-vs-Chad routing problem at Purple Heart Pools? That's what this fixes.
06 · CRM & AUTOMATION/Track 02 · Platforms + Track 03 · Web & Hosting + Track 04 · Growth Retainer
Hello Automations
Lead routing, SLA enforcement, HIPAA-aware intake, offline conversions, multi-CRM. One lead, one record, everywhere.
Leads leak. Reports obscure. Vendors blame each other. We bridge ad platforms, sites, CRMs, and phone systems so a single lead is a single record across every system, with the SLA to act on it before the buyer cools off.
Michael reads every inbound · 24h reply on weekdays
How we actually run this
Five signatures of the work.
Not a chip cloud. The actual operating posture we bring to a Automation engagement, in operator-voice. If any of these don't resonate, we're probably not a fit.
02
HIPAA-aware intake for clinical clients
Form fields that don't leak PHI into Google Analytics. Call tracking routes that don't expose chart data to the analytics layer. Intake architecture that survives a HIPAA audit because compliance is the architecture, not a checkbox.
03
Multi-CRM + custom workflow
HubSpot, Salesforce, Zoho, Pipedrive, HighLevel, or custom. We integrate where the client lives, instead of forcing a re-platform. Custom event triggers and nurture sequences built per the actual sales process.
04
Call tracking + offline conversions
Dynamic number insertion per source, transcript and recording capture, 60-second-plus call qualification, then offline conversion imports back to the ad platforms. Every call attributed.
05
Closed-loop to ad platforms
Opportunity stage and closed revenue pushed back to Google, Meta, and LinkedIn. The ad platforms optimize toward your real revenue, not the proxy events they default to.
Where it fits in the operating model
Three tracks. No second sales cycle.
Our four-track operating model is on /services. Automation maps to Track 02 (Platforms), Track 03 (Web & Hosting) and Track 04 (Growth Retainer). Strategy connects to delivery without a second contract.
Track 01Adjacent
Consulting
AI readiness audit, agent architecture, 12-month roadmap. Fixed scope, fixed price, named senior.
4–8 WKFIXED
Track 02This service
Platforms
Mission Control deployment, custom agent stack, Otto/Joan/Atlas/Hello/Pulse/Peg configured to your operating model.
10–14 WKBUILD
Track 03This service
Web & Hosting
Site stays up. Agents have an API to live against. Required if Mission Control is integrating with your CMS.
RECURRINGSLA 99.9
Track 04This service
Growth Retainer
AI Ops as the leverage layer under the Growth retainer. The reason five seniors carry twenty-five seats.
6 MO MIN2–4 SLOTS
Where this service paid out
Three cases where Automation carried.
Engagements where this service was the primary lever, not a side note. Numbers published, names attached.
LegalFamily law · Jacksonville, FL
904 Family Law
A new family-law practice launching in Jacksonville with no website, no ads, and no digital footprint. Ten-plus years later, 3,271 phone calls, 1,965 conversions, 3.24 million impressions of brand visibility across Duval County, and a Performance Max campaign running at $62.79 per lead. That efficiency only exists because of ten years of compounded conversion data.
3,271
Phone calls in 10+ years
Facilities ManagementCommercial janitorial, landscaping, maintenance
RNA Facilities Management
A facilities-management client with a previous agency reporting 1,200 conversions at $30 each. Sales saw none of it. We rebuilt the measurement stack, then the campaigns. Over five months, cost per qualified lead fell from ~$400 to a sustainable $132 while real leads rose to 38/month from 14.
−67%
Cost per qualified lead
Travel & DestinationExperiential hospitality
Wekiva Island
Three-year operator partnership with Wekiva Island. Brand refresh, multi-day production shoot (photo + video + drone + GoPro), custom website with integrated booking and e-commerce, Hello Automations CRM deployment, Smartwaivers integration, and ongoing daily operations. The scope extended from visual direction through day-to-day digital presence, giving Wekiva a unified system aligned to the destination's character.
3 YR
Partnership · brand to daily ops
What you actually get
The stack in plain English.
Concrete artifacts, not “deliverables that may include.” If it's on this list, it's scoped into the engagement.
Lead routing + SLA workflows
Geographic, vertical, by case value, or round-robin.
Multi-CRM integration
HubSpot, Salesforce, Zoho, Pipedrive, HighLevel, custom.
Call tracking + offline conversions
DNI, recording, transcript, qualified-call attribution.
HIPAA-aware intake architecture
PHI-safe forms and routing for clinical clients.
Nurture + drip sequences
Built against your real sales process.
Closed-loop to ad platforms
Conversions API, offline imports, revenue tie-back.
AEO Pulse·Automation
Live AI citations across Hello Automations · CRM operator agent right now.
The AI search layer is where buyers research before they Google. We monitor it the way old-school SEO firms monitor SERPs. Numbers below are real engagement data, cycled through a sample of the queries we track for this account.
Query · frame 1/2“lead routing automation for service businesses with SLA”
Updated 0s agoChatGPT-4o
#2 cited
Claude 3.5 Sonnet
#1 cited
Perplexity
#1 cited
Google AI Overviews
Featured
Gemini 2.0
#3 cited
904 Family Law has 30+ qualified leads/month running through Hello Automations + DNI + offline conversions. Real volume in production.
Polled by Otto · 19 Automation queries in the monitoring setCycle 6.5s · Hover to pause
How services compound
Automation pairs with three others.
Most engagements span two or three service lines. These are the ones Automation usually rides alongside, because the work compounds when they share an operator.
05 · PAID MEDIAService line
Twelve years. $15M+ in spend. Senior-led.
Twelve years managing Google Ads. Google Premier Partner since 2014. $15M+ in managed media across hundreds of accounts. Senior-led, no rotating account managers.
Track 01 + Track 04See the service
08 · ANALYTICSService line
Narrative reporting
Weekly written reports, not dashboards. What moved, what didn't, what's next. A number you can bet a P&L on.
Track 01 + Track 04See the service
09 · AI OPSService line
Five operators carrying twenty‑five seats of work.
The math works because of one piece of software. The Console is the human-only override layer that says no on behalf of the team. Humans decide. Agents propose. The Console is the gate.
Track 01 + Track 02 + Track 04See the service
What we won't do
In Automation, we'd rather turn it down than fake it.
The shape of what we'll take is also the shape of what we won't. We'd rather lose the deal than ship the wrong work. Most of these have already cost us engagements. We're fine with that.
- 01
Hello will never quote a price or commit scope.
Pricing authority is human-only. The agent generates handoff briefs before every call so the operator never joins blind.
- 02
We won't run automations on top of a CRM with bad data.
Hygiene first, automation second. Bad data + automation = fast wrong answers at scale.
- 03
We refuse to integrate compliance-required clients without audit-survivable intake.
Clinic intake has to clear HIPAA. Forms that leak PHI to GA aren't 'minor.' They're the engagement risk.
Tell us what you're trying to accomplish with Automation.
One paragraph is enough. Michael reads every inbound and replies within 24 hours on weekdays. If Automation is the right entry point, we'll be direct about the engagement shape. If it isn't, we'll tell you that too.