You started with Hank.
Now automate the rest.
Hank sees every call. That means he already knows every lead you almost lost, every job that got booked and not billed, every customer who hasn't heard from you in six months. Turning that live picture into money is the second product.
Revenue Automation
When Hank hands you a lead, this is what happens next.
Every call Hank picks up is either a booked job, a captured lead, or a chase. Revenue Automation is what turns the captured leads and chases into money — the follow-up, the reactivation, the estimate close.
Ship time · Usually 1–3 weeks per workstream. Quoted after a call.
Estimate and proposal follow-up
- — Chase sequences that escalate on a schedule instead of when it becomes awkward
- — Multi-channel follow-up (SMS, email) dispatched per lead without a human driving it
- — Auto-nudge when a proposal has been open unread for three days
Reactivation and reviews
- — Reactivation campaigns for customers who've gone quiet — seasonal or trigger-based
- — Review requests that go out on time after every job, every time
- — Early warning when a repeat account starts showing signs of drifting
Operations Automation
When Hank knows the job, this is what stops falling through the cracks.
Once Hank is on your line he already knows about every call, every lead, and every booking. Operations Automation is the layer that turns that live picture of your business into the boring stuff that actually pays — invoicing, dispatch, records, the tools that don't talk to each other suddenly talking.
Ship time · Multi-system builds usually 3–6 weeks. Quoted after a call.
Billing and collections
- — Invoices raised off a job milestone instead of off memory
- — Bank feed pulled nightly, categorised, matched against open bills
- — Payment chasing that escalates on a schedule, not on how awkward it feels
Onboarding and intake
- — Agreements sent, tracked, and nudged automatically when they go unsigned
- — Document requests that keep asking until the file arrives
- — A new client walked through every setup step without anyone driving it
Dispatch, scheduling and field data
- — Bookings, confirmations, reschedules and cancellations handled end to end
- — Field photos and voice notes filed against the right job automatically
- — Owner asks Hank on the admin line "how's the job at 123 Main?" — real answer from the day's notes
Documents and data movement
- — Email and attachments filed against the right client record automatically
- — Fields extracted from PDFs and forms and written into the system you already use
- — Weekly summaries assembled and sent without anyone building a report
Enterprise
When Hank is one of many, and the ops span more than a single shop.
Multi-location. Deep CRM integration with a real ServiceTitan, Jobber or HouseCall Pro sync. Custom AI agents that do the work of a whole back office. This is what happens when the business is past the walk-in menu — a conversation, not a package.
Ship time · Always a conversation. Contract shape depends on scope.
Multi-location + role-based views
- — Hank tuned per location with a shared owner view across all of them
- — Rep and manager dashboards that only surface what needs their attention
- — Cross-location patterns (revenue leaks, review drift) surfaced automatically
Two-way CRM and system sync
- — ServiceTitan / Jobber / HouseCall Pro two-way sync — no data lives only in one tool
- — Custom AI agents that read from and write back to your primary CRM
- — Historical data migrations when you're consolidating tools
Everything on this page
is something I run myself.
Twenty-six scheduled jobs keep Matthews Automation running: the bank reconciliation, the unsigned-contract chasing, the onboarding sweeper, the nightly audit that re-checks every rule in the system against production. I did not learn this from a course. I built it because the alternative was doing it by hand at night.
And the AI receptionist is on (470) 467-7724 right now if you want to hear a build rather than read about one.
The questions
everybody asks.
- How does Automation relate to Hank?
- Hank is the front door — an AI receptionist with a fixed price ($1,500 to get started + $497 a month) and a 48-hour build-to-live target. Automation is the ladder above him: Revenue Automation, Operations Automation, and Enterprise. Nearly every automation project starts because Hank is already on the line and the owner realises there's more that could be automated once the business has a live intelligent hub. You do not have to buy Hank first, and the automation conversation usually starts once Hank is already answering.
- What does an automation project cost?
- Quoted after a call. A single Revenue-tier workstream (estimate chasing, reactivation) is a different size of job from an Operations-tier build that connects four tools that have never spoken to each other, and quoting both with one range wide enough to cover them tells you nothing. The one fixed price on the site is Hank — because Hank is the same build every time.
- How long does it take?
- A Revenue-tier workstream is usually 1–3 weeks from agreed scope to running. Operations-tier builds that span several systems run 3–6 weeks, mostly because of how long it takes to get credentials and edge cases out of the people who own the existing tools. Enterprise is scoped case by case. You get a real estimate in the written scope before you commit to anything.
- Do I have to change the software I already use?
- No, and I would push back if you suggested it. The automation connects to what is already there. Replacing a working CRM to make an automation project easier is a good way to turn a three-week job into a six-month one and lose everyone's buy-in on the way.
- What if a $40 tool already does what I need?
- Then the written scope says so and names the tool. That happens more often than you would expect, particularly with scheduling and reminders. It costs me a project and buys the next conversation, which is a trade I am happy with.
- What happens after it is built?
- I stay on it. Automation nobody maintains quietly stops working somewhere around month four, usually because something upstream changed — an API version, a form field, a permission — and there was nobody watching for it. Ongoing support is part of how the work is scoped rather than an upsell afterwards.
- Do you only work with Atlanta businesses?
- No. Almost all of the automation work happens remotely — location is not really the constraint. Metro Atlanta is where in-person discovery is available and where Hank gets built face-to-face when you want that.
Fifteen minutes.
You'll know what's worth fixing.
You walk me through how the work moves through your business now. I tell you which parts are worth automating and in what order, and you get that in writing whether you hire me or not.
Video call · 15 minutes · nothing to prepare