AUTOMATIONS

See how each automation works, then keep the guide after go-live.

These are the 28 automations Rosada Automation builds for Professional & B2B firms and Local service businesses: lead follow-up, missed-call text-back, reminders, invoicing and admin work, set up in the tools you already use. Most builds land between $1,500 and $5,000, depending on complexity.

Pick one and watch an example run with sample data. Every build comes with a handoff guide that's yours to keep.

28 automations · 5 areas

Win more leads

New inquiries get a reply, a place in line, and a follow-up that stops when someone writes back.

  • Win more leads

    Professional & B2B firms · Local service businesses

    Instant lead reply

    Someone fills in your form and gets a personal reply, while they're still thinking about you.

    1. Form submitted
    2. Lead saved
    3. Reply sent
    4. You're notified
    Watch an example run

  • Win more leads

    Professional & B2B firms

    Lead enrichment

    You see the company, its size and a reason to call before you pick up the phone.

    1. Email in
    2. Company details looked up
    3. Added to your CRM
    Watch an example run

  • Win more leads

    Professional & B2B firms

    Fair lead distribution

    New leads go to the right person on your team, and nobody who's out of office gets one.

    1. Lead in
    2. Who's available?
    3. Assigned
    4. Owner alerted
    Watch an example run

  • Win more leads

    Professional & B2B firms · Local service businesses

    Quote follow-up

    Quotes you sent get a polite nudge on schedule, and the nudges stop the moment someone replies.

    1. Quote sent
    2. Wait
    3. Nudge
    Watch an example run

  • Win more leads

    Professional & B2B firms

    Call notes to CRM

    After a call, your notes, CRM update and to-dos are drafted for you to check.

    1. Recording
    2. Summary
    3. CRM fields
    4. To-do list
    5. You approve
    Watch an example run

  • Win more leads

    Professional & B2B firms · Local service businesses

    Lead nurturing

    Leads who aren't ready yet hear from you now and then, so you're the one they remember later.

    1. Not-ready lead
    2. Spaced check-ins
    3. Reply or click
    4. Back to you
    Watch an example run

Customers & phones

Missed calls, reminders, and bookings get a next step while you're with a customer.

  • Customers & phones

    Local service businesses

    Missed-call text-back

    Miss a call while you're on a job and the caller gets a text from you right away, not your competitor's voicemail.

    1. Missed call
    2. Text sent
    3. Reply captured
    4. You're alerted
    Watch an example run

  • Customers & phones

    Professional & B2B firms · Local service businesses

    Support triage

    Urgent messages rise to the top and routine ones get sorted, so nothing urgent waits in line.

    1. Message in
    2. Urgency and topic
    3. Routed
    4. Urgent ones flagged
    Watch an example run

  • Customers & phones

    Local service businesses

    AI receptionist

    After-hours and busy-hour calls get answered, questions handled and a callback or booking set.

    1. Call
    2. Answered
    3. Details taken
    4. Booking set
    5. Summary to you
    Watch an example run

  • Customers & phones

    Professional & B2B firms · Local service businesses

    Smart call routing

    Callers reach the right person without a long phone menu.

    1. Call
    2. Reason asked
    3. Right person
    Watch an example run

  • Customers & phones

    Local service businesses

    Self-serve booking

    Customers pick an open time themselves, and the details and confirmations take care of themselves.

    1. Pick a time
    2. Details collected
    3. Confirmed
    4. On your calendar
    Watch an example run

Behind the scenes

Onboarding, reports, stock, and the chores between your tools run without someone having to remember them.

  • Behind the scenes

    Professional & B2B firms

    New client onboarding

    Every new client gets the same complete welcome steps, and none get skipped.

    1. Signed
    2. Folder and forms
    3. Welcome email
    4. Kickoff invite
    5. Checklist done
    Watch an example run

  • Behind the scenes

    Professional & B2B firms · Local service businesses

    Weekly summary report

    Your key numbers from your tools land in one short summary each week.

    1. Scheduled
    2. Pull from your tools
    3. Summary
    4. Sent to you
    Watch an example run

  • Behind the scenes

    Professional & B2B firms · Local service businesses

    Automation health monitor

    If one of your automations fails, you find out right away.

    1. A run is checked
    2. It fails
    3. Alert with what broke
    4. You retry or fix
    Watch an example run

  • Behind the scenes

    Professional & B2B firms · Local service businesses

    Keep your tools in sync

    A customer updated in one tool is updated in the others, so your records match.

    1. Change in one tool
    2. Matched
    3. Updated in the others
    Watch an example run

  • Behind the scenes

    Professional & B2B firms · Local service businesses

    Scheduled routine jobs

    Recurring chores like backups, exports and syncs run on time without anyone remembering them.

    1. Timer
    2. Job runs
    3. Done
    Watch an example run

  • Behind the scenes

    Professional & B2B firms · Local service businesses

    Applicant screening

    Applications get sorted against your must-haves, and you decide who moves on.

    1. Application in
    2. Checked against your criteria
    3. Shortlist
    4. You review
    Watch an example run

Money & approvals

Invoices, payments, and refunds follow your rules, and anything that moves money can wait for your OK.

  • Money & approvals

    Professional & B2B firms · Local service businesses

    Unpaid invoice reminders

    Late invoices get friendly, scheduled reminders, so you don't have to chase.

    1. Due date passes
    2. Reminder
    3. Still open
    Watch an example run

  • Money & approvals

    Professional & B2B firms

    Invoice data capture

    Bills you receive are read and entered into your accounting tool for you to check.

    1. Invoice email
    2. Fields read
    3. Draft entry
    4. You confirm
    Watch an example run

  • Money & approvals

    Professional & B2B firms

    Payment matching

    Incoming payments get matched to open invoices, and anything odd is flagged for you.

    1. Payment in
    2. Matched to an invoice
    3. Marked paid
    Watch an example run

Get found & stay remembered

Review asks, posts, and cart reminders go out on your schedule, after you approve what should.

  • Get found & stay remembered

    Local service businesses

    Review requests

    Happy customers get an easy, well-timed ask for a review.

    1. Job done
    2. Wait
    3. Review ask
    4. Reminder once
    Watch an example run

  • Get found & stay remembered

    Professional & B2B firms · Local service businesses

    One article, many posts

    One thing you write becomes drafts for several channels, ready for you to approve.

    1. Article
    2. Post drafts
    3. You approve
    4. Scheduled
    Watch an example run

  • Get found & stay remembered

    Professional & B2B firms · Local service businesses

    Social post scheduling

    Your approved posts go out on each channel on schedule.

    1. Approved queue
    2. Posted per channel
    3. Log
    Watch an example run

Not sure which one fits?

What automations can you build for my business?

I build 28 kinds of automations across five areas: winning more leads, customers and phones, behind-the-scenes admin, money and approvals, and getting found. Common first builds are instant lead reply, quote follow-up, missed-call text-back and appointment reminders.

How much does an automation build cost?

Most builds land between $1,500 and $5,000, depending on complexity. You get a fixed quote before work starts, and optional maintenance is $500/month.

Do I have to switch software?

No. Your automations are built on the tools you already use, like your CRM, calendar, phone system and accounting tool. Everything runs in your own accounts.

Who are these automations for?

They're for Professional & B2B firms and Local service businesses with 1 to 50 people in the US and Canada. Professional & B2B firms usually start with intake and follow-up. Local service businesses usually start with missed calls, quotes and reminders.

Will an automation send messages or spend money without me checking?

Only if you want it to. Any step that messages a customer or moves money can wait for your approval, and you set the limits.

How do I know which automation to start with?

Start with the free workflow map. You answer 6 questions and get a personalized map of the first automation worth building for you.

Get your free workflow map

PRICING

How you can start

The free workflow map, a personalized kit, a Build Plan, or a build.

  1. 01 · FREE FIRST STEP

    Free workflow map

    The free first step.

    Answer 6 questions and get a map of the first automation worth building in your business.

    Get your free workflow map

  2. 02 · KIT

    $97 personalized kit

    A personalized fix kit built from your free workflow map answers. Delivered within 2 business days.

    You get a cost-of-leaks report using your numbers, a step-by-step setup guide for your top fix, tailored to the tools you use, and paste-ready scripts.

    The $97 is credited toward the Build Plan.

  3. 03 · BUILD PLAN

    $395 Build Plan

    A 45-minute working session, a written spec, and a fixed quote.

    100% of it is credited toward the build if you sign within 14 days.

  4. 04 · BUILDS

    Builds

    $1,500 to $5,000 depending on complexity.

    Optional maintenance is $500/month.

Examples use sample data. What gets built for you is scoped in your Build Plan.