Acknowledge the inquiry.
Automated SMS/email is triggered after submission. The homeowner gets a clear acknowledgment, while the lead enters an organized contact and opportunity record.
CRM & follow-up
Your CRM.
Built around your business.
We build out your GoHighLevel-based CRM with custom automations tailored to your business. Follow-up messages, team tasks, appointment reminders, and nurturing run inside the CRM, with workflows refined around what works for your operation.
The follow-up sequence
A quick reply is the start.
A conversation is the next step.
Sending a text and reaching a homeowner are different jobs. The system supports both.
Reach the homeowner.
Human outreach works to make contact, reviews the submitted information, and manually schedules an estimate appointment around your team’s availability.
Keep a next action.
Follow-up sequences, tasks, and nurturing keep the inquiry in view when the homeowner does not answer or is still considering an installation.
Custom CRM buildout
A working CRM.
Built for your operation.
We configure your pipeline, contact records, and custom automations inside the CRM. They reflect how your team handles leads, appointments, and sales—and we refine them as we learn what works. The stages below are an illustrative starting point.
- 01New inquiry
- 02Contacted
- 03Appointment
- 04Estimate
- 05Won / installed
Contact organization
Keep qualification details, contact information, outreach notes, and related opportunities together.
Custom automations
We build follow-up messages, internal tasks, appointment reminders, and nurturing inside your CRM. Triggers and timing are tailored to your process, then adjusted using lead and appointment outcomes.
Source & outcome tracking
Connect available source data to appointments, estimates, and sales updates. Attribution is included where technically supported.
Your team’s estimate and sales updates are needed for accurate reporting. The CRM does not verify revenue on its own.
Appointment management
The calendar entry
is one part of the job.
A human books the appointment. The system helps your team and the homeowner stay aligned afterward.
Confirmations
Record the agreed time and send the homeowner the relevant appointment details.
Reminders
Support attendance with messages tied to the scheduled visit and agreed contact process.
Cancellations
Give changes a clear handling process so the opportunity and your team’s availability stay current.
No-show recovery
Follow up after a missed appointment and work toward reconnecting or rescheduling where appropriate.
Reporting that follows the opportunity
Look past the
cost per lead.
A low-cost inquiry is useful only when you can see what happens next. Acquisition and funnel performance sit alongside lead and appointment visibility, available source information, and your team’s sales updates.
Direct Slack support and account updates give both teams a way to discuss the bottleneck, correct missing information, and agree on the next change.
Read the tracking guideUseful answers
Before we talk.
The practical details behind the offer.
Are the automations tailored to our business?
Yes. We build custom automations inside your CRM around your service area, team availability, lead handling, and sales process. Follow-up messages, tasks, reminders, and nurturing are configured together and refined using what works in your operation. A human still reaches the homeowner and books the appointment.
Can we keep our existing CRM?
We review your current tools before agreeing on implementation. The program uses GoHighLevel-based infrastructure. Any integration, migration, or parallel workflow must be scoped and confirmed before existing systems are changed.
Who is responsible for estimates and closing the sale?
Your installation company handles estimates, homeowner advice, sales decisions, installation, and fulfillment. Surge & Scale supports acquisition, lead handling, appointment management, and tracking.
Will reporting show every sale automatically?
That depends on the configured tools, available source data, and whether your team updates sales records. We include attribution where technically supported and discuss tracking limitations openly.
The next step
Give every inquiry a visible next step.
Let’s look at your market, your installation capacity, and what happens to your leads today.