SERVICES · AI PRO
Complete Digital Sales Automation System

AI PRO

Turn Every New Lead Into an Organized Sales Opportunity.

Capture leads, respond faster, follow up automatically, book appointments and keep every opportunity organized inside one connected sales system.

SORVYQO AI PRO is designed for businesses that already receive inquiries but lose opportunities because leads are scattered, follow-up is inconsistent or the team cannot respond fast enough.

We build and manage a complete digital sales automation system around your business.

Instead of relying on manual follow-up, spreadsheets, disconnected inboxes or remembering who needs to be contacted next, SORVYQO creates an automated customer journey that keeps leads moving through your sales process.

One-Time System Setup$1,497
Ongoing System Management$597/month
Connected digital sales automation system
The Problem We Solve

The Problem Isn't Always Getting More Leads.
It's What Happens After the Lead Arrives.

Businesses spend money and time generating leads from websites, Google, social media, referrals, phone calls and advertising.

But a large percentage of those opportunities can be lost because:

  • A new lead waits too long for a response.
  • Nobody follows up after the first contact attempt.
  • Phone calls are missed.
  • Estimate requests are forgotten.
  • Appointments are missed.
  • Old prospects are never contacted again.
  • Different employees keep customer information in different places.
  • The owner cannot easily see where each opportunity is in the sales process.
  • Marketing sources are not connected to the final customer journey.

AI PRO is designed to solve these problems by connecting lead capture, CRM, communication, appointments and follow-up into one automated sales system.

Lead Capture

Capture Leads From the Places Your Customers Already Use

SORVYQO can connect your business's lead sources to one centralized CRM.

Depending on the client's existing systems and integrations, leads may enter from:

  • Website contact forms
  • Landing pages
  • Web Chat
  • Facebook Lead Forms
  • Instagram Lead Forms
  • Google inquiries
  • Google Business Profile
  • Phone inquiries
  • QR codes
  • Referral campaigns
  • Imported customer databases
  • External lead providers
  • Compatible third-party integrations

When a new lead enters the system, automation can immediately create or update the contact record and begin the correct sales process.

Automatic Lead Intake

Every New Lead Enters a Defined Process

Instead of allowing a new inquiry to disappear into an inbox, SORVYQO can automatically organize that prospect.

The purpose is simple: Every lead should have a next step.

  • Create or update the CRM contact.
  • Identify the lead source when tracking is available.
  • Apply tags.
  • Populate custom fields.
  • Create a sales opportunity.
  • Place the opportunity into the correct pipeline stage.
  • Send an immediate response.
  • Notify the business owner or sales team.
  • Start the appropriate follow-up workflow.
CRM

One Central Place for Your Leads and Customers

SORVYQO configures a CRM around the client's actual sales process.

Contact informationPhone numberEmail addressLead sourceService requestedNotesTagsCustom fieldsAppointment historyEmail historySMS historyWeb conversationsOpportunity value when applicableCurrent pipeline stageSales statusCustomer history

Instead of searching through multiple platforms, the business can see the relationship with the prospect in one place.

Custom Sales Pipeline

Know Exactly Where Every Opportunity Stands

SORVYQO creates a customized sales pipeline based on how the business actually sells.

New LeadContactedQualifiedConsultation BookedEstimate RequestedEstimate SentDecision / Follow-UpWonLost

The exact structure is customized to the client's business.

Automation can move opportunities between stages when specific actions occur.

Appointment booked

A prospect books an appointment. The opportunity moves automatically to Consultation Booked.

Estimate accepted

The prospect accepts an estimate. The opportunity can move toward Won.

Lead inactive

A lead remains inactive after the follow-up process. The opportunity can move to Decision / Follow-Up.

Lead journey from inquiry to customer
Immediate Response

Respond While the Lead Is Still Interested

Speed matters.

When a qualified new inquiry enters the system, SORVYQO can trigger an immediate response instead of waiting for someone to manually notice the lead.

The goal is to begin the conversation while the prospect is still actively looking for a solution.

Depending on the client's setup:

  • Email
  • SMS
  • Web Chat
  • Internal notification
  • Appointment invitation
Automated Email

Automated Email Follow-Up That Adapts to the Customer Journey

SORVYQO builds email workflows based on actions and timing.

Immediate new lead responseLead follow-upAppointment confirmationAppointment remindersNo-show recoveryCancellation follow-upRescheduling communicationEstimate follow-upDecision-stage follow-upCustomer reactivationReview requestsCustomer notifications

Emails can use CRM data such as the customer's first name, appointment information and other stored details.

The system is also designed to stop or change automation when the prospect takes the desired action.

For example: If the prospect books an appointment, the previous lead-nurture sequence should not continue sending irrelevant booking messages.

SMS Automation

Keep Important Conversations Moving With SMS

When the client's SMS system is active and the required registration and consent requirements are satisfied, SORVYQO can add text-message automation to the customer journey.

The system can combine email and SMS so that the business does not depend on one communication channel.

  • Immediate lead response
  • Appointment confirmation
  • Appointment reminders
  • Missed-call text back
  • No-show recovery
  • Estimate follow-up
  • Lead reactivation
  • Customer notifications
  • Service reminders

IMPORTANT NOTICE: SMS and MMS usage, carrier fees, messaging registration and extraordinary message volume may be billed separately. SMS is not advertised as unlimited.

Missed Call Text Back

A Missed Call Doesn't Have to Become a Lost Customer

When supported by the client's phone configuration, SORVYQO can use Missed Call Text Back.

If a prospect calls and nobody answers, an automatic SMS can acknowledge the call and invite the customer to continue the conversation.

Example

“Sorry we missed your call. How can we help?”

That interaction can then become part of the CRM conversation history.

Web Chat

Turn Website Visitors Into Conversations

SORVYQO can add Web Chat to the customer's website.

Instead of requiring every visitor to search for an email address or wait for someone to answer the phone, the visitor can start a conversation directly from the website.

  • Capture customer information
  • Identify what the visitor needs
  • Answer basic questions
  • Direct the prospect toward the next step
  • Create or update the CRM contact
  • Start automated follow-up
  • Send the prospect to appointment booking
  • Escalate the conversation to a human when appropriate
Conversation AI

AI-Assisted Digital Conversations

When Conversation AI is part of the client's configured environment, AI can assist with digital conversations.

It can be configured around the client's business information and frequently asked questions.

The objective is not to replace the business owner.

The objective is to help the business respond faster and more consistently.

  • Answer common questions
  • Collect lead information
  • Ask qualification questions
  • Identify the requested service
  • Help determine the next step
  • Encourage appointment booking
  • Update CRM information
  • Hand the conversation to a human when appropriate
Appointment System

Move Prospects From Conversation to Appointment

SORVYQO can configure an online booking calendar around the client's availability.

Available time slotsBooking formAppointment confirmationEmail remindersSMS reminders when enabledReschedulingCancellationCalendar synchronization when supportedCRM updatesPipeline updates

The system can automatically react when a booking occurs.

Lead books appointmentCRM updatesOpportunity stage changesConfirmation is sentReminder sequence begins
Appointment Reminders

Reduce Forgotten Appointments

SORVYQO can build automated reminder sequences before scheduled appointments.

Depending on the client configuration, reminders may be sent:

  • 24 hours before
  • Several hours before
  • At other agreed intervals

Smart status checks

Before each message is sent, workflows can check whether the appointment is still active.

Cancelled appointments should not continue receiving unnecessary reminders.

No-Show Recovery

Don't Give Up on a Prospect Because They Missed One Appointment

If a customer misses a scheduled consultation, SORVYQO can create a recovery process.

The objective is to recover opportunities that would otherwise disappear.

  • Identify the missed appointment
  • Send a follow-up
  • Offer a rescheduling opportunity
  • Update the sales pipeline
  • Notify the team
  • Continue appropriate follow-up
Estimate Follow-Up

Follow Up After the Estimate Is Sent

Many businesses lose revenue after sending a quote because nobody follows up consistently.

SORVYQO can create workflows for prospects who received an estimate but have not made a decision.

The workflow can stop once the opportunity is marked Won, Lost or reaches another defined status.

  • Email
  • SMS
  • Reminder to salesperson
  • Decision-stage automation
  • Booking another conversation
Lead Reactivation

Your Old Database May Still Contain Revenue

Past prospects and inactive customers can represent valuable opportunities.

SORVYQO can create reactivation workflows designed to reconnect with eligible contacts.

Large standalone database reactivation campaigns may be offered as an additional service depending on database size and communication volume.

  • Old leads
  • Previous estimate requests
  • Inactive prospects
  • Past customers
  • Customers due for repeat service
Review Automation

Turn Completed Jobs Into More Social Proof

After a successful customer experience, SORVYQO can automate the process of requesting a review.

Review automation can help the business consistently ask satisfied customers for feedback instead of depending on employees to remember.

Job completedCustomer follow-upReview requestReputation process
Internal Notifications

Automation for the Customer — and the Team

SORVYQO can also notify the business internally when important events occur.

The objective is to ensure automation and human sales activity work together.

  • New lead entered
  • High-value opportunity created
  • Appointment booked
  • Customer replied
  • Estimate needs attention
  • Lead requires human intervention
Lead Source Tracking

Understand Where Leads Come From

When the required tracking is available, SORVYQO can help identify lead sources.

This information helps the business understand which channels are producing opportunities.

  • Website
  • Facebook
  • Instagram
  • Google
  • Referral
  • Campaign
  • Landing page
  • QR code
  • External integration
Reporting

See What Is Happening Inside the Sales System

Depending on the data available, reporting can help monitor:

SORVYQO does not promise revenue attribution when the required sales and tracking data are not available.

  • Number of leads
  • Lead source
  • Appointments
  • Pipeline activity
  • Follow-up activity
  • Won opportunities
  • Lost opportunities
  • Appointment status
  • Customer conversations
  • Conversion activity
What AI PRO Includes

What's Included in AI PRO

CRM setupCustom sales pipelineLead capture configurationLead source trackingContact managementTagsCustom fieldsOpportunity trackingImmediate lead responseAutomated email workflowsSMS automation capabilityWeb ChatConversation AI configurationAppointment calendarAppointment confirmationsAppointment remindersCancellation handlingRescheduling supportNo-show recoveryMissed Call Text BackLead follow-upEstimate follow-upDecision-stage automationLead reactivation workflowsReview request automationInternal notificationsBasic reportingWorkflow testingInitial system customizationOngoing workflow managementSystem maintenance
What Is Not Included

Third-Party and Usage Costs

AI PRO does not automatically include unlimited third-party usage or outside services.

  • SMS / MMS usage
  • Carrier fees
  • Phone usage
  • Phone numbers
  • A2P / messaging registration
  • Advertising spend
  • Meta Ads spend
  • Google Ads spend
  • Third-party software
  • Premium integrations
  • Payment processing
  • Government fees
  • Custom development
  • Native mobile applications
  • Large database reactivation campaigns
Optional Add-Ons

Expand the System as Your Business Grows

Growth

  • Paid Ads Management
  • Local SEO / GEO
  • Database Reactivation

Scale

  • Additional Locations
  • Custom Integrations
  • Advanced Reporting

Content

  • Additional Content Services
Ideal Client

Who Is AI PRO Built For?

AI PRO is designed for businesses that already receive leads and want a professional system to respond, organize and follow up.

  • Roofing companies
  • HVAC companies
  • Plumbing companies
  • Automotive services
  • Contractors
  • Home-service companies
  • Professional services
  • Appointment-based businesses
  • Local service businesses
Complete Digital Sales Automation
AI PRO
One-Time Setup
$1,497
Ongoing Management
$597/month
CRMAutomationEmailSMS CapabilityWeb ChatConversation AIAppointmentsFollow-UpPipelineReviewsReporting
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Build the system your opportunities deserve

Your Leads Should Never Be Forgotten Again.

Build a connected sales system that captures opportunities, responds faster, follows up automatically and keeps your team organized.

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