WorkflowFence
Practical automation for service businesses
Built for booking + CRM + automation (no fluff)

Book more jobs. Miss fewer leads. Automate the boring bits.

Simple workflows for small service businesses: booking → CRM → follow‑up → reminders. Copy them, tweak them, ship them.

See the recommended stack Get the free checklists
Booking links + reminders CRM pipeline + follow‑ups Zapier/Make automations
Typical win
Speed‑to‑lead ↓
Auto‑reply + callback booking
Typical win
No‑shows ↓
Reminder sequence + reschedule link
Typical win
Close rate ↑
3‑touch quote follow‑up
WorkflowFence — booking to CRM automation diagram

Start here

  1. Pick a booking tool
  2. Pipe leads into a CRM
  3. Automate follow‑ups + reminders
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Recommended tool stack

Pick one per category. Keep it simple at first.

Booking, CRM, Automation

Playbooks (what I post)

Speed‑to‑lead

Auto‑reply within 60 seconds + create CRM deal + schedule callback.

  • Goal: response time ↓
  • Outcome: more quotes win

No‑show reduction

Reminder sequence + easy reschedule link.

  • Goal: no‑shows ↓
  • Outcome: time wasted ↓

Quote follow‑up

3‑touch follow‑up (email + SMS) without being spammy.

  • Goal: close rate ↑
  • Outcome: revenue ↑

Instant handoff

Once booked: auto‑create job checklist + notify the right person.

  • Goal: chaos ↓
  • Outcome: smoother jobs

Free checklists

(Demo) These become real downloads once the domain + email capture is live.

Booking Automation Checklist

What to automate first (and what to leave manual).

Download PDF View web

Service Business Automation Kit

Paid kit (coming): SOPs + workflows + templates.

Get notified

1‑page “Stack chooser”

Pick the right booking/CRM/automation combo in 2 minutes.

Download PDF View web

Get updates

Drop your email and I’ll send the Automation Kit when it’s ready (and occasional playbooks).