Revenue Automation

Your business working
even when you're not.

Automation is how contractors scale without hiring a person for every problem. Root builds automation systems that respond to leads instantly, follow up systematically, and keep your team accountable — without adding headcount.

Contractors where leads are responded to hours or days after they come in
Sales teams that rely on reps to remember to follow up (they don't)
Operations where deals regularly go cold without anyone knowing why
Get a Free Automation Audit

Book Your Free Diagnostic

2 minutes. No obligation.

No spam. No contracts.

80%

Of follow-up tasks that should be automated are still done manually

5 min

Average response time improvement with speed-to-lead automation

3×

More leads converted when followed up within 5 minutes vs. 30

0

Leads that slip through the cracks when automation is set correctly

Automation Services

Every automation your revenue process needs.

Speed-to-Lead Automation

Instant lead response the moment a form is filled, a call is missed, or a message comes in. The first contractor to respond wins the job — automation makes you always first.

Learn more about Speed-to-Lead →

Sales Follow-Up Sequences

Multi-touch follow-up sequences that work every lead systematically — calls, texts, emails — until they book or tell you no. No more leads going cold from lack of follow-up.

Learn more about Sales Follow-Up →

Internal Notifications & Alerts

Automated alerts to managers when deals stall, when follow-ups are missed, or when key milestones are hit. Visibility without micromanagement.

Production Handoff Automation

When a deal closes, automatically create the job record, notify production, and kick off the onboarding sequence. Sales-to-production handoff without a single manual step.

Review Request Automation

Automatically request Google reviews at the perfect moment — when a job is marked complete. Grow your online reputation without anyone having to remember to ask.

Reporting & KPI Alerts

Daily and weekly performance reports sent automatically to managers. Close rate drops below target? You'll know by 8am Monday — automatically.

Automation is right for you
if any of these are true.

→Contractors where leads are responded to hours or days after they come in
→Sales teams that rely on reps to remember to follow up (they don't)
→Operations where deals regularly go cold without anyone knowing why
→Companies that have a CRM but no automations built into it yet
→Any contractor who wants their revenue process to work even when no one is watching

"Our speed-to-lead time went from 4 hours to 4 minutes after Root set up our automation. Our appointment set rate jumped 34% in the first month."

Elmer Glick

CEO, Starway Roof Systems

"The automated follow-up sequences Root built are like having a full-time BDR working 24/7. We never let a lead go cold anymore."

Carlos M.

Owner, ComfortPro HVAC

Work With Root

Ready to automate your revenue process?

Let's map your current workflow and identify every place where automation can make you faster, more consistent, and more profitable.

Schedule Free Consultation

No obligation. No contracts. Just a clear plan. · rootagency.co