Marketing automation for local businesses

Marketing automation sounds like something only big companies use. For a local business it simply means the follow-up happens even when you're busy: the new lead gets a reply, the quiet customer gets a reason to come back, and the appointment gets a reminder.

Automations most local businesses start with

  • New lead welcome: an instant text and email when someone fills out a form
  • Nurture sequence: a few helpful messages over the next days for leads who haven't booked
  • Win-back: a message to customers who haven't returned in a set number of weeks
  • Review request: sent after a visit or completed job
  • Appointment reminders and no-show follow-up

Set up for you, not handed to you

Most small businesses buy software and never finish setting it up. We build your first automations with you during onboarding, written in your voice, and tune them after launch.

Consent and CASL

Commercial email and text messages in Canada fall under CASL. Your forms collect consent, every message includes an easy opt-out, and unsubscribes are honoured automatically.

See if Business Pilot fits your business

A 15-minute demo. We look at your current tools and where leads are being lost.