The five loops we install

Get found when buyers ask AI. Then let AI follow up 24/7.

We help SMB operators show up when buyers ask ChatGPT, Perplexity, Google AI Overviews, Claude, or Gemini for recommendations — then install the AI Front Desk that responds instantly, books appointments, and keeps the CRM updated. Every loop names the leak it fixes, what we install, the payback window, and time-to-live.

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  1. Loop 01
    Live in 30 days

    AI Front Desk — Missed-Call Recovery

    “30–60% of inbound calls go to voicemail after 5pm. Storm days, that number doubles. Every missed call is a lead you already paid for.”

    The AI Front Desk picks up every call within one ring, captures the lead, dispatches emergencies, books non-emergencies straight to your calendar, and updates your CRM. SMS callback for hangups. Trained on your services, your pricing tiers, your dispatcher's escalation rules.

    What we install
    • AI Front Desk (Receptionist)
    • Storm-Lead Capture
    • SMS Callback Cadence
    Expected payback

    Illustrative range: $60K–$180K/yr recovered at a $3M+ home services operator (composite)

    Best for
    HVAC · Plumbing · Roofing · Electrical · Restoration
  2. Loop 02
    Live in 30 days

    Speed-to-Lead

    “Web forms and ad clicks wait hours or days for a reply. The first vendor to respond wins 78% of the time.”

    Instant outreach to every inbound web form, Google LSA, Facebook ad, or referral. Texts back in under 60 seconds with two appointment options. If they reply, the AI books them. If they don't, it runs a 3-touch follow-up over 7 days.

    What we install
    • AI Inbound SDR
    • Booking Cadence
    • Multi-Touch Follow-Up
    Expected payback

    Typical range: +15–30% lead conversion on existing pipeline (composite)

    Best for
    Roofing · Solar · Home services · Agencies · B2B services
  3. Loop 03
    Live in 45 days

    Estimate Follow-Up

    “You write the quote. They go quiet. You forget. Three weeks later they sign with someone else.”

    AI Proposal Follow-Up watches your estimate queue, runs a 3/7/14-day cadence on stale quotes, and books the warm replies straight to a sales rep's calendar. Handles 'we're still thinking,' 'send me a revised quote,' and 'we went with someone else' (and asks why).

    What we install
    • AI Proposal Follow-Up
    • Win/Loss Logger
    • Revision Coordinator
    Expected payback

    Typical range: +15–30% close rate on stale quotes (composite)

    Best for
    Roofing · Solar · HVAC · Agencies · Custom services
  4. Loop 04
    Live in 60 days

    Dormant Customer Reactivation

    “Five thousand customers in your CRM who haven't bought in 18 months. Worth real money. Nobody's calling them.”

    AI Reactivation Specialist segments the dormant base by recency + value, runs a Tier 1/2/3 SMS + email cadence, and books warm replies. Compliance-aware (TCPA / CAN-SPAM). Honors opt-outs. Reports payback weekly.

    What we install
    • AI Reactivation Specialist
    • Service-Reminder Coordinator
    • Segmentation Engine
    Expected payback

    Modeled range: 3–8% of dormant list books = $60K–$300K revenue lift (composite)

    Best for
    Pest control · HVAC service plans · Dental · Auto repair · Trades
  5. Loop 05
    Live in 45 days

    AR / Collections Follow-Up

    “AR sits at 60+ days while you cover Friday payroll out of a line of credit. The office manager is the bottleneck and doesn't want to be.”

    Multi-channel AR dunning — SMS, email, voice — running an FDCPA-compliant cadence on every overdue invoice. Logs every contact, escalates write-off candidates to a human, hands clean working-capital reports to the operator on Fridays.

    What we install
    • Multi-Channel AR Dunning
    • Friday Cash Report
    • Write-Off Escalation
    Expected payback

    Illustrative range: $80K pulled current in 90 days at a $5M operator (composite)

    Best for
    HVAC · Plumbing · Property management · Bookkeeping · B2B services
  6. Loop 06
    Live in 30 days (after core loops are running)

    AI Visibility + Follow-Up (advanced)

    “Buyers now ask ChatGPT, Perplexity, Google AI Overviews, Claude, and Gemini for recommendations. If your business isn't named in the answer, you're invisible to the buyers Google used to send you.”

    Advanced demand loop — install AFTER the lead-capture and follow-up foundation is in place. Generative Engine Optimization (citations, schema, llms.txt, content surfaces) so your business gets named when buyers ask any AI. Where paid placement is available (ChatGPT Ads today, others soon), we manage campaigns at 10% of ad spend (monthly minimum). Every lead — organic or paid — pours back into the same AI Front Desk that catches all your other inbound. We aren't a partner of OpenAI, Perplexity, Google, or Anthropic.

    What we install
    • GEO / AEO Content + Schema
    • ChatGPT Ads Campaigns
    • AI Front Desk Hand-Off
    Expected payback

    Advanced loop — payback model depends on category traffic + funnel discipline; we don't quote a generic range.

    Best for
    Operators with foundation loops already live · Categories with high AI-assisted search intent

Which loop fixes your biggest leak?

Thirty-minute demo. I rank three install candidates by payback. You leave with a plan.

Book a Free Revenue Leak AuditRun the $99 audit yourself

— Nathan, founder

Reach me at startupformulas.com/get-started