Every workflow, written out: what it does, what it needs, what it costs, and where a person stays in control.
These are blueprints, not downloads. Each page names the trigger, the inputs, the actions, the outputs, the handoff, the exceptions, the tools, the timeline, the price tier, and the limitations, and says plainly whether Surge has delivered it, can deliver it, or is showing a worked example.
Built by Surge and run inside a client's business. The case study linked from the page carries the evidence.
Surge can build this today on the tools named. It has not yet run for a client under this exact shape.
A worked example of what would be built. Not a delivered project and not a case study.
24 of 24 workflows
- Available automationLead capture and routing
Missed-call text-back
When a call rings out, the caller gets a text within seconds and the office gets a call-back task, so the lead is still yours when somebody is free.
$2,000 to $5,000
- Available automationLead capture and routing
Web form to CRM with AI summary
Every website form lands in the CRM as a contact with a short plain-language summary, so the first call starts informed instead of cold.
$2,000 to $5,000
- Available automationLead capture and routing
Voicemail transcription and lead routing
Voicemails become readable text in the CRM within a minute, sorted by what the caller needs, so the right person calls back first.
$2,000 to $5,000
- Delivered buildLead capture and routing
After-hours and instant lead response
Every new lead gets a text and an email in seconds, day or night, and the assigned rep gets the task before the homeowner calls the next company.
$2,000 to $5,000
- Available automationLead capture and routing
SMS lead qualification
A new lead answers three or four approved questions by text, so the team calls with the job type, location, and timing already in the record.
$2,000 to $5,000
- Available automationLead capture and routing
Lead scoring and routing
Each lead gets a score from rules the business sets and lands with the right person in seconds, so the best opportunities are worked first.
$8,000 to $25,000
- Delivered buildFollow-up and retention
Estimate follow-up
Every sent estimate gets a follow-up cadence by text and email until the customer answers or a person steps in, so open quotes stop dying quietly.
$2,000 to $5,000
- Example blueprintFollow-up and retention
Dental treatment-plan follow-up
Patients with unscheduled treatment get a gentle, practice-approved reminder and the front desk gets a ranked call list, so presented care does not sit in the chart.
$8,000 to $25,000
- Available automationFollow-up and retention
Post-service follow-up
After the job closes, the customer hears from the business on a schedule: a thank-you, a check-in, and a reminder when the next service is due.
$2,000 to $5,000
- Delivered buildFollow-up and retention
Review-request automation
When a residential job closes, the customer gets one review request with the direct link, and jobs with an open complaint go to the manager first.
$2,000 to $5,000
- Available automationFollow-up and retention
Inactive-customer reactivation
Customers who have gone quiet past their normal service interval get a short, approved sequence inviting them back, and replies land with a person.
$2,000 to $5,000
- Available automationScheduling and reminders
Appointment reminder sequences
Every booked appointment gets confirmations and reminders by text and email, with a one-word confirm, so fewer slots go empty.
$2,000 to $5,000
- Example blueprintScheduling and reminders
Recall and reactivation sequences
Patients and clients overdue for their next visit get a staged, practice-approved recall sequence, and the front desk gets a ranked call list.
$8,000 to $25,000
- Available automationScheduling and reminders
New-customer and new-patient intake
New customers and patients complete intake from their phone before the visit, and the answers land in the system of record instead of on a clipboard.
$8,000 to $25,000
- Available automationDocuments, invoices, and collections
Contract signature to onboarding
The moment a contract is signed, the client record, folder, kickoff tasks, and welcome message are prepared, so the first week runs the same every time.
$8,000 to $25,000
- Available automationDocuments, invoices, and collections
Invoice creation and receivables follow-up
Invoices are drafted when the job closes, and every unpaid one gets a staged reminder sequence, with a person approving each step past the first.
$8,000 to $25,000
- Available automationDocuments, invoices, and collections
Document collection and reminders
Clients get a checklist of what to send, a secure place to send it, and reminders until it arrives, so staff stop chasing paperwork by email.
$2,000 to $5,000
- Available automationInternal operations
Daily owner operations digest
Every morning the owner gets one short message: yesterday's leads, open estimates, unpaid invoices, today's schedule, and what needs a decision.
$8,000 to $25,000
- Delivered buildReporting
Weekly KPI reporting and owner dashboard
Leads, estimates, jobs, revenue, and reviews from every system land on one page refreshed each morning, with a weekly summary sent to the owner.
$8,000 to $25,000
- Available automationReporting
Lead-to-close funnel reporting
Every lead is tracked from first contact to closed job, so the owner sees where deals stall by source, rep, and job type.
$8,000 to $25,000
- Available automationContent distribution
Content scheduling and auto-posting
Approved posts and photos are queued once and published to each channel on schedule, with a person approving every post before it enters the queue.
$2,000 to $5,000
- Available automationChat and voice agents
AI chat qualification
A website chat agent answers approved questions, collects contact and job details, and hands the conversation to a person, with every transcript reviewable.
$8,000 to $25,000
- Available automationChat and voice agents
AI voice receptionist
Overflow and after-hours calls are answered by a voice agent that follows the approved script, takes a message or books within rules, and transfers the rest to a person.
$8,000 to $25,000
- Example blueprintDocuments, invoices, and collections
Insurance-verification workflow
Upcoming patients' insurance is checked ahead of the visit through the payer's portal or a clearinghouse, and a person reviews each result before the front desk uses it.
$8,000 to $25,000
Are these templates I can download?
No. Each item is a written blueprint of a workflow, with what it does, what it needs, what it costs, and where a person stays in control. Nothing on this site is called a template because no downloadable file exists yet.
What do the three labels mean?
Delivered build means Surge built and ran it inside a client business and the linked case study carries the evidence. Available automation means Surge can build it today on the named tools but has not yet delivered it under that exact shape. Example blueprint means a worked example, not a delivered project.
Can I get one of these built as described?
Usually, after the Roadmap call confirms your tools can support it. The price tier on each item is the range it typically falls in; your number comes in a written scope.
Want one of these built for your business?
The Roadmap call confirms your tools can support it and ranks it against the other opportunities in your business. Then you get a written, fixed-price scope.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.