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XTRACT Ai Labs · Pipeline + Automations

Every lead answered, routed and followed up automatically.

Pipeline + Automations sets up the system behind your sales: every lead lands in one place, gets an answer in minutes, moves through clear stages and gets followed up until it’s a yes or a no. Nothing depends on someone remembering.

Sample output · Pipeline

New lead to booked job

Stages
New · Contacted · Booked · Quoted · Won · Lost
Speed to lead
Text goes out in under 2 minutes, day or night
No-show
Text 10 minutes after, reschedule link included
Won
Welcome email, review request 3 days after the job

Illustration. Yours is built from your business.

The problem it solves

You’re paying for leads you never answer.

The fastest reply usually wins the job. But leads come in at night, on weekends and while you’re on a job, and by the time anyone calls back, they’ve already booked someone else.

  • Speed

    Leads wait hours

    The first business to answer usually gets the work.

  • Visibility

    No idea where deals stand

    Leads live in inboxes, texts and someone’s memory.

  • Follow-up

    Quotes go quiet

    Most quotes need a few touches. Most never get one.

What you walk away with

A system that remembers so you don’t have to.

Your pipeline, your automations and your messages, set up so every lead gets the same fast, friendly follow-up whether you’re in the office or on a roof.

  • One pipeline with every stage named
  • Instant text and email replies to new leads
  • No-show and quote follow-up
  • Review requests after every job
  • Alerts when a hot lead needs a human
  • Everything built in GoHighLevel

How it works

Set up once, runs every day.

Step 01

Map the stages

From first contact to raving fan, in your words.

Step 02

Write the messages

Every text and email sounds like you.

Step 03

Turn it on

Tested end to end, then it runs.

Where it fits

Layer 4 of the Growth Hierarchy.

Systems sit right under your channels. If they leak, every dollar you spend on marketing leaks with them.

Before it: Offer Sequencing

Know what each stage is leading to.

See the tool →

Next: Proposal + Close

Turn booked calls into signed deals.

See the tool →

Then: Funnel Builder

Feed the pipeline from the top.

See the tool →

Questions

Before you start.

“Will automated texts feel robotic?”

Not if they’re written like you talk. Most people just appreciate a fast answer.

“I already have a CRM.”

Good. The question is whether it’s running the show or just storing names.

The Founder’s Guide to the Ai Era workbook

Free guide and workbook

The Founder’s Guide to the Ai Era

Ai is here. Whether you’re ready or not.

A 30-minute self-assessment for founders who know Ai matters and don’t know where to start. Score your business on the 10 layers of the Growth Hierarchy and find the one thing holding the rest back.

  • Score 10 layers, from your plan and your team to your traffic
  • Find the one layer that’s holding the rest back
  • Worksheets for your plan, your seats, your offer and your systems
  • A free Ai tool for every section, one QR code away

XTRACT Ai Labs

Learn it. Or let us run it with you.

Start with the free Ai operations audit. We look at your whole business, show you where Pipeline + Automations fits, and build it with you.

Free Ai operations audit

Where can Ai save you time and money?

We look at your product, marketing and sales, and show you what to automate, optimize, outsource or hand to Ai. Then Josh walks you through it.

Rather talk now? Call or text (313) 513-6117.

The Founder’s Guide to the Ai Era workbook cover

Free guide and workbook

The Founder’s Guide
to the Ai Era

Ai is here. Whether you’re ready or not.

Score your business on 10 layers in 30 minutes and find the one thing holding the rest back.