Cornerstone Workflows
THE PROCESS · CORNERSTONE WORKFLOWS

Find it.Install it. Forget it.

Three steps. About two weeks from your first call to a fully running system. We handle every technical detail. You run your business.

Book a Free Audit →See All Systems
Done for you · No technical knowledge needed · Live in ~14 days
THREE STEPS

Here's exactly what happens. From first call to live system.

STEP 01 · AUDIT

We map every leak before we touch anything.

Days 1 to 2

Your first call is a 30-minute working session, not a sales call. We go through your current setup. How calls are handled, how leads come in, how appointments are booked, how reviews are requested (or not), and what your customer list looks like.

By the end of the call, you have a clear picture of exactly where revenue is leaving your business and exactly which systems close each gap. You don't pay anything until you decide to move forward.

  • We review your phone setup, CRM, booking tool, and contact list
  • You see a dollar estimate of what each leak is costing you per month
  • We recommend which systems to start with and in what order
  • No pitch. If we can't find recoverable revenue, we tell you.
AUDIT CHECKLIST
Missed call volume and handling
Lead response time and follow-up process
Appointment confirmation and no-show rate
Review generation. Current rating and velocity
Customer list. Recency and reactivation potential
Completed in your first 30-minute call
STEP 02 · BUILD

We configure every system. You review and approve.

Days 3 to 12

Once you've decided which systems to install, we get to work. We configure each system against your exact business setup. Your phone number, your calendar, your CRM, your templates. We write every message, every sequence, and every automation.

Before anything goes live, you review and approve. Nothing runs without your sign-off. Most clients take less than 30 minutes to review and approve the full build.

  • We handle all technical integration. No logins to share beyond what's required
  • Every message template is written by us and approved by you
  • We test every workflow end to end before calling it live
  • You receive a plain-English summary of exactly what was installed and how to read the results
BUILD TIMELINE
Day 1 to 2
Audit call · System selection
Day 3 to 5
Integration setup · Tool connections
Day 5 to 8
Template writing · Automation build
Day 8 to 10
Testing and review
Day 10 to 12
Client approval · Go-live
STEP 03 · RUN

The systems run. You don't manage them.

Ongoing

Once everything is live, the systems operate on their own. Missed calls get answered. Leads get followed up. Appointments get confirmed. Reviews come in. Past customers get re-engaged. All of it runs automatically, 24 hours a day, without you touching anything.

We monitor performance in the background. Watching for anything that drifts and tuning as your business changes. You get a monthly summary and a direct line to us if you ever need anything.

  • No new software to log into. The dashboard is there if you want it, ignored if you don't
  • We alert you if anything needs your attention
  • Monthly performance summary delivered to your inbox
  • Direct line to the team, not a ticket queue
app.cornerstoneworkflows.com/overview
YOUR SYSTEMS · LIVE
Instant Call Capture14 calls recovered this month
Speed to Lead31 leads replied to · avg 47 sec
Appointment Guard0 no-shows this week
Reputation Engine+12 new reviews this month
Revenue RecoveryLast campaign: 8 bookings
YOUR ROLE

Your to-do list is shorter than you think.

We do the heavy lifting. Here's the complete list of what we need from you:

TIME: 30 MINUTES · ONCE

The audit call

30 minutes. You tell us how your business currently handles calls, leads, and appointments. We map the gaps.

TIME: 15 TO 30 MINUTES · ONCE

Approve the templates

We send you the messages we've written for your business. You read them, request any changes, and give the go-ahead.

TIME: 5 MINUTES · MONTHLY

Review the summary

Once a month, we send a plain-English summary of what each system recovered. Takes 5 minutes to read.

"That's it. Everything else is us."

INTEGRATIONS

We work with what you already use.

You don't need new software. We connect each system to your existing setup. Phone, calendar, CRM, invoicing, whatever you currently run.

PHONE & MESSAGING

Google Voice, RingCentral, standard mobile numbers, and most VoIP systems. If it can receive a call or send a text, we connect it.

CALENDARS & BOOKING

Google Calendar, Calendly, Acuity, and most scheduling tools. New appointments trigger the reminder sequence automatically.

CRM & INVOICING

Jobber, ServiceTitan, QuickBooks, HouseCall Pro, and more. Job closure triggers review requests and reactivation sequencing.

LEAD SOURCES

Your website contact form, Facebook Lead Ads, Google Local Services Ads, and any other source that generates an inquiry.

REVIEW PLATFORMS

Google Business Profile is the primary target. Facebook and other platforms available on request.

ANYTHING ELSE

If your tool isn't listed here, ask. Most platforms have a Zapier integration that connects seamlessly. Which means 8,000+ tools are covered.

Don't see your tool? We confirm compatibility on your audit call. We've connected to setups we've never seen before.

YOUR TIMELINE

Live in about two weeks. Here's day by day.

01
Day 1
Audit Call
30 minutes. We map every leak in your current setup.
02
Day 3 to 5
Integration Setup
We connect to your phone, calendar, CRM, and lead sources.
03
Day 5 to 8
Templates + Automation
Every message and workflow written for your business.
04
Day 8 to 10
Testing & Review
End to end testing. Plain-English summary delivered.
05
Day 10 to 12
Approval & Go-Live
You approve. Systems flip live.
06
Ongoing
Systems Running
Monitored, tuned, and reported on every month.
WHAT CLIENTS SAY ABOUT THE PROCESS

The thing we hear most: "That was easier than I expected."

★★★★★

"Setup took about a day and I didn't touch anything. They handled every integration and sent me a summary to approve. I said yes and it was live."

Marcus T., HVAC Owner
★★★★★

"I was nervous about something technical breaking my existing setup. Nothing broke. They built around what we already had."

Rachel M., Dental Practice Manager
★★★★★

"I thought onboarding a new system would take weeks of my time. The audit call was 30 minutes. After that I reviewed a few templates and that was my involvement."

Alicia M., Roofing Contractor
BOOK YOUR AUDIT

The hardest part is booking the first call.

Everything after that is on us. 30 minutes. We map the gaps, you see the numbers, we tell you exactly what to install.

Book a Leak Audit →

30 minutes. No pitch. If we can't find recoverable revenue, you keep the plan free.

STEP 1 OF 4

What kind of business do you run?

We tune the systems to your industry.