Case Study

Total Setup Overhaul

Completed Phase 1 texting automation to reduce missed confirmations and manual follow-up, with CRM, website, and broader automation upgrades now underway.

CRM

Jobber

Automation

ZapierTwilio

Web & Platform

WordPressElementor

Hosting & Infra

SiteGround

Finance

QuickBooks

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TL;DR Summary

What was breaking

Vue Service brought us in to stabilize operations and modernize their setup without disrupting daily service delivery.

What was implemented

A phased setup overhaul focused on automation reliability first, then CRM and website foundations.

Tools / platforms used

CRM: Jobber

Automation: Zapier, Twilio

Web & Platform: WordPress, Elementor

Hosting & Infra: SiteGround

Finance: QuickBooks

Operational outcome

Phase 1 built a reliable communications baseline, and the next phases are rebuilding CRM, web, and automation infrastructure to scale.

Project Overview

Vue Service brought us in to stabilize operations and modernize their setup without disrupting daily service delivery.

Phase 1 built a reliable communications baseline, and the next phases are rebuilding CRM, web, and automation infrastructure to scale.

Foundation & Platform

Capability

Project Overview

A phased setup overhaul focused on automation reliability first, then CRM and website foundations.

Objectives

•Reduce missed confirmations and manual texting workload.
•Standardize CRM data and lifecycle automation.
•Rebuild the website for performance, SEO, and conversion clarity.

Capability

CRM & Setup Overhaul (In Progress)

Re-architecting CRM structure and automation rules to keep data clean and responsibilities clear.

Work in Flight

•Full system review and redesign of CRM structure.
•Customer, job, and communication data cleanup.
•Lifecycle automation improvements with clear admin next steps.

Capability

Website Revamp (Planned)

Rebuilding the website for performance, SEO, and tighter alignment with CRM and automation.

Planned Focus

•Full redesign and rebuild for conversion clarity.
•Performance, speed, and SEO optimization.
•Clean alignment between website, CRM, and automation workflows.

Lifecycle & Automation

Capability

Phase 1 — Customer Texting Automation

Built automated confirmations and reminders with safeguards to prevent duplicate or invalid messages.

Automation Highlights

•Outbound appointment confirmations and day-before reminders.
•Duplicate-message prevention and missing-number safeguards.
•Inbound texts routed to admin for manual follow-up.
•STOP / START / HELP clarity for compliance awareness.

Capability

Operational Automation Expansion (Planned)

Extending automation beyond texting to improve internal clarity and scalability.

Next Automations

•Additional workflow automations beyond reminders.
•Improved internal notifications and clarity.
•Scalable system setup for future growth.

Outcome & Impact

Capability

Strategic Objective

A complete setup reset so the website, CRM, and automations work together cleanly and predictably.

Project FAQ

Common questions about timelines, scope, and what implementation looks like for your team.

Can you build something similar to "Total Setup Overhaul" for our business?+

Yes. We can adapt the same core pattern to your workflow, tools, and team size. We scope this in a diagnostic call before any build begins.

How long does a build like this usually take?+

Most projects are phased. Initial quick wins can launch first, then deeper integrations and refinements follow based on scope.

What do you need from us to start?+

Usually access to your website, CRM or lead inbox, booking flow, and one decision-maker for approvals. We provide a clear onboarding checklist.

Next step

Start with a system review

Share what is breaking and we will map the right discovery path. This is a quick diagnostic review request, not a hard pitch.