1
Inquiry comes in
Website, phone, form, ad, or chat starts the workflow.
How it works
Map the lead path, remove the handoff gaps, then automate carefully.
RIKU Growth starts by identifying where revenue leaks: missed calls, slow replies, incomplete qualification, messy CRM stages, dispatcher bottlenecks, and skipped review requests.
How the workflow runs
Lead In to Review Request, without scattered handoffs.
The point is not to add another isolated tool. The point is to connect intake, qualification, CRM, dispatcher action, booking, and post-job follow-up.
2
AI responds
SMS, chat, or call flow starts while the lead is still warm.
3
Lead is qualified
Service, urgency, location, ownership, and preferred time are captured.
4
CRM is updated
Contact, opportunity, stage, tags, and notes are cleaned up.
5
Dispatcher handoff
Staff receive the recommended action and key lead details.
6
Booking moves forward
Human-confirmed or rule-based booking depends on the mode selected.
7
Estimate follow-up
Sent estimates receive timed follow-up, rep tasks, and lost reason tracking.
8
Review request triggers
Post-job review and internal summary workflows run after completion.
Dispatcher automation modes
Mode 1: Assist Only
AI collects details and recommends the next action. A human dispatcher still books.
Mode 2: Semi-Automated
AI qualifies the lead and suggests appointment windows. A human confirms.
Mode 3: Automated Booking
AI books only inside approved services, service areas, calendar rules, and escalation limits.
Before and after
The difference is not more software. It is a cleaner operating path.
RIKU Growth focuses on the handoffs where home-service teams usually lose visibility: first response, qualification, CRM movement, dispatch, estimate follow-up, and post-job reputation work.
Before
- Missed calls go to voicemail.
- Website forms wait until someone checks email.
- Estimates are sent once and forgotten.
- CRM stages are inconsistent.
- Dispatcher relies on memory and scattered notes.
- Review requests happen manually, if at all.
After
- Missed calls trigger instant SMS.
- Website leads enter the CRM with source and urgency.
- Estimates get timed follow-up.
- CRM shows lead status clearly.
- Dispatcher sees priority, job type, and recommended next step.
- Review requests and post-job reports trigger automatically.
1. Audit the current workflow
Review lead sources, phone coverage, forms, CRM stages, dispatcher handoff, booking rules, and post-job follow-up.
2. Build the operating map
Define intake questions, urgency logic, CRM updates, staff alerts, human review points, and approved automation boundaries.
3. Launch and tighten
Test the workflow, monitor handoffs, adjust guardrails, and add more automation only after the first workflow is stable.
Next step
Find the leaks before another lead goes cold.
Book a workflow audit and identify where missed calls, slow follow-up, CRM leakage, and post-job review gaps are costing the business.