Done For You
You're already getting leads.You're just not keeping them
You've done enough marketing. You're losing revenue because client interest is not being captured, progressed, coordinated, and retained consistently.
Captures Every Lead the moment they hit - DMs, contact forms, referrals, Landing pages. Logs them into your CRM automatically. No lead goes unrecorded.
Sends a multi-touch follow up sequence to every new lead on a timed schedule. Niche-specific messaging. Runs when you're on a job, in a session, or asleep.
Converts warm leads into booked calls or appointments automatically. Sends scheduling links, handles confirmation, syncs with your calendar.
Sends automated pre-call reminders and confirmation check-ins. Reduces no-shows before the call happens.
Call Status Engine
Sends automated pre-call reminders and confirmation check-ins. Tracks whether the call happened, was cancelled, or rescheduled.
Automates proposal delivery, follow-up on unsigned proposals, and payment collection via Stripe, Triggers onboarding the moment payment clears.
Fires automatically the moment Stripe confirms payment. Sends a welcome sequence, intake form, and kickoff scheduling - within minutes, without you touching anything
Activates the second a booked appointment is missed. Sends a structured recovery sequence to rebook prospect - automatically without manual outreach.
Our Services
Audit. Build. Optimize
Lead Intake Engine
We structure how leads come in and what happens the second they do. Capture forms, intake flow, response messaging — No inquiry goes unanswered.
CRM & Lead Management
Every lead gets a status, a follow-up, and a next step. Nothing lives in your head or your notes anymore
Workflow Automation & Follow-Up Engines
We connect everything so the system runs without you. Follow-ups send, leads route, attention converts. No more babysitting the process.
Our Process
Simple process. Real Results
We audit first. Then we build. You don't touch it.
Step 1
Audit Call
We look at your current setup honestly. Where leads come in, where they get lost, and where things slow down.
Auditing your pipeline.
Lead intake
Follow-up gaps
Response time
CRM structure
Conversion rate
Step 2
Workflow Mapping
OTM builds a visual map of how your business currently operates. This alone shows most clients exactly where they're losing money.
Step 3
We build It
Our solution
Your stack
Step 4
Handoff or Retainer
We hand you a fully documented running system - or stay as your Managed operator, optimizing monthly, adding engines as your business grows.
Lead pipeline
Fully configured & active
Automation sequences
Running & Tested
Documentation delivered
Ready for handoff
Who It's For
Built for businesses that are growing faster than their backend
If you're making money but losing leads - you need a system, not more marketing.
Benefits
What changes when your tools become a system.
All 8 Engines running 24/7
No more chasing leads. No more manual follow-ups. No more revenue slipping through the cracks.
Lead Intake Engine Running
Every lead is captured the moment engagement occurs. Everything tracked and organized.
Under 5-Minute Response Time
The Lead Intake Egnine responds before your competitor even sees the notification.
8 Engines Runnning 24/7
The system works when youre on a roof, mid-coat, in a session, or asleep. No stress required.
Full Pipeline Visibility
Every lead has a stage, a status, and a next step. Nothing lives in a text thread or a note app.
More Conversions
3-touch follow-up sequences running automaticcaly. The leads you thought were dead, aren't.
No Show Recovery - Always On
Missed appointment? The No Show Recovery Engine reactivates them before you know they missed.
Pricing
Three tiers. One system. Built for your stage of business.
Set up fee to build it right. Retainer if you want us to stay in it.
OTM Client Conversion System
$2,399
Lead gets captured, qualified, followed up, and booked automatically. The front-end of your revenue cycle (running without you).
What's Included:
Lead Intake Engine
Follow-up Engine
Booking Engine
Call Status Engine
Call outcome Engine
Built on HubSpot + Make
OTM Automated Revenue System
Popular
$3,599
For businesses ready for a complete backend - capture, nurture, convert. Every stage of the revenue lifecycle is fully automated - end to end.
What's Included:
Everything in OTM Client Conversion System +
Close & Payment Engine
Client Onbaording Engine
No Show Recovery Engine
OTM Automated Revenue System - Managed
$500-$1,500/mo
Your entire revenue operation runs and improves without you touching it. Monthky optimization, new automations as your bsuiness grows, and a system that gets shraper every month.
What's Included:
Everything in OTM Automated Revenue System +
Monthly system monitoring
New automations as needed
Performance optimization
Seasonal sequence updates
Monthly reporting
Priority support
Requires Tier 2 build
FAQs
Common Questions
Everything you need to know before booking a call
What exactly does OTM build?
Do I need to be technical to work with OTM?
Who is OTM best for?
How long does the build take?
What happens after the build is done?