Typical investment
Setup typically $3,000 to $8,000, optional care plan from about $500 a month
Marketing automation
Which follow-up tasks should a small business automate first?
Start with the three that lose the most money when someone forgets: a text back after a missed call, appointment reminders, and a review request after the visit. Then add a follow-up for quotes that weren't answered. Each runs from your CRM without staff time, and each one stops a customer from slipping away.
Included
Works with your phone system and CRM
Included
Messages written for you
Included
We run it on our own business first
Signs it's time
Signs you need marketing automation
If two or more sound familiar, it's worth a conversation.
- Missed calls go to voicemail and never get returned
- Quotes go out and nobody follows up
- Reminders depend on someone remembering
- You have customer emails but never use them
What's included
Everything in one fixed price
01
A list of the follow-ups that matter for your business
02
CRM setup or clean-up
03
Missed-call text-back
04
Reminders and review requests
05
Written message templates
06
A monthly check that everything still fires
Proof we run on ourselves
We use this method on Vine and Branch Design first, and track it from a baseline before we sell it to you.
Proof · Our own system
Vine and Branch Design runs the same missed-call text-back and CRM follow-up we set up for clients, and we'll show you exactly how it works on the assessment call.
Key takeaway: automate the follow-up you already know you should send. That's where the lost money is.
How it works
Four steps, one owner on our side
1. Assess
We review what you have now, your numbers and the questions your team fields.
2. Map
A plan and decision map you approve before any design starts.
3. Design and build
Phone-first designs, then a working version you can click through.
4. Launch and check
Launch, search setup and a plain-English review of what changed.
Pricing
Setup typically $3,000 to $8,000, optional care plan from about $500 a month
A guide, not a quote: your fixed price comes after the free assessment, once we know what you need.
Marketing automation FAQ
What owners ask us
What should I text a customer after a missed call?
Thank them, say who you are, and give one way to continue: a booking link or a reply. Keep it under 160 characters and send it within a minute.
Which CRM should a small business use?
The one your team will actually open. We recommend based on how you sell and what you already use, not a fixed brand.
Do you set up automation for businesses near The Woodlands?
Yes, across The Woodlands, Conroe, Montgomery, Spring, Tomball and Greater Houston.
Find the follow-ups you're missing
A few questions, a short call and three clear next steps. Free, with no obligation.