Services

Make the tools you already pay for work together.

Koral Digital designs, implements and maintains the systems between an inquiry and a signed job: lead response, CRM, follow-up, integrations and reporting. Consulting first, then fixed-price implementation, then optional managed support.

1. Discovery

A free consultation, then (if useful) a paid diagnostic of your lead flow, tools and data.

2. Fixed-fee implementation

Clear scope, deliverables, acceptance tests and price — agreed in writing before work starts.

3. Ongoing optimization

Optional monthly support to monitor, maintain and improve what was built.

What we do

Seven ways we help

Lead-to-Booked Pilot

We take one or two of your lead sources and build the path from first inquiry to scheduled estimate in the tools you already use: capture, duplicate checks, routing, human-approved replies, scheduling handoff and reporting.

Founding pilots from $2,500 · scoped in writing

Details, process and FAQs

Every inquiry from the pilot sources lands in one place, your CRM or an agreed intake record, with its source and timestamp recorded.
Repeat contacts are caught and flagged or merged instead of becoming a second record for the same homeowner.
New leads are assigned to a named person automatically, with an alert as soon as they arrive and a defined backup when that person is unavailable.
Reply drafts are ready for your team to review, edit and send, so nobody starts from a blank message and nothing goes out on its own.

CRM Rescue & Implementation

Cleanup, configuration, pipeline stages and integrations for contractor CRMs, with migration only where it genuinely makes sense. The goal is a system your team trusts and uses.

Details, process and FAQs

Pipeline stages match how your team actually moves a job from inquiry to signed contract, with a clear rule for when a record moves forward.
Duplicate and stale records are merged, archived or flagged, so the active pipeline reflects real opportunities.
Fields that reporting depends on, such as lead source, job type and assigned rep, are captured at the right step instead of filled in later or never.
Your CRM exchanges data with the tools around it, such as forms, phones, calendars and accounting, where those vendors allow it.

Unsold Estimate Follow-Up

We reactivate open and unsold estimates with sequenced follow-up that your team approves, and keep the pipeline clean so no estimate sits untouched.

Details, process and FAQs

Every open estimate has an owner, a status and a dated next step in your CRM.
Follow-up runs on a defined sequence your team agreed to, instead of depending on memory.
Older unsold estimates are reviewed and either re-engaged, scheduled for a later check-in or closed out with a reason.
Messages are drafted for salespeople to review, personalize and send, so the tone stays personal and nothing goes out unchecked.

Automation & Systems Integration

Practical integrations and automations using native features, n8n, Zapier or Make, with AI-assisted classification and drafting kept under human review and clear escalation.

Details, process and FAQs

Information entered once moves to the systems that need it, instead of being retyped.
Every automation is documented, named and owned, so you know what runs, where it runs and what to do if it stops.
Failures raise an alert to a person instead of failing silently.
AI-assisted steps, such as sorting inquiries or drafting replies, feed a review queue rather than acting on their own.

Revenue Attribution & Reporting

Reporting that follows each lead from its source through appointment, estimate and signed contract, so marketing and sales decisions rest on your own data.

Details, process and FAQs

Each lead carries its original source through to appointment, estimate and signed contract.
Everyone works from the same written definitions of a lead, a booked appointment, an issued estimate and a signed job.
You can compare lead sources by how many reach each stage, not just by lead count.
Tracking gaps, such as leads with no source or estimates with no linked inquiry, are visible so they can be fixed.

Managed Automation & Optimization

A monthly retainer covering monitoring, fixes, small changes and a regular optimization review of your lead response, follow-up and integration workflows.

Support plans from $500/month · scoped in writing

Details, process and FAQs

Your key workflows are checked on a regular schedule, and failures alert someone who will act on them.
Broken automations are diagnosed and fixed under agreed support terms instead of waiting for someone to find time.
Small changes, such as a new team member, routing rule or template, are handled without starting a new project.
You get a regular review of how leads are moving, where they stall and what to adjust next.

Websites & Lead Generation

Koral started in contractor marketing. We still build websites and landing pages and manage Google Ads where it fits, always wired into your CRM and follow-up.

Details, process and FAQs

Your website or landing page makes it obvious what you do, where you work and how to request an estimate.
Every form submission and call from the site carries its source into your CRM.
Ad campaigns are structured around the jobs you actually want, in the areas you actually serve.
Campaign performance is judged by booked appointments and signed work where tracking allows, not only by clicks.

Find out where your leads are slipping.

Book a free 30-minute consultation. We will walk through how an inquiry moves through your business today and point out the gaps worth fixing first — whether or not you hire us.

Book a free consultation See the Lead-to-Booked pilot