Turn slow quotes & dropped balls into
booked revenue & clean workflows.
LevUp Works builds practical automation systems for quoting, intake, and missed calls in industries like landscape supply, freight, real estate, and B2B services. We help you reply faster, drop fewer balls, and get more value from the leads and processes you already have.
No hype, no random bots – just focused systems that quietly save hours and recover revenue every week.
Missed-call to booking
+20–40%
Typical target uplift in recovered leads for phone-heavy businesses.
Manual admin time
-30–70%
By automating intake, quoting, and status updates.
Two systems that compound together
Start with the fastest path to recovered revenue, then layer deeper automation as you go.
Missed-Call Booking System
For phone-heavy service businesses who lose money every time a call goes to voicemail or “we’ll call them back later”.
- Detects missed calls automatically
- Follows up via SMS/WhatsApp within seconds
- Collects key info & offers times to book
- Logs everything into your CRM or sheets
Quoting & Workflow Automation Systems
For teams that live in quotes, jobs, and status updates – landscape suppliers, trades, freight brokers, real estate, and other “boring but valuable” B2B services – and are tired of juggling it all in email, spreadsheets, and inboxes.
- Quoting & estimation (materials, jobs, loads, deals)
- Lead & job intake and qualification
- Status updates, reminders, and coordination
- Reporting & internal summaries
Who we’re a good fit for
You don’t need a giant platform. You need a few key workflows that stop leaking revenue and relying on heroic effort from your team.
Service & inbound-driven businesses
Home services, healthcare, agencies, and other teams where phones still ring, people still email, and response speed matters.
Ops-heavy B2B teams
Landscape supply, logistics & freight brokers, real estate, and similar operations where quoting, scheduling, and coordination still happen in spreadsheets and inboxes.
Leaders who care about systems
Owners and ops leaders who want fewer fires, fewer “just checking in” messages, and more work handled by reliable workflows instead of memory.
How we work together
A simple, low-drama process designed for busy teams. We start small, prove value fast, and only then go deeper.
Workflow audit & opportunity map
We look at how leads and work move through your business today: where they get stuck, where data gets retyped, and where people are acting as “human routers”.
Design one high-impact system
We pick a single, clearly defined workflow – like missed calls, quoting, or intake – and design an automation system around it. You see the plan before we build.
Build, test, and iterate
We build the system, integrate it with your tools, and run it alongside your existing process until everyone is confident. Then we document it and look at what to automate next.
Start where the ROI is obvious
A typical first engagement focuses on either recovering lost leads (missed calls & slow follow-ups) or unblocking an internal bottleneck (quoting, intake, or scheduling). Once that’s paying off, we layer additional systems.
Book a 30-minute workflow audit →
Tell us about one painful workflow
In 30 minutes we’ll map what’s happening now, what “good” would look like, and whether it makes sense to start with quoting, missed calls, or a deeper automation system.
- Short, focused conversation (or async Loom)
- Plain-English recommendations, not a tech lecture
- Clear next steps and rough ROI estimates