Romeo Golf Consultants
[task automation]

Automate the admin. Focus on the job.

Every hour you spend routing leads, sending reminders, and pulling reports is an hour you're not running a job or closing a sale. We build the automations that handle the repetitive work, so you don't have to.

Workflow automation eliminating repetitive business tasks
[the difference]

What life looks like before and after.

Before

You get a form submission at 11pm and don't see it until 8am.

After

The automation routes it to your AI agent immediately and sends you a Slack ping with the lead summary.

Before

Your team manually texts appointment reminders every morning.

After

Reminders fire automatically 24 hours and 2 hours before, with zero manual effort.

Before

You chase Google reviews by asking at the end of jobs.

After

A 3-day post-job sequence sends the review link automatically. Response rate goes up 40%.

Before

Every Monday you spend 90 minutes pulling numbers from three different places.

After

A scheduled automation emails you a formatted revenue and lead report at 7am.

[what]

Four categories we automate most.

Lead Management

  • Route new leads from your website form to the right team member instantly
  • Auto-qualify and tag leads by service type, urgency, or geography
  • Trigger follow-up sequences based on lead source and response behavior
  • Sync all lead data to your CRM or spreadsheet automatically

Scheduling & Dispatch

  • Let customers self-book based on your real-time availability
  • Auto-send job confirmations, reminders, and day-of arrival windows
  • Notify technicians via SMS when a new job is assigned
  • Update job status and close tickets without manual entry

Follow-up & Retention

  • Post-job satisfaction check-in sent automatically 24 hours after service
  • Review request sequence triggered 3 days after job close
  • Re-engagement campaign for customers who haven't booked in 12 months
  • Seasonal reminders tied to your service vertical (A/C tune-up in April, heating in October)

Admin & Reporting

  • Weekly revenue and lead summary emailed to you every Monday morning
  • Invoice generation triggered when a job is marked complete
  • New customer data automatically added to your email list
  • Compile Google reviews and track star rating over time
[approach]

We start with the task that costs you the most time.

Most automation projects fail because they try to automate everything at once. We don't do that. We find the one task that takes the most hours per week, or the one gap that costs you the most revenue, and build that first.

Once that's running and measurable, we find the next one. Over 3–6 months, most clients automate 4–8 hours of manual work per week. That's a part-time hire you don't need to make.

We use a mix of tools (custom code, Zapier, Make.com, and the AI agent) depending on what fits the problem. No single-tool religion. Whatever runs reliably.

Find my automation
[b2b only]

Running a B2B company? There's a separate service for that.

The automations above are built for service businesses managing inbound jobs. If you're in B2B (agency, SaaS, consultancy, professional services), the bottleneck isn't scheduling. It's pipeline. We build automated outbound systems that research prospects, write personalized cold emails, and book discovery calls for you.

Automated outbound is different from task automation. It's a standalone system with its own infrastructure, sequences, and targeting logic. Dedicated page below.
See B2B Automated Outreach →
[talk]

What's the most expensive thing you do by hand every day?

Tell us in the call and we'll show you whether it can be automated, how long it would take, and what it would cost.