Automation showcase

Watch a lead become a paying client — automatically

Here's exactly what happens when someone enquires about your business. Every step is automated. You do nothing.

1
T + 0 sec — Trigger

New lead comes in

Someone fills out your website form, DMs you on Instagram, or calls your business number. OpsReady captures the lead instantly.

Website Form Instagram DM Phone Call Google Ads
2
T + 90 sec — Auto-Reply

Instant personalized response

Within 90 seconds, the lead gets a personalized SMS and email. Not a generic template — tailored to what they asked about, with your business's voice.

SMS Email
3
T + 2 min — Booking

Booking link sent

The response includes a direct booking link to your calendar. No back-and-forth. No phone tag. They pick a time, you get notified.

Calendar Link Notification
4
T + 24 hrs — Reminder Sequence

Smart reminder sequence starts

If they booked: appointment reminders at 24hr, 2hr, and 30min before. If they didn't: a friendly follow-up nudge with the booking link again.

SMS Reminders Email Follow-up
5
After appointment — Payment

Payment collected automatically

Invoice sent right after the appointment. Automatic payment reminders if overdue. Recurring billing set up for packages and memberships.

Invoice Auto-Reminders Recurring Billing
6
Ongoing — Retention

Review request & rebooking

24 hours after the appointment, an automated review request goes out. Plus a rebooking prompt with their next recommended visit or session.

Google Review Rebook Prompt Referral Ask

Before OpsReady vs. After

Without OpsReady

  • Leads wait 4+ hours for a response
  • 30% of enquiries go unanswered
  • Booking is manual text/call back-and-forth
  • No-shows burn 15% of your schedule
  • Chasing payments eats 5+ hours/week
  • No idea which marketing channels work
  • Revenue feels unpredictable

With OpsReady

  • Every lead gets a response in under 2 minutes
  • 100% of enquiries captured and followed up
  • One-click booking — no back and forth
  • Reminder sequences cut no-shows by 40%
  • Payments collected automatically
  • Weekly report shows exactly what's working
  • Predictable pipeline you can see in one view
Real scenarios

How it works for your industry

Gym / Fitness

"I want to try a class"

💬 Lead asks about trial class on Instagram
Auto-reply with class schedule + booking link
📅 Trial booked, confirmation + waiver sent
🔔 Reminders at 24hr, 2hr, 30min before
💰 Post-trial: membership offer + payment link
Clinic / Practice

"Do you take new patients?"

💬 Patient enquiry via website form
Instant SMS with available slots
📅 Appointment booked, intake form sent
🔔 Pre-visit instructions + reminders
💰 Post-visit invoice + follow-up care plan
Coach / Consultant

"I need help with..."

💬 Prospect fills out discovery form
Auto-reply with calendar link for free call
📅 Discovery call booked, prep questions sent
🔔 Call reminders + post-call proposal
💰 Contract + invoice sent, recurring billing setup

See what this looks like for your business

Get a free ops audit — we'll map your specific workflow and show you the automation plan.

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