Software and automation
Westward Build
Systems scoped from the audit, built into the tools a business already uses, and tested on real data before going live.
Interfaces shown are illustrative.
Phone
AI receptionist
Answers every call, day and night, and books, routes and logs within written rules.
Books appointments from the live calendar
Answers from an approved knowledge base
Routes exceptions to a person
Logs every call to the CRM
Example call · AI receptionist9:42 pm · 2:14
CallerHi, I’d like to book a tee time for Saturday morning. Two players.
ReceptionistSaturday morning I have 7:50 and 8:10 open. Which works better?
Caller8:10.
ReceptionistBooked: Saturday, 8:10 am, two players, under Mr. Alvarez. A confirmation text is on its way. Anything else?
Booked · Sat 8:10 amConfirmation sentLogged to CRM
CRM
Custom CRM and internal tools
Shaped to the client’s process, built on the client’s data, connected to phone, email and calendar.
Pipeline and records built to the sales process
Phone, email and calendar activity logged automatically
Migration from the current system included
Example pipeline · This week12 open · $148,000
New4
Harbor Dental
Call logged · 9:42 pm
Westside Property Co.
Form · 7:58 am
Contacted3
Palisades Club
Follow-up sent · Day 4
Marina Law Group
Call scheduled · Thu
Proposal3
Sunset Hospitality
$36,000 · sent Mon
Won2
Coastal Builders
$24,000 · kickoff Oct 6
Workflows
Automations
Intake, follow-up, reporting and data entry, handled automatically, with a person reviewing what matters.
Triggered by forms, calls, email or schedule
Every run passes a review gate where it matters
Every run is logged and can be inspected
Example run · Intake automationCompleted 8:02 am
Website form submittedTrigger · 7:58 am
Fields extracted and validatedName, phone, service, preferred time
Record created in CRMDuplicate check passed
Reply draftedFrom approved templates
Review gate · approved by office manager8:02 am
Reply sent, run loggedVisible in the morning report
Outreach and publishing
Growth systems
Outreach sequences, lead sourcing and scheduled publishing, each behind a review gate.
Drafts prepared for approval, never auto-sent
Lists built from sources the client is permitted to use
Plain weekly reporting
Example review queue · Thursday2 awaiting approval
Email · Follow-up to Palisades Club
Sequence day 4
Post · Club championship recap
Instagram · Friday 5:00 pm
Email · Introduction to Harbor Dental
Sequence day 1
List · 48 prospects, property managers, Los Angeles
Source: public directory
Nothing is sent or posted without approval.
Ongoing
Monthly retainer
Monitoring and fixes, small changes and additions, and refresher sessions for the team.
Systems monitored, failures fixed
Small changes and additions each month
Refresher sessions for the team
Example month · Systems4 live · 0 incidents
AI receptionist212 calls answeredLive
Intake automation1,038 runs · 0 failuresLive
Weekly reportSent Monday 6:00 amLive
CRM sync2 fixes applied this monthLive
Next refresher sessionOctober 14
First build live in one to two weeks.
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