ProjectsA hire automation and website refresh for Building Site CCTV

Website · Automation

A hire automation and website refresh for Building Site CCTV

We mapped and automated Building Site CCTV's whole customer journey on GoHighLevel, from the first enquiry to recurring hire invoicing, with a refreshed website out front.

Desktop view of Building Site CCTV
Mobile view of Building Site CCTV

Built with

WordPress
GoHighLevel

More than reviews

Jarryd from Building Site CCTV hires out temporary CCTV poles to construction sites. Late in 2023 he came to us wanting one thing: more leads. We got him moving on Google Ads, built out his organic SEO, and set up Google Review automation to push his reputation up. Then he asked the question that started the real work.

What more can we do with Trade Magnet?

Jarryd Miller, Building Site CCTV

So we sat down with Jarryd and his team and mapped every touchpoint, from the first enquiry to the final invoice, then set out to automate the lot.

The Building Site CCTV automation workflow, eight stages from online form to pole removal
The whole journey, mapped and automated: form, proposal, invoice, install, review, recurring billing, removal.

From enquiry to install

It starts with a form. A call or web enquiry triggers a welcoming onboarding form by email and text. It asks just enough to get going, then lets the customer pick the pole type, set the install location, and even upload a photo of the site.

The Building Site CCTV onboarding form capturing contact and pole details
The onboarding form, branded to Building Site CCTV, doing the data entry for them.

Completing the form fires off a proposal with the service details and the upfront fee, ready to sign on the spot.

An automated proposal and hire agreement ready for the customer to sign
Proposal and hire agreement, generated and sent the moment the form is done.

Once it’s signed, the invoice follows automatically, with a few ways to pay built in.

An automated invoice sent after the agreement is signed
The invoice, out the door the moment the agreement is signed.

From there the team books the install and runs every job from the one board, so they can see exactly where each customer sits in real time.

A job board tracking each customer through the pipeline
One board, updated live, from payment confirmed through to install day.

…to repeat business

The poles go up, the technician marks the job done from the app, and a few days later an automated SMS and email asks for a Google review, the same loop that kicked the whole thing off.

An automated Google review request email
The post-job review request, sent on a timer. Nobody has to remember it.

Because hire is recurring, the billing is too: a recurring invoice runs on a monthly cycle so the cash collects itself, right up until the pole comes down and the final invoice is sent.

A recurring monthly hire invoice set up to send automatically
Recurring hire invoicing, set once and left to run.

Knowing when to stop

The honest bit: we over-cooked it at first. Automate every last thing and it starts to feel robotic, so we pulled some of it back. The version that stuck keeps the tech on the boring bits and leaves the human moments human.

Then, the website

With the back end humming, we turned to the front of house. Their site was an existing WordPress build, and while WordPress isn’t what we reach for these days, an upgrade is an upgrade: we gave it a full refresh so the website out front finally matches the operation running behind it. That’s the site up top.

The result

Building Site CCTV went from chasing leads to running a business that mostly runs itself: every enquiry onboarded, every job tracked, every invoice and review handled on its own. The SMS notifications in particular land almost every time.

More work

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