The next layer of your business
Lead Intake & Follow-Up That Connects Customers to Your Team
Take the repetition out of the next step.
Give every new inquiry a useful next step. We connect short lead forms, meeting and on-site booking, AI phone reception, website chat and business phone systems to the people responsible for responding. Your team gets the conversation history and a clear handoff.
Discuss the opportunityKeep the process moving and the owner informed.
An event follows defined rules toward a visible handoff.
- Call or event
- Approved rules
- Connected action
- Human oversight
Exceptions have a destination and a responsible person.
Connect at the signal layer.
AI & Business Automation works in the signal layer. Strata Modus raises the information floor, from the physical layer to the digital surface.
- ConvertThe digital surface
Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.
Marketing & AdvertisingWeb Design, Development & CRO - ConnectThe signal layer
How an inquiry reaches a person: AI voice, missed-call text back, intake, CRM and follow-up.
AI & Business Automation - BuildThe operating structure
The systems the work runs on: strategy, software, technology and the integrations between them.
Strategy & Fractional LeadershipCustom Software & IntegrationsTechnology Consulting - UnearthThe physical layer
The work itself: crews, jobs, records, compliance and the numbers behind them.
Compliance & Operational ReadinessBookkeeping & Payroll
A connected approach
The work behind
a better business.
Recurring questions and small handoffs can interrupt the work your team needs to do. Automation works best when the task is defined, the information is reliable and someone owns the exception.
We start with a real process, choose the routine steps that can be supported, and define how a person takes over. Tool choices follow the workflow and the responsibilities involved.
We use AI to enhance the customer experience and better serve them, never to distance your business from the customer.
We use AI to expand the service you can offer: answer calls after hours, help customers request weekend appointments and send a useful text when your team misses a call during the working day.
A customer should be able to start a conversation when they need help. We build these systems around how you want to serve people, carrying useful context forward and keeping a clear route to a person. Your team keeps control of the relationship and has more time for conversations that need experience and judgment.
During busy days.
When customers need you.
Still at the center.
Be there for the first question.
Help with routine questions, scheduling requests and missed calls, even when the team is unavailable.
Make the next conversation better.
Carry the request and relevant details forward. Customers should not have to start over.
Keep a person easy to reach.
Identify AI clearly. Offer a direct human route. Keep commitments and important decisions with your team.
From the first question
to the next conversation.
This is an illustrative operating story. It sends no messages and does not demonstrate a live system. Each engagement defines supported tools, automation rules, human review and remaining manual steps.
Missed or after-hours inquiry
Automation support: Missed-call and after-hours response gives a waiting customer a useful next step and collects project details while the team is unavailable.
Human ownership: Your team defines when the system responds, what it may say and how a customer reaches a person.
Missed Call TextbackUseful response
Automation support: A clearly identified assistant answers routine questions, helps with scheduling requests and carries the conversation forward with its context.
Human ownership: A person maintains the service information and handles questions, exceptions and commitments that need judgment.
Website AssistantsHuman review
Automation support: Routing puts the request, customer details and next action in front of the right owner, without asking the customer to start again.
Human ownership: A person reviews the request, checks fit and decides how to respond. The customer keeps a direct route to your team.
CRM & Sales OperationsScope, proposal and sale
Automation support: Proposal reminders keep estimates, appointments and follow-ups visible in the pipeline.
Human ownership: Your salesperson explains the value, answers concerns and agrees scope, price and the next commitment with the customer.
CRM & Sales OperationsAgreement and handoff
Automation support: Connected tools carry customer information and the confirmed scope into the delivery handoff.
Human ownership: A person confirms what was agreed, checks the records and assigns delivery responsibilities.
Business IntegrationsDelivery
Automation support: Shared records, practical checklists, status updates and reporting give the team the information needed to deliver.
Human ownership: Your delivery team owns the work, customer communication and important decisions, with people reviewing exceptions.
Operational Readiness & SOPsFollow-up
Automation support: Reminders and feedback requests help the team stay in touch and identify repeat opportunities after delivery.
Human ownership: A person listens to the feedback, maintains the relationship and uses what customers share to guide the next campaign and process improvement.
Workflow Automation
Build growth you keep.
Start with our infrastructure. Strengthen the assets in your business.
Documented workflows, configurations and operating instructions.
Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.
Choose a starting point
Services in this layer.
Each engagement has a defined purpose, deliverables and a practical next step for your business.
AI Calling
AI call answering helps service businesses handle routine calls when staff are busy, capture useful details and move requests toward booking or a quote. Callers get a clear next step, while people handle exceptions and closing decisions.
Explore the serviceMissed Call Textback
Missed call textback helps service businesses start a sales conversation after an unanswered call. A short, timely text gathers what the caller needs and moves the request toward booking, a quote or a staff callback.
Explore the serviceWebsite Assistants
AI website assistants help service businesses answer customer questions while the team is busy and keep interested visitors moving. They can qualify requests, gather useful context and connect people with the right next step.
Explore the serviceWorkflow Automation
Workflow automation helps service businesses respond to inquiries, prepare quotes and follow through on recurring customer steps without relying on memory. We connect routine work across scheduling and records so staff can focus on conversations and delivery.
Explore the serviceCRM & Sales Operations
CRM and sales operations organize inquiries from first contact through qualification, proposal, follow-up and handoff. We configure an agreed system or build a focused tool when the workflow calls for it, then help staff run the process with people owning customer decisions and exceptions.
Explore the serviceLead Intake & Appointment Booking
Connect website forms, chat and approved calendars so a customer can explain what they need and your team can see who owns the response. We set up the inquiry path around service areas, availability and travel rules, with a person responsible for exceptions and appointment confirmation.
Explore the serviceBusiness Phone & Shared Inbox
Set up provider-backed business VoIP, local numbers and call routing, then connect supported calls, texts and customer messages to a team workflow. We document account ownership, response hours, human handoff and what happens when a connection fails.
Explore the serviceSales Follow-up & Coaching
Build a practical routine for responding to inquiries, following open estimates and learning from customer conversations. We configure reminders in the CRM the business selects and coach the team using approved call records, transcripts or notes where those sources are available and permitted.
Explore the serviceAI Answering Service for Contractors
An AI answering service for contractors picks up when the crew cannot: on a roof, on a job site or after hours. It answers common questions from your approved information, captures the job, the address and the photos, and books or hands off to a person. Strata Modus sets it up with your scripts, service area and calendar and connects it to missed-call text back and your CRM.
Explore the serviceCRM for Contractors
CRM for contractors: we help you choose and configure a CRM that fits a trade business, with leads, estimates, jobs, follow-up and reviews in one record, then connect your phone, website forms, AI answering and text so nothing is entered twice. Roofing, general contracting, painting, electrical and HVAC teams each get pipelines built around how they actually sell.
Explore the serviceSelected projects
See the systems
we’ve built.
GoBJJ provides software and workflow evidence: see how connected tools support daily operations. The planned Solis customer-response rollout is described separately above.
Academy management software
GoBJJ
A learning atlas and practice journal connect with role-specific academy management workflows.
Explore the projectAcademy management software designed and developed by Strata Modus.
Build on the next layer
Make the next decision with context
From the service to your business decision.
Explore the business growth FAQ ↗Meet the people.
Define the work.
Related published marketing packages
A proposal defines which services and scope fit your business. A related package does not include every service in this family.
Read the scope and starting-price termsDiscuss the work for your businessStart with your business
Start with the opportunity in front of you.
We can help identify the right improvement, implement it and provide ongoing support. Your proposal defines the work, responsibilities and review schedule.