Digital Growth Package
Complete automation, AI, and digital operations build for Cassidy Construction
Where You Are Now
Your system has a strong base to build on:
What is missing: your automation workflows are not live, your website lacks booking integration and search visibility, your AI bot is not active across all social channels, and your team has no streamlined system for timesheets, site photos, or invoice follow-ups.
What Paul AI Will Build
Your entire automation, funnel, and digital operations system. Built from the ground up, purpose-built for Cassidy Construction.
AI Chatbot: All Channels
Conversation AI rebuilt with complete, accurate information covering all five service areas plus property development. Deployed and tested on Facebook, Instagram, and all connected social channels. Handles enquiries, qualifies leads, collects project details and photos, and books free site surveys automatically. Works around the clock.
Client Booking Calendar
"Estimate Request" booking calendar accessible from your website, social media, or a direct link. Round-robin or team-based scheduling across your team. Automatic notifications when a new booking comes in. Feeds directly into the appointment confirmation workflow.
Complete Workflow Automation Suite
Seven core workflows, custom-built and wired directly to your "Job Status" pipeline:
- Speed-to-Lead: Instant email + SMS on new enquiry, intent detection, booking link, auto call connect if no reply. Moves contacts through pipeline stages automatically.
- Appointment Confirmation + Reminders: Confirmation on booking. 24-hour reminder. 1-hour reminder with SMS. Calendar links and reschedule/cancel in every message.
- No-Show Recovery: Automatic reschedule sequence via email + SMS. Follow-up after 24 hours.
- Post-Job Review Request: Review request via email + SMS after completion. 3-day follow-up. Internal alert if no review left.
- Long-Term Nurture: 4-email drip written for your services: kitchens, bathrooms, carpentry, flooring, doors. Weekly cadence.
- Stale Lead Re-engagement: Email + SMS sequence before marking leads as lost.
- New Opportunity Alert: Instant internal notifications to your team on every new opportunity.
Automatic Invoice Follow-Up System
Automated invoice chasing so you never have to manually follow up on unpaid invoices:
- Invoice sent notification: When an invoice is created and sent, the contact enters the follow-up sequence automatically.
- Payment reminder sequence: Friendly reminder email + SMS at 3 days, 7 days, and 14 days if the invoice remains unpaid.
- Escalation alert: Internal notification to you if an invoice is still outstanding after 14 days, so you can follow up personally.
- Auto-exit on payment: Contact is removed from the sequence the moment payment is received. No duplicate chasing.
Timesheet Automation + Site Photo System
A digital timesheet and site documentation system your team can use from their phones:
- Mobile submission form: Worker name, job number, date, hours, site photos (multiple), notes. Submit from any phone.
- Automated workflow: Each submission creates a linked record, notifies the office, attaches photos to the job.
- SOP document: Step-by-step instructions for your team. Ready to hand out on day one.
Lead Capture Funnel
"Free Estimate" landing page built to convert. Showcases your services, displays your 4.5-star reviews, and drives visitors straight to the booking calendar. Three pages: Offer, Booking, Thank You. Mobile-optimized.
Email Domain Setup
Professional email sending through cassidyconstruction.co.uk (DKIM + SPF records) so automated emails land in inboxes, not spam.
Website Update and Strengthening
Full review and update of your existing website to align with your current services, branding, and business goals. Includes:
- Content update: Refresh page copy across all service pages to reflect your current offerings, coverage area, and property development venture.
- Booking integration: Embedded booking calendar widget on contact and service pages so visitors can book estimates directly.
- Live chat: AI-powered chat widget for 24/7 lead capture, connected to your Conversation AI assistant.
- Mobile optimization: Full responsive polish so the site works perfectly on phones and tablets.
- Trust signals: Reviews, company registration details, coverage area, and team section to build credibility.
- Stronger CTAs: Clear calls-to-action on every page driving visitors to book or get in touch.
SEO and AEO Optimization
Local search optimization for "carpenter Cumbria", "kitchen installation Lake District", "construction company Carlisle". Google Business alignment. FAQ schema and structured data for AI search results.
Timeline
| Phase | What | When |
|---|---|---|
| AI Bot + Calendar | Chatbot rebuild across all channels, booking calendar live | Week 1 |
| Foundation | Email domain, notifications, custom values | Week 1 |
| Workflows | Build, test, and publish all 8 automation workflows | Week 1-2 |
| Invoicing | Invoice follow-up automation with payment detection | Week 2 |
| Timesheet | Mobile form, automation workflow, SOP document | Week 2 |
| Funnel | Free Estimate landing page with booking integration | Week 2-3 |
| Website + SEO | Booking widget, chat, CTAs, local SEO, schema markup | Week 3-4 |
Delivery: 3 to 4 weeks from signing. Monthly retainer begins after handover.
Investment
Setup Value Breakdown
| Deliverable | Value |
|---|---|
| AI Chatbot (all channels) | £300 |
| Client Booking Calendar | £150 |
| 8 Automation Workflows (incl. invoice follow-up) | £800 |
| Timesheet + Site Photo System + SOP | £250 |
| Lead Capture Funnel (3 pages) | £350 |
| Email Domain Setup | £100 |
| Website Update + Strengthening | £500 |
| SEO + AEO Optimization | £500 |
| Total Value | £2,950 |
| Your Price | £700 |
£350 on signing (50%) and £350 on delivery (50%). Monthly retainer begins after the build is handed over (3-4 weeks).
What Your Monthly Retainer Covers
Your system does not run itself after launch. Without active management, bots go stale, workflows break quietly, and your online presence stops growing. The retainer keeps everything running and improving month over month.
Social Media Content
Monthly content creation and scheduling across your connected social channels. Posts that showcase your work, promote services, and keep your brand visible.
AI Bot Tuning
Review chatbot conversations, update knowledge base with new services or FAQs, improve response accuracy based on real enquiries.
Workflow Monitoring
Monitor all automation workflows for delivery issues, adjust timing or messaging, and fix anything that breaks before you notice.
SEO Maintenance
Track search rankings, update meta data, maintain schema markup, and keep your Google Business Profile active and accurate.
Timesheet Support
Maintain the timesheet system, troubleshoot submissions, and update the SOP if your process changes.
Priority Support
Direct access to Paul AI for any questions, changes, or urgent fixes. Response within 24 hours on working days.
Full Scope Summary
- AI Chatbot rebuilt and deployed on all social channels
- Client booking calendar with team scheduling
- 8 automation workflows built from scratch (incl. invoice follow-up)
- Invoice follow-up system with auto-exit on payment
- Timesheet automation with mobile photo upload + SOP
- Lead-capture funnel (3 pages)
- Email sending domain configuration
- Full website update, booking widget, and chat integration
- On-page SEO, local SEO, and schema markup
- Monthly social media content (retainer)
Available as add-ons
- Full website redesign or migration to a new platform
- Property Development investor landing page and funnel
- Paid advertising management (Facebook Ads, Google Ads, Instagram Ads)
- Ongoing blog writing and long-form SEO content
- Video production and editing for social media
- Google Ads PPC campaign setup and management
- Reputation management and review response automation
- Custom reporting dashboard with KPIs and ROI tracking
- CRM training sessions for your team (virtual or in-person)
- WhatsApp Business API integration
- Customer referral program automation
- Seasonal or promotional campaign builds
- Additional workflow automations beyond the agreed scope
Next Steps
- Review this proposal
- Let Paul know once it is approved or if any revisions are needed
- We begin building within 24 hours after the proposal is accepted and the downpayment is made