The Process
How it works
From first call to fully automated — here's exactly what happens when you partner with Ball Forged Systems. No tech skills needed. We build it all.
5 Steps
From handshake to launch
Strategy Call
30 minutesWe hop on a call and walk through your current setup. What tools are you using? Where are leads falling through the cracks? What’s eating your time? No pitch — just an honest look at where you are and where automation can take you.
- →Review your current quoting & booking process
- →Identify where you’re losing leads and money
- →Map out your ideal customer journey
- →Discuss your service area and target market
- →Determine which automations will have the biggest impact
Custom Blueprint
1 weekWe design your entire digital office from scratch — every funnel, every automation, every workflow. This isn’t a template. It’s built around your specific trade, your service area, and how you actually run your business.
- →Funnel architecture mapped to your services
- →Quoting system configured for your pricing model
- →Nurturing sequences written in your voice
- →Payment processing flow designed
- →CRM structure built around your workflow
Build & Configure
2–3 weeksThis is where the magic happens. We build everything — website, landing pages, funnels, CRM, quoting system, payment processing, automation workflows. You don’t touch a single thing. You keep working. We keep building.
- →Website & landing pages go live
- →Lead capture funnels activated
- →Satellite/Street View quoting system configured
- →Online payment processing connected
- →All automation workflows tested end-to-end
- →Review request system armed and ready
Test & Train
1 weekWe test every single workflow — lead comes in, quote goes out, booking confirmed, payment processed, review requested. Then we train you and your team so you know exactly what’s happening behind the scenes.
- →Full end-to-end system testing
- →Live walkthrough with you and your team
- →Dashboard training — know your numbers
- →How to read your P&L at a glance
- →Emergency support protocol established
Launch & Optimize
OngoingYour digital office goes live. Leads start flowing. Quotes go out automatically. Payments come in online. And we’re watching everything — tweaking funnels, improving conversion rates, and keeping the machine running.
- →System goes live — leads start flowing immediately
- →Ongoing monitoring and optimization
- →Funnel performance tracking and A/B testing
- →Monthly performance reviews
- →$499/month keeps everything running and improving
That's the roadmap. Now let's look at what's under the hood.
Under the Hood
What's actually inside your digital office
Every piece of the system explained in plain English. No jargon. No tech talk. Just what it does and why it matters.
Lead Capture Funnels
How customers find you and reach out
Right now, most of your leads come from word of mouth, maybe a Facebook post, maybe a Google search. Some call, some text, some message on Facebook. Half of them never hear back because you're on a job site.
We build dedicated landing pages and funnels for each of your services. A homeowner searching “fence company near me” lands on a page built specifically for fence leads. They fill out a form. The system takes over instantly.
Satellite & Street View Quoting
Quotes in minutes — not days
This is the game changer. When a lead comes in with their address, the system pulls up satellite imagery and Google Street View of their property. You can see the yard, the roof, the driveway — before you ever leave your shop.
You generate a professional quote in minutes. The customer gets it instantly. Then we schedule an in-person confirmation visit to verify measurements and lock in the job. This filters out tire-kickers — if they're not serious enough to confirm in person, they weren't going to pay anyway.
The flow:
Online Payment Processing
Get paid faster — no more chasing cheques
Here's a stat that should make you angry: a huge number of service companies in 2026 still don't accept credit or debit cards. They're leaving money on the table and making it harder for customers to pay them.
We set up full online payment processing. Deposits collected at booking. Progress payments sent automatically. Final invoices delivered the moment the job is done. Customers pay with one tap on their phone.
Credit
Visa, Mastercard, Amex
Debit
Interac, bank cards
Online
E-transfer, tap to pay
“No more 'I'll mail you a cheque.' No more 'Can I pay you next week?' The invoice goes out, the payment comes in. Same day.”
Customer Nurturing Automation
Turn one-time jobs into lifelong customers
Most contractors finish a job and never talk to that customer again. That's thousands of dollars in repeat business and referrals — gone. The nurturing system keeps you top of mind without you lifting a finger.
After every job, the system automatically follows up. Thank you messages. Seasonal check-ins. Anniversary reminders. Special offers for repeat customers. All written in your voice, sent from your number.
Automated nurturing timeline:
Every message is customizable. We write the first set based on your business. You approve them once — they run forever.
Automated Review Requests
Build a 5-star reputation on autopilot
After every completed job, the system sends a review request directly to the customer — timed perfectly for when they're happiest with the work. No awkward asks. No forgetting. No “hey, can you leave me a review?” at the door.
The link goes straight to your Google Business Profile. More 5-star reviews means higher rankings, which means more organic leads, which means less money spent on ads. Your reputation becomes your marketing budget.
More Reviews
Consistent 5-star reviews after every job
Higher Ranking
Google rewards businesses with fresh reviews
Less Ad Spend
Organic leads replace paid advertising
CRM — Your Customer Command Center
Every customer, every lead, every detail — one place
No more scrolling through texts trying to find that customer's address. No more sticky notes. No more “wait, did I quote that guy?” Every lead, every customer, every conversation, every quote, every payment — all in one dashboard.
The CRM automatically prioritizes your hottest leads, flags follow-ups that are overdue, and shows you exactly where every customer is in the pipeline. From first contact to completed job to repeat customer.
Profit & Loss Dashboard
Know your numbers — finally
Most contractors have no idea if they made money last month. They check their bank account and hope for the best. That's not a business — that's gambling.
Your P&L dashboard shows you exactly what came in, what went out, and what you kept. By service type. By month. By customer. Clear, simple numbers that tell you if you're growing or bleeding.
Revenue Tracking
See every dollar that comes in — by service, by customer, by month
Expense Tracking
Materials, fuel, labor, overhead — all categorized and tracked
“If you don't know your numbers, you don't have a business. You have a job that might not be paying you what you think.”
Ongoing Partnership
What $499/month actually gets you
This isn't a subscription you forget about. It's an ongoing partnership that keeps your system sharp and your business growing.
System Monitoring
We watch your funnels, automations, and workflows daily. If something breaks or underperforms, we fix it before you even notice.
Funnel Optimization
A/B testing headlines, forms, and landing pages. Small tweaks that compound into more leads and higher conversion rates over time.
Performance Reports
Monthly breakdown of leads, conversions, revenue, and where your customers are coming from. Know your numbers without doing the math.
Priority Support
Questions, changes, updates — you call or text, we handle it. No tickets. No waiting. You have a direct line to your system team.
Platform Updates
Go High Level rolls out new features constantly. We implement the ones that matter for your business and skip the ones that don't.
Seasonal Adjustments
Busy season? We ramp up your funnels. Slow season? We shift to nurturing and retention campaigns. Your system adapts to your business cycle.
Think of it this way: $499/month is less than $17/day. That's less than what most contractors spend on coffee. And it runs your entire back office.
The Transformation
Day 1 vs. Day 30
Day 1 — Before Ball Forged
Leads come in through 5 different channels — texts, calls, Facebook, email, word of mouth
You quote from memory or a notepad in your truck
Customers pay by cheque or e-transfer — when they feel like it
You have no idea how many leads you got this month
Reviews happen when customers remember (they don't)
Follow-ups happen when you remember (you don't)
Your 'books' are a shoebox of receipts
You work 12-hour days and still feel behind
Day 30 — With Ball Forged
Every lead flows into one system — captured, tagged, and responded to in under 60 seconds
Quotes go out in minutes using satellite imagery — professional and accurate
Customers pay online with one tap — deposits at booking, balance at completion
Your dashboard shows exactly how many leads, quotes, and jobs you have this month
Review requests go out automatically after every job — your Google profile grows weekly
Nurturing sequences keep you top of mind — customers come back and refer friends
P&L dashboard shows real-time revenue, expenses, and profit by service type
You finish work at 5pm and your business keeps running without you
What you don't need to know
We get it — you're a contractor, not a tech guy. Here's what you never have to learn, touch, or worry about.
You know your trade. We know ours.
Ready to see what it looks like for your business?
The first step is a free strategy call. 30 minutes. No pitch. Just an honest look at where automation can help.
Book a Strategy CallNo commitment. No credit card. Just a conversation.