Book my free Busywork Audit
What we build

Four systems. Zero busywork.

Each one fixes one leak. We start with the one that costs you the most.

Core
New leadsEXAMPLE
DMDana M.Web form · 7:42 pmCalled
RKRaj K.Facebook ad · 7:51 pmCalled
2 min avg. call-back

Call-backs in minutes

Every new lead gets a call or text back in minutes, day or night.

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Core
After-hours callsEXAMPLE
☾Sat · 10:14 amAuto quote questionBooked
☾Tue · 8:05 pmPolicy changeAnswered
0 missed calls this week

A front desk that never sleeps

Every call answered and booked, even at 8 PM or on Saturday.

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Core
Follow-ups todayEXAMPLE
JOJanet O.Quote · day 3Sent
KLKevin L.Renewal · 30 daysReminded
12 sent, nobody had to remember

Follow-ups on autopilot

Callbacks, renewals and reminders go out without anyone remembering.

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Core
Today's listEXAMPLE
1Call Amir H.Hot lead · quote readyTop
2Renew Lee familyDue MondayNext
1 list every client, ranked

One place for every client

Every client, lead and promise in one list, ranked each morning.

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No surprises

Included with every build.

No add-on fees for the basics.

Free Busywork Audit

30 minutes, plus your Leak Map within 2 business days. Free, even if you don't hire us.

The 14-Day Promise

Live in 14 days of access, or we keep building free or refund your build fee.

Team training

Live training for your team, plus recorded how-tos to keep.

You own everything

The system, the accounts and the data are yours.

A direct line to Jasmine

You work with Jasmine from the first call to launch. No handoffs.

Monthly check-in report

With Fold Partner: a monthly report against where you started, and the next fix.

And you take no risk to get started.

Find out where your leads are leaking.

Book a free 30-minute Busywork Audit. We'll show you where your firm loses clients and hours, and what it's worth to fix.

Book my free Busywork Audit

30 minutes, video call · Free, no obligation · America/New York

Prefer email? jasmine@taskfoldconsulting.com