Wurm Process Systems

Missing calls and slow follow-ups are costing you service jobs.

ClientFlow automatically follows up on missed calls and new leads so no opportunity slips through — even when you're on a job site.

Most home service businesses start with missed-call automation.

ClientFlow expands when you’re ready.

👋 What Is ClientFlow?

ClientFlow is a pre-built, modular, and customizable automation system for service-based businesses that want to stop chasing leads, lose fewer opportunities in the cracks, and run smoother — without hiring more staff or adding complex tools.

It handles the most time-consuming parts of your client journey automatically, while you stay focused on the work.

Built on platforms you already know (or can learn fast):
Airtable • Google Forms • Trello • Gmail • Notion

We install the system, tailor it to your workflow, and make it easy to maintain.

Scroll down to see how ClientFlow expands once missed calls are handled - without adding complexity or extra tools

Then watch a short demo showing how it works across a real service business workflow.

The Full ClientFlow System (When You’re Ready)

Many service businesses start with a few automations and expand into the full client lifecycle over time — as their needs grow.

See ClientFlow in Action (6-Minute Walkthrough)

A real example showing how leads, booking, and follow-up are automated end-to-end.

🧠 Who ClientFlow is Built For

Owner-operators and small home service businesses (1–10 people) (plumbing, HVAC, electrical, and similar trades)
Service pros who miss calls while on jobs
Teams booking work manually through texts, voicemails, or DMs

ClientFlow is designed for home service workflows, but the same system is used by other service-based businesses with similar lead and follow-up challenges.

🚫 Without ClientFlow

A homeowner calls once, hits voicemail, and hires the next company that answers
Jobs get done but follow-ups and reviews never happen
Admin work piles up after hours or on weekends
You lose jobs not because of skill — but because of timing

🛠️ Common ClientFlow Automations for Home Service Businesses

Missed call → instant text follow-up
Website lead → booked estimate
Job completed → automatic review request
Appointment reminders & confirmations

✅ With ClientFlow

Designed for owner-operators and small home service teams who spend their days on jobs — not behind a desk.

Missed Call → Instant Reply & Easy Booking

Every call, form, or message triggers an automatic text or email reply — so homeowners hear immediately and can book without waiting.

Clean Client Onboarding (No Chasing)

Once a job is booked, kickoff forms, confirmations, and next steps are sent automatically — no back-and-forth texts or forgotten details.

3. Automatic Task & Job Tracking

Tasks are created and tracked behind the scenes so nothing gets lost — whether it’s estimates, prep work, or follow-ups.

4. Job Done → Review Request (On Autopilot)

When work is complete, review requests and reminders go out automatically — increasing 5-star reviews without awkward asks.

5. One Place to See Everything

A simple dashboard shows leads, bookings, jobs, tasks, and reviews — so you always know what’s happening without digging through texts, voicemails or notes

Smart Automation — Without Losing Control

ClientFlow handles the repetitive admin work automatically — while you stay in control of pricing, scheduling decisions, and customer communication.

⚙️ How It Works

No long-term contracts. No complicated software handoffs.

1. Quick Workflow Review
We walk through how you currently handle calls, bookings, jobs, and follow-ups — and identify where leads, time, or reviews are slipping through the cracks.

2. Setup & Customization
We install ClientFlow and tailor it to your services, tools, and preferences — so it fits how you actually run your business.

3. Test, Launch & Support
We test everything together, make sure it works the way you expect, and support you through launch so nothing feels overwhelming.

🛠️ What You Get

A Complete, Done-For-You Automation System

A fully built ClientFlow system that handles lead or customer follow-up, booking, job tracking, and reviews — without adding chaos or complexity.

⚙️ Core System Components

A Simple Client Dashboard
See leads, bookings, jobs, tasks, and reviews in one place — no digging through texts or emails.
Automated Follow-Ups & Reminders
Missed calls, form submissions, appointment reminders, and review requests are handled automatically.
Branded Forms & Emails
Professional-looking forms and messages that match your business and improve follow-through.
Optional Task & Job Tracking
Track estimates, prep work, and follow-ups automatically — whether you're solo or running a small team.

🔁 Automations Included

Lead capture and instant response
Appointment booking and reminders
Client onboarding and confirmations
Internal task and job tracking
Review requests and follow-up reminders
(Optional add-on) Payment reminders or payment link triggers before or after service

🎁 Setup & Support Included

1-on-1 setup and customization
Decisions made with you, not for you.
Personalized integrations
Connected to the tools you already use (or want to use).
Launch support & documentation
So you're confident running the system after it's live.

🧠 Built on Tools You Already Know (or Can Learn Fast)

Airtable • Google Forms • Trello • Gmail • Notion
(No proprietary software. No lock-in.)

✨ What You Can Expect

Save 10–20+ hours per month by automating lead response, booking, and reviews
More consistent follow-through without hiring staff or adding new tools
Higher conversion and client satisfaction from faster response times and smoother handoffs
A more polished operation — from first contact to final review

💸 Pricing

Most clients recover the cost of ClientFlow by preventing just one missed job.

🚀 Limited-Time Launch Price: $999

(Regular Price: $1,999)

Get the full ClientFlow system — installed, customized, and ready to run — at an early access price.

✅ What’s Included

Custom ClientFlow system setup
Built around how you run your business
Automations for the full client lifecycle
From first contact to review follow-up
Branded forms & workflows
Email, SMS, or Slack — based on your preference
Tool integrations
Works with Airtable, Zapier, Trello, Notion, and more
1-on-1 launch support & training
So you’re confident using the system from day one

🔒 Limited spots available in exchange for feedback and a short testimonial.

🛠️ Need Ongoing Help After Setup?

Once your ClientFlow system is live, you can run it yourself — or keep me available for support as your business evolves.

Support plans are optional and designed for peace of mind, small tweaks, and ongoing improvements.

⚙️ Basic Support — $99 / month

Best for businesses that want backup if something breaks or needs a small adjustment.

Includes:

Up to 2 minor fixes per month
(Zap edits, reconnecting tools, copy tweaks)
Monthly automation health check
48-hour response time for support requests
Priority scheduling for support work

🚀 Pro Support — $149 / month

Ideal if you expect regular changes or want more hands-on optimization as you grow.

Includes:

Up to 4 automation changes per month
System review every 30–45 days
(Airtable + Zapier performance and usage)
24-hour response window
20% discount on scoped expansion work
(new flows, integrations, dashboards)

🧠 A Simple Way to Think About It

ClientFlow handles the day-to-day automatically.
Support plans are there if you want help maintaining or expanding the system — not because you need it to function.

📌 Support plans can be added anytime after setup.

🧑‍💻 Ready to See If ClientFlow Fits?

Let’s walk through your current workflow and see where automation can save you time and prevent missed opportunities.

👉 Book a Free Workflow Review

📬 Or email: brian@wurmprocess.com

Not Ready for a Call Yet?

Fill out a short form and I’ll follow up with next steps.

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No obligation. No pressure. If it’s not a fit, I’ll tell you.