Managed automation for service businesses

Automation systems.
Built around your business.

Remove manual work. Recover missed opportunities. Cassian builds, connects and manages automation systems that fit the way your team already works.

A practical first step: a 14-day Missed Call Recovery pilot.

THE CASSIAN APPROACHBuilt · Connected · Managed
YOUR BUSINESSCustomers, people & existing tools
CASSIANAutomation built into your workflow
YOUR TEAMLess manual work. More room to deliver.
Done for you. From setup to ongoing support.Designed to fit. Your tools. Your processes. Your team.
Your automation partner

We take responsibility
for the system.

A useful automation has to work in the real world. We handle the build, the connections and the upkeep, so your team can focus on customers.

01 / BUILD

Solve a specific problem.

Start with a process that costs time or loses opportunities. Configure the workflow around what your business actually needs.

02 / CONNECT

Fit how your team operates.

Connect the right tools and make the handoffs clear. Keep changes to your team's day-to-day work as small as practical.

03 / MANAGE

Keep it working.

Test, maintain and troubleshoot the system. Review how it performs and improve it as your needs become clearer.

START HERE / MISSED CALL RECOVERY

Stop losing jobs because you couldn't answer.

When you miss a call, Cassian sends the caller a personalized text and routes their reply back to your team. Keep the conversation moving while you're on the job.

01

A call is missed.

The customer calls your business while your team is busy.

02

A text starts the conversation.

A prompt message in your business's voice asks how you can help.

03

The reply reaches your team.

The conversation is relayed to your phone so you can respond.

04

The lead is captured.

The inquiry is logged for follow-up. Your team handles the quote or booking.

Keep your business number.

Use call forwarding where your carrier and phone setup support it. We check compatibility before launch.

No new CRM required.

Start with the missed-call workflow. You don't need a full software migration to try it.

Setup and support included.

We configure the messages, test the call flow and manage the system with you.

Built for service teams with valuable inbound calls: plumbing, HVAC, electrical, roofing, landscaping and other service businesses.

Room to grow

Start with one costly problem.
Build from there.

Missed-call recovery is a starting point. As we learn how your business operates, we can scope the next workflow worth improving.

01

Follow up on opportunities.

Explore workflows for uncontacted leads, outstanding estimates and past customers who may need your services again.

02

Reduce repetitive administration.

Scope ways to move customer details, process documents and prepare reports with less manual handling.

03

Connect the steps between tools.

Identify gaps between your inbox, CRM, scheduling and internal processes. Add integrations or AI where they serve a clear purpose.

Additional workflows are scoped separately around your systems, priorities and expected value.

How we work

A clear path from problem
to working system.

You bring the operational problem. We handle the implementation and stay involved after launch.

01 / UNDERSTAND

Find the right starting point.

Map the process, the tools and the handoffs. Agree on what a useful result looks like.

02 / IMPLEMENT

Build around your business.

Configure the workflow, connect the systems and agree on when your team takes over.

03 / TEST

Prove the flow together.

Test real scenarios, check exceptions and make sure your team knows what to expect.

04 / MANAGE

Support and improve.

Maintain the workflow, resolve issues and review opportunities to make it more useful.

Missed Call Recovery / 14-day pilot

See it work on
your actual leads.

We'll install and test your missed-call recovery system, then review the conversations it captures with you. Decide whether to continue based on what happens in your business.

  • 14 days free
  • Configuration and call-flow testing
  • Support throughout the pilot
  • No obligation to continue
Request your pilot

Share your business and phone setup in the form. We'll confirm compatibility and ongoing pricing before the pilot begins.

Before we start

A few practical details.

Can I keep my current phone number and software?

Missed Call Recovery can use call forwarding from your existing business line, subject to your carrier and phone configuration. You don't need a new CRM. We confirm compatibility and any required changes before starting.

Does Missed Call Recovery answer calls or book jobs?

It sends texts after missed calls, relays replies to your team and logs the inquiry. Your team handles the quote and booking. AI reception and other workflows would require a separate scope.

What does Cassian manage?

For the agreed workflow, we handle configuration, integration, testing, maintenance and troubleshooting. We agree on the scope and support expectations before launch.

What happens after the 14-day pilot?

We review the captured conversations and your team's experience. If you choose to continue, the system moves to the monthly managed service at the price agreed before the pilot. If you don't, we help remove the pilot setup.