Compare workflows

Momentum vs. doing it all by hand.

Most local service businesses run follow-up manually — a missed call gets called back when there's time, reviews get asked for occasionally, quotes get followed up on when someone remembers. Here's what changes with Momentum running underneath it.

At a glance

See how the day-to-day workflow changes

WorkflowDoing it manuallyMomentum
Missed callsCaller leaves (or doesn’t) a voicemail, gets called back whenever there’s timeInstant automatic text-back the moment a call is missed
Review requestsAsked for occasionally, usually forgotten after a busy jobAutomatic request sent right after the job is marked done
Quote follow-upSent once, followed up on only if someone remembers to checkStructured automatic follow-up on every quote sent
Past customersNo system for noticing who has gone quietAutomatic win-back nudge after a set period of inactivity
Appointment remindersManual text or call, if time allowsAutomatic reminders before every booked appointment
Where everything livesSplit across a notebook, a phone, and a handful of appsOne CRM, one inbox, one login

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