Systems I built
I built four systems, each for one stage of a service business's client lifecycle. Two turn leads into replies, one sets up a new client's project, and one keeps customer records in step across tools. Each carries a status label for how far it has been tested. None is installed for a client yet.
A service business wins and keeps clients in four stages: getting found, turning leads into clients, doing the work, and keeping records straight and failures caught afterwards. I put every system I build on one of those stages, so you can go straight to the one where your week gets stuck.
Where each system sits
What the status labels mean
Each system page shows the same ladder of labels, from built through logic-tested and connector-tested to production. A system carries the highest label it has earned. Production means running for a client, which nothing I have built does yet. The template library lists every template I have ready to show, with its stage and label, including two that have no page yet.
- A drafted reply to each lead, approved from my phone before it sendsAI drafts replies to lead emails that pass a junk screen, from my business facts. Risky asks get flagged, and nothing sends until I approve it on my phone.
- Website form leads, scored and answered with a reply I approveA system I built: each website form lead is checked, added to HubSpot once and scored. Gmail sends the drafted reply when I approve it in Telegram.
- Records from forms and emailed PDFs, kept in one place that stays rightA system I built that keeps the right version of each customer record in Airtable. Forms and emailed PDFs feed it, and HubSpot copies from it.
- From signed deal to running projectClient onboarding automation I built. One form with the signed proposal sets up the Drive folder, ClickUp tasks, Slack channel and welcome email.
Questions
Have any of these been installed for a client?
Not yet. The inquiry desk has run on SignalNine's own inbox since 2026-09-07, and the other three have run on test accounts I own. Each system page sets out what has been proven so far and what has not.
Which stage should I look at first?
The one where work waits longest for a person. If leads sit for hours before anyone answers, start with Convert. If a signed client waits days for their project to be set up, start with Deliver.
Can I download these and run them myself?
Not yet. Each one has to load into a fresh account and run cleanly there before I offer it as a download. The template library shows where each one stands.
Related
- n8n template library for service businessesEvery workflow template I have ready to show for service businesses, with its stage and how far it has been tested. None is offered as a download yet.
- What a reliable automation looks likeFive properties any automation should have, checkable by an owner who doesn't build: logged runs, named alerts, one send per approval, safe reruns, an owner.