What’s In Each Package
Core Plan
$297/mo + $997 setup fee
CoatingPro Mobile App to Control It All
Your entire business in your pocket. Check leads, view appointments and manage your pipeline from the job site. No more running back to the office or losing track of opportunities because you were on the jobsite.
Why it matters: You’re already on your phone between jobs—now everything you need is there too.
Complete System Setup & Configuration
We don’t hand you a blank canvas. We build your entire CoatingPro system from scratch—calendars connected, pipelines organized, settings dialed in to match how coating jobs actually flow.
Why it matters: You get a business system, not homework. Start using it the day we hand it over.
Pre-Built Automation Workflows Installed
The follow-up sequences coating contractors actually need—ready to go. New lead? Automatic welcome. Quote sent? Follow-up scheduled. No manual tracking, no dropped balls.
Why it matters: Leads slip through when you’re busy. Automation catches them while you’re working.
Lead Capture, Contact Database & Pipeline Setup
Every lead lands in one place with complete history. See where every prospect is in your sales process—new inquiry, quote sent, job scheduled, or follow-up needed. No spreadsheets, no sticky notes.
Why it matters: When you can’t remember who you quoted last week, you’re leaving money on the floor.
Email & SMS Messaging Ready to Send
Professional templates loaded and ready. Send confirmations, and updates with one tap. Email for details, SMS for “we’re on our way.”
Why it matters: Fast responses win jobs. Text beats email for urgent updates, and you need both ready to fire.
Appointment Scheduling Connected
Your calendar syncs everywhere. When customers book, you see it instantly. When you schedule a job, your crew sees it. No double-bookings, no missed appointments.
Why it matters: Scheduling chaos kills your day. One calendar prevents the confusion that makes you look unprofessional.
Review Request Automation
Every completed job automatically triggers a review request at the perfect time. Get more 5-star reviews without remembering to ask.
Why it matters: Reviews are tomorrow’s leads. Automation asks for them when you forget.
Referral System Setup
Make it easy for happy customers to send you business. Simple referral forms, automatic tracking, reward fulfillment reminders.
Why it matters: Your best customers want to help—give them a system so they actually do.
Basic Training So You Know Where Everything Lives
We show you how to use what we built. Where to find leads, how to send messages, what buttons do what. Simple walkthroughs, not tech manuals.
Why it matters: A system you don’t understand is a system you won’t use.
We build the machine. You run it.
⭐ MOST POPULAR ⭐
Growth Plan
$497/mo + $1,497 setup fee
Everything in Core, PLUS:
Estimator Lead System
Your custom online estimator that captures leads 24/7. Prospects get instant pricing ranges, you get qualified leads with project details already collected. Embeds on your website, works on mobile, feeds straight into your pipeline.
Why it matters: People want quotes at 9 PM on Sunday. This gives them answers and gives you leads while you sleep.
Missed Call & Follow-Up Automations
Every missed call triggers an automatic text. Every inquiry without a response gets a follow-up. No lead dies because you were on a jobsite.
Why it matters: You lose jobs to whoever responds first. Automation makes you the fastest.
Ongoing System Monitoring
We watch your system every month—checking for broken workflows, stuck messages, or automation gaps that let leads leak.
Why it matters: Systems drift. We catch problems before you lose leads.
Monthly Optimization & Fine-Tuning
We adjust workflows, fix bottlenecks, and tune automations based on what’s actually happening in your business. Your system gets smarter every month.
Why it matters: What works in March might not work in July. We keep it current.
Email & SMS Message Improvements
We rewrite messages that aren’t performing, test new approaches, and keep your communication fresh and effective.
Why it matters: The same message to 100 leads gets stale. We keep your follow-up sharp.
Basic Performance Reporting
Monthly reports showing lead sources, conversion rates, and where opportunities fall off. No spreadsheets—just clear numbers.
Why it matters: You can’t improve what you don’t measure. Know what’s working.
Minor Website/Content Updates (1–2 Pages Per Month)
Pricing changes? New service area? We handle small website updates so your site stays current.
Why it matters: Outdated websites lose trust. Stay fresh without learning WordPress.
Marketing Calendar Template
Pre-planned campaigns for the entire year—spring promotions, summer reminders, fall prep, holiday offers. The framework is done; you just execute.
Why it matters: Consistent marketing beats random hustle. This removes the guesswork.
Workflow Cleanup to Prevent Double Messages & Leaks
We audit your automations to stop the embarrassing double-texts, catch leads falling through cracks, and eliminate the “did we follow up?” confusion.
Why it matters: Automation only works if it’s clean. Messy workflows make you look disorganized.
We keep the system running right and getting better.
Managed Plan
Text Me for Pricing
Everything in Growth, PLUS:
Marketing Calendar Creation & Management
We plan your entire promotional calendar—what to promote, when to send it, and how to message it. Concrete campaigns, not vague ideas.
Why it matters: You know you should market. We tell you exactly what to send and when.
Email & SMS Campaign Planning & Execution
We write the campaigns, load them in, schedule the sends, and track the results. You approve; we execute.
Why it matters: Marketing that sits in your head doesn’t generate leads. We make it happen.
Social Media Coordination Tied to Campaigns
Your promotions match across email, text, and social. Consistent messaging, maximum reach, minimal effort from you.
Why it matters: Scattered marketing confuses people. Coordinated campaigns convert better.
Content Direction & Ongoing Updates
We tell you what content to create, when to post it, and how to tie it to your campaigns. Plus we handle the website updates to support it.
Why it matters: Content marketing works, but only if you actually do it. We give you the roadmap.
Performance Review with Clear Next-Step Recommendations
Monthly deep-dive into what’s working, what’s not, and exactly what to do next. Data-driven decisions, not guesses.
Why it matters: Most contractors look at numbers and shrug. We tell you what they mean and what to fix.
Review & Referral Growth Management
We monitor your review generation and referral activity, then adjust messaging and timing to maximize both. More reviews, more referrals, less effort from you.
Why it matters: These are your cheapest leads. We make sure you’re maximizing both channels.
Conversion Optimization to Stop Leads from Slipping Through
We watch where leads drop off—quote stage, scheduling, follow-up—and fix the leaks. Every percentage point matters when you’re paying for leads.
Why it matters: Getting leads is expensive. Converting more of them is free money.
Ongoing System Oversight as Your Business Changes
Hired crew? Expanded territory? Added services? We adjust your system to match your evolving business without you having to figure it out.
Why it matters: Your system should grow with you. We make sure it does.
We own your follow-up and promotion system end-to-end.
Text me to schedule your one on one demonstration.
Let’s see if we are a good fit for each other.
Text me your situation. I’ll show you what you’re spending, what you should have, and whether this makes sense for you.
No pressure. Just a conversation.
— Troy Bengford
Former Epoxy Installer & Marketing Systems Guy
