The systems inside
AdaptivOps.
Fifteen systems. Five categories. Four engagement tiers. Every system is built around a specific revenue gap — and every engagement begins with a diagnostic that determines which ones apply to your business.
15
Managed systems
5
Functional categories
4
Engagement tiers
1
Monthly performance report
Each tier builds on the last.
Every one starts with a diagnostic.
Recover
Stop losing the leads you're already generating. Calls, inquiries, and pipeline.
Close
Adds quote follow-up, review generation, and conversion tracking to everything in Recover.
Retain
Adds reactivation, referral, renewal, and appointment systems to everything in Close.
Scale
Full operating system. Adds upsell flows, SOPs, a dedicated strategist, and weekly reporting.
Capture the opportunities
you're already missing.
The Recover tier is for businesses where leads are actively slipping through — unanswered calls, missed inquiries, and no system to track or follow up on anything that comes in.
These four systems form the foundation of every AdaptivOps engagement. Every tier above includes them.
Lead Capture
24/7 Call Answering
An AI-powered receptionist that answers every inbound call — during business hours, after hours, and on weekends. Callers are greeted professionally, their inquiry is captured, and the right person is notified immediately.
Every call answered. No lead lost to voicemail.
Lead Capture
Automatic Lead Follow-Up
When a new lead comes in — from a call, a form, or a referral — a follow-up sequence fires immediately. Text and email touchpoints go out on a defined schedule until the lead responds or is marked closed.
Leads get a response in minutes, not hours.
Lead Capture
Website Inquiry Capture
A live chat widget on your website that engages visitors, captures their inquiry, and routes it into your pipeline automatically. Works while you're on a job, in a meeting, or offline.
Website visitors become tracked leads — not forgotten contact forms.
Pipeline
Sales Pipeline Build
A fully built CRM pipeline configured around your sales process — stages defined, automations connected, and every incoming lead routed to the correct stage automatically. No more tracking deals in a spreadsheet or your head.
Every lead tracked. Every stage visible. Nothing lost.
Turn more of what
you have into revenue.
The Close tier is for businesses that are capturing leads but not converting enough of them. Quotes expire untouched. Reviews never get requested. There's no clear picture of what's moving and what's stalled.
Includes everything in Recover, plus three systems focused on conversion.
Included from Recover
Lead Capture
24/7 Call Answering
Included from Recover tier.
Lead Capture
Automatic Lead Follow-Up
Included from Recover tier.
Pipeline
Sales Pipeline Build
Included from Recover tier.
Added in Close
Conversion
Quote Follow-Up System
Every open estimate triggers an automated follow-up sequence — a defined series of texts and emails that check in, address hesitation, and push toward a decision. The sequence runs until the quote is won, lost, or rescheduled.
Open quotes get followed up every time — without anyone manually chasing them.
Reputation
Review Request System
After a job is completed, a review request goes out automatically at the right moment — when satisfaction is highest. The system routes happy customers toward Google, handles timing, and tracks response rates.
More 5-star reviews. Better visibility. Higher close rates on new inquiries.
Visibility
KPI Dashboard
A live dashboard showing the numbers that matter — call volume, lead conversion rate, open quotes, revenue in pipeline, and close rate by source. Updated in real time. Accessible from any device.
No more guessing. Every business decision backed by real numbers.
Increase repeat business
and lifetime value.
The Retain tier is for businesses with existing customer volume that isn't being fully leveraged. Past customers go silent. Appointments go unconfirmed. Renewals slip. Referrals happen by accident instead of by design.
Includes everything in Recover and Close, plus four systems focused on retention and lifetime value.
Included from Recover + Close
Lead Capture
24/7 Call Answering
Included from Recover tier.
Conversion
Quote Follow-Up System
Included from Close tier.
Reputation
Review Request System
Included from Close tier.
Added in Retain
Retention
Lapsed Customer Reactivation
Customers who haven't returned in 90, 180, or 365 days receive a targeted reactivation sequence. Personalized messaging, timed offers, and a clear path back to booking — all automated and tracked.
Revenue from customers who already know and trust you — at a fraction of the cost of acquiring new ones.
Referral
Referral Growth Sequence
After a completed job or positive review, a referral request sequence goes out. The system times the ask correctly, provides an easy mechanism for customers to refer others, and tracks which customers send the most business.
Word-of-mouth revenue that happens by design, not by chance.
Retention
Appointment Reminder System
Automated appointment confirmations and reminders sent via text and email at configured intervals before the scheduled time. Reduces no-shows, improves scheduling efficiency, and gives customers an easy way to reschedule.
Fewer no-shows. Better-utilized schedule. Improved customer experience.
Retention
Renewal Follow-Up System
For businesses with service agreements, annual contracts, or recurring services — this system tracks renewal dates and triggers a follow-up sequence before the window closes. No renewal slips through without a prompt.
Renewals happen proactively instead of getting lost in the calendar.
Run the full revenue
infrastructure of your business.
The Scale tier is for businesses that are ready to run on a fully managed operating system. Every system deployed, every metric tracked, a dedicated strategist on your account, and weekly performance reviews.
Includes everything in Recover, Close, and Retain — plus four systems that build the operational infrastructure of the business itself.
Included from all previous tiers
Full stack
All 11 systems from Tiers 01–03
Every system from Recover, Close, and Retain is included and running.
Reporting
Weekly Performance Reviews
Weekly report replaces monthly. Dedicated strategist reviews performance and adjusts systems accordingly.
Added in Scale
Operations
New Customer Welcome System
Every new customer receives a structured onboarding sequence — confirmation, expectations, preparation instructions, and a post-service check-in. Consistent, professional, and fully automated.
Every new customer gets a premium first experience — regardless of how busy you are.
Operations
On-Site Upsell System
A structured upsell checklist and automated follow-up flow for field technicians or service staff. Identifies upsell opportunities at the point of service, prompts the right conversation, and follows up on any deferred work automatically.
More revenue per job — without adding pressure or changing how your team works.
Operations
Operations Playbook
A documented library of standard operating procedures for every critical business function — built around how your business actually runs. Reduces owner dependency, speeds up onboarding, and creates the foundation for growth without chaos.
A business that runs on documented systems — not on the owner's memory.
Strategy
Dedicated Strategist
A named AdaptivOps strategist assigned to your account. Weekly check-ins, proactive optimization, and a single point of contact who knows your business, your numbers, and where to push next.
Strategic accountability — not just system management.
Fifteen systems across
five functional categories.
Every system addresses a specific revenue gap. The diagnostic determines which ones apply to your business — and in which order they're built.
Never Miss a Lead
24/7 Call Answering
Automatic Lead Follow-Up
Website Inquiry Capture
Close More of What You Have
Quote Follow-Up System
New Customer Welcome System
Sales Pipeline Build
Build Your Reputation
Review Request System
Referral Growth Sequence
Keep Customers Coming Back
Appointment Reminder System
Lapsed Customer Reactivation
Renewal Follow-Up System
Run on Real Numbers
KPI Dashboard
On-Site Upsell System
Operations Playbook
Non-negotiable inclusions.
Regardless of tier, every AdaptivOps engagement includes three things that don't change.
The engagement starts here — every time.
Before we build anything, we map where your business is losing revenue. You receive a written report identifying the gaps and the estimated monthly cost of each one. The diagnostic determines which tier and which systems apply — no assumptions, no generic packages.
We build it. We run it. We keep it working.
AdaptivOps does not hand over a tool and walk away. Every system is managed on an ongoing basis — monitored, optimized, and adjusted as your business changes. You are not responsible for maintaining anything.
One document. Every month. Plain language.
A written report delivered every month showing what changed, what improved, and what's next. Call volume, conversion rates, revenue recovered, and open pipeline — all in one place. No login required. No dashboard to interpret.
The diagnostic tells us
which systems you actually need.
We don't sell you a tier before we understand your business. The Revenue Diagnostic comes first — always.
No commitment required. Every engagement begins here.