How it works

From first call to a system that runs on its own.

A clear path, one person accountable, and a system you can see working from week one. Here’s exactly what happens after you say yes.

The film

One lead, start to finish.

Turn narration on if you’d like it read aloud.

SCENE 01 · 11:48 PM
Summit RoofingStorm damage? Book a free inspection this week.
Get quote
Dana Reyes
dana@reyesfamily.com
(512) 555-0142
Leak near chimney
✓ Submitted

Late at night, Dana sees a Meta ad and fills in the form. Most teams won’t see it until morning.

SCENE 02 · 11:48:07 PM
DR
Dana Reyes
Created 7 seconds ago
New lead
SourceMeta Ads · “Storm season”
NeedLeak near chimney
LocationAustin, TX
Lead score72 / 100 · high intent
Next actionInstant email + SMS sent ✓

Seven seconds later she’s in the CRM: tagged, scored, and already replied to.

SCENE 03 · THE NEXT 14 DAYS
DAY 0Welcome emailShort, personal, from a real name.
DAY 1AI voice callIf she hasn’t replied yet.
DAY 3Useful follow-upPhotos of past jobs nearby.
WEEKLYNewsletterStays in front of her for months.

She didn’t reply? Fine. The system follows up on email, on the phone and in her inbox every week.

SCENE 04 · DAY 1 · 10:02 AM

AI AGENTHi Dana, it’s Ava from Summit Roofing. You asked about an inspection last night?

DANAYes! I meant to call you back.

AI AGENTNo problem. Does Thursday morning work for an inspector?

DANAThursday’s perfect.

A natural-sounding AI voice agent calls, answers questions and books the slot.

SCENE 05 · DAY 1 · 10:05 AM
This week+1 booked
MON
TUE
WED
THU 9:30
Dana R. · inspection
FRI
Site visit
Quote review
PilotNest bot · #sales
New booking: Dana Reyes, Thu 9:30am. Source: Meta Ads → AI call. CRM updated.

The meeting lands on the calendar and the owner gets a ping. Nobody lifted a finger.

PilotNest

Leads in. Leads kept.
Leads booked.

Build mine →
0:00
Four steps

Diagnose. Design. Build. Run.

STEP 01

Diagnose

We look at where leads come from, how fast they’re answered, and where they go quiet. You get a short written gap audit, whether or not we work together.

STEP 02

Design

We map your system on one page: channels, messages, follow-up timing, AI calls, CRM stages and reports. Nothing gets built until you approve it.

STEP 03

Build

We set up domains, ads, sequences, the newsletter, the voice agent and the automations, all in accounts you own.

STEP 04

Run & improve

We run it with you. Weekly report, monthly review, and constant small improvements.

The first 90 days

What happens, week by week.

Most systems are live within four weeks. The next two months are about making them better.

Day 0–1

Kickoff

Contract, kickoff call booked, access checklist sent.

Days 1–3

Discovery

Goals, ideal customer, offers, markets and compliance needs.

Days 3–7

Audit

Current outreach, CRM, data and baseline numbers.

Week 2

Build the base

Lists, enrichment, segments, messaging, campaign plan.

Weeks 2–3

Wire it up

Email and ad flows, CRM stages, AI voice agent, follow-up logic.

Weeks 3–4

Launch

Quality checks, pilot launch, deliverability watch, first tweaks.

Month 2

Scale what works

Winning segments scaled, A/B tests, newsletter rhythm, reactivation.

Month 3

Review

Pipeline review, what to double down on, next-quarter plan.

Your pod

Four people. One point of contact.

Every client gets a dedicated pod. You talk to Sarosh; the pod makes it happen.

Strategy & point of contact

Sarosh. Owns your results, runs the weekly check-in.

Automation engineer

Builds and maintains the workflows, CRM sync and AI steps.

Campaign specialist

Runs email, ads and the newsletter. Watches the numbers.

Client delivery

Handles the day-to-day tasks, design and reporting.

Questions

Before you book a call.

How long until it’s running?

Most systems launch in three to four weeks. Simple setups can go live faster.

Do I own everything you build?

Yes. Domains, ad accounts, CRM, workflows and data live in your accounts. If we ever part ways, it all stays with you.

How much of my time does it take?

About an hour in week one, then around 30 minutes a week for approvals and the check-in.

How do you price?

A one-time setup plus a monthly fee, based on the channels and volume you need. You’ll get a clear number after the strategy call.

Which countries do you work with?

Clients in the US, UK, Middle East and Europe. We work across time zones.

Your next step

Let’s stop your leads from going cold.

Tell me how leads reach you today. I’ll map where they slip through, and what the system around them should look like. No pitch deck, just a plan.