01 · The foundation
Your work earned the reputation. Let’s build on it.
BeforeAfter
What clients say
Todd and his crew were meticulous. What a fantastic job!
Todd was communicative and very professional.
The craft is already here. Omni adds the connective tissue.
Fox Painting has
- Craftsmanship
- Customer relationships
- Project stories
Omni connects it to
- A modern client experience
- A more organized business
- A steady flow of new leads
03 · Your connected business
One CRM for every lead, conversation and job.
The website, phone, texts, email, Facebook, Instagram and QuickBooks all feed one Fox Painting CRM. It answers by text or phone from the job site.
Six sources. One customer record.
Each source keeps working the way it does today. The difference is where it lands. Select one to see.
Inside the Fox Painting CRM.
Six parts of the business, in one screen, powered by AI.
Example dashboard: 9 open jobs, 6 won and 2 lost in the last 30 days, $41,200 won, a job funnel by stage, and three pending tasks.
Example inbox: six customer conversations across text, website form, Instagram, phone, email and Facebook. Sam Rivera’s thread shows a call, a website request with photos, the quote email and a text confirming Tuesday.
Example job board: 3 new inquiries, 2 estimates scheduled, 2 quotes sent worth $11,050 and 2 booked jobs worth $19,300.
Example contact list: 386 contacts with phone, email, created date, last activity and tags such as past customer, QuickBooks, real estate agent and website lead.
Example week, November 8 to 14: a job start on Monday, Sam Rivera’s color consult on Tuesday at 9:00 AM, and estimates on Wednesday, Thursday and Friday.
Example invoices: one draft for $2,280, one sent for $2,600 and two paid deposits totalling $5,250.
The whole business at a glance.Open jobs, quotes out, booked work and the day’s follow-ups on one screen.
One inbox for every channel.Calls, texts, email, website requests, Facebook and Instagram sit in one thread per customer, with the photos and the quote attached.
Every job on one board.Each inquiry becomes a card that moves from new inquiry to booked, carrying its source and its value.
Every customer, past and new.QuickBooks clients, website leads and referring agents in one searchable, tagged list.
Estimates and job starts on one calendar.Customers get a confirmation and a reminder without anyone picking up the phone.
Quotes and invoices in the same place.Send a deposit request from the job, and see what is paid and what is still due.
A dedicated AI phone number for Fox Painting.
Text it an update. Call it for a customer’s details. Confirm appointments. Ask how the month is going.
Today 9:41 AM
Delivered
Today 9:38 AM
04 · Growth & the plan
A steady way to grow, and a clear view of it.
Lead generation
Reach the agents who refer.
Omni runs email outreach to real estate agents in Fox Painting’s best markets. Every reply lands in the CRM, from the first answer through to a booking.
- 1
Outreach
Email to local real estate agents.
- 2
Conversations
Replies land in the CRM inbox and get a follow-up.
- 3
Booking
Good fits become a job card and a calendar slot.
Seasonal newsletter
Stay in front of past customers, with Fox Painting’s own work. Sent from the CRM to the past-customer list.
- Project photos
- Seasonal painting ideas
- Business updates
Fall edition
Project spotlight: a kitchen goes warm white
Same cabinets, new finish. Five days from first coat to hardware.
Book interior work now and have it done before the holidays.
Winter cabinet refinishing dates are open.
Monthly reportingProjects, revenue and leads, straight from the CRM
Current jobs
Scheduled work
Next actions
Investment
Three ways to work with Omni.
What the managed service covers
The CRM New
- One inbox for calls, texts, email, Facebook and Instagram
- Job board from new inquiry to booked
- Calendar with confirmations and reminders
- Quotes and invoices
- Every lead and customer in one searchable list
- Dashboard of open jobs, quotes and follow-ups
Keeps working
- Calls, texts and estimate requests Running today
- Ongoing support and upkeep
Connects
- QuickBooks clients and invoicing New
- Dedicated AI phone number New
Grows
- Real estate agent outreach, through booking New
- Seasonal newsletters New
- Monthly reports New
Refer a business, get a month free. One free month for every referral that becomes a new Omni client, on any option.
Rollout
Four weeks, one step at a time.
Week 1
Connect.
- Set up the CRM
- Connect the website, email, social and phone
- Bring in the client list from QuickBooks
Week 2
Activate.
- Set up and test the dedicated AI phone number
- Try text updates, customer lookups, appointment confirmations and revenue checks
- Confirm who on the team gets what
Week 3
Engage.
- Build the real estate agent list in priority markets
- Approve the outreach messages and launch
- Prepare the first seasonal newsletter
Week 4
Measure.
- Deliver the first monthly report
- Review replies, bookings and follow-ups
- Fine-tune what’s running