A customer reaches out.
Hayden · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Excavation Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
A site to prepare. Questions still open.
An owner needs a site prepared for an outbuilding. Access, ground conditions, and requested work need your team’s review.
Your excavation business · Follow-up gapsTwo moments that matter
Outbuilding site preparation
A site review still needed.
An owner asks about excavation. Access, levels, ground conditions, and the proposed work need your team’s review.
Your project proposal
What does the prep cover?
The quote is ready, but questions about included digging, material handling, and preparation remain.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Keep the site request with the proposal.
Keep the site preparation request, access information, and quote questions together while your team assesses the ground and proposed work.
| Customer moment | Connected next step |
|---|---|
| Outbuilding site preparation | Contact + request captured |
| Project quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Start with the site.
Capture the intended project, site location, access information, and contact details for your team’s review.
Discuss the proposed work.
Follow up on the recorded quote so questions about preparation, material handling, and included work reach your team.
Stay in touch after work.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your excavation business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
A site to prepare.
Capture the request.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the proposed project, site location, and customer’s contact details together.
- Share the requested site preparation with your team before it assesses the ground and defines the work.
Your team evaluates ground conditions, utilities, access, engineering requirements, material handling, scope, and schedule.
Illustrative example
Hayden’s outbuilding site preparation
“We’re planning an outbuilding. Could you look at the site preparation?”
Site & intended projectFor team review
Access informationFor team review
Requested preparationFor team review
Step 02 / Convert
Site work is quoted.
Discuss what’s in it.
- Help customers choose a configured estimate appointment, separate from the work itself.
- Follow up after your team records the quote and price.
- Bring the next question back to your team: “Which preparation and material handling are included in the quote?”
Your team evaluates ground conditions, utilities, access, engineering requirements, material handling, scope, and schedule.
Illustrative example
Your team’s excavation proposal
Site preparation quote
Site & access reviewed
Site preparation details
Your recorded price
Your team sets the work schedule
Hayden · A question after the quote
“Which preparation and material handling are included in the quote?”
Step 03 / Compound
The site work is done.
Stay in touch.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- A future site project. An existing connection. Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Site work complete
Your team confirms completion
Ask about the experience
An eligible review request. Hayden chooses whether to respond.
Invite a referral
If Hayden makes an introduction, your team follows up personally.
A future site project. An existing connection.Approved past-customer outreach
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your excavation business.
Can SalesOS take an excavation or site-preparation inquiry?
Configured intake can collect the proposed project, site location, customer’s description, and contact details. Your team evaluates whether the work is a fit and what site assessment is required before estimating.
Can it locate utilities or say where it is safe to dig?
No. Utility locating, clearance, excavation safety, ground stability, and digging methods belong to your team and the appropriate qualified services. SalesOS does not provide digging instructions or approve a work area.
Can it estimate soil volumes or machine requirements?
No automatic quantities, equipment selection, or ground-condition assessment is promised. Your team reviews the site, plans, levels, access, material handling, and specifications before defining the work and its price.
Does an estimate appointment reserve excavation equipment?
No. The configured calendar is for estimate appointments. Your team separately arranges equipment, operators, transport, site readiness, and the work schedule. Selecting an estimate does not reserve machines or dispatch a crew.
Does it handle engineering, drainage design, or permits?
Your team coordinates those requirements with the relevant professionals and authorities. SalesOS does not make engineering or approval decisions, design drainage, or certify the suitability of the prepared site.
What if conditions or the requested digging scope change?
Your team reviews the change, discusses any implications with the customer, and updates the agreed scope, price, and timing. SalesOS can surface the customer’s question but does not authorize extra excavation or reprice the work.
When can customer outreach happen after site work?
After your team confirms the agreed work is complete, eligible review requests and referral invitations can run under configured settings. Approved past-customer campaigns can invite another conversation. Your team handles introductions personally and launches slow-season outreach manually.
You prepare the site.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call