Core outcomes
3
Commercial and operational outcomes already mapped to the bundle.
Workflow templates
4
Workflow blueprints that operationalize the bundle once dependencies are ready.
Connector lanes
7
Provider and connector categories that need to be available for the bundle.
Tracked KPIs
4
Operational or commercial scorecards the bundle is already designed to surface.
Operating model
The service families and workflows inside this bundle
Vertical packages turn the public service families into one more opinionated rollout path, with onboarding, dashboards, and KPI expectations already aligned.
Flagship service
Advanced Google Ads
Run a cleaner Google Ads program with tighter measurement, better lead handling, and a more credible loop between spend and outcomes.
Service family
AI Lead Intake OS
Unify the way inbound demand is captured, qualified, and handed into sales or ops without losing context.
Service family
AI Sales Automation OS
Turn qualified demand into faster meetings, tighter follow-up, and cleaner handoff states.
Service family
AI Communications OS
Coordinate customer, prospect, and operator communications across every important channel.
Service family
Appointment Automation
Booking automation that reduces manual back-and-forth while keeping policy rules, reminders, and context intact.
Service-to-vertical map
How this vertical is assembled from shared modules
Construction and field-service packages reuse the same intake, booking, follow-up, and reporting primitives without inventing a separate estimator stack.
Service roles
Advanced Google Ads
Provides paid-acquisition coverage where quote volume and service-area intent matter to the job pipeline.
AI Lead Intake OS
Captures quote requests, missed calls, and channel context before office staff triage the lead.
AI Sales Automation OS
Keeps callbacks, reminders, and estimate progression consistent after the first response.
AI Communications OS
Handles messaging and voice touchpoints for surveys, site visits, and job updates.
Appointment Automation
Turns qualified job requests into booked visits with shared reminder and handoff rules.
Assembly sequence
Drive job demand into one intake lane
Paid demand and direct inquiries land in the same lead-intake workflow so the office team does not juggle disconnected sources.
Services
Google Ads · Lead Intake OS
Workflows
Lead Intake Router · Qualification Follow-Up
Agent packs
Lead Intake Pack
Book surveys and keep quotes moving
Sales automation and appointment workflows reuse the shared booking and reminder primitives already in the platform.
Services
Sales Automation OS · Appointment Automation
Workflows
Appointment Setter · Qualification Follow-Up
Agent packs
Sales Automation Pack · Communications Pack
Close the loop on conversion quality
Reporting modules connect campaign posture, callbacks, and booked work without creating a field-service-only analytics stack.
Services
Communications OS · Google Ads
Workflows
Missed-Call Textback
Agent packs
Communications Pack
Blueprint map
What the bundle maps to inside NEXA OS
The same package record now maps to workflow templates, agent packs, onboarding modules, dashboard modules, and reporting without splitting public and operational definitions.
Workflows
Automation templates
Lead Intake Router
Normalizes inbound requests and pushes them into the right queue or owner.
Qualification Follow-Up
Scores fit, asks the next question, and keeps follow-up moving.
Appointment Setter
Books meetings or site visits with reminders and handoff context.
Missed-Call Textback
Catches missed or after-hours calls and starts the recovery lane immediately.
Agent packs
AI workforce coverage
Lead Intake Pack
Agents that qualify, route, and summarize inbound demand.
Sales Automation Pack
Agents for nurture, booking, and opportunity follow-up.
Communications Pack
Channel-aware agents for messaging, reminders, and missed-call recovery.
Onboarding
Launch checklist
Workspace Baseline
Define owners, source systems, and the first service boundaries.
Connector Readiness
Confirm every required connector before workflows are activated.
Workflow Approvals
Review risky automations and sign off on change-control rules.
Handoff Rules
Clarify who owns each stage when automation stops and humans take over.
Dashboard and reporting
Where teams track the rollout
Lead Intake
Queues, qualification posture, and handoff readiness.
Bookings
Scheduling posture, reminder coverage, and conversion handoff.
Messaging Ops
Transport health, sequence posture, and message operations.
Voice Ops
Voice routing, missed-call recovery, and transcript visibility.
Analytics Scorecards
Service and package KPI scorecards tied to real workflows.
Lead Funnel
Tracks inbound demand quality from capture through qualification.
Pipeline Velocity
Monitors movement from qualified demand into booked or closed states.
Response SLA
Measures response-speed posture across support and revenue lanes.
Launch notes
Vertical onboarding notes and KPI mapping
These notes annotate the shared onboarding and reporting modules for this vertical without introducing a separate implementation path.
Onboarding notes
Lock the service-area model early
Define regions, job types, and ownership boundaries before inbound requests start getting auto-routed.
Connect ads, booking, and CRM in one pass
Google Ads, CRM, calendar, messaging, voice, workflow, and analytics need the same conversion and job-state vocabulary.
Approve quote and reminder automations
Confirm where estimate follow-up, reminder cadence, and anomaly alerts need human review before launch.
Clarify office-to-field handoff
Document when the office team, estimator, or technician owns the next action so automated nudges stop in the right place.
Reporting and KPI map
Lead Funnel
Shows how campaign and inbound job demand moves from first touch into qualified opportunities.
Pipeline Velocity
Tracks how fast surveys, estimates, and quote follow-up turn into scheduled work.
Response SLA
Keeps callback, missed-call recovery, and quote follow-up timing visible to the office team.
Readiness and compliance
Dependencies that keep the bundle trustworthy
These bundles deliberately call out operational dependencies and compliance considerations so public storytelling does not pretend the rollout is push-button.
Deployment dependencies
Service-area routing rules approved
Estimator availability synced
Quote follow-up timing confirmed
Provider mapping
Google Ads
This bundle already maps to the shared workspace connection seam for Google Ads.
Apideck CRM
This bundle already maps to the shared workspace connection seam for Apideck CRM.
Twilio
This bundle already maps to the shared workspace connection seam for Twilio.
Google Calendar
This bundle already maps to the shared workspace connection seam for Google Calendar.
n8n
This bundle already maps to the shared workspace connection seam for n8n.
Google Analytics 4
This bundle already maps to the shared workspace connection seam for Google Analytics 4.
Compliance watchpoints
Capture opt-in for text reminders and callbacks
Restrict job-site details to approved operational users
Connector requirements
Google Ads
Workspace connectionGoogle Ads access is required for campaign posture, lead feedback, and anomaly visibility.
CRM sync
Workspace connectionCRM connectivity keeps estimator notes, lead stages, and booked jobs aligned with intake workflows.
Messaging transport
Workspace connectionTwilio-backed messaging supports callback coverage and reminder sequences without a separate vendor-specific fork.
Voice transport
Workspace connectionVoice transport remains necessary for missed-call recovery and job-request capture.
Calendar
Workspace connectionCalendar sync is the shared booking seam for site visits, surveys, and follow-up appointments.
Workflow engine
Workspace connectionn8n orchestrates intake, qualification, appointment, and reporting flows without bespoke scheduling logic.
Analytics
Workspace connectionAnalytics posture keeps campaign and booking scorecards tied back to real lead outcomes.
Expansion path
The next lanes this bundle usually unlocks
Vertical packages can start with a narrow industry problem, then expand into adjacent service families once the core lane is stable.
Common next step
AI Reporting OS
See what changed, why it changed, and whether the workflow is helping commercial outcomes.
Common next step
AI Knowledge OS
Keep every AI surface grounded in approved sources instead of stale or improvised answers.
Common next step
AI Operations & Automation
Replace manual friction with a managed operations program that hardens intake, automation coverage, and change visibility.
Trust posture
Why the bundle page does not over-claim delivery maturity
The public bundle story is intentionally tied back to the same shared records that power dashboards, forms, onboarding, and later activation work.
Shared catalog, not page-local copy
Services, bundles, pricing posture, workflow links, and form deep links resolve from the same typed service catalog.
Lead capture stays durable-first
Contact and audit requests still flow through one shared capture service with hashing, rate limits, and downstream dispatch tracking.
Delivery state stays honest
Public pages describe scope and rollout inputs, while real workspace activation and readiness remain in dashboard and admin service ledgers.