The back office of a midsize firm — without the headcount

Before

A one-truck, mission-driven electrical brand built around healthier homes and EMF awareness — but inquiries from the site and referrals had no automated follow-up, scheduling ran on email back-and-forth, and there was no system to turn happy customers into the next ones.

After FrequencyOS

The whole operation now runs on FrequencyOS: branded follow-up automations, booking calendars with reminders, safety-check outreach to the legacy client list, and a contractor referral portal with payouts and tracking links. The point isn't the software — a one-truck electrician now has the back office of a midsize firm without the headcount.

Before

New inquiries from Instagram DMs and the Holistic Chamber directory were getting lost. No follow-up sequence, no unified contact list, manual booking via email back-and-forth, and a website that didn't capture leads.

After FrequencyOS

Personalized intake form on a one-page site, automated welcome sequence, calendar booking with reminders. Filled 4 paid discovery calls in the first 14 days from the same traffic that was previously going cold.

Before

Front desk juggling Square, Mailchimp, a paper intake binder, and Google Calendar. Re-booking rate under 30%. No way to nurture past clients between visits.

After FrequencyOS

One unified client record, automated re-booking nudges at 4 and 8 weeks, post-visit care emails. Re-booking rate climbed to 58% within 60 days. Front desk got 6 hours a week back.

Before

Running a 12-week group program out of a Google Doc, Stripe links, and a private Facebook group. Drop-off after week 3. No way to track who watched what.

After FrequencyOS

Course delivered inside a branded portal, weekly automated check-ins, community space replacing the FB group. Completion rate doubled, 3 of 12 clients upgraded to 1:1 coaching.