Sales Automation | Home Service Direct

Runs onCloudflare workerhsd-meta-flows

Calendar it watchesTree Service FB Funnel Strategy Callchecked every minute

Leads come frommeta.homeservicedirect.net

Messages29 texts + emailssent through GHL's conversations, not a GHL workflow

To the leadTo David Orange cards are alerts to you.

They fill out the form, no call booked yet

Every follow-up stops the moment they book a call, or as soon as anyone moves their deal out of Filled Form.

3 min after the form

First nudge to book

TextTo the leadw1_t0

Hi Mike👋 it's David with Home Service Direct. Saw your info come through, but looks like you got pulled away before booking your 10-min call.

You can book here: https://meta.homeservicedirect.net/book/mike-johnson

Quick version of what we'll cover: our system delivers 60-80+ premium tree leads per month that close at 70%. That's roughly 45-55 booked tree jobs.

We only take one tree service per market, so grab your spot before someone in your area does 💪

5 min after

Email nudge

EmailTo the leadw1_e0

From Home Service Direct <david@homeservicedirect.net>

Subject Tree service strategy call - let's lock in your call

Hi Mike,

You started booking a call and didn't finish - figured something came up. Happens every day in this business.

Here's the link to grab a time: https://meta.homeservicedirect.net/book/mike-johnson

Quick version of what we'll cover: our system delivers 60-80+ premium tree service leads a month, closing at 70% - that's 45-55 booked jobs from one channel.

10-minute phone call, no hard sell. You'll leave knowing exactly what's possible in your market.

We only take one tree service per area, so grab your spot before someone else in your market does.

Talk soon📞

David - Home Service Direct

Day 1

Second text

TextTo the leadw1_t1

Mike, still want to lock in that call? Takes 30 seconds:

https://meta.homeservicedirect.net/book/mike-johnson

45-55 booked tree jobs a month is on the table if your market's still open.

David, Home Service Direct

Day 2

Last-chance text + email

TextTo the leadw1_t2

Mike - checking in one last time before I move on. If your area's still open, I want you to get the first shot at it.

https://meta.homeservicedirect.net/book/mike-johnson

David, Home Service Direct

EmailTo the leadw1_e2

From Home Service Direct <david@homeservicedirect.net>

Subject Last chance - lock in your strategy call

Hi Mike,

Circling back one more time. We're selective about who we bring on - one tree service per market - and I'd rather lock your area in with you than open it up to a competitor.

Grab a time here: https://meta.homeservicedirect.net/book/mike-johnson

If timing's off right now, no problem - just reply and tell me when to check back.

David, Home Service Direct

Day 4

Closing the file

Their deal moves to Disqualified and they get tagged cold-never-booked.

EmailTo the leadw1_final

From Home Service Direct <david@homeservicedirect.net>

Subject Closing your file

Hi Mike,

Going to close your file on our end - no hard feelings. Rather not clutter your inbox if the timing's not right.

If things change and you want to revisit growing the business, reply to this email or book here:

https://meta.homeservicedirect.net/book/mike-johnson

Have a great 2026

David, Home Service Direct

Small companies get turned away

Only when revenue is $10k-30k AND budget is $0-1k. No other follow-ups go out.

Right away

The "not a fit" text

TextTo the leaddq_sms

Hi Mike, thanks for your interest in working with us! After reviewing your details, we are not able to proceed with onboarding your company at this time.

We currently focus on partnering with larger tree service operations to ensure our growth system delivers the best results at scale.

If you believe we're still a good fit for your business goals, please give me a call directly at (833) 827-4425.

Thank you & wish you all the best!

If they book anyway

Call gets cancelled

The booking is cancelled, the "not a fit" text goes out again and you get a heads-up.

TextTo Daviddavid_dq_booked

🚫 Mike Johnson (Johnson Tree Service) booked a Tree Service FB Funnel Strategy Call call for Tuesday, November 17, 2026 10:30 AM but answered $10k-30k revenue and $0-1k budget. The call was cancelled and the disqualified text sent again.

They book a call

The worker checks the Growth Strategy calendar every minute. The deal moves to Booked and the contact is assigned to you.

Right away

You get the booking

EmailTo Daviddavid_email

From FB ADS FUNNEL APPOINTMENT <support@homeservicedirect.net>

Subject 📅 New Tree Service Growth Strategy Appointment!

You have a new Tree Service FB Funnel Strategy Call Appointment!!🚀

Appt. is booked through: Tree Service Meta Landing Page

Name: Mike Johnson
Phone: +15125550143
Email: mike@johnsontree.com
Company: Johnson Tree Service

Website: johnsontree.com
#Crews: 3-4
Monthly Revenue: 51k-80k
Marketing Budget: 3k-5k

TextTo Daviddavid_sms

You have a new Tree Service FB Funnel Strategy Call Appointment!!🚀

Date/Time: Tuesday, November 17, 2026 10:30 AM

Name: Mike Johnson
Phone: +15125550143
Email: mike@johnsontree.com
Company: Johnson Tree Service
Website: johnsontree.com
#Crews: 3-4
Monthly Revenue: 51k-80k
Marketing Budget: 3k-5k

Right away

They get the confirmation

EmailTo the leadw2_e1

From Home Service Direct <david@homeservicedirect.net>

Subject ✅ Your Strategy Call is Confirmed - Tuesday, November 17, 2026 10:30 AM

Hi Mike,

Thanks for booking your strategy call.

Your call is scheduled for:
Tuesday, November 17, 2026 10:30 AM

Here's what we'll cover on this 10-minute call:

Your service area and current business situation
How we deliver 80-100+ leads a month
How we can help you quickly grow your tree company

What to have ready:

Your service area (cities/zip codes you cover)
Current numbers (jobs/month, average ticket)
Your marketing budget comfort level

That's it. Pretty straightforward.

See you on Tuesday!

Let us know if you have any questions in the meantime 👍

Talk soon📞

David - Home Service Direct

P.S. - If something comes up and you need to reschedule, just hit reply and let me know.

Cancel | Reschedule

TextTo the leadw2_t1

Hey Mike, this is David from Home Service Direct.

Your Tree Service FB Funnel Strategy Call appointment is confirmed. I'll give you a call from 714-410-6150 on November 17, 2026 at 10:30 AM.

Let me know if you have any questions in the meantime 👍

30 min after booking

The results page

Only for bigger companies: revenue above $10k-30k AND Lead Detective graded them A or B. Tag send-results in GHL to force it.

EmailTo the leadw2_e30

From Home Service Direct <david@homeservicedirect.net>

Subject 315 tree leads in 30 days (the real screenshots)

Hi Mike,

One tree company we work with got 315 leads in 30 days. I put the real screenshots on one page so you can see it before we talk:

homeservicedirect.net/results

You'll also see more real ad accounts and the owners on video. It takes about 3 minutes. On the call we'll go over your towns, your numbers and what this would look like for your company.

Talk soon📞
David - Home Service Direct

TextTo the leadw2_t30

Hey Mike, it's David. One tree company we work with got 315 leads in 30 days. I put the real screenshots on one page so you can see it before we talk:

homeservicedirect.net/results

Before the call

A reminder whose time already passed is skipped (book 2 hours out and the 24-hour one never sends). If there has been any back and forth since they booked, Claude reads the thread before each reminder; unless the call is clearly still on at the calendar time, the reminder is held and you get a text instead.

24 hours before

Reminder + what to have ready

EmailTo the leadw2_e24

From Home Service Direct <david@homeservicedirect.net>

Subject Your Meeting is in 24 Hours! - Here's what to have ready

Hi Mike,

Quick reminder: Your strategy call is tomorrow at 10:30 AM

You'll receive a phone call from 714-410-6150 when it's time.

Have these ready:

Service area (cities/zip codes)
Current numbers (jobs/month, avg ticket)
Budget you're comfortable with

Looking forward to tomorrow.

Talk soon📞

David - Home Service Direct

TextTo the leadw2_t24

Hi Mike, this is David from Home Service Direct.

Quick reminder: Your call is tomorrow at 10:30 AM.

We'll call you at this number.

Have ready:
Service area
Current numbers
Budget

1 hour before

Reminder

EmailTo the leadw2_e1h

From David from Home Service Direct <david@homeservicedirect.net>

Subject Your call is starting in 1 hour

Hi Mike, just a friendly reminder that our appointment is in 1 Hour.

Quick checklist:

✓ Service area ready

✓ Current numbers ready

✓ Budget number in mind

Talk soon📞
David - Home Service Direct

TextTo the leadw2_t1h

Hi Mike, just a friendly reminder that our appointment is in 1 Hour.

Talk soon📞

David - Home Service Direct

TextTo Daviddavid_1h

💸1 Hour till your Tree Service FB Funnel Strategy Call Appointment starts!

Date/Time: Tuesday, November 17, 2026 10:30 AM

Contact: Mike Johnson
Company: Johnson Tree Service
#Crews: 3-4
Current Monthly Revenue: 51k-80k
Marketing Budget: 3k-5k

10 min before

Calling soon

TextTo the leadw2_t10

Hey Mike, our appointment is about to start
I'll call you in 10 minutes.

The call gets moved or cancelled

Moving the call in the calendar re-times every reminder by itself. Cancelling stops them.

When moved

New time

TextTo the leadw3_resched

Hey Mike, this is David from Home Service Direct.

Got it, your call is moved to November 17, 2026 at 10:30 AM. I'll give you a call from 714-410-6150 then.

Let me know if you have any questions in the meantime 👍

TextTo Daviddavid_resched

🔁 Mike Johnson (Johnson Tree Service) moved their Tree Service FB Funnel Strategy Call call to Tuesday, November 17, 2026 10:30 AM.

When cancelled

Heads-up

TextTo Daviddavid_cancel

❌ Mike Johnson (Johnson Tree Service) cancelled their Tree Service FB Funnel Strategy Call call that was set for Tuesday, November 17, 2026 10:30 AM.

Second calls (any calendar)

Leads tagged follow-up-call (the sales watcher tags them) get only these. No confirmation email, no results page. This covers the website calendar too.

When the watcher books it

One confirmation text

The wording depends on the call type. Skipped if you already confirmed the time yourself.

TextTo the leadnc_conf_followup

Hi Mike, it's David with Home Service Direct. Our follow-up call is set for Tuesday, November 17 at 10:30 AM your time. I'll call you at this number.

TextTo the leadnc_conf_onboarding

Hi Mike, it's David with Home Service Direct. Your onboarding call is set for Tuesday, November 17 at 10:30 AM your time. It takes about 15 minutes, and I'll call you at this number.

TextTo the leadnc_conf_presentation

Hi Mike, it's David with Home Service Direct. Our call to go over your plan is set for Tuesday, November 17 at 10:30 AM your time. I'll call you at this number.

1 hour before

Reminder

TextTo the leadnc_t1h

Hi Mike, just a friendly reminder that our call is in 1 hour.

Talk soon📞

David - Home Service Direct

TextTo Daviddavid_nc_1h

1 hour till your follow-up call with Mike Johnson (Johnson Tree Service).

Phone: +15125550143

10 min before

Calling soon

TextTo the leadnc_t10

Hey Mike, our call is about to start.
I'll call you in 10 minutes.

Runs onCloudflare workerhsd-web-flows

Calendar it watchesWebsite Design Strategy Callchecked every minute

Leads come fromwebsites.homeservicedirect.net + the website pages on homeservicedirect.net

Messages19 texts + emailssent through GHL's conversations, not a GHL workflow

To the leadTo David Orange cards are alerts to you.

They fill out the quiz, no call booked yet

Every follow-up stops the moment they book. The links open the quiz straight on the calendar step.

Right away

You get the lead

TextTo Daviddavid_lead_sms

🧱 New website lead from Tree Website Offer (not booked yet)
Name: Mike Johnson
Phone: +15125550143
Email: mike@johnsontree.com
Company: Johnson Tree Service
Trade: Tree service
Crews: 2-3
Has a website: Yes johnsontree.com

3 min after the quiz

First nudge to book

TextTo the leadw1_t0

Hi Mike, it's David with Home Service Direct. Saw your website request come through but looks like you got pulled away before picking a time.

Grab a quick 15-min call here: https://websites.homeservicedirect.net/start/?c=abc123

We'll go over your jobs and the design you want, then get your new site started. $299/mo, no setup fee, no contract.

5 min after

Email nudge

EmailTo the leadw1_e0

From David at Home Service Direct <david@homeservicedirect.net>

Subject Your new website: pick a time for a quick call

Hi Mike,

You started your website request and didn't get to pick a time. Figured something came up. Happens every day in this business.

Here's the link to grab a 15-minute call: https://websites.homeservicedirect.net/start/?c=abc123

On the call we'll go over the work you do, the towns you cover and which design fits you best. Then we build it, host it and keep it running. $299 a month, no setup fee, no contract.

Talk soon📞
David, Home Service Direct

Day 1

Second text

TextTo the leadw1_t1

Mike, still want that new website? Picking a time takes 30 seconds:

https://websites.homeservicedirect.net/start/?c=abc123

David, Home Service Direct

Day 2

Last text + email

TextTo the leadw1_t2

Mike, checking in one more time on your website. If you still want it, grab a time here and we'll get it built:

https://websites.homeservicedirect.net/start/?c=abc123

David, Home Service Direct

EmailTo the leadw1_e2

From David at Home Service Direct <david@homeservicedirect.net>

Subject Still want your new website?

Hi Mike,

Circling back on your website request. A good site with your reviews up front is one of the easiest ways to win more of the jobs you're already bidding on.

Grab a time here: https://websites.homeservicedirect.net/start/?c=abc123

If the timing's off right now, no problem. Just reply and tell me when to check back.

David, Home Service Direct

Day 4

Closing the request

They get tagged web-cold-never-booked.

EmailTo the leadw1_final

From David at Home Service Direct <david@homeservicedirect.net>

Subject Closing your website request

Hi Mike,

Going to close out your website request on our end. No hard feelings, I'd rather not clutter your inbox if the timing's not right.

If things change, reply to this email or book here:
https://websites.homeservicedirect.net/start/?c=abc123

David, Home Service Direct

They book a call

The worker checks the Website Design Strategy Call calendar every minute. The contact is assigned to you.

Right away

You get the booking

EmailTo Daviddavid_email

From WEBSITE LEAD <support@homeservicedirect.net>

Subject 📅 New Website Design Strategy Call!

You have a new Website Design Strategy Call!🚀

Date/Time: Tuesday, November 17, 2026 10:30 AM (CST)
Booked through: Tree Website Offer page (Facebook)

Name: Mike Johnson
Phone: +15125550143
Email: mike@johnsontree.com
Company: Johnson Tree Service
Trade: Tree service
Crews: 2-3
Has a website: Yes johnsontree.com

TextTo Daviddavid_sms

You have a new Website Design Strategy Call!🚀
Date/Time: Tuesday, November 17, 2026 10:30 AM
Name: Mike Johnson
Phone: +15125550143
Email: mike@johnsontree.com
Company: Johnson Tree Service
Trade: Tree service
Crews: 2-3
Has a website: Yes johnsontree.com

Right away

They get the confirmation

EmailTo the leadw2_e1

From David at Home Service Direct <david@homeservicedirect.net>

Subject ✅ Your Website Call is Confirmed: Tuesday, November 17, 2026 10:30 AM

Hi Mike,

Thanks for booking your website call. It's set for:
Tuesday, November 17, 2026 10:30 AM

I'll call you from 714-410-6150. Here's what we'll cover on this 15-minute call:
• The work you do and the jobs you want more of
• The towns you cover
• Which design fits you, and what goes on your site

What to have ready:
• Your list of services
• Your logo, if you have one
• A few photos of your best jobs

That's it. See you on Tuesday!

Talk soon📞
David, Home Service Direct

P.S. If something comes up and you need a different time, just reply to this email or text me.

TextTo the leadw2_t1

Hey Mike, this is David from Home Service Direct. Your website call is confirmed. I'll give you a call from 714-410-6150 on November 17, 2026 at 10:30 AM. Let me know if you have any questions in the meantime 👍

Before the call

A reminder whose time already passed is skipped.

24 hours before

Reminder + what to have ready

EmailTo the leadw2_e24

From David at Home Service Direct <david@homeservicedirect.net>

Subject Your website call is tomorrow

Hi Mike,

Quick reminder: our website call is tomorrow at 10:30 AM. You'll get a call from 714-410-6150.

Have these handy if you can:
• Your list of services
• Your logo
• A few job photos

Talk soon📞
David, Home Service Direct

TextTo the leadw2_t24

Hi Mike, this is David from Home Service Direct. Quick reminder: our website call is tomorrow at 10:30 AM. I'll call you at this number.

1 hour before

Reminder

TextTo the leadw2_t1h

Hi Mike, just a friendly reminder that our website call is in 1 hour. Talk soon📞 David, Home Service Direct

TextTo Daviddavid_1h

💸 1 hour till your Website Design Strategy Call!
Date/Time: Tuesday, November 17, 2026 10:30 AM
Name: Mike Johnson
Phone: +15125550143
Email: mike@johnsontree.com
Company: Johnson Tree Service
Trade: Tree service
Crews: 2-3
Has a website: Yes johnsontree.com

10 min before

Calling soon

TextTo the leadw2_t10

Hey Mike, our website call is about to start. I'll call you in 10 minutes.

The call gets moved or cancelled

Moving the call re-times the reminders. Cancelling stops them. Second calls (tagged follow-up-call) are handled by the Meta worker's second-call texts.

When moved

New time

TextTo the leadw3_resched

Hey Mike, this is David from Home Service Direct. Got it, your website call is moved to November 17, 2026 at 10:30 AM. I'll give you a call from 714-410-6150 then 👍

TextTo Daviddavid_resched

🔁 Mike Johnson (Johnson Tree Service) moved their Website Design Strategy Call to Tuesday, November 17, 2026 10:30 AM.

When cancelled

Heads-up

TextTo Daviddavid_cancel

❌ Mike Johnson (Johnson Tree Service) cancelled their Website Design Strategy Call that was set for Tuesday, November 17, 2026 10:30 AM.

Built November 14, 2026 from the workers' own template files (HSD Landing Pages/hsd-meta-flows and hsd-web-flows). Test leads tagged flow-test get nothing: every message is only saved, never sent. Off switch for each worker: /admin/live?on=0.