Packages

Choose the starting point based on where revenue is leaking.

RIKU Growth packages are built around operational leaks, not generic retainers. The right starting point depends on whether the problem is missed calls, messy CRM stages, weak estimate follow-up, dispatcher overload, or the full lead-to-review workflow.

Book a Workflow Audit

Starting points

Five practical package paths for home-service operations.

Each package defines who it is for, what gets reviewed or built, what tools it can connect with, what the client needs to provide, and when it is the best fit.

Who it is for

Workflow Audit

For companies that need to find where leads and follow-ups are leaking, even if the CRM, dispatch process, invoicing workflow, or customer records are messy.

A diagnostic review of missed calls, form response, CRM stages, dispatcher handoff, estimate follow-up, post-job review triggers, and automation readiness.

The audit helps map the foundation your business needs before automation is built: tools, workflow stages, lead sources, follow-up rules, dispatch handoff, customer records, reporting, and owner visibility.

Scope confirmed before the audit.

Best fit

Best starting point if you are unsure whether your business needs CRM cleanup, field-service software, lead source organization, dispatch structure, estimate tracking, or automation first.

Reviewed / built

Lead source review
CRM and pipeline review
Missed call and form response review
Estimate follow-up review
Post-job review workflow review
Job completion report review
Automation readiness map
Foundation priority map

Can connect with

CRM reports
Website forms
Phone and missed-call logs
Estimate status records
Review request tools
Spreadsheets or manual records

Client provides

CRM screenshots or temporary access
Current tool list or spreadsheets
Lead source list
Current follow-up examples
Known staff handoff issues

Book workflow audit

Who it is for

Lead Capture System

For companies losing inquiries before the team replies.

Missed-call SMS, website form/chat intake, lead qualification, CRM updates, and staff alerts.

Scope confirmed after workflow audit.

Best fit

Best when the biggest issue is missed calls, website forms sitting in an inbox, chat inquiries without follow-up, or after-hours leads going cold.

Reviewed / built

Missed call SMS
Website form follow-up
Chatbot intake
After-hours inquiry capture
CRM update
Staff alert

Can connect with

GoHighLevel
Jobber
ServiceTitan
Housecall Pro
Zapier or Make

Client provides

Phone and form routing details
Approved intake questions
Service area and urgency rules
Staff notification preferences

Book workflow audit

Who it is for

CRM Cleanup System

For teams whose CRM has become a junk drawer.

Pipeline redesign, tags, custom fields, duplicate cleanup, lost reasons, task automation, and dashboard views.

Scope confirmed after workflow audit.

Best fit

Best when leads technically enter the CRM, but stages are unclear, staff ownership is inconsistent, and owner reporting does not show where follow-up is failing.

Reviewed / built

Pipeline cleanup
Tags and custom fields
Lead stages
Task rules
Source tracking
Reporting dashboard

Can connect with

GoHighLevel
Jobber
ServiceTitan
HubSpot
Internal reporting sheets

Client provides

CRM access
Current stage definitions
Lost reason categories
Lead ownership rules

Book workflow audit

Who it is for

Dispatcher Assist System

For teams that need better triage and booking handoff.

Assist-only, semi-automated, or approved auto-booking workflows with urgency routing and exception escalation.

Scope confirmed after workflow audit.

Best fit

Best when dispatchers are overloaded, intake notes are incomplete, urgency gets guessed, or booking authority needs a human-controlled automation mode.

Reviewed / built

Urgency scoring
Booking rules
Dispatcher approval modes
Handoff notes
Exception handling
Priority alerts

Can connect with

Scheduling calendars
CRM task queues
SMS and email alerts
Slack or internal notifications
Job management systems

Client provides

Scheduling rules
Service categories
Emergency escalation rules
Dispatcher approval preferences

Book workflow audit

Who it is for

Full Revenue Operations System

For companies that want lead capture, CRM, estimate follow-up, dispatch handoff, post-job reports, and review automation connected together.

Lead capture, CRM cleanup, dispatcher assist, estimate follow-up, dormant lead revival, reporting, and post-job automation.

Scope confirmed after workflow audit.

Best fit

Best when the company wants the lead-to-review workflow connected across intake, CRM, estimates, dispatch, completion, reporting, and reputation follow-up.

Reviewed / built

Lead capture
CRM cleanup
Estimate follow-up
Dispatcher handoff
Post-job reports
Job completion reports
Review requests
Owner visibility dashboard

Can connect with

GoHighLevel
Jobber
ServiceTitan
Housecall Pro
HubSpot
Zapier or Make

Client provides

Workflow audit inputs
CRM and lead source access
Approved messaging and booking rules
Owner reporting priorities
Staff rollout expectations

Book workflow audit

Specialized module

Specialized module for proposal-heavy teams

Proposal, Bid & Document Workflow Automation

For solar, HVAC, and roofing companies that need help organizing proposal requirements, bid packages, RFP responses, service agreements, scopes of work, document checklists, review steps, and follow-up tasks.

Explore Document Workflow

Best fit

Solar RFPs
HVAC commercial proposals
Roofing bid packages

Connects with

CRM
Google Drive
Docs
Sheets
Email
Internal tasks

Client provides

Past proposals
Company profile
Warranty language
Service details
Pricing/review process
Current document workflow

Not sure which package fits?

Start with the Workflow Audit.

We map the leak first, then recommend whether the next step is CRM cleanup, field-service software, dispatch structure, estimate tracking, reporting, or automation on top of the tools you already use.

Book a Workflow Audit

Next step

Find the leaks before another lead goes cold.

Book a workflow audit and identify where missed calls, slow follow-up, CRM leakage, and post-job review gaps are costing the business.

Book a Workflow Audit Get the Missed Lead Checklist