FAQ

A QR code (Quick Response code) is a type of scannable image that stores information, like a link, contact info, or payment details. When someone scans it with their phone, it instantly opens a website, menu, form, or anything you’ve linked to it.

✅ Benefits of using QR codes for your business:

📱 Easy access: Customers can scan and get info instantly — no typing needed.

🚀 More engagement: Great for flyers, business cards, signs, packaging, or receipts.

📈 Trackable: Some QR tools let you see how many people scanned your code.

💼 Professional look: Makes your business look tech-savvy and efficient.

💡 Example: A contractor can link their QR code to a portfolio, payment form, or contact info — making it easy for customers to get in touch or see past work.

SSL stands for Secure Sockets Layer — it’s the technology that keeps your website safe. When your site has SSL, it shows up as “https://” instead of just “http://”, and visitors will see a padlock icon in the address bar.

✅ Benefits of having SSL:

🔒 Protects your visitors: Keeps data like contact forms, logins, and payment info secure.

🛡️ Builds trust: Customers feel safer doing business with you.

📈 Improves SEO: Google ranks secure websites higher.

🚫 Avoids warnings: Without SSL, browsers may label your site “Not Secure” — which can scare visitors away.

💡 Tip: All of our plans include SSL, so your website is protected from day one.

An email alias is an alternative email address that forwards to your main inbox. You don’t need to set up a separate account — it’s just a different name that leads to the same place.

✅ Benefits of using email aliases:

📥 All in one inbox: Receive emails from multiple addresses without managing multiple accounts.

💼 Look more professional: Use aliases like support@yourdomain.com, billing@yourdomain.com, or info@yourdomain.com.

📊 Organize better: Filter or label incoming emails by alias for faster response and cleaner inbox management.

🔐 Keep your main email private: Use aliases when signing up for services or when sharing contact info publicly.

💡 Example: All emails sent to support@yourdomain.com and billing@yourdomain.com can go to you@yourdomain.com without needing separate logins.

A Private IP address means your website gets its own dedicated IP, instead of sharing one with many other sites. It gives you more control, stability, and security — especially if your site handles sensitive data or runs custom apps.

✅ Benefits of having a Private IP:

⚡ Faster performance: Less chance of your site slowing down due to other websites on the same server.

🛡️ Better security: Easier to set up secure features like firewalls or custom SSL certificates.

📧 Fewer email issues: Reduces the risk of your emails being marked as spam because of shared IP abuse.

🌐 Direct access: You can access your website directly using the IP address if needed.

💡 Good to know: Our Advanced and Complete plans include a Private IP — perfect for growing businesses or sites that need reliable performance.

A subdomain is an extension of your main domain name that lets you create separate sections of your website — like a “mini site” under your main domain.

For example:

If your main domain is mybusiness.com, a subdomain could be:
🔹 store.mybusiness.com
🔹 blog.mybusiness.com
🔹 support.mybusiness.com

✅ Benefits of using subdomains:

📂 Organize your content: Use different subdomains for your blog, store, client portal, or landing pages.

🔒 Keep things separate: Great for businesses with multiple services, languages, or departments.

🧩 Easier customization: Each subdomain can have its own design, settings, or even platform.

💻 Improve performance: Subdomains can run on different servers for better speed and load management.

💡 Example: With our plans, you get up to 10 subdomains on Basic, 20 on Advanced, and Unlimited with the Complete package — giving you flexibility as your business grows.

DMARC is a security protocol that protects your domain from being used to send fake or fraudulent emails (like phishing scams). It tells email providers how to handle suspicious messages that claim to come from your business.

✅ Benefits of having DMARC:

🔐 Prevents email spoofing: Stops hackers from pretending to be you.

📬 Improves deliverability: Emails from your domain are more likely to reach inboxes — not spam folders.

🛡️ Builds trust: Customers and clients know your emails are legitimate.

📊 Get reports: See who’s trying to misuse your domain and take action.

💡 Example: Without DMARC, someone could send fake emails from yourname@yourdomain.com to scam your customers. With DMARC, those emails get blocked or flagged.

A funnel is a step-by-step system that guides potential customers from the moment they discover your business all the way to booking a service, making a purchase, or contacting you.

Think of it as your online sales path — designed to turn visitors into paying clients.

✅ Benefits of using a funnel:

🎯 Focused marketing: Show the right message to the right person at the right time.

📈 More conversions: Funnels are designed to increase signups, bookings, or sales.

🤖 Automation: Handle follow-ups, reminders, and nurturing without lifting a finger.

🧠 Smart insights: Track where customers drop off and improve your sales process.

💡 Example: A simple funnel could look like this:

Facebook ad →

Landing page with a free offer →

Form submission →

Automated emails + booking page.

At Automation Design Co., we build smart funnels that help small businesses grow — even on autopilot.

A workflow is an automated set of actions that helps you run your business more efficiently — without doing everything manually.

It can handle things like sending emails, reminding clients, tagging leads, assigning tasks, or following up — all based on triggers you define (like someone filling out a form or missing a payment).

✅ Benefits of using workflows:

🤖 Save time: Automate repetitive tasks like follow-ups, appointment reminders, or invoice alerts.

📬 Stay in touch: Never forget to reply or follow up with leads and clients.

✅ Fewer mistakes: Automation means less human error and more consistency.

📊 Better organization: Keep your client pipeline, sales process, and support system running smoothly.

💡 Example: When someone fills out your contact form, a workflow can:

• Send a thank-you email
• Notify your team
• Add them to your CRM
• Send reminders if they don’t book

At Automation Design Co., we help set up smart workflows that match your exact business needs — so you can focus on what matters most.

Calendar booking lets your clients schedule appointments with you online — without the back-and-forth messages or phone calls. They see your availability, pick a time, and book instantly.

It’s fast, easy, and works 24/7 — even while you sleep.

✅ Benefits of using calendar booking:

📆 Saves time: No more chasing people to confirm appointments.

📲 Always available: Clients can book from your website, email, or even social media.

🔁 Sends reminders: Reduces no-shows with automatic confirmations and follow-ups.

🧠 Organizes your day: Keeps your schedule clean and avoids double bookings.

💡 Example: A contractor or notary can share a booking link. Clients pick a time, answer a few questions, and get a text reminder — all without a single call.

At Automation Design Co., we set up calendar systems that connect with your workflows, CRM, and reminders — fully automated and bilingual if needed.

A pipeline is a visual system that helps you track leads, clients, or projects as they move through different stages — like "New Lead," "Contacted," "Proposal Sent," or "Closed."

Think of it as your digital sales board, where you can see exactly where every opportunity stands and what needs to happen next.

✅ Benefits of using a pipeline:

📊 Total visibility: Know exactly how many leads or clients are in each stage.

⏱️ Faster follow-ups: Move people forward automatically with reminders and tasks.

✅ Stay organized: Never lose track of who needs a quote, a callback, or an invoice.

📈 Improve performance: Spot bottlenecks and improve your sales or service flow.

💡 Example: When a new client fills out your form, they enter your pipeline under “New Lead.” After a call, you move them to “Proposal Sent,” then to “Closed” when they sign.

Pipelines are fully customizable and work hand-in-hand with your CRM, workflows, and automations to simplify client management.

A landing page is a focused web page designed to get visitors to take a specific action — like booking a call, downloading a free guide, or signing up for a service.

Unlike a full website, a landing page has one goal and no distractions.

✅ Benefits of using a landing page:

🎯 Higher conversions: Designed to guide people toward a single, clear action.

📱 Mobile-friendly: Loads fast and looks great on any device.

🧠 Clear messaging: Focused on solving one problem for one audience.

🔗 Perfect for ads: Ideal for connecting from Facebook, Google, or email campaigns.

💡 Example: A contractor running Facebook ads can send traffic to a landing page offering a free estimate. The visitor fills out a form — and a workflow takes over from there.

Landing pages are essential for lead generation and work seamlessly with automation tools, forms, and CRM systems.

Form automation means that when someone fills out a form on your website or landing page, a series of actions happen automatically — no manual work needed.

You decide what should happen after someone submits the form — and the system takes care of it for you.

✅ Benefits of using form automation:

📬 Instant responses: Send auto-reply emails or text messages right after someone fills out your form.

📥 Organized leads: New contacts are automatically added to your CRM, pipeline, or email list.

📆 Easy bookings: Trigger a calendar link or confirmation message right away.

✅ Fewer mistakes: No more copying and pasting info or forgetting to follow up.

💡 Example: A visitor fills out your “Get a Quote” form. They immediately receive a thank-you text, are added to your CRM, and receive a follow-up email with your calendar link — all without lifting a finger.

Form automation saves time, improves customer experience, and helps you respond faster — even while you’re off the clock.

A CRM (Customer Relationship Management) system helps you keep track of all your leads, clients, conversations, and follow-ups in one place. No more digging through emails, texts, or sticky notes — everything is organized and automated.

✅ Benefits of using a CRM:

📇 Centralized contact list: All your customer info, notes, and history in one dashboard.

📞 Better follow-ups: Get reminders, assign tasks, and never forget to call someone back.

📊 Track your pipeline: See where each lead or client is in your sales process.

🤖 Works with automation: Connects to forms, emails, texts, and workflows.

💡 Example: When someone fills out a contact form, the CRM logs their info, adds them to your pipeline, and sends a reminder to follow up — all automatically.

Whether you're managing 10 leads or 1,000, a CRM makes your business feel more professional and responsive.

WhatsApp integration connects your website, landing pages, or CRM with WhatsApp — so you can automatically start conversations, send updates, or follow up with leads through one of the most popular messaging apps in the world.

It makes communication faster, more personal, and more effective — especially for clients who prefer texting over email.

✅ Benefits of WhatsApp integration:

💬 Instant conversations: Let visitors message you directly from your website or ads.

⚡ Faster responses: Automate replies, follow-ups, and appointment reminders.

🌎 Preferred by many: Especially powerful for Spanish-speaking and international audiences.

📲 Mobile-friendly: Chat with leads on the go, right from your phone.

💡 Example: When someone fills out your form or clicks your ad, they’re automatically redirected to WhatsApp with a pre-written message ready to send — starting the conversation instantly.

WhatsApp integration helps you close more deals and build trust by meeting clients where they already are.

Yes! We set up and automate weekly social media content for platforms like Facebook, Instagram, TikTok, LinkedIn, Pinterest, and Google My Business.

You’ll get consistent, branded posts designed to educate, engage, and convert — without lifting a finger.

✅ Scheduled content
✅ Platform-specific designs
✅ Optional bilingual (English + Spanish) posts
✅ Works with your funnels and booking links

💡 Stay visible. Stay consistent. Let automation handle the rest.

A business listing is your company's profile on platforms like Google, Yelp, Bing, and Apple Maps. It includes your name, address, phone, hours, and website — making it easier for people to find and contact you.

✅ Benefits of business listings:

📍 Get found locally: Show up on Google Maps and local search results.

🔗 Build trust: Accurate listings improve credibility with customers.

📈 Boost SEO: More listings = more visibility in search engines.

🔄 Keep info in sync: We update your info across platforms automatically.

💡 We manage and sync your listings across the web, remove duplicates, and even help build backlinks — so you rank higher and stay consistent everywhere.

Review automation is a system that automatically requests reviews from your customers after a service, purchase, or appointment — and helps guide them to platforms like Google or Facebook to leave feedback.

✅ Benefits of review automation:

🌟 More 5-star reviews: Happy customers are reminded to share their experience.

📈 Higher local rankings: More reviews improve your visibility in search results.

⏱️ No manual work: The system sends requests and reminders automatically.

🛡️ Protects your reputation: Negative feedback can be handled privately.

🗣️ Bonus: When a customer leaves a review on Google My Business or Facebook, the system can automatically reply — helping you stay engaged and responsive without doing it manually.

💡 Review automation saves time, boosts trust, and strengthens your online presence — all on autopilot.

A Smart List is a dynamic contact list that automatically updates based on filters you set — like tags, lead status, behavior, or activity.

Instead of manually sorting contacts, Smart Lists keep everything organized and current in real time.

✅ Benefits of Smart Lists:

⚙️ Always up to date: New contacts are added or removed automatically based on your rules.

🎯 Targeted messaging: Create lists for hot leads, past clients, or no-shows — and send the right message to each group.

📊 Better organization: Segment your audience without the manual work.

🤖 Works with automation: Trigger workflows, texts, or emails based on Smart List membership.

💡 Example: Create a Smart List of contacts who filled out a form but haven’t booked — and send them a follow-up offer automatically.

A Trigger Link is a special link that activates an action when someone clicks it — like starting a workflow, tagging a contact, sending an email, or moving a lead in your pipeline.

It combines tracking and automation into one powerful tool.

✅ Benefits of Trigger Links:

🎯 Track engagement: See who clicks and when.

⚡ Automate actions: Trigger follow-ups, reminders, or lead scoring based on clicks.

📈 Improve results: Use smart links in emails, texts, or funnels to guide people through your process.

🤖 Works with workflows: Trigger Links can launch automations instantly — no form needed.

💡 Example: Add a Trigger Link to your email. When someone clicks “Book Now,” they’re tagged as “Interested” and automatically sent to your calendar.

Automated texts are pre-written messages that are sent automatically based on customer actions — like booking an appointment, filling out a form, or missing a meeting.

They help you stay connected with leads and clients without sending every message manually.

✅ Benefits of automated texts:

📲 Instant communication: Send confirmations, reminders, follow-ups, and updates automatically.

⏱️ Save time: No more chasing clients or forgetting to follow up.

📈 Increase show-up rates: Remind clients before calls or appointments.

🤖 Trigger-based: Texts can be sent based on Smart Lists, form submissions, missed calls, and more.

💡 Example: When someone books a call, they instantly receive a confirmation text — and another reminder 1 hour before the meeting.

Call tracking lets you see exactly where your calls are coming from — whether it’s Google, social media, ads, or your website. Each source gets its own tracking number, so you know what’s working and what’s not.

✅ Benefits of call tracking:

📞 Know your sources: Track which campaigns or platforms generate the most calls.

📊 Measure results: See what marketing efforts bring in real leads.

🎯 Optimize your ads: Focus your budget on what actually works.

🔁 Call logs & recordings: Review missed calls, listen to conversations, and follow up smarter.

💡 Example: Use one number on Google Ads and another on your website. If 80% of your calls come from Google, you’ll know where to invest.

Missed Call Text Back is an automation that sends a text message to anyone who calls you but doesn’t get an answer — so you never lose a lead, even when you're unavailable.

✅ Benefits of Missed Call Text Back:

📲 Instant follow-up: Automatically send a friendly text within seconds of a missed call.

🚫 No lost leads: Stay connected even if you're busy or offline.

💬 Start the conversation: Invite callers to reply by text, book online, or leave a message.

📈 Higher conversion: Fast response = better chance of closing the deal.

💡 Example: “Sorry we missed your call! How can we help? You can also book a time here: [Your Booking Link]”

This feature helps you stay responsive and professional — even when you're not around.

AI Agents are smart virtual assistants that answer calls, respond to messages, and guide conversations — even when you’re not available. They sound natural, follow a script, and can handle basic customer interactions 24/7.

✅ Benefits of AI Agents:

📞 Answer missed calls automatically

💬 Hold real conversations with leads or customers

⏱️ Save time by automating common questions or tasks

📈 Never miss an opportunity, even after hours

💡 Example: When someone calls your business and you can’t answer, your AI Agent can greet them, ask questions, collect info, or even book appointments — just like a real assistant.

AI Agents are perfect for service businesses that want to stay responsive without hiring extra staff.

A chatbot is an automated system that responds to website visitors instantly using pre-set answers, flows, or AI — no human needed.

Live chat connects the visitor directly to a real person for one-on-one support in real time.

A virtual business address is a real street address (not a P.O. Box) you can use for your company — even if you work from home. It gives your business a professional image without needing a physical office.

✅ Benefits of a virtual business address:

🏢 Look professional on websites, emails, and Google listings

📬 Receive business mail securely — some services even forward or scan it

🛡️ Protect your privacy by keeping your home address off public records

🌎 Register your business and open bank accounts or LLCs

💡 Ideal for freelancers, remote teams, or online businesses that need a professional presence without renting office space.

A business phone system is a professional phone setup that lets you manage calls with features like call routing, voicemail, auto-replies, and multiple extensions — all from one number.

It works on mobile, desktop, or VoIP and keeps your business communication organized and professional.

✅ Benefits of a business phone system:

📞 One number for your whole team — route calls to the right person

📲 Works from anywhere — no landline or office required

🔁 Call tracking, recording & voicemail built-in

🤖 Auto-replies & missed call texts keep you responsive 24/7

🧩 Integrates with CRM, calendar, and automations

💡 Example: Set up a virtual receptionist to greet callers, offer menu options (sales, support, etc.), and send a follow-up text if you miss a call.

Effective August 31, 2023, all SMS and MMS messages sent to U.S. phone numbers using 10DLC phone numbers will fail if not registered with an application-to-person (A2P) Campaign.

A toll-free number (like 800, 888, or 877) is a nationwide number that doesn’t charge the caller and gives your business a big-brand, professional image. A local number uses a standard area code (like 213 or 562) and makes your business feel more personal and community-focused.

Benefits of a toll-free number:

• National presence
• Great for ads and multi-state businesses
• Professional and established look

Benefits of a local number:

• Builds trust with local clients
• Ideal for neighborhood or regional businesses
• Familiar area codes encourage people to answer

Tip: Many businesses use both — toll-free for marketing and customer service, local for follow-ups and text automation.

Our platform lets you create, send, and manage professional contracts, proposals, and estimates — all in one place. Your clients can review and sign documents digitally from any device.

Key benefits:

• Create legally binding agreements

• Send and track status in real time
• Collect e-signatures with no extra software
• Store all documents in one dashboard
• Automate follow-ups if a document isn't signed

Tip: Use templates for common agreements to save time and keep everything consistent.

You can create, send, and manage professional invoices right from your dashboard. Clients receive them by email or text and can pay online using the payment method you connect.

Features include:

• Custom branding and due dates
• Automated payment reminders
• Status tracking (sent, paid, overdue)
• Payment links for easy checkout
• Invoice history all in one place

Tip: You can also link invoices to contracts, subscriptions, or services to streamline billing.