AI Automation for SWFL Service Businesses

The Services You Offer Are as Valuable as They Have Ever Been.

Let us help remind your customers how great you are.

Upperbound helps HVAC, dental, med spa, fitness, real estate, and legal businesses in Southwest Florida recover lost revenue, automate follow-up, and grow — using the database, reputation, and customers you've already earned. No new ad spend required.

No credit card. No pitch. Just your numbers.

Sound Familiar?

You're Working Harder Than Ever.
But Revenue Isn't Growing.

You've got the skills. You've got the reputation. You've done good work for hundreds of customers. But somehow you're still grinding for every new lead, every new booking, every new dollar.

😤
Leads go cold before you can call them back
You're busy on a job, the phone rings, and by the time you follow up — they've already booked someone else.
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Hundreds of past customers sitting untouched
Your database is full of people who already trusted you with their money. But nobody's reaching out to them. That's revenue you've already earned — going to your competitors.
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Spending more on ads to replace customers you already had
You're paying to find new people while perfectly good customers forget you exist. That math will never work in your favor.

Here's the part nobody tells you: every week you wait, more customers forget about you. They move on. They find someone else. And you keep paying to replace them.

The businesses that figure this out stop chasing new leads entirely. They grow from the inside out — using what they already have. That's exactly what we built the SCALE System to do.

Find Out How Much Revenue You're Leaving Behind →
The SCALE System™
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Show Up
C
Capture
A
Assess
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Launch
E
Expand
How It Works

Getting Started Is Simple.

You don't need to understand AI, automation, or any of the tech behind this. Here's all it takes:

1
Take the 60-Second Quiz
Answer a few quick questions about your business. We'll tell you exactly where you are in the SCALE System and what to do first.
2
We Build It For You
We handle everything — setup, automation, launch. One quick onboarding call is all we need. You keep running your business.
3
Watch Revenue Come Back
Lost leads start responding. Appointments start booking. Revenue starts recovering — from customers you already had.
Start With the Free Quiz →
78% of jobs go to the first responder
$9,750 avg recovered from 300 dormant contacts
72 hrs from signup to fully live
$0 in new ad spend required
Phase 1 of 4 · The Foundation
S

Show Up Stronger.

Most businesses think their online presence is fine. But there are 4 specific things quietly costing you customers every week — and most owners don't know they're broken until someone shows them.

📍
Google Business Profile
Fully optimized so you show up first when someone searches your service in your area. More visibility = more inbound calls without spending on ads.
AI Reviews & Referral Automation
Automated review requests and referral asks go out after every job — turning happy customers into a steady stream of social proof and new leads.
🗺️
Local Listing Accuracy
Inconsistent info across 50+ directories quietly tanks your Google ranking. We correct it everywhere — recovering the ranking you've already earned.
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AI Website Chatbot
Engages every visitor instantly, captures their info, and books appointments 24/7 — so you stop losing leads to slow response time.
Quick Wins Phase 1
All 4 Quick Wins. Done for you. Live in 72 hours.
$97
/month for 3 months
(normally $194/mo)
Google Business Profile optimized
AI Reviews & Referral Automation live
50+ directories corrected
AI chatbot installed on your website
Set up within 72 hours of payment
Managed by Derrick & Juliet
Start Phase 1 →

Phase 1 locks in your foundation. Phase 2 goes after the revenue you've already earned but never collected.

Not sure which phase you need? Take the quiz →
Phase 2 of 4 · Recover Lost Revenue
C

Capture Lost Revenue.

You've already paid to acquire every contact in your database — through time, reputation, and effort. Most of them have never been properly followed up with. That's not a lead problem. That's a follow-up problem. And it's sitting right there waiting.

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Database Reactivation Campaign
We dig into your existing contacts — past customers, old leads, cold inquiries — and run targeted campaigns that bring them back. Most clients see revenue within 30 days.
✍️
Done-For-You Sequences
We write every message, build every automation, and launch the campaign — entirely done for you. One onboarding call is all we need.
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Appointments to Your Calendar
Your AI employee reaches out, follows up, and books appointments directly to your calendar around the clock. You close. We handle everything else.
🤝
Performance-Based Pricing
$300 founding member setup fee (normally $1,000). Then 50% of closed deals we generate. We only get paid when you do.
The Math — Conservative Estimate
What Phase 2 puts in your pocket from 300 contacts
$9,750
conservative revenue
from contacts you already own
300 contacts × 10-15% response rate
30-45 warm conversations generated
Close at 30% = 9-13 new clients
Average ticket of $750 per client
Zero new ads required
Run quarterly = $27K-$39K/year
Start Phase 2 →

Phase 2 recovers what you've earned. Phase 3 maps out everything AI can do for your specific business.

Find your starting point → Free quiz
Phase 3 of 4 · Is AI Right for You?
A

Assess Your AI Fit.

Before recommending anything, we want to make sure an AI Employee is actually the right fit for your business. A lot of agencies will sell you AI regardless. We won't. This free 20-minute AI Fit Call is available to founding members only — and it's designed to give you an honest answer, not a sales pitch.

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Full Business Systems Review
We look at every part of your operation — sales, follow-up, scheduling, communications — and identify where time and money are leaking.
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AI Opportunity Matrix
A custom 4-quadrant map showing exactly which AI applications apply to your business — ranked by ROI and implementation effort.
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ROI Projections
We put real numbers on each recommendation — time saved per week, revenue recovered, overhead reduced — so you can make informed decisions.
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Custom Implementation Roadmap
A phased plan specific to your business — what to implement now, what to do at 90 days, and what becomes possible at scale.
Free 20-Minute AI Fit Call
Find out honestly whether an AI Employee is right for your business.
Free
No obligation
No pitch
Is AI Employee right for your business?
What it would specifically do for you
Honest ROI estimate for your situation
Next steps if it's a fit — or honest advice if not
20 minutes — no pitch, no obligation
20 minutes with Derrick & Juliet
Book My Free AI Fit Call →

Phase 3 gives you the roadmap. Phase 4 builds and deploys the system.

See which phase fits your business → Take the quiz
Phase 4 of 4 · Automation at Scale
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Launch Your AI Employee.

Your AI employee doesn't take vacations, doesn't forget to follow up, and doesn't need a salary. It handles lead responses, follow-up sequences, and appointment booking 24/7 — so your business keeps growing while you sleep.

Instant Lead Response
Every new lead gets a response within seconds — not hours. The first business to respond wins 78% of jobs. Your AI makes sure that's always you.
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Automated Follow-Up Sequences
SMS and email sequences that nurture leads from cold to booked — without a single manual step from you or your team.
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24/7 Appointment Booking
Leads book directly into your calendar around the clock. You wake up to appointments — not missed opportunities.
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Full CRM Integration
Plugs directly into your existing system — GHL, HubSpot, whatever you use. No new tools to learn. No tech skills required.
AI Employee Installation
Your business keeps working — even when you're not.
$497
/month · Cancel anytime
No tech skills required
Custom AI employee built for your business
24/7 lead response and follow-up
Appointment booking to your calendar
Full CRM integration — no new tools
Ongoing management and optimization
One onboarding call to get it live
Start Phase 4 →

Phase 4 automates the work. Phase 5 is what happens when all four are running together.

Ready to start? Take the 60-second quiz →
Phase 5 of 5 · The Compounding Effect
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Expand Without Ad Spend.

When all four phases are running together, they create a compounding revenue machine — each phase feeding the next, getting stronger over time. Here's what it looks like in practice:

1
Someone searches your service in SWFL
Your optimized GBP shows up in the top 3 results with 4.9 stars and 80+ recent reviews — because Phase 1 is doing its job.
2
They visit your website
Your AI chatbot greets them instantly, answers their question, and captures their contact info — even at midnight.
3
They're not ready yet — they leave
Your AI employee sends a follow-up SMS the next morning. And the day after. Until they book or opt out.
4
They become a customer
After the job, your review and referral automation texts them. They leave a 5-star review and refer a friend.
5
Old contacts get reactivated
Meanwhile, Phase 2 is working your database — turning dormant contacts into booked appointments without a single new ad.
6
The flywheel keeps spinning
More reviews → higher ranking → more visibility → more leads → more customers → more reviews. It compounds — without you lifting a finger.
Meet Your Guides

We've Seen What Happens When Good Businesses Get Ignored.

Juliet — The Systems Builder

Before launching Upperbound, I spent years in business banking and mortgage lending — sitting across the table from local business owners every single day. I saw the same pattern over and over: great businesses losing customers they'd already earned. Leads going cold. Follow-ups falling through the cracks. Revenue walking out the door.

I knew there had to be a better way. So I spent three years — nights, weekends, between closings — learning everything I could about AI and automation. Testing systems. Breaking things. Rebuilding them. Until I had something that actually worked.

Derrick — The Creative Eye

Derrick spent 20 years in the gaming industry as a concept artist, designer, and engineering art director — building entire 3D worlds from scratch for some of the biggest studios in the business. After two decades of making sure every pixel, every angle, every detail was right, he has a trained eye that catches what most people miss.

When the industry shifted, he brought that same visual expertise to Upperbound. He's the one who looks at your systems, your pages, your customer touchpoints and knows immediately when something doesn't look quite right — and exactly how to fix it.

Together, we built Upperbound to combine what we each do best — I build the automation that brings your customers back, and Derrick makes sure nothing goes out the door that doesn't meet the standard your business deserves.

$6,750–$9,750
avg recovered from just 300 dormant contacts via DBR campaigns
78%
higher contact rates with AI-powered lead response
2–3x
more leads converted with automated follow-up

We're building our first founding member case studies right now — and offering exclusive pricing to the businesses who join us early.

Become a Founding Member →
Straight Answers

Questions We Get All the Time.

"I'm not tech-savvy. Can I still use this?"+

Yes — that's the whole point. We build everything for you. One onboarding call is all we need, and after that your systems run automatically. If you can answer a phone call, you can use this.

"I don't have a big contact list. Will this still work?"+

Most local businesses have more contacts than they think — past customers, old inquiries, leads from Google, referrals that never followed up. Even 100 contacts is enough to start a DBR campaign. And Phase 1 starts building your pipeline immediately through Google visibility and reviews.

"What if I already have a CRM or marketing tool?"+

We work with what you have. Our systems integrate with your existing tools — no need to switch platforms or learn something new. If you don't have anything yet, we set it up for you.

"How fast will I see results?"+

Phase 1 (Quick Wins) goes live within 72 hours. DBR campaigns typically start generating responses within the first week. Most clients see recovered revenue within 30 days of launching Phase 2.

"What if it doesn't work for my business?"+

That's why we start with the quiz — it tells you exactly where you are and what makes sense. We don't sell you things you don't need. And our DBR pricing is performance-based — we only get paid when you do. If it doesn't work, it doesn't cost you.

"Why haven't I heard of you before?"+

Because we just launched — and we're keeping it small on purpose. We're accepting only 10 founding members in Southwest Florida so we can deliver hands-on, white-glove service to every single client. That's also why the pricing is what it is right now. It won't be forever.

Still Have Questions? Start With the Quiz →

Or talk to us directly: Book with Derrick · Book with Juliet

Be a Founding Member.
Share Your Story.
Get Rewarded.

We're building our founding member case studies right now. If you're a SWFL service business owner willing to share your results as a testimonial, you get exclusive pricing on every phase of the SCALE System.

Quick Wins
$97/mo
for 3 months
(normally $194/mo)
DBR Campaign
$300
setup fee
(normally $1,000)
+ 50% rev share
AI Employee
Priority
onboarding
+ founding member rate

Limited to 10 founding members. SWFL service businesses only.

60 Seconds · Zero Risk · No Credit Card

Imagine Waking Up to Booked Appointments.

Your phone buzzes. Three new appointments — booked overnight. A past customer you haven't heard from in two years just rebooked. Your Google reviews hit 4.9 stars. And you didn't spend a dollar on ads to make any of it happen.

That's what the SCALE System does. And it starts with a 60-second quiz that tells you exactly where your biggest revenue opportunity is hiding.

No pitch. No obligation. Just your numbers.

Prefer to talk first? Book with Derrick · Book with Juliet

No new ads required Done for you — fully Results in 30 days Only 10 founding member spots