Operations & Automation
Enterprise-grade operations consulting that improves execution quality through automation architecture, process redesign, and dependable delivery systems.
Oakwell Advisory Group
Operations Systems. Commercial Growth. Digital Products.
Oakwell Advisory Group is the parent for two focused divisions: Oakwell Relay, our lead intake and follow-up system for local service businesses, and Oakwell Commercial Partners, our marketing and commercial growth practice. Both are backed by enterprise operations and automation experience.
Oakwell Relay
A done-for-you lead intake and follow-up system for local service businesses. Customers get an easier way to request service, while your team gets immediate alerts, one shared pipeline, reminders, and clear reporting.
See Oakwell Relay ↓Oakwell Commercial Partners
Our marketing and commercial growth division, providing pipeline acceleration, campaign execution, and revenue programs that connect strategy to measurable outcomes.
1,000+ Hours
Our team brings a track record of 1,000+ hours leading operations, go-to-market, and digital modernization initiatives across complex environments.
83% Reduction
Past enterprise engineering deployments have resulted in up to 83% reductions in workflow cycle time through targeted automation and process redesign.
$400M+ Identified
Prior founder-led operating initiatives have identified more than $400M in revenue opportunity across enterprise sales, delivery, and retention workflows.
Infrastructure & Stack
Built for high-trust operations in logistics and finance.
Our implementations prioritize local execution paths and strict data privacy controls, so sensitive operational and financial records stay protected throughout processing and analytics workflows.
AI & Vision Processing
Local LLMs (Ollama/Qwen)Multi-Agent Consensus Logic
Data & Analytics
SQLPythonSnowflakeTableauPower BI
Orchestration
n8nPower AutomateGoogle Apps Script
Trusted by operators in logistics, finance, and field services
From strategy memo to deployed workflow in weeks.
Book a strategy sessionLead intake and follow-up for local service businesses
Give customers an easier way to ask for service. Give your team a better way to respond.
We install Relay on the website you already have. Your customers get a guided service-request experience, and your team gets the details, immediate alert, shared lead record, reminders, and reporting needed to turn more inquiries into booked work.
Keep your Wix, WordPress, Squarespace, or custom website. We handle the configuration, installation, and testing.
- Customers can request service in under a minute from any phone
- You receive the service, urgency, location, and preferred callback time
- Every inquiry stays visible until your team has handled the next step
What changes for you
A smoother customer experience, with a clearer process behind it.
Relay connects the moment a customer asks for help with the callback, quote, and follow-up work your team already performs. You get a repeatable process that is visible from the first request through the final outcome.
Customers can explain what they need
A guided request asks about the service, urgency, property, location, and best callback time before your team responds.
Your team gets the request immediately
The right details reach the right inbox as soon as the customer submits, with text alerts available on Relay Pro.
Every opportunity has a next step
New inquiries, callbacks, quotes, and follow-ups stay together in one shared lead list instead of separate messages and notes.
You can see what your website produces
First-party analytics and monthly reporting show what customers did, what moved forward, and where your process can improve.
What you receive
The customer-facing intake, the team workflow, and the reporting behind both.
This is more than a website form. We configure what customers are asked, where alerts go, how leads move through your process, and how results are reported.
Need a website too? Add one defined five-page package with hosting, SSL, and two content updates each month.
A guided service-request form
Customers answer questions tailored to your services, service area, urgency, and scheduling needs.
Immediate lead alerts
Receive an email as soon as a request arrives. Relay Pro also sends text alerts.
A confirmation for the customer
Customers know their request reached you and what to expect next while they wait for your response.
One shared lead pipeline
Track each inquiry from new request through contact, quote, win, or close-out.
Follow-up reminders
Keep callbacks and quiet quotes visible until your team handles the next action.
Fast call and note logging
Update a lead from your phone between jobs so the record stays current.
Useful website analytics
Measure form requests, click-to-call activity, and the pages customers use without third-party tracking cookies.
A clear monthly report
See what came in, what progressed, and what closed in a summary built for an owner, not an analyst.
Done-for-you onboarding
You explain your business. We build and test the system.
Setup is clearly scoped and priced before work begins. When a new website is included, you review a private PIN-protected concept before anything becomes public.
01
Tell us how customers reach you
We learn your services, service area, current website, intake questions, and how your team handles new requests today.
02
We configure and install everything
We build the intake, connect the alerts, set up your pipeline and reporting, and test the full customer journey before launch.
03
Your team starts with one clear process
Requests arrive with useful details, follow-up stays visible, and each month ends with a report you can understand quickly.
The customer experience
A simple request for them, and a useful lead for you.
A customer chooses the service, tells you how urgent it is, enters the property details and ZIP code, describes the problem, and selects a callback time. The process takes less than a minute on a phone.
You receive the details immediately. The customer gets a confirmation, and the inquiry appears in your pipeline with a clear next action.
Service neededUrgencyProperty typeZIP codeCallback timeAlert deliveredLead tracked
What you actually receive
See the website, the lead details, and the results.
When a website is part of the project, you review it privately before launch. Once Relay is active, you receive a useful alert for each request and a monthly summary of what your website produced. The figures below are examples, not a client case study.
Sample Website PreviewPIN-protected before launch
A private concept for your business
Nothing becomes public until you approve it
- Preview link
- sites.oakwelladvisorygroup.com/your-business
- Access
- Private link + 6-digit PIN
- Your next step
- Review the content and customer journey
Sample Lead AlertDelivered immediately
New service request
- Service
- AC repair
- Urgency
- This week
- ZIP
- 75098
- Property
- Single-family home
- Call back
- Today after 3 PM
Sample Monthly ReportExample figures
What your website produced
- Form requests
- 18
- Click-to-call taps
- 42
- Best service page
- AC Repair
- Busiest day
- Tuesday
Your current website or a new one
Keep the site that already works, or add the complete customer-facing package.
Relay can be installed behind your current website without a rebuild or platform change. When you need a new site too, we build a fast five-page website around your services and connect it to the same intake, lead tracking, analytics, and reporting system.
Oakwell Relay
Lead intake and follow-up
From $149 onboarding + $69/month
Guided customer intake, immediate email alerts, confirmations, a shared lead pipeline, follow-up reminders, first-party analytics, and monthly reporting. Relay Pro adds text alerts, automated review requests, an instant-estimate widget, and a second intake form.
See everything you getBuilt around your kind of work
Your intake should match the service the customer is requesting.
An emergency repair, an inspection, a project estimate, and recurring maintenance all need different questions and follow-up. We configure Relay around the services your business actually sells.
See examples by tradeHVAC contractorsPlumbersElectriciansRoofersRestoration companiesPest control companiesGarage door repairTree serviceLandscaping and lawn careCleaning and janitorial
FAQ
What business owners usually ask
Do I need a new website?
No. We install Relay on the website you already have, whether it uses Wix, WordPress, Squarespace, or a custom platform. The website package is optional for businesses that need a stronger site too.
What do you handle during setup?
We configure the intake questions, embed the form, connect your alerts, set up the lead pipeline, verify analytics, and test the full request flow. You approve the setup before it goes live.
Does this include ads or social media?
No. Relay improves what happens when a customer reaches your website and asks for service. It does not include ad management, social posting, blog retainers, or guaranteed search rankings.
Do I get text alerts?
Text alerts are included with Relay Pro. We handle the required A2P carrier registration. Both plans include email alerts and an automatic confirmation for the customer.
Will Relay bring me more leads?
Relay does not promise traffic or lead volume. It gives the inquiries you already receive a clearer customer experience, a faster handoff to your team, and a more consistent follow-up process.
What happens after I contact you?
We review your website, services, service area, and current lead process. Then we recommend the smallest setup that solves the problem and explain the price before any work begins.
Start with a useful assessment
See how easy it is for a customer to reach you, and what happens after they do.
Send us your website address. We will review the request experience, the information you collect, the handoff to your team, and the places an opportunity can stall. You will receive a scored, plain-English assessment with the most important improvements first.
Get my free audit