· Bonsai X · Solution ·

Wire the marketing to the operations.

Lead routing, follow-up, intake, and reporting — automated end-to-end so your team works the live ones.

Start with Bodhi See Authority Room

5
Capabilities Shipped
4
Industries Calibrated
2
Package Tiers Fit

The bet

What we believe — and what we ship.

What's broken

Marketing books leads, ops loses them. Most agencies stop at the form fill. We don't.

What we ship

Faster speed-to-lead, consistent follow-up, and clean reporting your operators actually trust.

What ships

Inside Automation Workflows.

Automation Workflows

Every capability calibrated to ship together.

Lead routing, follow-up, intake, and reporting — automated end-to-end so your team works the live ones.

Speed-to-lead routing + SMS/email cadences
Form, chat, and call unified into one CRM
Reporting tied to revenue, not vanity
Status pings and missed-lead alerts
Integrations with Jobber, ServiceTitan, Clio, Lawmatics, and more

Best fit verticals

Where Automation Workflows hits hardest.

Built for HVAC

HVAC Companies

Bonsai X stabilizes year-round HVAC demand with AI search, hyperlocal SEO, and an AI voice agent that books service calls while your techs are in the field.

ai-voice-agent
local-seo
automation-workflows

Built for Electricians

Electricians

Bonsai X helps electricians win panel upgrades, EV chargers, and smart-home installs with hyperlocal SEO, AI search visibility, and a voice agent that quotes and books.

ai-search-optimization
local-seo
ai-website-chat

Built for PI Lawyers

Bonsai X is engineered for the hardest-fought niche in legal — combining AI Search Optimization, structured authority content, and intake intelligence to turn answer engines into your top referral source.

ai-search-optimization
content-engine
automation-workflows

Built for Attorneys

Attorneys & Law Firms

Bonsai X gives law firms a defensible AI-search moat — answer engines, structured authority content, and intake automation calibrated for high-value practice areas.

ai-search-optimization
content-engine
automation-workflows

Recommended package

Automation Workflows ships inside Authority.

Bonsai X · Authority

$5,000/mo+ $5,000 setup

Heavy hitter — full Local SEO + AEO program, AI Voice Agent, automation, and Google Ads architecture.

Step into the Authority room

Everything in Growth
AI Voice Agent (after-hours + overflow capture)
Google Ads management with Smart Ads architecture
Automation Workflows + CRM integration
Bonsai X Content Engine (8 articles / month)
Monthly executive review with strategist

Want this layer in your stack?

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