Verizon
0 min 0 min
first-draft time, three custom AI agents
Three custom AI agents built on the team's existing Google tools. Team adoption went up, not down.
“Easily implemented into my daily workflow.”
For businesses ready to stop losing leads
Stop losing leads to broken marketing systems.
Poppy builds integrated growth systems that capture demand, automate follow-up, and move revenue -- without adding admin work to your team.
30 minutes. You leave with a written Growth Systems Map -- your bottlenecks, ranked, with a next step for each.
Trusted by teams at
- UpFront Home Services
The reframe
Most businesses don't have a marketing problem. They have a system problem.
Leads slip.
Inbound interest dies between first contact and follow-up.
Tools don't talk.
Your CRM, calendar, and ads exist -- but they don't work as one system.
Teams waste hours.
Manual intake and follow-up eat the time that should be spent closing.
Poppy fixes the system behind all three. Here's how.
How we build systems that actually work.
BLOOM Framework -- the five steps from broken workflow to working system.
Most growth problems aren't campaign problems. They're system problems. BLOOM is how we diagnose and fix the system underneath.
Understand how the business runs today.
- Map the current lead flow end to end.
- Audit CRM, calendar, and ad accounts for what's actually connected.
- Time the handoff gaps between first contact and follow-up.
- Pressure-test what the team reports vs. what the data shows.
Outcome: clear visibility into bottlenecks, delays, and missed opportunities.
Baseline.
Understand how the business runs today.
- Map the current lead flow end to end.
- Audit CRM, calendar, and ad accounts for what's actually connected.
- Time the handoff gaps between first contact and follow-up.
- Pressure-test what the team reports vs. what the data shows.
Outcome: clear visibility into bottlenecks, delays, and missed opportunities.
Design the system that should exist.
- Sketch the future lead flow with no dead ends.
- Decide what stays manual and what gets automated.
- Pick tools based on fit, not trend.
- Define the one source of truth.
Outcome: a connected blueprint for how demand should flow.
Layout.
Design the system that should exist.
- Sketch the future lead flow with no dead ends.
- Decide what stays manual and what gets automated.
- Pick tools based on fit, not trend.
- Define the one source of truth.
Outcome: a connected blueprint for how demand should flow.
Build and connect everything.
- Wire CRM, calendar, intake, and follow-up into one system.
- Automate the handoffs that used to drop.
- Train the team on the new flow in plain language.
- Stand up reporting that matches what leadership actually asks about.
Outcome: a working system the team will actually use.
Operate.
Build and connect everything.
- Wire CRM, calendar, intake, and follow-up into one system.
- Automate the handoffs that used to drop.
- Train the team on the new flow in plain language.
- Stand up reporting that matches what leadership actually asks about.
Outcome: a working system the team will actually use.
Improve what's running.
- Watch where leads still slow down or stall.
- Tighten the weakest handoff first.
- Cut the steps that aren't pulling weight.
- Raise conversion on what already works.
Outcome: more output from the same inputs.
Optimize.
Improve what's running.
- Watch where leads still slow down or stall.
- Tighten the weakest handoff first.
- Cut the steps that aren't pulling weight.
- Raise conversion on what already works.
Outcome: more output from the same inputs.
Scale what's proven.
- Replicate the working system across locations or service lines.
- Add channels only after the core system holds.
- Extend automation as volume justifies it.
Outcome: revenue and efficiency grow without added complexity.
Multiply.
Scale what's proven.
- Replicate the working system across locations or service lines.
- Add channels only after the core system holds.
- Extend automation as volume justifies it.
Outcome: revenue and efficiency grow without added complexity.
This isn't a campaign. It isn't a website refresh. It's the system behind how your business captures, converts, and handles demand.
Three pillars
What we build.
Revenue Capture Systems.
Lead capture, landing pages, booking flow, routing rules, and the conversion infrastructure behind them.
Operational AI & Workflow Automation.
Practical AI implementation, workflow automation, chatbot support, and the hands-on training to make them stick.
Digital Foundations for Growth.
Websites, SEO foundation, Google Business Profile, and bilingual content where the audience needs it.
Proof
Proof, not promises.
UpFront Home Services
0x+ leads
captured after we replaced after-hours intake
After-hours intake was losing leads; we replaced it with a conversational AI handler and a cleaner qualification flow.
“Smart, safe, and simple.”
About
You're not hiring an agency. You're hiring Ricardo.
17 years running marketing inside Fortune 500s, including enterprise AI rollouts at Verizon. I now build the same systems for small and mid-sized businesses: tighter lead flow, less manual work, a digital presence that actually moves revenue.
Direct access. No account managers. No handoffs.
“17 years of watching bigger systems break -- then rebuilding them smaller, simpler, and faster.”
Ready to see where your system is breaking down?
Book a 30-minute Growth Systems Assessment. We'll map where your leads are slipping, where your tools are disconnected, and where your team's time is going. You'll leave with a prioritized next step -- whether you hire us or not.
Houston-based. Fortune 500 experience. Built for businesses that want to grow without the chaos.