CRM & AI Business Blueprint

Terrastone's
Business Operating
System

A complete blueprint for stopping the revenue leaks, automating the back-office grind, and building the digital infrastructure to hit $600k this year — and beyond.

$30K+
Annual Revenue Leaking Right Now
24/7
AI Coverage — Even When You're Asleep
$5,000
Full System Investment
$1K/Mo
Flexible Payment Plan Available
Scroll
01 — The Honest Truth

I'm going to get out of
your head for a second.

Why You Reached Out
📞
Missed Calls = Missed Revenue
Emergency calls going to voicemail and straight to a competitor. You don't even know it's happening.
💸
Cash Flow is Choking You
$60K+ sitting in AR. Invoices going out late. Money you've already earned that isn't in your account.
📦
Inventory is a Guessing Game
Ordering by memory. Overstocking some things, running out of others. Dead stock costing you real money.

It's 7:30 AM. You're already in the shop. Your phone rings — it's a logger with a blown hose on a machine that's costing him $400 an hour sitting idle. You're elbow-deep in something else. It goes to voicemail.

He hangs up. Googles the next number. That job — probably $300–$500 — just walked out the door. And here's the part that stings: you didn't even know it happened.

Meanwhile, you've got $60,000 sitting in accounts receivable. Guys who owe you money from jobs you did over a month ago. You know you need to chase it. You just haven't had time. Because you're also the receptionist, the scheduler, the parts manager, and the guy who actually makes the hoses.

You built a business on your skills. But right now, your business is running you.

📞

The Missed Call

You miss a call. They call the next guy. You never find out. This happens more than you think.

Cost: $15,000–$30,000/yr in lost emergency jobs
📋

The Invoice Delay

You finish a 2 AM job. The invoice doesn't go out for 3 days. Now you're chasing a guy who's already moved on.

Cost: $60K sitting in AR right now
📦

The Inventory Guesswork

You order by memory. You overstock some things, run out of others. Fittings at $200 a pop sitting on a shelf for 18 months.

Cost: Thousands in dead stock every year

The Review Silence

You do great work. Guys come back every time. But you've got one Google review. You're invisible to anyone who doesn't already know you.

Cost: Lost to competitors with 50+ reviews
The After State

Picture this instead.

It's 2 AM. A logger's machine blows a hose. He calls you. You're asleep. Your system answers — sounds just like you — asks the right questions, gets the machine type, the fitting specs, tells him you'll have it ready by 6 AM.

You wake up to a notification. The job's already in your queue. The fitting specs are there. You make the hose. He shows up. You hand it to him. He pays on the spot with his card.

Twenty-four hours later, he gets a text: "Hey man, Tyson here — appreciate your business. If you've got 30 seconds, a Google review goes a long way for a small shop like mine." He leaves five stars.

That's not a fantasy. That's what we're building.

02 — Current State Audit

What's actually
happening right now.

I did a full audit of your digital presence. Here's what I found — no sugarcoating.

WEBSITEterrastoneltd.ca

BROKEN

Contact page link in the main nav goes to a 404 error.

BROKEN

Phone number is plain text — can't tap-to-call on a mobile phone.

CRITICAL

No emergency CTA above the fold. A logger in the field has no obvious next step.

CRITICAL

Built on Wix. Slow load times, limited SEO control, no automation hooks.

CRITICAL

Zero customer testimonials, zero certifications displayed, zero trust signals.

CRITICAL

Not ranking for any of your key search terms in the Fraser Valley.

MISSING

No schema markup, no local SEO optimization, no location-specific pages.

SEOKeywords You Should Own — But Don't

Search TermIntentTerrastone RankWho's Getting It
emergency hydraulic hose repair Fraser ValleyEmergencyNot RankingAir-Way Canada
mobile hose press ChilliwackEmergencyNot RankingValley Mobile Hose
hydraulic hose repair near me DerocheLocalNot RankingNew-Line Hose
hydraulic hose repair AbbotsfordLocalNot RankingHN Industrial
mobile hydraulic hose repair Mission BCLocalNot RankingJSD Equipment
24/7 hydraulic repair BCEmergencyNot Ranking1888HOSEFIX

You told me your return customer rate is nearly 100%. That means your product is excellent. The problem isn't your work — it's that nobody outside your existing network can find you. And the ones who do find you can't easily call you from a phone. Every day this stays the same is another day your competitors answer the calls you're missing.

03 — The Business Operating System

The infrastructure
that runs while you work.

This is what we're building inside CrewRM — your new command centre. Every lead, every job, every invoice, every review request — all in one place, all automated.

The Leads & Jobs Pipeline

Every inbound call, text, web form, or email automatically creates a card here. Nothing falls through the cracks.

New Lead
Call, text, web form, or email lands here automatically
Contacted / Quoting
First contact made — quote being assembled
Job Booked
Work is confirmed and scheduled
Work Complete / Invoice Sent
Job done — invoice out the door
Paid / Closed Won
Money in the bank — review request triggered
Closed Lost
Didn't convert — tagged for future follow-up

Custom Fields & Tag Taxonomy

Every contact is segmented automatically so you always know who you're talking to and why.

Field / TagTypePurpose
Customer TypeDropdownLogging / Gravel / Agricultural / Civil — for targeted follow-up
Job TypeDropdownEmergency / Scheduled / Shop Drop-off
Quoted AmountCurrencyTrack job value in the pipeline
Assembly FeeCurrencyAuto-add $15.25 to every hose job
#Hot-LeadTag (Trigger)Auto-applied if 'emergency' or 'blown hose' is detected
#Review-RequestedTag (Status)Prevents duplicate review requests
#Klondike-InquiryTag (Interest)Applied when oil or Klondike is mentioned
#Active-ClientTag (Status)Applied after first paid invoice

Core Automation Workflows

Two workflows that pay for the entire system by themselves.

WORKFLOW 1

Missed-Call Text Back — The Revenue Recovery Machine

01
Trigger
Any call to your number goes unanswered.
02
Wait 60 Seconds
System confirms the call was truly missed — not just a delay.
03
SMS Fires Instantly
New contact gets: "Hey, it's Tyson from Terrastone. Saw I just missed your call. You dealing with an emergency?" — Active clients get a personalized version.
04
Lead Created in Pipeline
A new opportunity card is auto-created in 'New Lead' stage with the caller's info.
05
You Follow Up
You get a task notification. The lead is warm, engaged, and waiting for you.
WORKFLOW 2

Automated Review Request — The Reputation Builder

01
Trigger
Opportunity stage moves to 'Paid / Closed Won'.
02
Wait 24 Hours
Gives the customer time to actually use the hose before asking.
03
Check: Already Asked?
System checks for #Review-Requested tag. If already sent, stops. No spam.
04
SMS Fires
"Hey [Name], Tyson here. Appreciate your business the other day. Would you help a brother out and leave a quick Google review? Takes 30 seconds. [Direct Link]"
05
Tag Applied
#Review-Requested added to contact. System will never ask them again.
04 — AI Intelligence Layer

Your new
24/7 AI employee.

This is the part that sounds crazy until you see it work. An AI that knows your business, asks the right questions, and hands off to you with everything you need to close the job.

WEBSITECrewRM Native AI

The Website Chat Assistant

A chat widget on your new site that pops up and says "Hey, it's Tyson — how can I help?" It's trained on your services, your service area (Maple Ridge to Hope), your hours, and your pricing structure. It asks the questions you'd ask: machine type, application, any markings on the hose. If they can't describe it, it asks them to text a photo. It captures their number and creates a lead in your pipeline — even at 3 AM.

PHONEChatGPT-4 via Webhook

The AI Phone Qualifier

When a call comes in and you can't answer, the AI agent takes over. It sounds natural, asks the right questions (machine type, fitting angles, hose markings), and if they need to send a photo, it fires them a text to reply to. All the info gets logged in CrewRM as a new opportunity. You wake up to a fully qualified lead with specs attached — ready to pull the fitting and quote.

QUICK WIN

Your Own Custom AI — ChatGPT GPT or Gemini Gem

Before we even flip the switch on the full AI phone agent, we'd recommend setting up a custom GPT on ChatGPT or a Gem on Gemini trained on your business. Think of it as your private AI co-pilot — loaded with your service area, your pricing, your Greenline catalogue, and your common customer questions. Use it to draft quotes faster, write marketing messages, respond to inquiries, and generate content for your Google Business Profile. It's not customer-facing yet — it's a tool for you, and it'll save you hours every week from day one.

Custom GPT or Gemini GemTrained on Your BusinessFaster Quotes & DraftsMarketing MessagingGoogle Business Content
PRICING INTELLIGENCE

Greenline 5000 Series Integration

We train the AI on the Greenline Hose & Fittings 5000 Series catalogue — the same pricing you use every day. When a customer provides the specs, the AI can give them a ballpark range based on current Greenline pricing plus your $15.25 assembly fee. You set up a simple weekly refresh so it always has current pricing. No manual updates, no guesswork.

Greenline 5000 Series$15.25 Assembly FeeWeekly Price RefreshCustom Hose LengthsPhoto-to-Quote Flow

AI Agent System Prompt (Draft)

// System Prompt — Terrastone AI Assistant

// System Prompt — Terrastone Hydraulic AI Assistant

Act as a hydraulic hose and heavy equipment expert who works for Terrastone Hydraulic Hose & Repair in Deroche, BC. You are Tyson's knowledgeable assistant — direct, practical, and friendly, like a Canadian buddy who knows heavy equipment inside and out. You understand logging, agriculture, civil construction, and industrial machinery. You are NOT a generic chatbot. You know hoses.

Your primary job is to qualify the customer's problem and gather everything Tyson needs to build or source their hose. Always ask: (1) Machine type, brand, and year, (2) Where on the machine the hose is located and what it does, (3) Any markings, part numbers, or colour coding on the existing hose, (4) Fitting types — are they straight, 45°, or 90°? JIC, NPT, or BSP thread? (5) Approximate hose length needed. If they're unsure about fittings, ask them to text a photo to 604-302-9525 and you'll have Tyson confirm specs.

Always capture their phone number before ending. Confirm Tyson will follow up within [X hours]. Remind them of the $15.25 assembly fee for custom hose builds. If it sounds like an emergency, flag it and ask if they need same-day service.

Service area: Maple Ridge to Hope, BC. Hours: 8AM–7PM walk-in, 24/7 by appointment/emergency. Phone: 604-302-9525. Assembly fee: $15.25.
05 — Investment & Options

Two options.
One obvious choice.

I'm not going to tell you which one to pick. But I will tell you that recovering just two missed emergency calls per month pays for the Business OS in full. Every month after that is pure upside.

Option A

The Digital Foundation

A new website that actually works. Looks great, ranks better, converts visitors into calls.

$1,000
setup + $99/month hosting & support
Or spread over 5 months — $200/mo to start
New mobile-first website (7–8 pages)
Tap-to-call emergency CTA above the fold
SEO-optimized for Fraser Valley keywords
Google Business Profile optimization
Contact forms with email notification
Missed-call text back
Automated review requests
CRM pipeline & lead tracking
AI chat assistant
AI phone qualifier
Invoicing automation

The honest take: This gets you off the ground. It's a solid foundation and a hell of a lot better than what you have now. But it doesn't fix the missed calls, the AR problem, or the review gap. It makes the bucket shinier — it doesn't plug the holes.

Want to upgrade later? We credit the $1,000 toward the full system.
INCLUDED FREE

AI Barn Burners Community + Monthly Coaching

Every client gets free access to the AI Barn Burners community — Rob's private group for business owners using AI to work smarter. You get monthly live coaching and training calls on business efficiency, AI tools, and automation frameworks. Rob shares everything he's building and testing in real businesses, including yours. It's like having an AI consultant on speed dial — without the hourly rate.

Ready to pull the trigger?

Just reply to the email I sent you and let me know which option you want to go with. That kicks off the onboarding process — I'll send over the service agreement and initial invoice through CrewRM, and we can be building your new site by the end of the week.

06 — Next Steps

What happens
after you say yes.

No complicated onboarding. No six-week kickoff calls. We move fast.

Day 1

You Reply — We Kick Off

Reply to the proposal email with your chosen option. I send the service agreement and invoice through CrewRM. You sign, we start.

Action needed from Tyson: Reply to email
Day 2–3

Assets & Branding

You send over your logo files, shop photos, staff photos, and any branding materials. The more you give us, the better the site looks. We'll work with whatever you've got.

Action needed from Tyson: Send logo + photos
Day 3–5

First Draft — Website

We build the first 1–2 pages and share them with you for feedback. You'll see exactly where we're going with the design and copy before we build the rest.

Action needed from Tyson: Review & approve direction
Week 1

Full Website Live

Complete website deployed. New domain or transferred to your existing domain. Google Business Profile updated. All contact forms live and tested.

Milestone: Website live
Week 2

CrewRM Build (Option B only)

Pipeline, custom fields, tags, and both core workflows built and tested. Missed-call text back live. Review request workflow active. Square + QuickBooks sync configured.

Milestone: Automation live
Week 3

AI Layer Deployed (Option B only)

Website chat assistant trained on your services and Greenline pricing. AI phone qualifier configured and tested. You get a walkthrough of the whole system.

Milestone: Full system live
Why Canadian AI Guy

You're not hiring a tech guy.
You're hiring someone who's been in the trenches.

I'm Rob Hole — a dad, a business owner, and a volunteer firefighter living in Harrison Hot Springs, B.C. I'm not a Silicon Valley tech bro. I'm your neighbour.

For over 25 years I've been building websites, optimizing business processes, and helping owner-operators get out from under the admin pile. I ran a marketing agency for over a decade. I built software for organizations across Canada. I know what works because I've watched what fails — up close, in real businesses, with real money on the line.

And before all of that? I spent years in parts management. I know what it costs when your inventory system is a combination of memory and gut feel. I know the difference between dead stock and fast movers. When I talk about your parts problem, I'm not guessing — I've lived it.

25+
Years in Business
100+
Businesses Helped
B.C.
Local — Harrison Hot Springs
0
Corporate Bullshit

You've gone this long without it.
But you don't have to anymore.

You built Terrastone on skill, hard work, and showing up when other people don't. That's not changing. What's changing is that your business is finally going to work as hard as you do — even when you're asleep, on a job, or making hoses in the shop.

Reply to the email. Let's build your business engine.

CANADIANAI GUY
A division of Octopus Creative Inc. | canadianaiguy.ca | [email protected]
CONFIDENTIAL — Prepared for Tyson Gordon, Terrastone Hydraulic Hose & Repair Ltd.