The Lead Leak Fix
How Cross X OS gets installed in your business
We install the operating rules, not just the software. Cross X OS is mapped to your real workflow, built with the plays your team follows, connected, tested, documented, and launched.
Cross X OS is the platform. The Lead Leak Fix is the installation. Cross X Agency is the team that installs it.
- LeadMissed call
4:41 PM — no answer, crew on site
- Cross X OSCall Rescue text
Sorry we missed you. What do you need done, and where?
- LeadSMS
Exterior repaint, two story. Kailua.
- Cross X OSAI lead response
Got it. We cover Kailua. Want a walkthrough Thursday or Friday?
- OwnerTeam
Taking this one. Booked Thursday 9am.
- First reply
- Sent — seconds
- Owner
- Assigned
- Unanswered leads
- None waiting
- Garage coatingReminder 2 sent
- Interior 2 roomsViewed
- Deck refinishAccepted
- Exterior repaint — walkthroughThu 9:00
- Deck refinish — site visitFri 13:30
New lead
- Roof wash — form
- Cabinet repaint — call
Contacted
- Exterior repaint — SMS
Estimate sent
- Garage coating — reminder 2
- Interior 2 rooms — viewed
Booked
- Exterior repaint — Thu 9am
- Phone call
- Website form
- Google Business
- Referral
Installation
Seven steps, in order
- 01
Fit check
You answer a short set of questions about how leads come in today. If Cross X OS is not the right fit, we say so.
- 02
Workflow mapping
We sit with your team and write down the real path a lead takes: who answers, who quotes, who schedules, and where it breaks.
- 03
Build
We build the CRM, contact records, pipelines, stages, routing rules, and alerts around that map.
- 04
Connect
Calls, forms, and messages are connected so every lead lands in one place with its source attached.
- 05
Automate
The agreed follow-up sequences, AI lead-response workflow, booking, estimate reminders, and review requests are set up and approved by you.
- 06
Test
We run leads through the whole system: missed call, form, text. Nothing launches until the path works end to end.
- 07
Document and launch
Your team gets written documentation for how it runs, then we launch and stay close through the first stretch.
Operating rules
What gets written down for every play
Each installed play — lead response, missed-call rescue, estimate follow-up, nurture, booking and no-show, review requests — is documented the same way, so nobody has to guess.
- 01
The trigger that starts the play
- 02
The named owner who is accountable
- 03
The pipeline stage the lead moves to
- 04
The approved first response
- 05
Follow-up timing and intervals
- 06
The stop conditions that end automation
- 07
The exception path and human handoff
- 08
How the team knows the play is done
The software holds the process. Your team still makes the judgment calls.
What is in the installation
The $7,500 installation covers the full build. After launch, the installed account runs at $497 per month and your team operates it.
Phone, SMS, email, and AI usage costs are separate where applicable.
- Workflow mapping with your team
- CRM setup and contact records
- Pipelines for your real stages
- Lead routing and team alerts
- Calls, forms, and messages connected
- Agreed follow-up automation
- AI lead-response workflow
- Appointment booking setup
- Source attribution setup
- Testing before launch
- Documentation for your team
- Launch support
FAQ
What owners ask about installation
Do we receive an empty CRM?
No. The workflows, messages, routing, stages, alerts, stop rules, tests, and documentation are installed around the real workflow your team approves. You do not get a blank account with settings to configure.
Do I have to build anything myself?
No. Cross X Agency does the mapping, build, connection, testing, and documentation. Your team reviews and approves the messages.
What do you need from my team?
Time for the workflow mapping session, access to your phone number, forms, and calendar, and approval on the messages that go out.
Who runs it after launch?
Your team, on the primary path. If you want Cross X Agency to operate the agreed growth system, that is Cross X Operated.
What happens if our process changes?
Pipelines, routing, and sequences can be adjusted. The documentation is written so your team can maintain the day-to-day.
Next step
See if Cross X OS fits your lead flow
Start with the product-fit intake. If it fits, the next step is the Lead Leak Fix installation.
Cross X OS is the platform. The Lead Leak Fix is the installation. Cross X Agency is the team that installs it.