We Work With 14 Industries
The founder-led businesses we work with.
Allied ROI is a consulting agency that builds AI, sales systems and software for founder-led businesses in the US. Pick your industry to see where its work falls through, and what we build to fix it.
Pick your industry
Same walls, different words.
Each industry has its own bottleneck, its own flow and its own page.
Not on the list? The same walls show up in most founder-led businesses.
Law Firms
AttorneysThe bottleneck
Inquiries wait for a callback, and partners spend hours on cases that were never a fit.
What we build
Every inquiry answered in minutes, intake that qualifies the case first, and follow-up that does not depend on anyone's memory.
The flow, once it is built
- Inquiry arrives
- Intake answered
- Conflict check
- Consult booked
- Follow-up sent
- Intake
- Lead follow-up
- Reviews
Insurance Agencies
InsuranceThe bottleneck
Quote requests go cold, and renewals and cross-sells slip through the cracks.
What we build
Quotes followed up the same day, renewal and policy-review reminders that go out on time, with a person approving every message.
The flow, once it is built
- Quote sent
- Followed up
- Policy bound
- Renewal reviewed
- Account rounded
- Quote follow-up
- Renewals
- CRM
Solar Companies
SolarThe bottleneck
Expensive leads sit uncontacted, and long sales cycles lose homeowners between the proposal and the signature.
What we build
Every lead contacted in minutes, proposals followed up through the whole decision, and appointments set for the closers.
The flow, once it is built
- Lead in
- Contacted in minutes
- Site survey
- Proposal follow-up
- Signed
- Speed to lead
- Proposal follow-up
- Appointment setting
Consulting Firms
ConsultantsThe bottleneck
The partners sell, deliver and chase invoices, so new business stops whenever the work gets busy.
What we build
A pipeline that keeps running while you deliver: outreach, follow-up and booked calls, with proposals out the same week.
The flow, once it is built
- Outreach approved
- Call booked
- Proposal sent
- Engagement signed
- Next lined up
- Pipeline
- Outreach
- Proposals
Construction Companies
ContractorsThe bottleneck
Bids go out and nobody follows up, and the owner is the only one who knows where every job stands.
What we build
Bids followed up automatically, every job's status in one place, and the client updates sent without a phone call.
The flow, once it is built
- Bid sent
- Bid won
- Subs scheduled
- Job tracked
- Client updated
- Bid follow-up
- Job tracking
- Client updates
HVAC Companies
Heating and coolingThe bottleneck
Calls pile up in the first heat wave, maintenance plans lapse, and replacement quotes sit unanswered.
What we build
Every call and web lead answered and booked, maintenance-plan renewals sent on schedule, and replacement quotes followed up until there is an answer.
The flow, once it is built
- Incoming call
- Answered and booked
- Visit and quote
- Quote followed up
- Agreement renewed
- Booking
- Maintenance plans
- Quote follow-up
Plumbing Companies
PlumbingThe bottleneck
Emergency calls go to voicemail after hours, and the jobs go to whoever picks up first.
What we build
After-hours calls answered and dispatched, every job booked with the details the tech needs, and a review requested after every visit.
The flow, once it is built
- After-hours call
- Answered
- Dispatched
- Job done
- Review requested
- After-hours answering
- Dispatch
- Reviews
Roofing Companies
RoofingThe bottleneck
Inspection requests go cold, estimates wait weeks for an answer, and storm season swamps the office.
What we build
Inspections booked the same day, estimates followed up automatically, and storm-season leads sorted before they pile up.
The flow, once it is built
- Storm or leak
- Inspection booked
- Roof inspected
- Estimate sent
- Contract signed
- Inspections
- Estimate follow-up
- Storm season
SaaS Companies
SoftwareThe bottleneck
Trials sign up and disappear, and the founder is still the whole sales team.
What we build
Trial and demo follow-up that runs on its own, onboarding that gets users to the first win, and a sales process someone else can run.
The flow, once it is built
- Signup
- First win
- Buyer flagged
- Demo and proposal
- Paid
- Trial follow-up
- Onboarding
- Sales process
E-Com Brands
E-commerceThe bottleneck
Carts are abandoned, first-time buyers never come back, and support questions eat the day.
What we build
Abandoned-cart and win-back follow-up, post-purchase emails that bring the second order, and AI-drafted support replies a person approves.
The flow, once it is built
- Visit
- Cart
- First order
- Second order
- Repeat customer
- Cart recovery
- Retention
- Support
IT Consultants
Managed ITThe bottleneck
New clients come only from referrals, tickets swamp the senior techs, and contracts renew without anyone checking in.
What we build
Outreach that fills the pipeline beyond referrals, ticket triage that routes the simple work, and renewal check-ins that go out on time.
The flow, once it is built
- Ticket logged
- Triaged
- Resolved
- QBR held
- Renewed
- Pipeline
- Ticket triage
- Renewals
Real Estate Brokerages
BrokeragesThe bottleneck
Leads sit unassigned, agents stop following up after a week, and recruiting runs on the broker's time.
What we build
Leads routed to the right agent in minutes, follow-up that keeps going for months, and recruiting that runs without the broker.
The flow, once it is built
- Lead arrives
- Routed
- First contact
- Nurture
- Under contract
- Lead routing
- Long-term follow-up
- Agent recruiting
Real Estate Investors
InvestorsThe bottleneck
Seller leads come from everywhere, follow-up stops after the first call, and deals go to whoever calls back first.
What we build
Every seller lead captured in one place, follow-up that keeps going for months, and every offer tracked from first call to close.
The flow, once it is built
- Seller lead
- Qualify
- Offer
- Follow-up
- Contract
- Seller leads
- Long-term follow-up
- Deal tracking
Business Brokers
M&AThe bottleneck
Buyer inquiries pile up, NDAs and follow-up run through email, and sellers wait to hear what is happening.
What we build
Buyer inquiries qualified and NDAs sent automatically, every buyer followed up, and sellers kept updated without having to ask.
The flow, once it is built
- Inquiry
- Qualify
- NDA
- CIM released
- LOI to close
- Buyer qualification
- NDAs
- Seller updates
Every industry
One page for each.
- 01 · Attorneys
Law Firms
Every inquiry answered, every intake handed off for the conflict check, and consults booked before the caller dials the next firm.
See the page - 02 · Insurance
Insurance Agencies
Quotes followed up the same day, renewals reviewed before the X-date, and cross-sell reviews that happen on schedule instead of when someone remembers.
See the page - 03 · Solar
Solar Companies
Every lead contacted in minutes, every proposal followed up until there is an answer, and the closers' calendars kept full.
See the page - 04 · Consultants
Consulting Firms
A pipeline that keeps moving while the partners deliver, so the next engagement is lined up before the current one ends.
See the page - 05 · Contractors
Construction Companies
Every bid followed up, every job's status in one place, and client updates sent without the owner picking up the phone.
See the page - 06 · Heating and cooling
HVAC Companies
Every call booked in the first heat wave, every maintenance agreement renewed on time, and every replacement quote followed up until there is an answer.
See the page - 07 · Plumbing
Plumbing Companies
Emergency calls answered at 2 a.m., the on-call plumber dispatched with the details, and a review requested after every job.
See the page - 08 · Roofing
Roofing Companies
Inspections booked the same day, every estimate followed up, and storm-season leads sorted before they bury the office.
See the page - 09 · Software
SaaS Companies
Trial and demo follow-up that runs on its own, onboarding that gets users to the first win, and a sales process the founder can hand off.
See the page - 10 · E-commerce
E-Com Brands
Abandoned carts followed up, first-time buyers brought back for a second order, and support replies drafted by AI and approved by a person.
See the page - 11 · Managed IT
IT Consultants
A pipeline that does not depend on the next referral, ticket triage that keeps senior techs on senior work, and renewals that start with a real check-in.
See the page - 12 · Brokerages
Real Estate Brokerages
Leads routed to the right agent in minutes, follow-up that keeps going for months, and recruiting that runs without the broker.
See the page - 13 · Investors
Real Estate Investors
Every seller lead captured in one place, follow-up that keeps going for months, and every offer tracked from first call to close.
See the page - 14 · M&A
Business Brokers
Buyer inquiries qualified and NDAs sent automatically, every buyer followed up, and sellers kept updated without having to ask.
See the page
Questions
Plain answers.
Which industries does Allied ROI work with?
Allied ROI works with founder-led Law Firms, Insurance Agencies, Solar Companies, Consulting Firms, Construction Companies, HVAC Companies, Plumbing Companies, Roofing Companies, SaaS Companies, E-Com Brands, IT Consultants, Real Estate Brokerages, Real Estate Investors and Business Brokers across the US. Each industry has its own page with the bottlenecks and what we build.
My industry is not on the list. Can you still help?
Often, yes. The same bottlenecks show up in most founder-led businesses: leads that wait, follow-up that depends on memory, and an owner who is the only one who knows where everything stands. The free 30-minute clarity call tells us both quickly whether we fit.
Do you use the same system for every industry?
No. The services are the same, but the work is built around how each business runs: the calls a plumber gets after hours are not the quotes an insurance agency follows up. We connect to the tools you already use, and a person approves anything a client sees.
The clarity call
Let's find your biggest bottleneck.
A free 30-minute clarity call where we identify your biggest bottlenecks.
- Free, 30 minutes
- With Chris, not a sales rep
- Scope and price in writing