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Cyber6
  1. 01Get found
  2. 02Get customers
  3. 03Serve customers
  4. 04Get paid
  5. 05Run the business

Get customers: every call, text, and quote turns into booked work.

Applications, quote requests, and inquiries wait in an inbox until someone has a free moment. We answer every call, text, and form in minutes and book it straight into your calendar.

Book a Discovery CallEstimate what it's worth

ILLUSTRATIVE WORKFLOW

Financial services

  1. 01

    Inquiry received

  2. 02

    Same-day reply

  3. 03

    Checklist sent

  4. 04

    Staff follows up

EXAMPLE MESSAGE

Thanks for reaching out. Here's what we'll need, and a link to pick a time to talk.

Where your team steps in: Eligibility, pricing, and advice decisions stay with your licensed or authorized staff.

WHAT CHANGES

What changes for financial services

  • Every inquiry answered the same day

    We measure: response time

    CYBER6 CORE

  • Applications and quotes followed up until complete

    We measure: completion rate

    CYBER6 CORE

  • Appointments booked without phone tag

    We measure: appointments booked online

    CYBER6 CORE

We record your starting numbers first, so every result is compared to your own business. How Cyber6 Core measures →

Everything in Get customers for financial services

  • Quick win: Most businesses start here.Most businesses start here.
  • Bigger build: More integration work, usually part of a larger plan.More integration work, usually part of a larger plan.
  • Managed partner tool: We set up and manage a specialized, vetted tool under our Secure Build Standard.We set up and manage a specialized, vetted tool under our Secure Build Standard.
Need something not listed? Ask us →

STEP BY STEP · ILLUSTRATIVE

A day with and without Get customers

A potential customer reaches out while everyone on your team is busy.

  1. 01

    11:05 AM · INQUIRY RECEIVED

    WITHOUT IT

    The message sits unread while your team works.

    WITH IT

    They get a friendly reply within minutes.

  2. 02

    11:06 AM · SAME-DAY REPLY

    WITHOUT IT

    They contact a competitor while they wait.

    WITH IT

    The reply answers the basics and offers a link to book.

  3. 03

    3:40 PM · CHECKLIST SENT

    WITHOUT IT

    Someone replies hours later. The customer has moved on.

    WITH IT

    They choose a time that actually works on your calendar.

  4. 04

    3:41 PM · STAFF FOLLOWS UP

    WITHOUT IT

    No one can say how many leads were lost this way.

    WITH IT

    The booking is confirmed and your team sees the whole conversation.

HOW THE PIECES CONNECT

Get customers · Financial services

  • COMES IN
  • Missed calls
  • Web forms
  • Texts and messages

Your automation

Replies in minutes and offers a time

  • GOES OUT
  • Booked visits
  • Quotes followed up
  • Your team, with full context
Anything unusual, sensitive, or disputed goes to a person on your team, with the full history attached.

Times and details are an example of how a typical day can play out, not a client story or a promised result.

EACH PIECE, UP CLOSE

What each piece does, in more detail

PIECE 01

Missed calls and after-hours replies

When nobody can pick up, the caller still hears back within a minute and can book a time.

  • Missed-call text back
  • After-hours replies
  • Booking straight into your calendar

How we set it up

We map what happens when your team cannot answer: what the caller needs, which questions are safe to ask, and when a person should step in. The reply uses your opening hours and booking rules, rather than offering a time your team cannot honor.

ILLUSTRATIVE WORKFLOW

Home services

  1. Call missed

  2. Service details

  3. Available times

  4. Visit requested

Call missed

EXAMPLE MESSAGE

What service do you need, and what is your ZIP code?

Approved rules · verified information

How this works for home services

A homeowner calls while your technicians are on a job. A reply can collect the service type and location, then offer an available estimate visit instead of leaving the request in voicemail.

Where your team steps in

Urgent or potentially unsafe requests need a defined human escalation path; automation must not give emergency advice.

More for home services

PIECE 02

Every form and message answered

Web forms, texts, and messages get a friendly reply in minutes, with a link to book.

  • Web forms answered in minutes
  • Texts and messages answered
  • A booking link in every reply

How we set it up

Forms, texts, and approved message channels feed one intake path. We define the information needed to route a request, prevent duplicate follow-ups, and hand unusual questions to your team with the conversation attached.

ILLUSTRATIVE WORKFLOW

Real estate

  1. Property inquiry

  2. Viewing preference

  3. Agent assigned

  4. Viewing request

Property inquiry

EXAMPLE MESSAGE

Which viewing time works best for you?

Approved rules · verified information

How this works for real estate

A buyer submits a property inquiry. The reply can ask about the property and preferred viewing time, then route the inquiry to the responsible agent with the original details preserved.

Where your team steps in

An agent confirms availability and handles disclosures, representation, and property-specific advice.

More for real estate

PIECE 03

Quote and estimate follow-up

Every quote gets timed, friendly check-ins until the customer decides.

  • Timed check-ins
  • Easy online approval
  • A clear view of every open quote

How we set it up

Follow-up starts from the quote's actual status, not a separate reminder list. We agree the spacing, wording, and stop conditions with you so accepted, declined, or disputed quotes do not keep receiving the same check-in.

ILLUSTRATIVE WORKFLOW

Construction

  1. Estimate sent

  2. Check-in due

  3. Customer responds

  4. Estimator notified

Estimate sent

EXAMPLE MESSAGE

Do you have any questions about the estimate?

Approved rules · verified information

How this works for construction

An estimate is sent for a planned job. Check-ins can ask whether the customer has questions and return the reply to the estimator, while keeping the current estimate and approval route together.

Where your team steps in

Scope changes, pricing discussions, and scheduling commitments stay with the estimator.

More for construction

HOW IT WORKS

How it works for financial services

11:05 AM · INQUIRY RECEIVED

Without it: The message sits unread while your team works.

With it: They get a friendly reply within minutes.

Tap any step to see what changes at that moment.

  • Missed-call text back
  • After-hours replies
  • Quote follow-up

ILLUSTRATIVE WORKFLOW

Financial services

  1. 01

    Inquiry received

  2. 02

    Same-day reply

  3. 03

    Checklist sent

  4. 04

    Staff follows up

EXAMPLE MESSAGE

Thanks for reaching out. Here's what we'll need, and a link to pick a time to talk.

Where your team steps in: Eligibility, pricing, and advice decisions stay with your licensed or authorized staff.

Built by a security team. Watched by one too.

Read the Secure Build Standard →

Member and client financial information stays inside approved tools, supporting your safeguards program and recordkeeping rules.

  • Missed-call texts go out from your registered business number.
  • Quotes and approval links are sent from your authenticated domain so customers know they're real.

WHAT EVERY PLAN INCLUDES

Every plan includes the same support.

  1. 01

    Discovery and baseline

    We record your starting numbers before anything changes.

  2. 02

    Build and connect

    We connect the tools you already use, built to our Secure Build Standard.

  3. 03

    Testing before launch

    Every workflow is tested against real scenarios before customers see it.

  4. 04

    Team training

    Your team learns how it works and what to do when something needs a person.

  5. 05

    Monitoring

    We watch your automations after launch, not just at setup.

  6. 06

    Monthly results report

    Plain-English results against your baseline from Cyber6 Core.

  7. 07

    Changes and improvements

    Adjustments as your business changes as part of your plan.

  8. 08

    Documentation and your data

    Every workflow is documented, and your data can be exported if you ever leave.

SUPPORT AFTER LAUNCH

A real team behind it.

Who you talk to

A named point of contact who knows your business.

How fast we respond

Standard service levels by priority, with urgent issues answered within minutes during business hours.

What we watch

Failed messages, broken connections, and unusual activity are flagged to our team, and we fix or escalate them.

WHAT WE NEED FROM YOU

What it takes on your side.

  • One point person for decisions and approvals.
  • Access to your tools through secure, limited accounts we set up together.
  • A few hours of your time during setup, depending on your business, then quick approvals.

YOUR NUMBERS

What's this worth to your business?

financial

Estimated monthly value

$0

Estimate based only on the numbers you entered. Not a guarantee of results.

Talk through these numbers

HOW WE START

From first call to results.

  1. 01

    Explore

    A 30-minute call about how your business runs.

  2. 02

    Baseline

    We record your starting numbers.

  3. 03

    Build and launch

    Built to our Secure Build Standard, rolled out in phases, with your team trained.

  4. 04

    Report

    Plain-English results against your baseline from Cyber6 Core.

QUESTIONS

Common questions

  • Messages are written in your voice and are honest about what they are. A person always takes over when it matters.

Don't see it? Ask.

If a task is repetitive, follows a pattern, and lives in your phones, inbox, calendar, or software, we can likely automate it. If we can't, or shouldn't, we'll tell you.

  • It happens often
  • It follows a pattern
  • It uses tools you already have

We use this only to answer your question. See our Privacy Policy.

KEEP GOING

The other four foundations

Marquis Carroll, Founder & CEO

Marquis Carroll, Founder & CEO, has 15 years in IT and cybersecurity. He builds every automation the way he'd secure it.

Find out where Get customers could help first.

Book a Discovery Call