Triangle Loop

Automate the manual work
in your local business.

AI automation for Triangle businesses: intake forms, applications, booking, invoicing, follow-ups and data entry. Plus owner-approved review replies and customer win-backs. You stay in the loop, and nothing reaches customers until you approve it.

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Two services: Process automation · Review & Retention

Service 1

Process automation

We set up simple automations for the manual work in a local business. Each one is scoped to how you work, and you approve anything before it reaches customers.

Intake forms

Online forms that collect customer or job details and send them where you need them.

Applications

Job, membership or service applications collected in one place and organized for you to review.

Booking

Booking requests, confirmations and reminders without the back-and-forth.

Invoicing

Invoices drafted from your job or order details, ready for you to check and send.

Follow-ups

Thank-you notes, check-ins and reminders sent on schedule, after your OK.

Data entry

Moving information between forms, spreadsheets and the tools you already use.

Caller ID name setup Included

We register your business name so your reminder and callback calls show who's calling, not just a number. Included at no extra charge with Process automation.

How it works

1

Free process review

You show us the manual task and how it's done today. We suggest what can be automated and send a custom quote.

2

Build and test it with you

We set it up with the tools you already use and test it together on real examples until it works the way you want.

3

Go live with your approval

It only goes live once you sign off, and you can change or stop it at any time.

Pricing: custom quote, based on what you need. Ask us.

Ask for a free process review

Service 2

Review & Retention

For restaurants and cafes: owner-approved Google review replies and monthly win-backs. You're busy, but reviews and quiet customers still need you.

Reviews sit unanswered

New Google reviews pile up, and the tough ones are hardest to reply to in the middle of a rush.

Regulars go quiet

Customers who came in every week stop showing up. You meant to reach out, then the lunch rush hit.

No time for a marketer

No ads, no website rebuild, no "AI transformation." Just reviews answered and quiet customers invited back.

How Review & Retention works

1

We draft

Every new review gets a draft reply in your voice within 1 business day. Short, calm, and it takes problems offline.

2

You approve

You approve, edit, or reject each reply. One- to three-star reviews are always flagged to you, and safety or health complaints come straight to you.

3

We post & win back

Approved replies get posted. Once a month, one text or email (your approval first) goes to opted-in customers who haven't visited in 60–90 days.

4

You see results

A one-page monthly report: reviews received and replied, win-back send size and replies, and a few plain notes on what to try next.

Every reply is owner-approved before it posts. Drafts never include customer or staff names, order details or phone numbers, never offer freebies for reviews, and never argue or place blame.

Case study: OMTea Boba & Bites, Raleigh

OMTea is a milk-tea cafe on Capital Blvd in Raleigh, and our first case study. We started tracking its Google reviews on October 6, 2026.

4.4★Google rating, Raleigh
375Google reviews, Raleigh

Starting point from OMTea's Google Business Profile, Oct 6, 2026. That's the baseline we're measuring from. We'll share results here once there are real numbers to show.

Review & Retention pricing, month to month

Free 30-day pilot

$0
  • Full Starter package on one location
  • Review replies live from day 3–5
  • One win-back campaign
  • End-of-pilot results summary
  • No auto-charge. At day 30, choose a plan or stop.

Starter

$299/mo

One location, light review volume

  • Review replies (up to ~25/mo)
  • 1 win-back send/mo (email or text, up to 500 contacts)
  • Monthly one-page report

Growth

$449/mo

Busier shops and restaurants

  • Everything in Starter
  • Up to ~60 review replies/mo
  • Win-back up to 1,500 contacts
  • Mid-month check-in
  • 1 Google Business Profile post/mo

Pro

$699/mo

Multiple locations or high volume

  • Everything in Growth
  • Up to ~120 review replies/mo
  • 2 win-back sends/mo
  • Up to 3 locations
  • Quarterly "what's working" call

Month-to-month. Cancel anytime with 14 days' notice. SMS carrier fees, if any, are passed through at cost and called out before sending.

Questions

Will anything go out without my OK?

No. Every review reply, win-back message, or other customer-facing automation waits for your approval.

What does process automation cost?

Intake forms, applications, booking, invoicing, follow-ups and data entry are quoted per job, based on what you need. Email us at triangleloop@levergrowthpartners.com.

Who do the win-back messages go to?

Only your own customer list, and only people who opted in to marketing texts or emails. We never buy or scrape lists.

What do you need from me?

A short call or email walking us through how the work is done today, access to the tools or accounts involved (you keep ownership of them), and your sign-off on anything before it goes live or reaches customers. We ask for approvals within 24–48 hours.

Do you guarantee more reviews or a higher ranking?

No. We don't promise rankings, review volume, or revenue. We keep your reviews answered and your regulars invited back, and we report what happened.

Will my business name show on Caller ID?

We register your business name for reminder and callback calls so they show who's calling, not just a number. Name display depends on each carrier and can't be guaranteed on every phone.

What isn't included in Review & Retention?

Ads, websites or menus, SEO, cold outreach, chatbots or phone answering, delivery-app management, and legal advice on consent.

What happens after the Review & Retention pilot?

At day 30 you pick Starter, Growth, or Pro, or you stop. There's no auto-charge. If you stop, we remove our access and hand back your drafts. You keep your accounts and lists.

Let's take some work off your plate

Tell us which manual work you'd like automated and we'll send a custom quote. Or try Review & Retention free for 30 days on one location, with no auto-bill.

Email us to get started

triangleloop@levergrowthpartners.com