Layers
Add the Capabilities You Need to Grow.
Your foundation is complete on day one. Add Layers that solve your biggest bottlenecks. Each Layer is a defined, managed capability — built, configured, and run by our team.
PRESENCE
Visibility isn't one-size-fits-all.
How a roofing company gets found is fundamentally different from how a B2B consulting firm gets found. Local businesses need to dominate map searches and neighborhood visibility. B2B companies need to build authority with decision-makers doing research. Presence comes in two distinct configurations — choose the one that matches how your buyers actually find you.
Local Presence
For Service-Area BusinessesDominate your local market.
When your customers search 'near me,' you need to be the first result they see. Local Presence builds and maintains the visibility infrastructure that gets you found in local search, Google Maps, and AI-powered recommendations — in your service area, consistently.
Local SEO & Google Maps Optimization
We build and maintain the signals that get you ranked in the Google Map Pack — the 3 results that appear above organic search. Service-area pages, neighborhood content, and local keyword targeting keep you visible where your customers are searching.
42% of local searchers click Google Map Pack results. 93% of those clicks go to the top 3 listings.
Google Business Profile Management
Your GBP is often the first thing a prospect sees. We keep it fully active: regular posts, updated photos, accurate service information, and managed Q&A. A complete, active profile gets 7x more clicks than an incomplete one.
Businesses with active GBPs receive 42% more direction requests and 35% more website clicks.
Review Generation & Management
Automated review requests go out after every completed job or service interaction. We monitor and respond to reviews across platforms — because how you respond is as important as the review itself.
Businesses with 4+ star ratings receive 12% more calls. Responding to reviews increases trust signals by 30%.
Citation Building & Cleanup
Your business information needs to be identical everywhere it appears online. We audit, clean up incorrect listings, and build citations across the directories that most influence local search rankings.
62% of consumers avoid a business if they find incorrect information online. Consistent NAP drives 70% more calls.
Who It's For
Local Presence is built for businesses that serve a defined geographic area and need to show up when people in that area are actively searching. If your biggest growth lever is being found before your competitors in local search and map results, this is the right Layer.
Best fit: Home service contractors (roofing, HVAC, plumbing, flooring), medical and dental practices, restaurants, retail, and any business where customers search by location.
B2B Presence
For Professional Services & B2BBe the authority your buyers find first.
B2B buyers don't search Google Maps. They search LinkedIn, industry publications, and peer recommendations. They do research before they ever reach out. B2B Presence builds your authority where decision-makers are actually looking — and ensures that when they find you, what they see earns their trust.
LinkedIn Authority Building
Consistent, strategic content that positions you and your firm as the credible expert in your space. Thought leadership posts, engagement strategy, and profile optimization — so when a decision-maker looks you up, your profile does the selling.
LinkedIn generates 80% of B2B social media leads. Decision-makers spend 3x more time on LinkedIn than other platforms.
Thought Leadership Content
Articles, insights, and case studies that demonstrate expertise and attract inbound interest. We build the content calendar and produce the content — positioned around the problems your ideal clients are actively searching for answers to.
B2B buyers consume an average of 13 pieces of content before making a purchase decision.
Industry Directory & AI Search Presence
B2B buyers increasingly use AI tools to research vendors. We ensure your firm is accurately and favorably represented across the directories, publications, and data sources that AI search systems draw from.
67% of B2B buyers use AI-assisted search to research vendors before first contact.
Referral & Partnership Visibility
Strategic placement in the networks, associations, and platforms where your ideal clients and referral partners are active. We identify the right channels and build the presence that generates warm introductions.
B2B companies with active referral programs report 70% higher conversion rates than cold outreach.
Who It's For
B2B Presence is built for professional services firms, consultants, agencies, and B2B companies where the buyer is a business decision-maker doing deliberate research — not a consumer searching by location. If your growth depends on being seen as the credible expert before the first conversation, this Layer builds that foundation.
Best fit: Marketing agencies, management consultants, B2B SaaS companies, financial advisors, staffing firms, commercial contractors, and any professional services firm selling to business buyers.
Pipeline
More conversations. More conversions. Less manual effort.
A lead that doesn't get followed up with isn't a lead — it's a missed opportunity. Pipeline makes sure every person who expresses interest in your business gets an immediate, professional, personalized response — and stays in your orbit until they're ready to buy.
Instant Quoting Engine
A custom-built application configured for your specific services and pricing. Prospects submit project details and get a professional, accurate quote instantly — no back-and-forth, no waiting days for a callback.
Businesses using automated quoting convert leads up to 3x faster and reduce manual admin time by 65%.
24/7 Appointment Booking
Prospects book directly from your real-time availability — without anyone from your team involved. Automated reminders reduce no-shows. Qualified prospects are in your calendar before you wake up.
45% of consumers expect to book appointments online. Automated reminders reduce no-shows by 40–60%.
CRM Syncing
Every The WYZ System touchpoint — chatbot conversations, inquiry forms, quoting requests, appointment bookings, missed calls — flows into a single, organized contact record. Your team always knows where a prospect stands.
Sales teams using CRM with automated pipeline management report 29% higher win rates.
Missed-Call Text Recovery
Within seconds of a missed call, your system automatically sends the prospect a personalized text message. It keeps the dialogue open and signals responsiveness — even when your team couldn't pick up.
85% of callers who don't reach a business on the first try will not call back. Automated recovery converts a significant portion of those lost opportunities.
Voice AI for After-Hours Calls
Handles after-hours calls conversationally. Greets callers, asks qualifying questions, captures contact information, schedules callbacks, and handles common inquiries — without voicemail.
61% of users say 24/7 availability is the top benefit they want from business communication tools.
Lead Scoring & Competitive Tracking
Assigns dynamic scores to every contact based on behavior. Your team prioritizes the hottest leads for immediate follow-up while everyone else stays in automated nurture. Plus, monitor competitors across local search and review platforms.
Companies using lead scoring report 77% increase in lead generation ROI and 28% improvement in conversion rates.
Who It's For
Pipeline is for businesses that are generating leads but losing them before they convert. If deals go cold because follow-up is inconsistent, if your team is too busy to respond fast enough, or if you're missing after-hours opportunities — this Layer closes those gaps.
Best fit: Home service contractors, B2B service firms, professional services, medical and health practices, and any business with a defined sales or consultation process.
KnowledgeBlocks
Industry-specific intelligence, always current.
In expertise-driven industries, the quality of information you provide is directly tied to client trust. KnowledgeBlocks builds the intelligence layer that lets your business answer questions accurately, instantly, and at scale — without you or your staff fielding every inquiry. Choose the block that fits your industry.
Who It's For
KnowledgeBlocks is purpose-built for businesses where expertise and accuracy are central to the client relationship — and where staff time is too valuable to spend answering the same questions repeatedly. Whether you're navigating regulatory complexity, managing a high-volume tax season, or fielding product questions across hundreds of SKUs, there's a KnowledgeBlock built for your industry.
Best fit: Professional services firms in regulated industries, CPA and tax practices, and home services / trades businesses with large product catalogs.
Crypto Organizer
Digital asset clients are time-consuming to serve — not because the tax work is complex, but because the intake is a mess. Most crypto clients arrive with a combination of exchange screenshots, incomplete CSV exports, and a vague recollection of what they did last year.
The Crypto Organizer is a structured intake system we install on your firm's website. It guides clients through a comprehensive questionnaire, collects their documentation, flags what's missing, and delivers a clean, CPA-ready submission packet — before your team opens the file.
Who This Is For
How It Works
Client Completes the Questionnaire
Installed on your website. Covers every digital asset activity type. Clients complete it before the engagement starts.
System Collects Documentation
Prompts for 1099-DAs, exchange exports, and wallet histories with clear instructions for every major platform.
Gaps Are Flagged Automatically
Missing documents, incomplete histories, and inconsistencies are identified before the packet reaches your team.
Your Team Receives a Clean Packet
Standardized, labeled, and organized. Exceptions already called out. Your CPAs open the file ready to work.
Structured Digital Asset Intake
A guided questionnaire installed on your firm's website covers every activity type — buys, sells, staking, DeFi, airdrops, NFTs, and wallet-to-wallet transfers. Clients complete it at their own pace before the engagement begins.
Exchange Data & 1099-DA Collection
The system prompts clients to upload their 1099-DAs, exchange CSV exports, and wallet transaction histories — with clear instructions for every major exchange. No more chasing documents one at a time.
Automatic Gap Flagging
Before the packet reaches your team, the system identifies missing documents, incomplete transaction histories, and inconsistencies. You receive a clean submission with exceptions already called out — not a pile of screenshots to sort through.
CPA-Ready Submission Packet
Your team receives a standardized, organized packet: all documents labeled, all activity types categorized, all gaps flagged. The intake work is done before your CPAs open the file.
Covers All Digital Asset Activity Types
Spot transactions, DeFi yield, liquidity pools, staking rewards, hard forks, airdrops, NFT mints and sales, and cross-chain transfers. The intake covers the full landscape of digital asset activity — not just simple buy/sell.
Reduces Crypto Client Engagement Time
The manual back-and-forth that makes crypto clients expensive to serve is eliminated before the engagement starts. Your team spends time on analysis and compliance — not intake coordination.
Available as an add-on to any WYZ System installation.
Ask about the Crypto Organizer during your strategy call.
Not Sure Which Layer Is Right for You?
Take the two-minute assessment. We'll identify your biggest bottleneck and recommend the exact combination of Layers that will have the most impact for your business.
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