How to guides

Get Found. Get Trusted. Get the Job.

Free step by step guides for running the front office of a service business. Do it yourself, or see exactly how RiverX does it for you.

Website

Build a site that loads fast, works on every phone, and shows up when people search.

  1. 1How to improve SEO for a business websiteLocal SEO is mostly housekeeping. Clear pages, matching business details, a fast site, and a few real local links. Nine steps in the order that matters.9 stepsRead the guide
  2. 2How to show up in AI answers (AEO)Customers now ask ChatGPT, Gemini, and Google's AI who to hire. Answer engine optimization is how you become the business those tools name. Ten steps.10 stepsRead the guide
  3. 3How to build and host your own websiteA website is not one thing. It is a domain, a host, DNS records, an SSL certificate, a platform, design, content, and speed. How to do every piece in order. Ten steps.10 stepsRead the guide

Online Reputation

Get reviews on autopilot, manage what people say about you, and build trust that wins jobs.

  1. 1How to improve your Google Business ProfileYour profile decides whether you show up on the map when someone nearby searches for what you do. Twelve steps, most of them free and done in an afternoon.12 stepsRead the guide
  2. 2How to get Google reviews on autopilotReviews are the number one thing Google looks at when it ranks businesses. Here is how to build an automation that asks every customer at the right time, with the right copy, without you remembering to do it. Eight steps.8 stepsRead the guide
  3. 3How to manage your online reputationReviews are not a set it and forget it. How to watch every review site, respond fast, spot problems early, and handle a bad review before it costs you jobs. Eleven steps.11 stepsRead the guide

AI

Answer every call, follow up every lead, and book appointments without lifting a finger.

  1. 1How to use an AI voice receptionistRanking well only pays if someone answers the phone. How to set up a prompted AI voice agent to take the calls you miss, book appointments, and integrate with your CRM. Fourteen steps.14 stepsRead the guide
  2. 2How to use AI for follow up and appointment bookingA lead is only worth something if it books. How to set up AI to capture every lead, reply in seconds, answer questions, follow up for days, and book straight onto your calendar. Sixteen steps.16 stepsRead the guide
  3. 3How to connect AI to your CRMYour CRM holds every lead, call, and job. Here is how to connect an AI like Claude Code to it safely with a private API key, read only by default, so you can build dashboards and get insight without risking your data. Ten steps.10 stepsRead the guide
  4. 4How to set up online booking and schedulingLetting customers book themselves saves you the phone tag. How to set up scheduling that syncs with your calendar, sends confirmations, and cuts no shows. Twelve steps.12 stepsRead the guide

CRM

Keep every lead, call, and conversation in one place so nothing slips through the cracks.

  1. 1How to use a CRM to organize your businessA business that stays in touch with every lead and client books more of them. How to set up a CRM that keeps your whole front office organized. Twelve steps.12 stepsRead the guide
  2. 2How to build automations for your businessAutomations do the repeat work so you do not have to. How to use Zapier, Make, and n8n to connect your tools, add AI, and tie it all to your POS and booking system. Twelve steps.12 stepsRead the guide
  3. 3How to set up a business phone systemYour phone number is how customers reach you. How to get a business number, set up call forwarding, handle voicemail, and cover after hours. Twelve steps.12 stepsRead the guide

Marketing

Reach customers by text and email, stay on the right side of the rules, and grow without paying for ads.

  1. 1How to use text and SMS marketingText gets read more than email or anything else. How to set up SMS marketing, stay legal, write copy that works, and time your sends. Eleven steps.11 stepsRead the guide
  2. 2How to use email marketingEmail keeps you in front of customers who already know you. How to build a list the right way, write emails people read, and stay out of the spam folder. Eleven steps.11 stepsRead the guide
  3. 3How to stay compliant when you market your businessOne bad text or one illegal call can cost you thousands. How to follow the TCPA, CAN-SPAM, FCC AI voice rules, and review rules so you grow without getting fined. Twelve steps.12 stepsRead the guide
  4. 4How to market your business for freeAds cost money. These methods do not. How to drive B2B and B2C business without spending on ads, from referrals to community events to truck branding. Thirteen steps.13 stepsRead the guide

How RiverX handles this

Hear it answer a call. AI receptionist live demo line

These guides walk you through every step. If you get partway through and decide you would rather have someone set it up for you, call the demo line and hear how it works.

Call Demo: 661‑561‑6461See what's included

This is our interactive AI demo line. Call to hear the AI receptionist answer, take details, and book. English and Spanish line: 661‑605‑7306. Both lines are answered 24/7 by the AI receptionist.