Incoming call, 6:42 PMNew customer calling
Missed call
Text from the same number, 9:15 PMNo worries, found someone else.
−$12,000Deck Job LostExample amount
Front Desk
Estimator
Scheduler
Closer
Front DeskVoice, Automated
"Thanks for calling. I'm the automated assistant. Is this for a new deck or a repair?"
EstimatorAutomated
Sends a ballpark from your price list: about $12,000. Final price after the visit.
SchedulerAutomated
"Thursday at 9 AM is open for an estimate visit. Want it?"
CloserAutomated
Drafts a reminder email for the customer and sends the visit to you for approval.
From your teamNew deck customer. Ballpark $12,000. Book the Thursday 9 AM estimate visit?
ApproveChange
Approved. Customer confirmed.
+$12,000Deck Job Quoted, Ready for Follow UpExample amount
Good Morning ExampleWhile you were at dinner:
  • Call answered
  • Ballpark quote sent
  • Visit booked for Thursday
  • Reminder email ready
6:38 PM
Without Agents
Illustrated example
Your Team, Built Around Your Business.
Portfolio Precision
Your Team, Built Around Your Business.
Websites and AI automation for local businesses