The System · 03 of 06
AI Follow-Up
Your agent calls and texts new leads within minutes, works the nurture sequence, handles rehab follow-up, and books the appointment.
Lead Lands
A request posts into your CRM from any capture path.
First Text
Within minutes, day or night, in your company's name.
Call + Qualify
The basics confirmed: the job, the timing, the address.
Booked
The estimate goes on your calendar. A human can take over at any point.
The shape of the first exchange. Your agent's actual words are trained on your company's vault: your services, your process, your voice.
How It Works
Worked in minutes, not in the morning
- 1
The agent answers and reaches out
The moment a lead lands, your agent texts and calls, within minutes, around the clock. It also answers your calls in your company's name when your crew cannot.
- 2
It qualifies and books
The agent confirms the job, the timing, and the address against your real availability, and books the estimate on your calendar. The whole conversation lands on the lead's record.
- 3
The nurture sequence keeps working
If a lead goes quiet, the sequence you approved keeps the conversation warm on a sensible cadence. No lead is worked once and forgotten.
- 4
Rehab follow-up circles back
Quotes that did not close get personal follow-up later, the way a good salesperson works old estimates. At Pegasus Surfaces, this is the job Sarah runs today.
- 5
Your people take over whenever
Any conversation can be handed to a human at any moment, and your crew can jump in mid-thread. The agent works the gaps; it never walls your customers off from your people.
For Your Company
What it does for your company
Speed wins jobs in the trades, and most companies lose the first hour to a job site, a supply run, or sleep. A trained agent closes that hour without a new hire, and it only ever speaks from your company's own facts.
- Speed to lead, every time. Nights, weekends, and the middle of a pour are covered the same way.
- Trained on your company only. Your services, your process, your voice, pulled from your Knowledge Vault.
- Hard guardrails. Your agent never invents a price, a review, or a service area. Unknowns stay questions, not answers.
- Every word on the record. Calls, texts, and transcripts live with the lead in your CRM.
What setup takes
You provide: answers to your training questions, your real phone numbers, and approval of your agent's name and voice. We train the agent on your vault alone, test it against real scenarios, and push it live at the training stage, then keep its training current as your company feeds the vault.