How it works

How a homeowner becomes a booked consult

Five steps, run for your company every day: an ad and a short form, a call from your AI assistant within about a minute during calling hours, a booked design consult, text reminders, and a dashboard with every lead. Tap through it on the phone.

Homeowner's phone

Tuesday, October 279:41

Tap to watch an ad become a booked consult.

Where do they find you first?

  1. Ad
  2. Form
  3. Call
  4. Booked
  5. Reminder
  6. Leads

Watch an ad become a booked consult.

Pick where the homeowner finds you, right on the phone. You will see exactly what your customer sees, then exactly what lands on your phone.

Step by step

From first scroll to booked consult.

  1. 01

    A homeowner sees your ad

    Your ads run on Facebook, Instagram and Google in your company's name, aimed at the area you serve. A short form asks what they want done, their budget and their timeline, and, separately, whether they agree to calls and to texts. The lead is yours alone. It is never shared with other remodelers.

    How the ads work
  2. 02

    Your AI assistant calls them

    If they agreed to calls, your AI assistant calls within about a minute, during calling hours: 9 am to 8 pm in the homeowner's time zone. A lead that comes in late at night is called when calling hours open. It says up front that it is an AI assistant calling for your company and that the call is recorded, then asks about scope, budget and timeline. Homeowners who did not agree to calls get a call from your team instead.

    How the AI voice receptionist works
  3. 03

    The design consult is booked

    It offers open times from your calendar and books the in-home design consult on the call. You get the summary, the transcript and the recording, so you walk in knowing the job.

  4. 04

    Reminders go out by text

    If the homeowner agreed to texts, they get one confirming the booking, then a reminder the day before. They reply to confirm, so you know who has confirmed. Project updates go out by text too.

  5. 05

    Every lead in one place

    Your dashboard shows every lead with where it came from, whether the AI reached them and which consults are booked. You can see which ads turn into consults.

Want this running for your company?

15 minutes. We'll look at your current lead flow and show you the whole system on your own market.