Google Business Profile, website, local citations.
GMB · Website
all traffic converges
🎯
Landing Page / Click-to-Call
Conversion-optimized page with one goal: form fill, call button, or chat widget. No distractions. Single CTA above the fold.
Form · Call · Chat
02AI Reception & First Response
−
🎙️
Voice AI
Answers inbound calls 24/7. Conversational intake, no hold music, no missed calls.
Bland AI · Synthflow
💬
SMS / Chat AI
Instant text & web chat replies. Responds in under 5 seconds to web form leads.
Twilio · GHL SMS
📧
Form / Email AI
Auto-responds to form submissions within seconds and starts the intake flow.
GHL · Zapier · Make
03AI Lead Qualification
−
AI Qualification Script
What service do you need?
Are you in our service area?
Is this urgent or planned?
Are you the homeowner?
Rough budget range?
When are you available?
AI scores each answer →
🔥
Hot Lead
Urgent need, homeowner, in-area, has budget. Ready to book now.
Score 8–10
♨️
Warm Lead
Interested but comparing, planning, or timing not right yet.
Score 4–7
❄️
Cold / Unqualified
Wrong area, renter, no budget, or service not offered.
Score 0–3
04Intelligent Routing & Follow-Up
−
🔥 Hot
👤
Transfer to Human
Live call transfer or immediate callback. Full AI context packet sent to closer.
Live handoff
♨️ Warm
🔄
AI Nurture Sequence
Multi-touch follow-up: SMS, email, retargeting ads. Timed for optimal conversion.
SMS · Email · Ads
❄️ Cold
📁
Disqualified
Archived in CRM. Low-cost drip or polite close. May re-enter on future trigger.
Low-cost drip
05Human Decision & Booking
−
💼
Sales / Dispatch Human
Receives pre-qualified lead with full AI intake context. Job: quote, confirm scope, lock in time. Focuses on closing, not collecting info.
Quote · Confirm · Schedule
📅
AI Appointment Booking
For pre-confirmed leads, AI books directly into calendar. Sends confirmation SMS + email + calendar invite automatically.
Calendar · SMS confirm
✅
Job Confirmed & Booked
CRM updated. Crew assigned. Job card created. Customer record complete. Pipeline moves to delivery phase.
CRM updated · Crew assigned
06Job Delivery & Post-Job Automation
−
⏰
Pre-Job Reminders
Automated SMS + email at 24 hours and 1 hour before the appointment. Reduces no-shows by 60%.
24h + 1h SMS
🔧
Tech On-Site
Job completed. Photos, notes, and completion status logged via mobile app directly to CRM.
Photos · Notes · CRM
⭐
Invoice + Review Request
Auto-sends invoice immediately. Follows up 2 hours post-job with Google review request link.
Invoice · Google Review
07Nurture & Re-Engagement Loop
−
📲
SMS Drip Sequence
Timed follow-ups at Day 1, 3, 7, 14, and 30. Each message adds value, builds trust, or creates urgency.
Day 1 · 3 · 7 · 14 · 30
✉️
Email Campaigns
Educational content, seasonal offers, limited-time deals. Builds brand authority while staying top of mind.
Education · Offers · Urgency
🎯
Retargeting Ads
Facebook and Google Display ads follow warm leads across the web, reinforcing brand recall.
Facebook · Google Display
🔁
Re-Qualification Trigger
When a lead replies, clicks a link, or re-engages — they are automatically flagged and re-injected back into Phase 3 for re-qualification. The loop never loses a lead.
Re-enters Phase 3
Past customers also enter a separate re-engagement track — seasonal maintenance, upsells, referral asks. The flywheel effect reduces ad spend over time as organic & referral volume grows.