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Manual follow-up calls were time-consuming and inconsistent. The team couldn't keep up with checking in on past customers, leading to missed opportunities.
Implemented AI-powered outbound calling to proactively contact existing customers, check on their roofing needs, and schedule inspections when appropriate.
Scenario:
Outbound: AI calls customer to check in on their roofing needs
Result:
Inspection set to evaluate her roof

Initial phone conversations with potential sellers were lengthy and required multiple touchpoints. Sales team was spending too much time on qualification calls.
AI handles initial qualification calls, gathering complete listing information including price expectations, property details, and owner information before scheduling in-home appointments.
Scenario:
Outbound: AI calls about home the customer wants to sell
Result:
In-home appointment set for high-value home sale

Customer service team was overwhelmed with calls about estimates and receipts. Simple requests were taking up valuable time that could be spent on sales.
AI handles inbound customer service calls, providing estimate information, sending email receipts, and confirming delivery - all without human intervention.
Scenario:
Inbound: Customer calls about estimate follow-up and email receipt
Result:
Estimate sent and email receipt confirmed
When customers called looking for the owner, calls would go unanswered or messages would be lost. The owner had to be constantly available to take calls, limiting flexibility and work-life balance.
AI assistant takes calls when the owner is unavailable, captures complete messages, and automatically creates callback requests in the system - all without the owner needing to answer the phone.
Scenario:
Inbound: Customer calls looking for owner, AI takes message
Result:
Message captured and callback request created automatically
More conversations
Additional Call Example
Another example of AI handling calls and creating callback requests automatically
Scenario:
Inbound: Customer calls, AI takes message and creates callback
Result:
Callback request automatically created in system
The company struggled to answer all customer calls, especially during peak seasons or after hours. Customers were left waiting or had to call back multiple times, leading to frustration and potential lost business.
Implemented AI-powered call handling to answer customer calls 24/7, handle service requests, schedule appointments, and provide information about services - ensuring no customer call goes unanswered.
Scenario:
Inbound: Customer calls for HVAC service request
Result:
Service request handled and appointment scheduled
The sales team was spending too much time on unqualified leads and basic information gathering. Many potential customers weren't ready for consultations, leading to wasted appointments and low conversion rates. One customer required 17 touchpoints before finally calling back.
Implemented AI-powered lead qualification to handle initial inquiries, gather essential information, qualify prospects based on specific criteria, and schedule consultations only with qualified leads. After 17 automated touchpoints, the customer called back, spoke with the AI agent, and successfully scheduled an appointment.
Scenario:
Inbound: Customer calls about solar installation inquiry
Result:
Qualified lead scheduled for consultation
More conversations
AI follows up with customer
AI keeps the conversation moving and answers questions
Scenario:
Inbound: Customer asks additional questions about the process
Result:
Customer reassured and moved forward in the pipeline
AI finalizes appointment
AI confirms last details and converts the lead
Scenario:
Inbound: Customer is ready to schedule the site visit
Result:
Appointment scheduled and confirmed

The team needed to be available 24/7 to answer customer calls about roof inspections, especially for storm damage assessments. Manual appointment scheduling and follow-up communications were time-consuming, and customers sometimes missed appointments due to lack of reminders.
Implemented AI-powered inbound call handling to answer customer inquiries, schedule roof inspection appointments directly into the CRM, and automatically send confirmation emails with company information. The system also sends automated reminder messages to reduce no-shows and ensure customers are well-informed about the company's services.
Scenario:
Inbound: Customer calls to schedule a roof inspection appointment
Result:
Appointment scheduled for November 24, 2025 at 8:00 AM with automated follow-up emails sent

The company struggled to manage customer communications, especially when appointments needed to be rescheduled. Customers were left waiting without updates, leading to frustration and missed appointments. Manual follow-up and appointment management was time-consuming, and the team couldn't keep up with customer inquiries during busy periods.
Implemented AI-powered SMS communication to handle customer inquiries, schedule appointments, manage rescheduling requests, and automatically send follow-up messages. The system integrates with the CRM to create appointments, update opportunity stages automatically, and send post-service review requests.

The company struggled to answer all customer calls, especially during peak seasons. Many calls went unanswered, leading to lost opportunities and frustrated customers who had to call back multiple times. Customer service team was also overwhelmed with follow-up calls and inquiries.
Implemented AI-powered inbound call handling to answer customer calls 24/7, qualify leads, gather property information, schedule appointments directly into the CRM system, and handle customer service follow-up calls efficiently.
Scenario:
Inbound: Customer calls about roof inspection or estimate request
Result:
Lead qualified and appointment scheduled
More conversations
Customer Service Follow-Up Call
AI handles customer service inquiries and follow-up questions
Scenario:
Inbound: Customer calls with follow-up questions or service inquiries
Result:
Customer questions answered and information provided
The company struggled to answer all customer calls, especially during busy periods or after hours. Customers were left waiting or had to call back multiple times, leading to frustration and potential lost business.
Implemented AI-powered call handling to answer customer calls 24/7, handle service requests, schedule appointments, and provide information about services - ensuring no customer call goes unanswered.
Scenario:
Inbound: Customer calls for property service request
Result:
Service request handled and appointment scheduled
The company wanted to maintain a personal, friendly touch in customer communications while proactively reaching out to customers. Manual outbound calling was inconsistent and time-consuming.
AI proactively calls customers with a warm, engaging personality, schedules appointments efficiently, and provides information about services - combining automation with a personal touch that customers appreciate.
Scenario:
Outbound: AI proactively calls customer about roofing services, engages with friendly personality
Result:
Appointment scheduled with positive customer experience
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