The Pieces That Keep Leads From Slipping Through

Website AI Chatbot Setup

A chatbot installed on your website that answers common questions and collects lead information around the clock.

• FAQ answering for common customer questions
• Lead capture questions (service, location, timeline, contact info)
• Installation on your existing website
• Lead notifications to the owner
• Connection to a Google Sheet or CRM

AI Phone Answering Setup

Helps make sure callers get a response when you're on a job, closed for the day, or already on another call.

• After-hours answering
• Missed-call backup coverage
• Call summaries sent to the owner
• Lead intake during the call
• Conditional call forwarding — routine calls go to the AI receptionist, while forwarding rules can be set so urgent or VIP numbers still reach a person

Lead Tracking and Notifications

Keeps every lead organized in one place, instead of scattered across texts, missed calls, and sticky notes.

• Google Sheet, Airtable, or CRM lead tracking
• Owner email notifications
• Optional text message notifications
• Follow-up status tracking (new, contacted, booked, closed)

Simple Website + Lead System

For businesses that don't have a website yet, or need a simple place for leads to land.

• One-page website
• Quote request form
• Chatbot embed built in
• Contact section with business info and service area

Monthly Maintenance

Ongoing upkeep so the chatbot and phone flows keep working correctly as your business changes.

• Monthly chatbot testing
• Phone flow testing
• FAQ updates
• Small revisions and adjustments
• Monthly lead report
• Broken integration checks