Every call answered, every lead followed up
A heating and cooling company had techs out on jobs and calls nobody could take.
Now an AI calling agent picks up, a chatbot answers the website, and every lead goes into the CRM.
The problem
My techs are on jobs. Calls and website questions wait.
- Your techs are out on jobs.
- The phone rings and nobody is free.
- Website visitors ask the same questions and leave.
- Follow-up after the first touch slips.
What we built
- A calling agent picks up. It receives the calls, finds the caller in the CRM or creates a new contact, and books an open slot.
- A chatbot on the website. It handles the FAQs and the appointment booking.
- All leads in the CRM. Calls and chats land in one place.
- Follow-up runs itself. From the CRM, automations send the emails and follow-ups for each stage.
- A caller per service. Repair, maintenance, estimates, electrical and dryer vent each get their own AI caller and number.
What it does every day
- Calls get picked up by the calling agent.
- Website questions get answered by the chatbot.
- Every lead lands in the CRM and gets its follow-up.
Every call has an AI agent ready to pick up.
Leads from calls and chat land in one CRM with their follow-ups.
Tools
- GoHighLevel
- Vapi
- Voiceflow
- n8n
- Google Sheets