Dedicated forwarding number or forwarding workflow, inbound AI answering, disclosure line, and basic recording-consent language where needed.
Offer
What we install
The client is not buying a chatbot. They are buying a controlled phone workflow with setup, testing, tuning, and operational accountability.
Trade-specific intake script, emergency detection, service-area checks, wrong-fit rejection, and owner alerts.
Transcript review, script changes, false-booking checks, lead-quality review, and a simple weekly performance summary.
Boundaries
Keep V1 safe and narrow.
The pilot should be expensive because it is careful. These boundaries protect the client and keep us from getting buried.
- No outbound calling
- No free trial
- No unlimited minutes
- No self-serve setup
- No custom voice clone
- No healthcare, finance, debt collection, legal intake, or emergency medical workflows
Audit checklist
Qualify the client before offering the pilot.
Use the paid audit to decide whether the business is worth installing. A weak client is more expensive than no client.
$1,500+ average job value20
20+ missed or overflow calls/month20
Clear service area and categories15
Weekly tuning owner15
Simple booking or routing rules15
Inbound-only V1 is acceptable15
Discovery questions
The audit call script.
- What trade and service area?
- How many locations and crews?
- Who answers calls today?
- Who owns weekly review?
- How many inbound calls/month?
- How many are missed or late?
- Which time blocks create the most misses?
- What happens after voicemail?
- Average job value?
- Emergency job value?
- Monthly ad or lead spend?
- What is one good missed call worth?
- What should AI never promise?
- What counts as an emergency?
- What service areas are rejected?
- When should a human take over?
Decision
Only three possible outcomes.
Strong fit, safe scope, clear value. Collect deposit and start implementation planning.
Possible fit, but call data, workflow rules, or decision owner is still unclear.
Too low-ticket, too complex, too risky, or not enough missed-call volume.
Next sales action
Sell the audit first.
Start with 20 local home-service businesses. The first ask is not "try our AI receptionist." The first ask is: "Want us to show you how much revenue your missed calls may be costing and what a managed fix would look like?"