Choose a bottleneck before choosing a tool
Begin with a specific problem: repeated website questions, unanswered after-hours calls, slow inquiry follow-up, or asking customers for reviews after a completed job. A workflow should have one useful result you can check.
A consultation establishes what happens today, where information lives, which accounts can connect, and which decisions must go back to a person. Software compatibility is checked before a quote is finalized.
Four workflows to consider
A website FAQ chatbot answers from business information you approve and offers a way to contact a person. An after-hours receptionist can take details or check a supported calendar.
Inquiry follow-up can send approved texts to customers who have agreed to receive them. A review-request workflow can send a direct review link after a completed job, regardless of the customer’s rating. Each workflow has a separate scope and usage allowance.
Connect the process and test the failure path
We agree the trigger, source information, destination, access permissions, and usage limit. Then we test a normal request, missing information, an unavailable destination, an opt-out where applicable, and the owner handoff.
AI answers should not invent your prices, availability, services, or commitments. Custom requests and decisions outside the approved information go to a person.
What the website package includes, and what is separate
The $1,499 home service website package includes a lead funnel, one supported inbox or CRM delivery, click-to-call, and one booking link. It does not include every AI service or a custom connection to any software.
Managed AI tools have setup fees, monthly management, and stated usage. Additional accounts, premium software, higher volume, carrier registration, and complex CRM actions are quoted before you commit. See the current service pricing and written terms.