Most agencies stop at the lead. Follow-Up keeps the buyer's history connected, handles routine messages, and spots when interest returns. A trained Lead Care agent makes the calls that matter, then hands your salesperson a qualified opportunity.
Lead Intelligence keeps the buyer's history together from the first click through the sale and beyond. Follow-Up uses that history to decide what to send, what to skip, and which moments deserve a trained person on the phone instead of another message.
See how the lead loop works →Lead Intelligence keeps where the lead came from, what they looked at, what they already told you, CRM notes, and project details in one place, then flags what is still missing. A Lead Care agent runs a 15-minute question-and-answer call to get those answers, so a full appointment only goes on your calendar when it has earned the drive.
Stalled-estimate rehashAfter your sales team hands off a stalled estimate, Lead Intelligence keeps the full history together and notices when that homeowner starts researching again. Approved messages run inside the limits you set, and a Lead Care agent calls the ones worth a conversation to find out what actually held the project up.
Reviews & referralsLead Intelligence connects what first brought the customer in with the finished job, service history, reviews, referrals, repeat work, and revenue. When a happy customer never answers the automated request, a Lead Care agent calls to ask, and any service concern goes to the person who earned the trust.
See where the lead came from, what they looked at, and what they already told you. Your team spends less time digging through notes or repeating questions.
When a homeowner comes back to your pricing, project pages, or calculator, we flag it. Your team can follow up when interest is high instead of chasing every old lead.
If the lead replies, reschedules, gets a new quote, pays, or needs service, the messages stop. When a call will work better, a trained Lead Care agent picks up the phone.
The system watches the full history behind each lead and sends the message your team approved when the situation actually calls for it. It never repeats a question the homeowner already answered, and any reply or meaningful change stops it on the spot.
Our agents are US-based and trained on your trades, your pricing range, and your service area. They run a 15-minute question-and-answer call before a full appointment goes on your calendar, call stalled estimates to find out what actually held them up, and call happy customers who never answered the review or referral message. Everything they learn goes back on the record.
Where automation ends and an agent picks up is set with your team during onboarding. Estimate volume, average project value, how your sales process runs, and what your systems can confirm all change the mix, so no two contractors get the same split.
Yes, on three calls and only three. A 15-minute question-and-answer call before a full appointment goes on your calendar, an outbound call to a stalled estimate once your sales process has ended, and a call to a happy customer who never answered the review or referral message. Everything else stays with your team.
The agent gets the answers. Your salesperson does the selling. Scope, pricing, financing, objections, the walkthrough, and the close all belong to your people. A Lead Care agent never quotes a price, never negotiates, and never runs the appointment. When a call turns into a real buying conversation, it goes to your salesperson with the history attached.
An answering service has never seen the job. Our agents are US-based and trained on your trades, your pricing range, and your service area, and they open every call already knowing where the lead came from, what they researched, and what they told you. They also work from a record that tells them which calls are worth making, so you are not paying for dials that were never going anywhere.
No. A drip fires because time passed. Follow-Up remembers what the buyer already did, notices when interest suddenly picks back up, and checks what changed before anything sends. A buying signal can flag a lead for attention, but it is not a green light on its own. The automation carries the volume, and a person is added only where a conversation is worth more than another message.
Only after your active sales process has ended or you approve the handoff. A future follow-up date, a long quiet period, or a homeowner suddenly returning to high-interest pages can flag the estimate for rehash. Before anything sends or anyone dials, the system checks for recent replies, sales activity, appointments, quote changes, invoices, payments, stage changes, permission to contact, and do-not-contact settings.
They do not share the same ask or the same rules. An honest public review request and a referral opportunity run separately, and a referral never depends on a positive review. If an agent hears a service concern on the call, the ask stops and the concern goes to the person who knows the customer.
No. We start with the revenue leak that matters most right now. Qualification, rehash, and reviews and referrals each add signals to Lead Intelligence, so you can begin with one workflow and connect the others as they earn their place.
Yes, on three calls and only three. A 15-minute question-and-answer call before a full appointment goes on your calendar, an outbound call to a stalled estimate once your sales process has ended, and a call to a happy customer who never answered the review or referral message. Everything else stays with your team.
The agent gets the answers. Your salesperson does the selling. Scope, pricing, financing, objections, the walkthrough, and the close all belong to your people. A Lead Care agent never quotes a price, never negotiates, and never runs the appointment. When a call turns into a real buying conversation, it goes to your salesperson with the history attached.
An answering service has never seen the job. Our agents are US-based and trained on your trades, your pricing range, and your service area, and they open every call already knowing where the lead came from, what they researched, and what they told you. They also work from a record that tells them which calls are worth making, so you are not paying for dials that were never going anywhere.
No. A drip fires because time passed. Follow-Up remembers what the buyer already did, notices when interest suddenly picks back up, and checks what changed before anything sends. A buying signal can flag a lead for attention, but it is not a green light on its own. The automation carries the volume, and a person is added only where a conversation is worth more than another message.
Only after your active sales process has ended or you approve the handoff. A future follow-up date, a long quiet period, or a homeowner suddenly returning to high-interest pages can flag the estimate for rehash. Before anything sends or anyone dials, the system checks for recent replies, sales activity, appointments, quote changes, invoices, payments, stage changes, permission to contact, and do-not-contact settings.
They do not share the same ask or the same rules. An honest public review request and a referral opportunity run separately, and a referral never depends on a positive review. If an agent hears a service concern on the call, the ask stops and the concern goes to the person who knows the customer.
No. We start with the revenue leak that matters most right now. Qualification, rehash, and reviews and referrals each add signals to Lead Intelligence, so you can begin with one workflow and connect the others as they earn their place.
You do not need to solve everything at once. We find the gap holding back revenue, fix it, and use real sales outcomes to decide what deserves attention next.
Bring your real questions. We’ll be clear about process, pricing, and whether we’re the right fit for your business. You'll talk with someone who understands premium home improvement, long sales cycles, and what it actually takes to generate better leads and drive more revenue.
Book an Intro CallThat may mean bringing in better-fit demand, turning more website visits into consultations, or working the leads and estimates your team cannot keep chasing.
We compare leads, estimates, and signed jobs so you can spend smarter, close more of the right work, and get more value from every lead after that.
Learn how every lead helps your marketing system get smarter so you get better leads in and more revenue from every lead after.
See how it works →See pricing, what's included, and how to get started. No long-term contract.
View pricing →Book a free 30-minute intro call. Ask questions, get a clear read on your lead lifecycle, leave with a next step.
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