Fixed-scope offer | For home services operators
AI Intake Readiness Sprint for Home Services
Missed calls, lost after-hours leads, and inconsistent intake across phone, web forms, SMS, and front-desk handoffs cost home services companies real jobs. This 15-business-day sprint maps your intake path, finds the revenue leaks, and produces a practical pilot spec.
Price
$6,500 fixed fee
Timeline
15 business days
Format
Vendor-neutral diagnostic
Who it is for
Owner-led or manager-led home services companies that miss inbound calls, lose after-hours leads, or rely on inconsistent intake across phone, web forms, SMS, and front-desk handoffs. Built for HVAC, plumbing, electrical, roofing, and multi-trade service businesses.
The problem
In home services, slow intake is not abstract process waste. It means missed jobs, missed emergency calls, abandoned quote requests, and leads that book with the next provider who responds.
AI intake can help, but only when the workflow is constrained, the handoff rules are clear, and the business knows which channel should be automated first.
What you get
A 15-business-day readiness sprint that maps the current intake path, finds the revenue leaks, decides whether text or voice should come first, and produces a practical pilot spec.
- Intake workflow map across calls, forms, SMS, email, booking links, and CRM handoff.
- Missed-revenue leak inventory, including after-hours, overflow, slow response, bad qualification, and scheduling friction.
- Buyer-language map based on how customers ask for urgent service and quotes.
- AI intake opportunity scorecard across text, voice, and hybrid workflows.
- One lightweight prototype conversation flow for one priority intake path.
- Recommended first pilot scope with channel, use case, escalation rules, failure modes, and human review points.
- Vendor-neutral platform shortlist for the pilot.
- Basic ROI model using call volume, booking rate, average job value, and response-time assumptions.
- Implementation checklist for the next 30 days.
- 60-minute readout call with owner or operations lead.
Timeline
15 business days for the readiness sprint. Target delivery is within 21 calendar days and never more than 30 calendar days unless you request extra stakeholder review.
Price
$6,500 fixed fee
The standard sprint covers one business with multiple intake paths: the workflow map, leak inventory, buyer-language map, prototype conversation flow, ROI model, pilot spec, and vendor-neutral platform shortlist.
The sprint is a paid diagnostic, not a software implementation. You are paying for workflow interpretation, risk limits, ROI framing, and a pilot plan that can be handed to an implementer.
Implementation credit
If you proceed to a separately scoped implementation within 30 days of the readout, up to $3,000 of the sprint fee can be credited against that implementation. The sprint remains valuable as a standalone diagnostic, and implementation is optional.
- The credit covers up to 50% of the sprint fee, capped at $3,000.
- Applies only to a separately scoped implementation contract signed within 30 days of the sprint readout.
- Does not apply to third-party software, telephony, data costs, paid tools, or pass-through expenses.
Explicitly out of scope
So expectations are exact, the sprint does not include:
- No live AI receptionist deployment.
- No phone-number porting, telephony setup, CRM integration, or production automation.
- No emergency dispatch replacement.
- No medical, legal, financial, or regulated intake workflows.
- No guarantee of booking lift, revenue lift, or cost reduction.
- No ad campaign management or local SEO execution.
- No compliance certification.
- No use of private customer data unless separately scoped and approved in writing.
The prototype conversation flow is a demonstration, not a production deployment: no live phone number, no CRM or calendar integration, no payment collection, and no real customer data. It shows the intake logic and handoff behavior using synthetic or sanitized example data.
Frequently asked questions
Find your intake leaks before you automate anything
Book a 20-minute fit call. Bring call volume, service area, average job value, current intake channels, and the biggest intake failure you already know about. The call ends with a yes or no on whether a readiness sprint is worth doing.
Book a 20-minute fit call