AI Sales Desk for Remodelers

Answer more high-ticket leads without adding another coordinator.

For bathroom remodelers and home service businesses that need calls answered, leads qualified, CRM notes captured, and strong opportunities routed to sales fast.

What It Handles

A sales desk for calls and conversations that need speed and qualification.

Call coverage

Starts with off-hours or overflow so the business can improve coverage without replacing the entire front desk at once.

Lead qualification

Captures project type, service area, budget posture, timeline, decision-maker context, and next step.

Sales handoff

Creates CRM notes, summaries, transcripts, outcomes, and escalation paths for hot or unclear opportunities.

Implementation Workflow

Staged before production so Sarah or any receptionist agent can be trusted.

1
Map the sales process

Project types, service area, qualification rules, booking handoff, and escalation criteria.

2
Connect phone and CRM

Routing, missed-call text-back, CRM notes, and calendar or sales handoff are configured.

3
Build the receptionist prompt

The agent learns what to say, what not to say, how to qualify, and when to hand off.

4
Run test calls

Scenario calls test pricing, service area, bad-fit leads, urgent issues, and qualified estimate paths.

5
Start with controlled coverage

Off-hours or overflow comes first, then broader coverage after scorecards and recordings look good.

Scope

What the starter package should cover.

Included

  • One core phone path
  • Off-hours or overflow receptionist
  • Missed-call text-back
  • Lead qualification and CRM notes
  • QA scorecard and launch monitoring

Scoped separately

  • Multiple locations or brands
  • Multiple service-line routing trees
  • Deep CRM rebuilds
  • Advanced reporting dashboards
  • Full front-desk replacement on day one

Start with a controlled sales desk, then expand what it owns.

The fit call determines phone paths, CRM complexity, qualification depth, and where the handoff belongs.