B1 · Ready-made system
Never-Miss Lead Desk
The problem
What's going wrong
Calls ring out while you're on a job, after hours, or on the other line. Web leads wait hours for a reply. By the time you call back, they've booked someone else, and you still paid for the lead.
What it fixes
What changes
- Missed and after-hours calls
- Slow replies to web and ad leads
- Appointments booked with people who were never a fit
- Paying for leads nobody followed up
How it works
Three agents, one system
Agent 1
AI voice intake
Answers missed and after-hours calls. Says up front it's an AI assistant, asks your qualifying questions, books the appointment, and transfers emergencies to a person.
Agent 2
60-second speed-to-lead
Texts and emails every new web, ad or missed-call lead within a minute, with a booking link and a real reply when they answer.
Agent 3
CRM sync + Monday owner brief
Writes every call, transcript summary and booking back into your CRM. Sends you a one-page report every Monday morning.
Works with
- Your phone line
- Google Calendar / Outlook
- JobNimbus
- AccuLynx
- ServiceTitan
- Jobber
- HubSpot
- GoHighLevel
- Google LSA
Every Monday
You see what it did
A one-page report in your inbox, with numbers from your own phone system and CRM.
Monday owner brief
Your business · week 44
| Calls in | 142 |
|---|---|
| Answered by your team77% | 109 |
| Handled by AI (missed / after hours) | 29 |
| Transferred to a personemergencies + asked for a human | 4 |
| Web leads replied to in < 60 s | 37 / 38 |
| Appointments booked by AI | 11 |
Worth a listen
- Tue 7:42pm: caller asked about financing twice; no follow-up booked yet.
- Thu 2:15pm: transferred emergency, answered in 18 s.
Timeline
2–3 weeks from kickoff to live calls
Price
$2,000–$3,500 setup + $750–$1,250/mo
Typical: $2,500 setup + $997/mo, 90-day term, then month-to-month.
Usage (minutes, SMS, AI) is billed on accounts in your name.
ROI example
- 150 inbound calls a month, 20% go unanswered
- 30% of those are new-job inquiries; the AI handles 60% and books half
- +0.5 extra appointments a month from faster web replies
- 25% close rate, $14,000 average ticket, 30% gross margin
- $2,500 setup + $997/mo
About 3.2 extra appointments and 0.8 extra jobs a month: roughly $3,360 gross profit a month, $40,320 in year one against $14,464 in cost (about 2.8×). Break-even is about 3.4 jobs in the year.
Example with stated assumptions, not a promise. Use your own numbers.
The Lead Desk offer, on one page
- What you get: AI voice intake, 60-second lead replies, CRM sync and the Monday owner brief.
- Live in: 2–3 weeks from kickoff to live calls.
- Terms: 90-day term, then month-to-month. You own every account.
- Guarantee: If month one books fewer than an agreed number of AI-handled appointments, month one is refunded. We set that number with you before kickoff.
- Founding-client offer: first 5 clients: Lead Desk: $750 setup + $397/mo, 3-month minimum, 30-day guarantee. 5 left.
Risks, and how we handle them
- Callers want a real person.
- The AI says it's an AI in the first sentence, and anyone can ask for a person. Emergencies and hot leads transfer live, or get a call-back within minutes.
- The AI says something wrong.
- It works from a script and FAQ you approve. It can't quote prices or promise dates unless you allow it. We review call transcripts weekly for the first month.
- Texting rules (TCPA).
- We only text people who contacted you, log consent, honor STOP instantly, and keep quiet hours.
Best fit
- You miss more than a handful of calls a week
- You pay for leads (Google, LSA, Angi, Facebook)
- One person (often the owner) answers the phone
Not a fit: If almost every call is already answered live within three rings and web leads get a reply inside five minutes, start somewhere else.
What it looks like in your industry
Roofing
A homeowner calls at 7pm after a hailstorm. The AI asks about the damage, whether it's insurance or retail, books a free inspection for 9am, and puts it all in JobNimbus.
HVAC, plumbing & electrical
A no-heat call at 2am gets transferred to the on-call tech; a routine tune-up request gets booked for Thursday.
Law, accounting & consulting
A prospective client calls during a court date. The AI takes the matter type, runs a conflict-check question, and books a consult.
Clinics, dental & med spas
A new patient asks about availability at 8pm; the AI books an initial consult and sends intake forms. (We confirm data-handling requirements before any build.)
Real estate
A buyer calls on a listing sign; the AI qualifies budget and timeline and books a showing with the listing agent.
E-commerce
A wholesale inquiry arrives through the site at midnight; it gets a reply in a minute and a call slot with sales.
Agencies & B2B services
An inbound demo request gets a reply in 60 seconds and a booked call, instead of waiting for Monday.
Find out where you're leaking, free.
We'll call your line, test your form and check your reviews, then send a ~90-second video of what your customers experience.