B3 · Ready-made system
Peak-Season Surge Command
The problem
What's going wrong
Storms, heatwaves, freezes, tax deadlines: demand arrives all at once. The phone rings non-stop, people don't know where they are in the queue, and the paperwork piles up.
What it fixes
What changes
- Intake overload during demand spikes
- Customers calling to ask for status
- Documentation backlog during your busiest weeks
How it works
Three agents, one system
Agent 1
Surge intake
Scales call and form intake on demand, triages by urgency, and books or queues every request.
Agent 2
Status communicator
Sends proactive updates so customers know where they stand without calling.
Agent 3
Documentation assistant
Drafts the paperwork from photos, notes and call transcripts. A person reviews and approves everything before it's sent.
Works with
- Phone
- Web forms
- Your CRM / job software
- Photo apps
- SMS + email
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
3–4 weeks; best installed before your season
Price
$3,500–$6,000 setup + $1,200–$2,000/mo in season
Usage (minutes, SMS, AI) is billed on accounts in your name.
ROI example
- 400 extra calls in a 10-day storm window
- 10% would have been lost (40); 30% are real jobs (12)
- 25% close, $14,000 ticket, 30% margin
About 3 extra jobs in one surge, roughly $12,600 gross profit.
Example with stated assumptions, not a promise.
Risks, and how we handle them
- Documents go out with mistakes.
- The assistant only drafts. Nothing goes to a customer, carrier or client without a person approving it.
- Built too late for the season.
- We schedule the build at least four weeks before your peak.
Best fit
- Your demand spikes hard several times a year
- Your office gets buried during those weeks
Not a fit: If your demand is steady all year, start with the Lead Desk instead.
What it looks like in your industry
Roofing
After hail, surge intake books inspections by zip code, and the claims and supplement assistant drafts documentation for your team to review and send.
HVAC, plumbing & electrical
During a heatwave (HVAC) or a freeze (plumbing), emergency calls are triaged first and everyone else gets a booked slot and updates.
Law, accounting & consulting
In tax season, document requests and status questions are handled automatically, and accountants approve every draft.
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.