Work / Chandler’s Roofing
Case study
Chandler’s Roofing
A new website and a shorter road from quote to yes.
Before
- 1Quote
- 2
Extra contract stepCut - 3Yes
After
- 1Quote
- 2Yes
01
The goal
Faster contract turnaround and fewer leads going cold, with their job CRM as the one place everything lives.
02
What we did
- AI built their new website.
- We mapped every step from first lead to signed contract with the team.
- We found an extra contract writing step and cut it.
- We wrote clear office answers to the questions customers ask most, plus Day 3, Day 6 and Day 9 follow up texts.
- We drafted the contract intake fields and designed an AI bot that watches the CRM for a ready for contract note, checks the details and drafts the next step for a person to approve.
- We introduced the team to AI bots.
Result
What changed
A new website, and quotes get approved faster with one less step.
The follow up bot is still being built and tested on a practice client before it touches real jobs, so there are no numbers to share yet. A person checks everything AI touches.
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