AI Receptionist and Follow-Up for Remodeling Companies

Build intake around the project decision

Ask what the customer wants to change, the property location, the kind of project, and the preferred timing. Keep kitchen, bath, addition, and whole-home inquiries distinguishable so the right person follows up. Capture any customer-stated budget as context, not as a commitment that the work can be completed for that amount.

Clarify whether the inquiry is for design, construction, or both.
Record the property type and whether the caller can authorize the work.
Ask about the desired outcome before discussing packages.
Route structural, permit, financing, and feasibility questions to your team.

Keep proposals connected to their questions

A remodeling proposal may stall over scope, sequencing, material choices, disruption, or decision-maker availability. Record the unanswered question and its owner. Follow up on the customer’s agreed schedule and keep revisions attached to the original proposal. Stop generic reminders when an active design conversation is underway.

Define a worthwhile consultation

Agree which locations, project types, and planning stages fit your business. A booked discovery call is different from an on-site consultation or signed construction agreement. Measure each stage separately and record reasons for poor fit so your intake gets more useful over time.

Recovery starts with eligible records

For a Revenue Recovery Campaign, first-party records must connect to a real prior inquiry or customer relationship. PublicProof requires at least 500 usable records and a separate campaign-fit review. Define the appointment standard, service area, exclusions, and who will attend before outreach starts. The campaign runs for 90 days; performance fees apply to qualified appointments that actually occur. Shared Start activation and rate-lock fees are separate. Appointment volume, sales, and revenue are not guaranteed.

Keep the business in control

Your team approves service information, owns pricing and technical decisions, and handles the sale. Start with a limited workflow, test realistic calls, and review unresolved requests. Track conversations, qualified inquiries, appointments held, and the reason each opportunity did or did not move forward. Use those findings to improve the process before adding more automation.

Questions before you start

What should we prepare before a workflow review?

Bring your service area, appointment types, current intake process, escalation contacts, and one example of an inquiry or estimate that lost its next step. Do not send customer records through a public website form.

Does every inquiry belong in a recovery campaign?

No. Incoming-call handling and estimate follow-up can be scoped separately. A Revenue Recovery Campaign requires at least 500 usable first-party records plus review of eligibility, quality, capacity, and appointment qualification.

Continue with the right workflow

Campaign eligibility and commercial terms are explained on the Revenue Recovery page. Your scope and responsibilities are agreed before launch.