The Struggle (Before AI)

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In the heart of Florida, a hardworking community-rooted roofing company faced a familiar challenge. Known for their integrity, professionalism, and quick response times in a storm-prone region, they were committed to protecting homes and supporting families. Despite receiving leads from various marketing campaigns—Google Ads, Facebook, referrals, local SEO, and storm canvassing—leads were slipping through the cracks. Slow responses, overwhelmed sales reps, cold leads never re-engaged, and forgotten referral partners became all too common.

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The AI Sales Assistant Enters

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Determined to address these issues, the company integrated an AI-powered virtual sales assistant with their website, CRM, Calling, SMS system, and email. This AI was designed to instantly reach out to every new lead, regardless of the source, ensuring no opportunity was missed.

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Real-Time Smart Qualification

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The AI began initiating conversations within seconds, asking the right qualifying questions like, “What’s the extent of the roof damage?”, “Do you have insurance or financing ready?” and “How are we looking for a credit score to work with?”. (Yes, our Ai is that personable!) It filtered serious leads from browsers and handed off hot prospects to the sales team, ensuring a more efficient process.

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Appointments & Automation

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Qualified leads were shown real-time appointment availability and booked directly. The AI worked 24/7, following up late at night or over the weekend when reps were offline, ensuring constant engagement.

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Lost Leads Reignited

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Monitoring behaviors like website revisits and email opens, the AI re-engaged with value when signs of interest popped up: “We’re still here if your roof hasn’t been looked at,” or “Storm season’s coming—let’s get you on the schedule.” This approach turned silence into conversations and conversations into contracts.

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Referral and Partner Follow-Up

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The AI routinely messaged referral partners and past clients with subtle, helpful nudges: “Need a trusted roofer for a listing?” or “We’ve got availability this week if anyone in your network needs us.” This consistent follow-up strengthened relationships and kept the company top of mind.

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Results Without the Guesswork

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The outcomes were clear: faster lead responses, higher appointment rates, more closed jobs, less manual effort from staff, and a stronger brand presence in the market.

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All and All, It Worked Out Famously

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AI didn’t make the company less human—it made the human side shine brighter. By combining trust, professionalism, and smart automation, this roofing business grew into a brand that customers could rely on and recommend.

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“Want an AI sales assistant that works as hard as you do? Let’s show you what’s possible.”

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