The money already quoted, followed up.
Unsold estimates are cheaper than any new lead. Clair finds the big ones nobody has touched and drafts the follow-up in your words.
36 estimates over $5K, worth $488K, have had no contact for 3 weeks.
Twelve are from the same comfort advisor's September visits; eight mention financing, so I'd lead with the monthly payment.
I drafted a text for each from the office number. They go out one card at a time.
Clair · Acme demo shop · AI-generated, check before acting
One card. You click.
ClairAGENTProposed · Send a text from your Quo number
To the Harlow household: “Hi Pat, it's Dana from Acme. The system we quoted on the 12th is $189 a month with financing, and the fall rebate ends the 31st. Want me to hold an install date?”
Send a text from your Quo number · nothing happens until someone approves
ClairAGENTDone · Send a text from your Quo number
To the Harlow household: “Hi Pat, it's Dana from Acme. The system we quoted on the 12th is $189 a month with financing, and the fall rebate ends the 31st. Want me to hold an install date?”
Send a text from your Quo number
Done by @Dana · sent
Who owes us over 30 days?Receivables from QuickBooks and ServiceTitan, ranked. Reminders drafted, gentler for members, and the weeks of payroll your cash covers.See the example → Notes from the NotePin
Walked the job with the homeowner.Connect your Plaud once. Every recording's notes land in your DM: what was decided, what you promised, and a reminder on the day.See the example → Meeting notes that turn into work
Forward the Fathom recap.Granola, Fathom or Read.ai: decisions and promises go into her memory, and she reminds you on the day.See the example → Should I hire
Do I fill a ninth HVAC tech in October?Forecast demand against capacity and the open pipeline: yes or no, and the week a new hire pays for themselves.See the example →
Hire Clair for your shop.
Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.
Hire Clair