AI Front Desk Review
When the owner answers every call, routine requests crowd out the calls that turn into new work. This review designs an AI assistant that handles the routine, gives instant estimates and passes the calls that matter to you, before anyone writes code.
Who it's for
- You or one person answers most calls, and new inquiries get missed.
- You build every quote by hand, even for people who are only browsing.
- Rescheduling and routine requests take up a large part of your day.
- Your clients and jobs already live in a CRM or a job management tool.
What I do
- Map your calls and requests: who calls, about what, and which ones turn into paying work.
- Design what the assistant answers, how it estimates and the rules for what reaches you.
- Plan how it connects to your CRM and job tools, so nothing is entered twice.
This review designs the assistant. Building and connecting it is a separate project, and we can scope it once the design is set.
What you get
- A map of your call and request types, with the high-value ones marked
- An assistant design covering answers, estimate rules and handoff rules
- An integration plan and the numbers to measure from day one
Where this comes from
For Jill of All Trades, a vacation rental cleaning business, we're designing an assistant that answers routine questions, gives instant estimates and passes serious prospects to the owner, connected to GoHighLevel and Jobber. The work is in progress.
The AI Front Desk Review is $1,800 (two weeks, for one business). If it shows you need more than a review, the 30-day audit or an ongoing engagement is the next step.