Case Study

From Shingles to Sales: How a Roofing Company Increased High-Value Leads by 40% with AI

The Challenge

A growing Arizona roofing company was struggling to efficiently qualify incoming leads. Their office staff was spending up to 60% of their time on low-value calls for minor repairs, which often took time away from high-value projects like full roof replacements. The firm knew it was losing money by having its skilled estimators and sales team answer these low-value calls, but they didn’t have a clear way to filter their leads.

The Solution

Working with Intelligent Voice AI to deploy a customized Evolve voice agent that now answers all inbound calls. The AI was trained to identify a high-value lead by asking a series of questions. For a simple repair, the AI would book a routine service call. For a high-value project, the AI would immediately escalate the call to a human estimator, providing them with all the necessary information to close the deal.

The Results

Within three months, the company saw a significant transformation.

  • High-Value Leads: The company’s conversion rate on high-value leads increased by 40%.

  • Time Savings: The office team’s time spent on the phone was reduced by 60%, freeing them up to focus on customer service and dispatch.

  • Revenue: The company’s revenue from high-value projects increased by over 25% in the first quarter alone, as they were able to capture and service more profitable leads.

The Outcome

Your Future with Automated Intake is a future where administrative tasks no longer stand in the way of providing exceptional care.

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