LEAD → CRM AUTOPILOT
Facebook, web form, or call-tracking lead lands in your CRM, gets scored by AI, and a personalized first text fires inside 90 seconds.
HOW IT WORKS
Most shops lose half their leads in the first hour because nobody answered fast enough. This template wires your lead sources directly into your CRM, lets Claude AI write a personalized opening text based on the lead's specifics, and fires it inside 90 seconds — even if you're on a roof.
Behind the scenes it dedupes against your existing CRM, scores each lead on intent signals (storm zip, urgency words, time-of-day), and routes hot ones to a human follow-up queue while cold ones go straight to a nurture sequence.
By the time you check your phone at lunch, the high-intent leads have already replied and you walk into a conversation, not a cold callback.
WHAT’S INCLUDED
- Webhook + form connections to FB Lead Ads, Jotform, and any custom site form
- AI scoring prompt tuned for residential roofing intent signals
- First-text generator (Claude-written, your shop's tone)
- Dedupe against your CRM (HubSpot, Pipedrive, Zoho, custom)
- Hot / cold routing logic + a 5-day nurture drip if no reply
- 30-min recorded walkthrough + a turn-on call
REAL EXAMPLE
Submits FB Lead Ad at 11:42pm after a storm.
Personalized text fires at 11:43pm: 'Hey Jen, saw the storm hit Brandon hard tonight — happy to do a free aerial scan in the morning if helpful.'
Reply rate jumps from 18% to 47%. Two of three replies book an inspection.
Shops getting 30+ leads / week from any digital source.
Shops still doing 100% door-knocking with no inbound funnel yet.