How A.G. Williams Painting books estimateswhile the office is closed
A.G. Williams Painting's customers book their own estimates, day or night, through a website chat assistant, a self-booking form and an after-hours phone agent. Each booking lands on the right estimator's calendar with confirmations and reminders sent automatically. More than 250 estimates have been booked this way since March without the office booking a single one.
- Industry
- Residential and commercial painting
- Location
- Pelham, New York, serving the Tri-State area
- Built on
- BeyondBooked CRM, Google Calendar, their website
- Time to live
- Chat assistant within a month; phone agent shortly after
Estimated from the year's self-booked estimates and the company's own close rate and job size. Results depend on your business.
“They make it easy. It's cost effective. They work within the systems and parameters that you want. They're not going to try and sell you this or that.”
The problem
Estimate booking
Estimates could only be booked during office hours. A homeowner calling at 8pm reached nobody.
“I spoke to Zach and said, we need some AI help here.”
CRM migration
The company was also moving off its old CRM and could not afford to lose years of contacts and deals.
What we built
Estimate booking
- A website chat assistant that answers questions and books the estimate.
- An after-hours phone agent that checks the caller is in the service area and books the estimate.
- A self-booking form on the website that shows real estimator availability.
- Each booking lands on the right estimator's calendar.
- Automatic confirmations and reminders by email and text.
- A transcript email to the owners for every booking, so they can spot-check what was said.
CRM migration
- Every contact and deal moved into the new CRM, with nothing lost.
Results
Estimate booking
- 250+ estimates booked by customers themselves since March, without the office booking one.
- Leads booked over Labor Day weekend with no one working.
- No complaints and no reports of no-shows from customers who booked with the AI, according to the owner, who reads the transcripts.
CRM migration
- About 57,000 CRM records moved with nothing lost.
“He built us our AI to actually schedule the appointments as well, taking the receptionist out of it entirely… it's fantastic.”
“I haven't heard of customers not showing up or unhappy with the AI.”
Common questions
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