In home services, labor shortages and busy schedules are making it even harder to answer calls and texts about jobs. The good news is that the right tools, like Convert Assist from CallRail, can fill those resource gaps, acting as another hand to help your business without needing to worry if they will show up. Smaller home services businesses, especially, can keep up with larger competitors by investing in technology and using these tools in their workflows.
Listen below to hear Convert Assist in action!
Here are three big ways CallRail’s Convert Assist can change your business for the better.
1) Respond to homeowners quickly and accurately
How it works
Convert Assist’s smart follow-up feature automatically drafts a follow-up message to provide you with what you need to quickly reply to a homeowner via phone or email. Plus, you know what was discussed in previous conversations, so callers don’t have to repeat themselves.
Sample smart follow-up email drafted by AI for a team member to review and send to the customer.
Why it helps
In the past, call notes, if there were any, may have been scribbled on a notepad left in the truck. With smart follow-up, you have on-demand access to the information you need to follow up and close jobs right away.
Whether you follow up with a new lead or an existing customer, Convert Assist automatically drafts a personalized response within minutes. This not only saves you time and money, it also helps you connect with the homeowner at the point they’re most likely to engage your services.
Smart follow-up uses important language and information, including appointment confirmations, service details, and any relevant paperwork discussed during previous calls, without you needing to do a thing. This automated follow-up saves hours of work and helps you speed up response times.
"We try to work smarter, not harder. Leads are expensive, so to leave some of them just laying on the floor is a waste. With Convert Assist, we will be able to pick those back up and run with them.”
– Tracey Frazier, Office Manager, Remedy Plumbing
2) Close jobs with automated action plans
How it works
The Action plan feature included with Convert Assist automatically analyzes calls and determines next steps specific to each lead. An action plan may recommend emailing a lead with consultation details or looking up your team’s next available appointment.
Sample action plan to help the team remember next steps specific to this customer and the service they requested.
Why it helps
As a home services pro, you got into the industry because you have valuable technical skills to offer homeowners, not because you wanted to spend time on sales and marketing. Convert Assist’s action plans offer next steps that help engage and close homeowner leads, so you don’t have to waste time on taking notes and figuring out your response.
Each action plan is generated within minutes to ensure every lead can be followed up in a relevant, efficient way. In a time when homeowners are more budget-conscious, the action plan can help address this uncertainty and help you focus on high-quality leads. For example, if someone calls about a cleaning service, the subsequent action plan may recommend emailing testimonials to improve your booking rates. They get the information they need, as well as reassurances about your services.
If you miss a call, Convert Assist will send you an action plan detailing the best next steps. The automatically generated plan gives you a jump start on converting leads, even when you’re out in the field. Convert Assist analyzes and helps prioritize your most valuable leads, so you know where to focus resources. It even helps with the bigger marketing picture by collecting customer data that you can use to have better conversations.
And thanks to its integrations, Convert Assist can automatically connect with your favorite tools — whether it’s your CRM, scheduling app, or task manager — so the next step in your sales process is already queued up by the time you finish the job.
“We have a ton of data this year, which is great, and now we’re tasked with the big responsibility of planning for next season. We can review everything — like the highest days of call volume and when they occurred, the highest missed call rates, and how much time our CSRs were on the phone during those periods. We know we were definitely understaffed during the busiest part of the season last year, and we’re going to use all that data to make much more informed hiring decisions next season.”
– Rocco Romanelli, Co-owner,
Romanelli & Son Pools
3) Don’t miss out on upsell opportunities
How it works
For larger contractors with customer service teams, you don’t have to spend hours listening to calls to give team members immediate feedback on what they did well and how they can improve. Convert Assist provides conversation coaching to team members to help them improve their customer communication and close more jobs.
If you have Premium Conversation Intelligence™ with Convert Assist, the multi-conversation insights report will provide a list of coaching prompts from your team’s aggregated calls. This information shows you how you can help your team improve conversations. And, you can do it in less time because Premium Conversation Intelligence users spend 50% less time analyzing calls and 60% less time qualifying leads. Premium Conversation Intelligence complements Convert Assist by enhancing your team’s understanding of customers for better conversations.
Sample Conversation Coaching to inform a team member of what they did right and how they can improve.
Why it helps
Conversation coaching gives everyone on your team the tools to continuously improve, have better conversations, and provide an outstanding customer experience right now, without waiting until annual training or reviews. For instance, if a homeowner calls your HVAC company about air conditioner replacement, the coaching follow-up may suggest that, in the future, the team member asks about additional maintenance needs. The coaching features will also let your team member know if their tone on the call was professional and friendly, almost immediately after the call is finished. It’s also able to point out phrases they used that should be replaced with more effective terms, in order to close the job and meet the lead where they are when you reach back out.
“AI reacts without emotion — it gives true, unbiased feedback.”
– Rocco Romanelli, Co-owner, Romanelli & Son Pools
Let CallRail’s Convert Assist help convert more leads into jobs
Convert Assist is a powerful and easy-to-use AI-driven tool for home services businesses of all sizes. With smart follow-up, action plans, and conversation coaching in one solution, you can improve customer service, engage more leads, and increase jobs booked, with less effort on your end and no additional resources to make it happen.
