In the home services industry, labor shortages and busy schedules make it even harder to answer calls and texts between jobs. The good news is that the right AI-powered tool, like Convert Assist, can fill those resource gaps, acting as an assistant who understands your without requiring training. Even as a smaller home services business, you can keep up with larger competitors by using AI-powered tools in your workflows.
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 the language and information 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.
Why it helps
In the past, call notes 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 deals right away.
Whether you need to follow up with a new lead or previous customer conversations, Convert Assist automatically drafts a personalized response within minutes. This saves you time and helps you engage the customer at the point they’re most likely to engage your services. Smart follow-up also provides language relevant to a lead, including appointment confirmation, service details, and relevant paperwork that was discussed on previous calls.
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.
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 leads. Each action plan is generated within minutes to ensure every lead can be followed up in a relevant, efficient way. For example, if someone calls about a cleaning service, the subsequent action plan may recommend emailing testimonials to improve your booking rates.
3) Have better calls with leads and customers
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 call coaching to team members to help them improve their conversations and close more jobs.
Why it helps
Call coaching gives everyone on your team the tools to have better conversations and to provide an outstanding customer experience right now, without waiting for annual trainings or reviews. For instance, if a customer calls your HVAC company about air conditioner replacement, the coaching features will let your team member know if their tone on the call was professional and friendly. It will also be able to point out phrases they used that should be replaced with more effective terms in order to close that job and meet that lead where they are when you reach back out.
Let CallRail’s Convert Assist help convert more leads into jobs
Convert Assist is a powerful but easy-to-use AI-driven tool for home services businesses of all sizes. With smart follow-up, action plans, and call coaching in one near-real-time solution, you can improve customer service, engage more leads and increase jobs booked, without needing additional resources to make it happen.
