AI automation by industry

AI automation for estate agents

Viewings booked from every channel, vendors kept informed, the CRM kept honest.

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AI automation by industry

The three automations that pay back first

Each one is a small, fixed build. A person stays in charge of anything that leaves the building.

  1. Missed call text back

    A missed call gets a text within a minute, with a link to book or a question to answer, and the conversation continues by message.

    Starts when
    A call rings out or hits voicemail.
    What you get
    Fewer lost leads from the calls nobody could take.
    Works with
    WhatsApp, Google Calendar, HubSpot
    Missed call text back

    One run, step by step

    1. 00:00Call missed during a site visit.
    2. 00:45Text sent: who we are, sorry we missed you, and a booking link.
    3. 03:10Caller replies by message asking for a quote on a boiler service.
    4. 03:30The agent asks three qualifying questions and captures the address.
    5. 07:00Quote request logged, slot proposed, the engineer notified for the morning.

  2. CRM hygiene

    Keeps the CRM honest from what actually happens in email, calls and calendars, so the pipeline report is true.

    Starts when
    Any customer contact your team has.
    What you get
    A pipeline you can forecast from, without anyone typing notes.
    Works with
    HubSpot, Gmail, Google Calendar
    CRM hygiene

    One run, step by step

    1. 00:00A sales call ends. The recording lands.
    2. 00:30Summary written: objections, next steps, the date they want to start.
    3. 00:35Deal stage moved to Proposal. Close date updated. Note attached.
    4. 00:36A follow up task created for Thursday with the three points to cover.
    5. WeeklyStale deals flagged in a Monday digest with a suggested action each.

  3. Booking confirmations and reminders

    Confirms, reminds and reschedules by message, and keeps the calendar and the customer record in step.

    Starts when
    A booking is created or changed.
    What you get
    No shows down, the diary always current.
    Works with
    Google Calendar, WhatsApp, Gmail
    Booking confirmations and reminders

    One run, step by step

    1. 00:00Booking created for Tuesday 09:30.
    2. 00:01Confirmation sent with directions and what to bring.
    3. 24 h beforeReminder sent. The customer replies that Tuesday no longer works.
    4. +00:20Three alternatives offered from the live calendar. Wednesday 11:00 chosen.
    5. +00:21Calendar moved, record updated, the team sees the change in their morning view.

Solutions

Where these sit in a bigger build

When one automation is working, these are the systems it usually grows into.

The AI audit

Not sure where to start?

The AI audit maps a normal week in your business, gives you three quick wins and a fixed quote. The report is yours to keep whether or not we build anything.

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