How do I have my AI handle deck-building leads and follow-ups?

Tell your AI who called, what deck they want, and where the job is, and it creates the lead on Projul's "Lead pipeline."

Say this

Add a new lead in Projul for [Dale Thompson] called [Thompson Deck Rebuild]. The job is at [418 W Tabernacle St, St. George, UT 84770]. He wants to tear off a [20-year-old pressure-treated deck] and rebuild about [320] sq ft in composite with [aluminum railing]. Put the likelihood of sale at [70]% and assign [Marco Reyes] as the estimator.

What happens

Your AI adds the lead to the "Lead pipeline" with the client, address, and likelihood of sale on its card. A matching email or phone reuses the existing client instead of duplicating it.

The lead pipeline in projul on the stage with composite deck your ai added at top

Note: Sending anything to the client is done by a person, not your AI. See Can my AI message a client directly?

For the next step, see How do I have my AI build a deck-building estimate?.

Questions? Let's Chat.
support@projul.com
(844) 776-5853