How do I have my AI handle design-build leads and follow-ups?

Tell your AI who called, what they want and where, and it creates the lead, logs the call and books the design consultation.

Say this

I just got off the phone with [Sara Nakamura], referred by [her architect]. She wants a [rear addition, about 420 sq ft, bedroom and bath] at [1220 E Riverside Dr, St. George, UT 84790], starting [in the spring], budget around [$200k]. Create the lead in Projul, log the call as an inbound phone call we connected on, and set the likelihood of sale at [40]%.

Schedule an estimate meeting on [Nakamura Rear Addition] in Projul for [next Thursday] from [10 am to 11:30 am] with [Kevin Nolan] and [James Nguyen]. Call it [Design consultation and measure].

Your AI can also move the lead to a later stage, set follow-up reminders and deadlines, and mark a job sold or a lead rejected when you tell it the outcome. See How do I have my AI schedule design-build crews and jobs?

What happens

Your AI approves each step, then gives you the project number. The lead shows in "Lead pipeline" with the client, address and likelihood of sale on its card.

The lead pipeline in projul the stage with kitchen design-build your ai added at top

Note: Your AI logs a call, text or site visit but cannot send one itself. See Can my AI message a client directly?

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