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

Tell your AI who called, what fence they want and where the job is, and it creates the lead in Projul.

Say this

Add a new lead in Projul for [Dana Hollis] called [Hollis Privacy Fence]. The job is at [418 W Tabernacle St, St. George, UT 84770]. She wants about [210] lin ft of [6 ft cedar privacy] with [two] gates. Put the likelihood of sale at [70]% and assign [Marco Reyes] as the estimator.

For every lead in Projul still in the Send stage after [7] days, set a follow-up reminder for me [tomorrow at 8 am] and list them so I can work the calls in order.

What happens

Your AI creates the lead, matching a client already in Projul by name plus email or phone instead of duplicating one. It lands on "Lead pipeline" in the "New" stage unless you name a later one. Your AI also books the measure as an estimate meeting, logs calls and texts on the job, and moves the lead through the pipeline, marking it sold, lost, or completed when you tell it to.

The lead pipeline in projul on the stage with backyard privacy fence your ai added at top

Note: Your AI cannot message a client directly; that stays with a person.

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