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

Tell your AI who called, what they want and where; it creates the lead in Projul with the client attached.

Say this

Add a new lead in Projul for [Dana Alvarez] called [Alvarez Pool Build]. The job is at [4820 E Camino Del Sol, Mesa, AZ 85206]. She wants a [16 x 32 freeform gunite pool with a raised spa]. Put the likelihood of sale at [60]% and set me as the estimator.

Schedule an estimate meeting on [Alvarez Pool Build] in Projul for [Thursday at 9 am] at the job site, with me on it. Also log that I called [Dana] today, reached her, and she wants the meeting after the [15th] because they are travelling.

For a new client, add phone and email too; for an existing one, use their Projul name to avoid a duplicate. Once it's sold, see How do I have my AI build a pool estimate? to build the estimate.

What happens

Once approved, your AI reports the project number. "Lead pipeline" shows the lead with the client, address and likelihood of sale on its card.

The lead pipeline in projul the stage with new pool and spa your ai added at top

Note: Your AI cannot email or text the homeowner itself; it logs what you did and drafts what to say. See Can my AI message a client directly?

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