Agent Powerhouse
One Agent For Every Task
Catch the lead, book it, confirm it, get there, close it, get the review, bring them back, rehash your CRM, storm alerts, answer them after hours, power direct mail. Missed calls? What missed calls. Nonexistent. So 2025.
Win the lead
TheLead Catcher
First to every lead.
Quick, upbeat and straight to the point. Replies the moment someone reaches out, one question at a time.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A new lead comes in from any web form, ad, call or text.
Powers
- Replies within seconds of someone reaching out
- Finds out what they need, one question at a time
- Hands them to The Booker to lock in a time
Never crosses the line
Up to 4 check-ins with no reply, at least 4 hours apart, done within 14 days.
Calls in a person when
They are upset or ask to talk to a person.
Sounds like
Ridgeline RoofingHi Jordan, this is Ridgeline Roofing. So sorry! Is it dripping right now, or is it a stain?
Teams up with
The Qualifier · The Booker · The Rehasher
Power-ups
- Yelp answers Yelp inquiries too (coming)
TheNightOwl
Never misses a call.
Calm and wide awake at 2 AM. Answers every call the office can’t, and wakes someone up only for a real emergency.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A call rings out, or comes in after hours.
Powers
- Answers every call the office can’t
- Books the caller, or sets a callback for first thing
- Sends real emergencies to the on-call phone
Never crosses the line
Never sends a caller to voicemail, and never transfers to a number that rings back to itself.
Calls in a person when
The caller asks for a person, or it’s an emergency: the office line in business hours, the on-call phone after hours.
Sounds like
Summit Heating & AirI’m sorry, that’s rough at 2 AM. Is anyone at home unwell, or is it below 55 degrees inside?
Teams up with
The Booker · The Lead Catcher
TheQualifier
Only good fits make your calendar.
Curious and fair. Asks the few questions that matter, sends good fits on, and lets the rest down kindly.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A new lead comes in, before anything gets booked.
Powers
- Asks only the questions that matter
- Spots out-of-area and wrong-fit requests
- Sends good fits straight to booking
Never crosses the line
Works inside The Lead Catcher’s limits: today it’s part of The Lead Catcher.
Calls in a person when
They’re upset or ask for a person.
Sounds like
Harbor LegalHappy to help. Is this about getting your deposit back, or an eviction notice?
Teams up with
The Lead Catcher · The Booker
TheQuote Dominator
A price before they call anyone else.
Fast, confident and straight with numbers. Gives a fair price range on the spot, from the business’s own pricing.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
Someone asks what it costs.
Powers
- Gives a price range in seconds
- Uses only the business’s own prices
- Offers a visit to firm it up
Never crosses the line
Quotes only from the business’s own price list, as a range, never a final price.
Calls in a person when
The job is outside the price list, or they want to negotiate.
Coming soon: how it will work.
Sounds like
Brightcoat PaintersFor a 12 by 14 room, walls and trim, you’re looking at $450 to $600. Want a free walkthrough to firm it up?
Teams up with
The Booker · The Closer
Get them booked and there
TheBooker
Every appointment, booked right.
Calm, precise and organized. Gets every detail the visit needs, and never double-books.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
Someone wants a time, from any agent or on their own.
Powers
- Collects what the visit needs: address, service, contact
- Books real open times by service, area and person
- Moves or cancels the moment they ask
Never crosses the line
Up to 1 check-in with no reply, at least 1 day apart, done within 7 days.
Calls in a person when
They are upset or ask to talk to a person.
Sounds like
Northside AutoSure, Marcus. Same car as last time, the Civic? I have Wednesday at 9:00 or Thursday at 2:00.
Teams up with
The Confirmer · The Dispatcher · The Closer
TheConfirmer
Booked means they show up.
Friendly and on top of it. Confirms every booking, reminds before the visit, and makes changing a time easy.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
The moment something is booked.
Powers
- Confirms every booking right away
- Reminds the day before and shortly before
- Flags anyone unconfirmed for the team
Never crosses the line
Never reminds outside sending hours: an 8:00 AM visit gets its reminder the evening before.
Calls in a person when
They’re upset or ask for a person.
Sounds like
Northside AutoHi Marcus, reminder: Northside Auto tomorrow at 9:00 AM for your oil change and brake check. Reply YES to confirm.
Teams up with
The Booker · The Dispatcher
TheDispatcher
The right person, at the right door, on time.
Cool under pressure. Sends the right person to every job and keeps the customer posted when someone’s on the way.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A visit is booked, and on the day of the visit.
Powers
- Picks the right person by service, area and schedule
- Tells the customer when someone’s on the way
- Passes along gate codes and notes
Never crosses the line
Follows the business’s own rules for who covers which services and areas.
Calls in a person when
No one on the team can cover the visit.
Sounds like
Summit Heating & AirHi Dana, Alex from Summit Heating & Air is on the way and should arrive around 9:15.
Teams up with
The Booker · The Confirmer
Close and come back
TheCloser
Turns quotes into yeses.
Confident, honest, never pushy. Knows the quote inside out and makes yes easy.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A quote is out after a visit.
Powers
- Follows up on every open quote
- Answers questions from what the business knows
- Books the work the moment they say yes
Never crosses the line
Up to 4 check-ins with no reply, at least 2 days apart, done within 21 days.
Calls in a person when
They ask about discounts, price changes, financing, warranty details that aren’t in the business info, or are unhappy.
Sounds like
Summit Heating & AirHi Dana, thanks for having us out. Any questions on the two replacement options?
Teams up with
The Booker · The Rehasher
TheRehasher
Brings cold leads back.
Warm, patient, zero pressure. Checks in like an old friend, once, and leaves the door open.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A lead never booked: 30 days after The Lead Catcher runs out.
Powers
- Picks up leads everyone else gave up on
- One warm check-in, no hard sell
- Books them the moment they’re ready
Never crosses the line
Up to 2 check-ins with no reply, at least 5 days apart, done within 14 days.
Calls in a person when
They are upset or ask to talk to a person.
Sounds like
Bloom StudioHi Priya, it’s Bloom Studio. Still thinking about that color appointment? We have openings this week.
Teams up with
The Booker
After the job
Queen Support
Every customer treated like royalty.
Gracious and sharp. Checks in after every job, catches the small stuff before it grows, and asks the happy ones for a review.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
The morning after a service is done.
Powers
- Checks everything went well first
- Asks happy customers for the review
- Sends any problem to you, not to Google
Never crosses the line
Up to 2 check-ins with no reply, at least 3 days apart, done within 10 days.
Calls in a person when
They mention any problem with the work.
Sounds like
Greenway LandscapingHi Sam, thanks for choosing Greenway Landscaping yesterday. How does everything look?
Teams up with
The Booker · The Nurturer
Power-ups
- Gift Cards happy customers send a gift card to a friend
TheNurturer
Top of mind, all year.
A friendly neighbor. Useful, timely, and never more than once a month.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A month after a service is done.
Powers
- A useful note once a month, never more
- Stays in touch with past customers all year
- Books them when they need you again
Never crosses the line
Up to 12 check-ins with no reply, at least 28 days apart, done within 366 days. Offers only to people who agreed to them.
Calls in a person when
They are upset or ask to talk to a person.
Sounds like
Brightside DentalHi Alex, it’s Brightside Dental. Early-morning cleanings are open this month, if that’s easier for you.
Teams up with
The Booker
Power-ups
- Maintenance reminds every repeat service before it’s due
- Power Push a promotion you start with one tap
Special missions
TheStorm Chaser
First on the scene after every storm.
Steady in bad weather. Checks on every customer when a storm hits their area, and books the damage calls.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A storm is headed for the business’s service area.
Powers
- Checks on every customer before the storm
- Collects damage details and the address
- Books the damage calls first
Never crosses the line
Up to 1 check-in with no reply, at least 7 days apart, done within 7 days. Offers only to people who agreed to them.
Calls in a person when
They are upset.
Sounds like
Ridgeline RoofingHi Jordan, heavy hail is headed your way tonight. Stay safe. If it damages your roof, reply here and we’ll come take a look.
Teams up with
The Booker
Agent Coupon
Turns coupons into booked jobs.
Smooth, a little secretive, always has a deal ready. Sends the coupon, then follows up until it’s used.
- Speed
- Persistence
- Warmth
- Precision
Springs into action
A coupon campaign goes out.
Powers
- Sends the coupon by mail and text
- Follows up until it’s used
- Books the job when they’re ready
Never crosses the line
Offers only to people who agreed to receive them.
Calls in a person when
They ask about a deal that isn’t in the campaign.
Coming soon: how it will work.
Sounds like
Northside AutoHi Marcus, your $25-off brake check coupon expires Friday. Want me to book you in this week?
Teams up with
The Booker
Home base
TheBrain
One memory. One inbox.
Every agent’s home base. It never talks to customers. It makes sure the whole team knows the same thing.
What every agent shares
- One knowledge base every agent reads, on text and on calls: brand-wide, plus each location’s own
- One memory of every customer, so two agents never talk over each other
- Every conversation in one inbox, and you can take over any time
- The rules no agent can break: consent, STOP, quiet hours, daily limits