Sales qualification and human handoff for a home improvement company

Lots of inquiries are early-stage or outside the service area, and the sales team spends hours on calls that don't turn into estimates. Serious buyers sometimes wait too long for a callback.

• Every inquiry is routed to a salesperson, who asks the same qualifying questions each time.
• Estimates are scheduled over several calls or emails.
• Lead details live in personal notes and spreadsheets.

• The knowledge base covers services, service area, typical project steps, financing information the company provides, and the estimate process.
• Custom instructions list the qualifying questions: project type, location, timeline and budget range.
• In-home estimates are set up as a bookable service.
• Live call transfer sends callers who ask for a person, or who are ready to talk, to the sales team's number.
• Webhooks send new leads and bookings to the company's other software.

Names, times and prices are examples. Frontivo.io only uses the details you give it.

1. Customer

   We're looking to redo our kitchen, maybe this fall.

2. Frontivo.io AI

   Great, I can help. Roughly how big is the kitchen, and what town are you in? Then I can book a free in-home estimate.

3. Customer

   Actually, can I talk to someone now?

4. Frontivo.io AI

   Of course. I'm transferring you to our team now.

• Salespeople start from the Leads pipeline, where each lead already has the project details.
• Only callers who ask for a person, or match the handoff rules, are transferred live.
• The owner reviews Analytics to see where leads come from and how many reach a booking.

• More sales time spent on qualified conversations.
• Estimates booked in the first conversation more often.
• One pipeline showing every lead and where it came from.

Potential outcomes, not measured results. Every business is different.

The sales team focuses on estimates and closing, while the first conversation, qualification and booking run around the clock.