AI Intake Readiness Sprint for Home Services

Deliverables

What you get

A 15-business-day readiness sprint that maps the current intake path, finds the revenue leaks, decides whether text or voice should come first, and produces a practical pilot spec.

• Intake workflow map across calls, forms, SMS, email, booking links, and CRM handoff.
• Missed-revenue leak inventory, including after-hours, overflow, slow response, bad qualification, and scheduling friction.
• Buyer-language map based on how customers ask for urgent service and quotes.
• AI intake opportunity scorecard across text, voice, and hybrid workflows.
• Recommended first pilot scope with channel, use case, escalation rules, failure modes, and human review points.
• Vendor-neutral platform shortlist for the pilot.
• Basic ROI model using call volume, booking rate, average job value, and response-time assumptions.
• Implementation checklist for the next 30 days.
• 60-minute readout call with owner or operations lead.

Scope limits

Explicitly out of scope

So expectations are exact, the sprint does not include:

• No live AI receptionist deployment.
• No phone-number porting, telephony setup, CRM integration, or production automation.
• No emergency dispatch replacement.
• No medical, legal, financial, or regulated intake workflows.
• No guarantee of booking lift, revenue lift, or cost reduction.
• No ad campaign management or local SEO execution.
• No compliance certification.
• No use of private customer data unless separately scoped and approved in writing.

The prototype conversation flow is a demonstration, not a production deployment: no live phone number, no CRM or calendar integration, no payment collection, and no real customer data. It shows the intake logic and handoff behavior using synthetic or sanitized example data.