Kitchen and basement leads qualified for a site visit
The owner is on a framing inspection when a couple calls about a 70,000 kitchen. The agent has the real conversation, books the site visit, and politely turns away the leaky tap that isn't your kind of job.
A homeowner calls or fills in the form about a kitchen, bathroom, basement, addition or whole-house renovation.
Asks scope, budget range, timing, drawings and who lives there, then books the site visit or declines kindly.
A site visit with a project brief, photos and the budget range, or a polite no for jobs you don't take.
How it works
- Hears the project
Kitchen, bathroom, basement finish, an addition, a wall they want gone. What the house is, roughly when it was built, and what they want it to feel like when it's done.
- Asks the budget range
Once and gently: "Do you have a range in mind?" It's fine if they don't. The number goes in the brief, not into a debate.
- Asks timing and drawings
When they'd like to start, whether they have drawings or a designer, and whether they'll be living in the house through it.
- Checks the fit
Your minimum project size, your area and the work you do. Small repairs get a warm no and the handyman you refer to, if you have one.
- Books the site visit
In your estimator's calendar, with both decision-makers there. Then a text with the time and a link for photos.
- Answers the permit question generally
How the process usually works, from your own information. Whether this job needs one is something the estimator answers on site.
Example call
- CustomerWe want to redo the kitchen and open it into the dining room. Is that something you take on?
- AI agentIt's exactly the kind of project Grayhaven does. Tell me a bit about the house, roughly how old is it?
- CustomerBuilt in 1962, a side-split in Westboro.
- AI agentLovely. Do you have a range in mind for the budget? It's fine if you're not sure yet.
- CustomerWe were thinking somewhere between 60 and 80.
- AI agentThat helps Alex plan the visit. Do you have drawings, or would you be starting from scratch with us?
- CustomerStarting from scratch.
- AI agentThen the site visit is the right start. Alex has Tuesday at 5:30 or Saturday at 9. Can you both be there? ... Saturday at 9, booked. I'll text you a link to send a few photos of the kitchen and the wall.
After the call: Alex has Saturday 9:00 with a 1962 side-split, kitchen plus opening to the dining room, 60 to 80 thousand, no drawings, both owners attending. The photos land on the lead when they're sent.
What your team gets
- Site visits booked with both decision-makers
- A project brief with the house, scope, budget range and timing
- Photos on the lead before the visit
- Jobs under your minimum declined warmly, with your referral if you have one
- Evening and weekend leads booked the same night
Questions
Will it guess what a kitchen costs?
No. It asks their range and writes it down. The price comes from your estimator after the site visit.
Does it say whether a job needs a permit?
It explains how the process usually works, from your information. Whether this job needs one is for your estimator to say on site.
What does it do with small jobs?
It tells them kindly that you take on larger renovations, and gives the name of a trade you refer to if you've given one.
Can it take leads from our website form?
Yes. It can call a form lead within minutes and have the same conversation.
Hear it on your phone
Request a demo call and the agent phones you, set up for general contractors and renovation like yours.