Construction Firm Sub-Account Kit

1. No. 01

   1 AI Receptionist

   Component 01 · AI Receptionist

   The problem

   A remodel enquiry worth six figures arrives at eleven in the morning when every principal is on a site with no signal, and the operator standing up a construction account has to teach a voice agent to establish budget without frightening the caller off.

   Once it is loaded

   Enquiries are picked up while everyone is on site, budget band and project type established gently, design consultations booked into a different calendar from site visits, and anything from an active client routed to the project side.

   How it pays back

   Thirty-five enquiries a week, ten of them missed, a $42,000 average project and a single-figure close rate: one recovered enquiry a quarter is a number that survives contact with a client's accountant.

2. No. 02

   1 AI Chatbot

   Component 03 · AI Chatbot

   The problem

   Somebody will always ask a builder what a kitchen extension costs and how long it takes, and a bot that guesses either creates a complaint or loses the enquiry, so the operator writes bespoke guardrails into every construction account.

   Once it is loaded

   One assistant, across the site and the social inboxes, quotes the firm's budget bands as bands, explains the design-and-build stages honestly, offers the consultation as the next step and never commits to a programme or a price.

   How it pays back

   Somebody researching a six-figure extension messages at ten at night. Answering the budget question honestly and booking a consultation is the difference between an operator reporting pipeline and reporting activity.

3. No. 03

   Pipelines

   Not one of the nine — what they run on

   The problem

   A construction opportunity lives for months across enquiry, consultation, survey, design, proposal, contract and build, and an operator who compresses that into a short sales board cannot see which proposal has actually stalled.

   Once it is loaded

   The long cycle sits on its own board with design and proposal stages separated, the build runs on a milestone board covering start, structural, first fix, second fix and handover, and stage payment status is visible on both.

   How it pays back

   Building a long-cycle sales board and a separate milestone board by hand is well over a day per sub-account, and it is the part operators skip under time pressure, which is exactly why construction accounts stall in month two.

4. No. 04

   Workflows

   Not one of the nine — what they run on

   The problem

   A construction proposal is often decided in month three, but the follow-up an operator hand-builds always stops in week two, and the next account inherits that same short cadence because nobody had time to rethink it.

   Once it is loaded

   Proposal follow-up runs across months at widening intervals, milestone updates reach the client whether or not the site manager remembers, slippage triggers a proactive message before the client notices, and subcontractor confirmations run on their own thread.

   How it pays back

   A long-cycle cadence is the part operators build worst under time pressure. If one arrives working, the proposal still being followed in month three is worth more than a year of the operator hours the kit saved.

5. No. 05

   Appointment reminders, confirmations and no-show recovery

   Component 05 · Smart Appointment System

   The problem

   A design consultation is an hour of a principal's time and a site visit is half a day plus travel, and the operator who reminds both with the same message is wasting the most expensive diary in the business.

   Once it is loaded

   What to prepare goes out with each confirmation, a consultation and a site visit are treated as different appointments, the ladder runs at 24 hours, 1 hour and 15 minutes, and a missed consultation triggers a recovery call within the hour against the 70% target.

   How it pays back

   A firm holding 20 consultations and site visits a week and missing 3, on a $42,000 average project, does not need a marginal improvement. Recovering one a month is why they stop reading the invoice line by line.

6. No. 06

   Funnels

   Not one of the nine — what they run on

   The problem

   Nobody buys a six-figure build from a form, so the conversion paths have to sell a design consultation instead, and an operator writing those per firm is rebuilding the same trust argument in a new typeface every time.

   Once it is loaded

   Project type, budget band, timeline and whether drawings already exist are established before anyone replies, and the consultation is what gets offered, because a six-figure decision does not start with a quote.

   How it pays back

   A builder who receives budget bands rather than names stops describing the leads as tyre-kickers. For the operator that removes the most common reason a long-cycle account cancels before it has had time to work.

7. No. 07

   AI Studio website

   Component 04 · Professional Website

   The problem

   A builder's existing site is a photo album with no words attached, so the operator ends up writing extension, loft, renovation and new-build pages themselves and reconstructing case studies from a shoebox of site photographs.

   Once it is loaded

   Project-type and area pages arrive written, case studies carry budget bands and timescales in a structure search engines can read, and the consultation calendar is wired to the long-cycle board from the moment the kit loads.

   How it pays back

   For a firm whose next project is worth $42,000, an operator can price a setup fee honestly and still not spend the fortnight of writing that a bespoke case-study site would otherwise have taken.

8. No. 08

   Nurture campaign

   Component 02 · AI Outbound Caller + Component 08 · Database Reactivation

   The problem

   Proposals go quiet for perfectly ordinary reasons a year out, whether planning, money or a baby, and no operator builds the reactivation campaign, because the payback is a quarter away and the build is now.

   Once it is loaded

   Stalled proposals are worked for months, the outbound calling reopens conversations at the point money usually frees up, and dormant enquiries return with project type, budget band and the original timeline still on the record.

   How it pays back

   Against sixty dormant proposals averaging $42,000, one conversation that comes back to life is worth more than a year of the retainer, which makes this the easiest campaign an operator will ever justify.

9. No. 09

   Review automation

   Component 06 · Review Harvesting + Component 07 · Review Automation

   The problem

   A firm hands over a finished extension, the client is delighted, and everybody moves to the next site without asking for the one piece of public evidence a six-figure decision actually turns on, so the operator inherits a blank profile.

   Once it is loaded

   Handover triggers the ask while the client is standing in the finished space, a satisfaction gate routes snag-list complaints to the principal instead of the public profile, and the cadence rotates platforms towards 5 to 10 a month.

   How it pays back

   Volume is impossible for a firm completing a handful of projects a quarter, which makes each review worth more. Steady public evidence on a $42,000 decision needs no interpretation from the operator on a call.

10. No. 10

    Seasonal automation

    Component 09 · Lifetime Nurture Campaigns

    The problem

    Construction cycles are not weather so much as money and planning: the January budget conversation, the pre-summer start slot, the anniversary of a completed build, the warranty check at twelve months. Operators rebuild that calendar per firm.

    Once it is loaded

    The new-year project campaign, the summer start-slot push, the twelve-month warranty check, the completed-project anniversary and the referral ask to past clients are scheduled from account-level months rather than a diary, which is the only reason the warranty check ever actually goes out.

    How it pays back

    The visible cost is an afternoon of calendar building per account. The invisible one is the twelve-month warranty check nobody sent, which was the referral conversation the client never got to have.

11. No. 11

    Custom values

    Not one of the nine — what they run on

    The problem

    A firm's deposit percentage and stage payment schedule appear in proposals, reminders and chase messages alike, and an operator who wrote them into each one separately is editing everything the day the terms change.

    Once it is loaded

    Minimum project value, deposit and stage payment structure, consultation fee, warranty period, insurance and registration numbers and the travel radius are set once, so contractual language changes in one place and updates every document that quotes it.

    How it pays back

    Contract language is where a hard-coded account becomes a liability rather than an inconvenience. One proposal stating a deposit structure the firm abandoned two clients ago costs more than every hour the kit saved.

12. No. 12

    Custom fields

    Not one of the nine — what they run on

    The problem

    Ask which proposals are genuinely stalled and which were never real, and a stock record cannot answer, because project type, budget band, planning status and stage payment position were never captured anywhere in the account.

    Once it is loaded

    Project type and scope, budget band, drawings and planning status, target start, decision maker, current milestone, subcontractor trades needed and stage payment position are all structured, so both boards report something a client can act on.

    How it pays back

    A firm with two years of enquiries takes roughly two days to map and re-import, which is why long-cycle accounts are usually reported on badly in their first quarter and why clients question the retainer in their second.

13. No. 13

    Forms and surveys

    Not one of the nine — what they run on

    The problem

    A construction enquiry form that asks for a message produces a paragraph and no budget, so a principal spends an evening ringing people who wanted a $12,000 job when the firm starts at $60,000, and the operator gets blamed for it.

    Once it is loaded

    The enquiry establishes project type, budget band, whether drawings or planning permission exist, target start and decision timeline, and the handover survey feeds both the review gate and the twelve-month warranty follow-up.

    How it pays back

    A principal spending fifteen minutes on each of 35 weekly enquiries, most of them out of range, is losing an evening a week. Qualified intake returns it, and shows the operator which channel brings the budgets that fit.

On purchase you receive two things: one snapshot link, and one PDF with full installation instructions. Installation is not in the kit price — load it yourself from the PDF, or add installation by us for $200 a sub-account. Every payback figure above is an illustrative scenario with its assumptions in the sentence, not a measured customer result.