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Home builders playbook

Every consultation booked, straight into the estimator's calendar

Your genie collects the project type, the location, and the preferred time, then drops the consultation booking into your estimator's calendar. No phone tag, no cold briefs — just a ready lead with the scope already captured.

  • Enquiry calls during site visits get missed and leads go cold
  • Phone tag means the prospect books a consultation with the builder who answers
  • No brief captured before the consultation means the estimator walks in unprepared
  • Double bookings happen when the consultation calendar is managed manually
The architecture

Consultation booking is a data flow: capture project and location, qualify scope and budget, notify the estimator, resolve as booked.

HOW THE DATA MOVES 1 Capture project + budget 2 Qualify project size 3 Notify project manager 4 Booked or escalated Every conversation ends as a record in your system, not a lost call.
How the data moves Capture, qualify, notify, resolve. Every conversation ends as a record, not a lost call.

An intake that never walks the estimator in blind

A consultation is only useful if the estimator knows the project before they arrive. Your genie asks the same pre-qualification questions your best salesperson would, in the same order, every time, so the brief is ready the moment the booking lands.

What it captures on every consultation request

Project type (new build, extension, renovation)
Project address or suburb
Rough scope and size
Preferred start and completion timeline
Contact name and best number
Preferred consultation time

When a project is too complex or urgent to book cleanly, it moves to an estimator handoff with everything already captured. See how it all connects in the architecture guide.

The other workflows

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The project intake checklist, the consultation booking template, and the copy-this Genie brief. One email.

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