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Home builders playbook

Every project enquiry captured before it goes to a competitor

A display-home visitor who calls in the evening, a referral who googled you, a homeowner with a renovation brief — all of them become qualified leads with scope, budget, and timeline captured before the conversation ends.

  • Display-home visitors who call after hours never call back if they hit voicemail
  • Referrals who want a quick response book with the builder who answers
  • No brief captured means the estimator starts from zero on every consultation
  • High-value project enquiries disappear into an inbox and go cold
The architecture

Lead capture is the same capture, qualify, notify, resolve flow, tuned to score project readiness.

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.

Qualified project briefs, not just messages

A name and a "call me back" is not a lead. Your genie asks the questions that tell your estimators whether this is a project brief ready to quote or someone still twelve months from starting, and it does it in a natural conversation, not a web form the visitor abandons.

Captures

Name, number, project type, location, and how they found you.

Qualifies

Scope, rough budget, timeline, and whether finance or council approval is in place.

Routes

Sends it to the right estimator or project team for follow-up.

Every enquiry reaches your team the moment the conversation ends — nothing waits for someone to check a voicemail. See the platform-level architecture guide to see how the lead data moves.

The other workflows

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