About the Client

With over 3,000 seismic retrofits completed across the Bay Area since 2009, this established construction company has built a reputation for forward-thinking innovation. They specialize in protecting homes and buildings through expert structural upgrades, while delivering detailed proposals and solid communication every step of the way.

When it came to modernizing how they interact with new leads, they wanted their digital experience to reflect the same precision and innovation that define their builds.

Project Goals

The aim was simple: make the first impression as professional and sharp as the construction work itself.

The client wanted:

• A faster, more consistent way to handle inbound calls and web chats
• To qualify leads and reduce friction at the very first touchpoint
• To generate and email preliminary estimates without needing manual follow-up
• And most importantly, to enhance (not replace) the personal experience they're known for

What We Built

We created a custom-branded AI assistant that now lives on both their website and phone line. It's designed to handle inquiries 24/7 and act as a smart intake layer that guides, qualifies, and connects leads with the team.

AI Voice Receptionist

When someone calls in, a friendly voice agent answers, checks if the number exists in the company's CRM, and greets them accordingly. From there, it can book consultations, handle follow up requests, or send free preliminary estimates.

Website Chatbot

Visitors to the site are greeted by a tailored chatbot that captures project details, offers estimate options, and offers Calendly integration for booking consultations.

Form-Triggered Callbacks

When a quote-request web form is submitted, the agent automatically sends out a personalized free preliminary estimate based on the details provided and rings the user back immediately—turning passive leads into active conversations.

Instant Estimate Tool

After capturing the address, the AI searches public data sources like Redfin to generate a free preliminary estimate, which is emailed directly to the prospect.

Calendar Booking

Both voice and chat agents are fully synced with calendar systems, allowing leads to schedule appointments on the spot.

Technical Innovation

This solution demonstrates the power of integrated AI automation in the construction industry. Key technical achievements include:

• CRM Integration that recognizes returning customers and personalizes interactions
• Real Estate Data Integration for instant property research and estimate generation
• Multi-Channel Consistency ensuring seamless experience across phone andweb.
• Real-Time Calendar Sync eliminating back-and-forth scheduling communications

Looking Ahead

The AI system is built to scale and adapt. We're tracking key performance metrics including:

• Lead conversion rates
• Estimate engagement
• Booking frequency
• Response time impact on project win rates

As the company continues to grow, this automation layer helps them stay lean, responsive, and—true to their innovative reputation—ahead of the curve.

Why This Approach Works

This project showcases how AI can enhance rather than replace human expertise in specialized industries. By automating the initial touchpoints while maintaining the personal service quality that clients expect, construction companies can:

• Capture more leads through 24/7 availability
• Qualify prospects faster with intelligent questioning
• Deliver immediate value through instant estimates
• Reduce response times from hours to minutes
• Scale operations without proportional staff increases