Leads from portals, forms and social go into HubSpot, get an instant AI qualifying reply, and go to the best-fit agent with a briefing. First-contact time dropped from about 6 hours to under 30 minutes.
Our own prompt for copying this setup. Swap in your details. Not quoted from the source.
Write a briefing for the agent: who the lead is, what they want, budget, timeline, where they came from, and three questions to ask on the first call.
A Texas HVAC and plumbing company swapped voicemail for an AI agent on after-hours and overflow calls, plus instant replies to web leads and follow-ups on old estimates. It reports 90+ bookings a month by AI.
The owner of a 15-person field service business has an agent write a thank-you and review-link email after every closed job. Reviews went from about 2 to 8-10 a month. It also chases late invoices and sorts the inbox.
An agent texts each new lead from Facebook, the website or email within seconds, asks about budget, timing and financing, books a showing if they're ready, and follows up later if not.