Included in →
P1 Always Open
P2 Reputation
P3 Social
P4 Retain & Grow
P5 Acquisition
P6 Site Command
P7 Custom
Each plan includes all agents from prior plans
📬
Communications Hub
Inbox, replies, WhatsApp, meetings, reports, vendor follow-up — all automated
8 agents · Plan 1+
📧
Inbox Intelligence Agent
Plan 1
Reads every inbound email and classifies it: client, supplier, subcontractor, or permit. Routes and prioritizes so nothing critical gets buried.
Saves 2 hrs/day of office manager inbox triage — $678/mo at $22/hr
✍️
Policy-Aware Reply Agent
Plan 1
Drafts replies knowing your allowances, spec levels, contract terms, and sub agreements. Your voice, your rules — no hallucinating commitments.
30 min → 2 min per client email reply
🔄
CRM + Contact Sync Agent
Plan 1
Every new contact from every email thread pushed to CRM automatically. Referral sources tracked. Zero manual data entry.
Eliminates 1–2 hrs/week of manual CRM updates
🎙️
Meeting Notes + Action Agent
Plan 1
Transcribes site walkthroughs, design reviews, sub kickoffs, and owner calls. Action items extracted and assigned. Notes shared within 10 minutes.
3 hrs/week of note-taking and follow-up eliminated
📊
Auto-Report Generator
Plan 1
Weekly project status, budget vs. actual, and schedule adherence — auto-delivered to owner and stakeholders every Monday morning.
10 hrs/mo eliminated — $750/mo at $75/hr principal time
💬
WhatsApp CRM Sync Agent
Plan 1
End-of-day: WhatsApp conversations with clients, subs, and suppliers parsed for commitments and synced to CRM. Nothing lives only in a chat thread.
Zero lost commitments from WhatsApp threads
☀️
Daily Morning Briefing Agent
Plan 1
Outstanding client threads, overdue sub responses, unacknowledged change orders, and open POs — delivered to owner before 8am every day.
Replaces the 30-min morning scramble every single day
📦
Vendor + Supplier PO Follow-Up
Plan 1
Tracks all open purchase orders. Sends delivery confirmations automatically. Escalates overdue materials before they delay the schedule.
Prevents 1-week delays from untracked material deliveries
⭐
Reputation Command
Reviews, brand voice, crisis response, social listening — on every platform
6 agents · Plan 2+
🛡️
Reputation Intelligence Agent
Plan 2
24/7 monitoring across Google, Houzz, Yelp, BBB, Angi, Facebook. New review detected within 1 hour. Root cause classified.
1 unanswered 2-star review = $800K–$2M project lost to a competitor
✍️
Brand-Voice Reply Agent
Plan 2
Owner-voice reply drafted for every review. 1-click approve or auto-publish for 4★+. Sounds like you — not a PR agency.
Every review replied to — takes 10 seconds instead of being ignored
🚨
Crisis Alert Agent
Plan 2
3-star or below: instant SMS + email to owner and PM with specific recovery action — call, site visit, or financial remedy — before it spreads.
Alert in under 1 hour vs. finding out 3 weeks later
⭐
Review Request Automation
Plan 2
Post-completion: one-tap Google + Houzz review links sent automatically. Satisfaction check before send. Every happy client asked — not just the ones who offer.
8–15 new 5★ reviews per project cycle · 30–40% conversion lift
📈
Reputation Dashboard
Plan 2
Live rating trends across all platforms, competitor builder comparison in your market, sentiment heatmap, and monthly exec summary.
2 hrs/mo of reputation monitoring automated
👂
Social Listening Agent
Plan 2
Builder name and project mentions on Facebook, Reddit, Nextdoor flagged within 2 hours — before neighbor conversations spread beyond your control.
Catches subdivision buzz before it becomes a review problem
8 agents · Plan 3+
🎬
Content Intelligence Engine
Plan 3
Weekly content briefs based on what buyers in your market are searching: design trends, ADU regs, financing questions. Never a blank page.
2 hrs/week of content research eliminated
🎥
Construction Content Creation
Plan 3
Weekly: Reels/TikTok scripts, finish reveal carousels, material education posts, homeowner testimonials, neighborhood spotlights — in your voice.
5–8 hrs/week of content creation eliminated
🔊
Builder Voice Profiling
Plan 3
Trained on your expertise, regional market, and project philosophy before the first post. Sounds like you — not a generic AI account.
Set up once — every post sounds like you wrote it
📡
Publishing + Distribution Agent
Plan 3
Auto-posts to Instagram, Facebook, TikTok, YouTube Shorts, Houzz, and Google Business Profile at peak engagement windows. First 30 posts pre-created before go-live.
Replaces $3,500–5,500/mo social media manager
💬
DM + Comment Conversion
Plan 3
"How much does a custom home cost?" DMs routed to quote form or calendar. Instagram and Facebook interest that used to evaporate now enters your pipeline.
Converts social curiosity into booked site visits
🌟
Review Amplification Agent
Plan 3
Positive comments and DMs trigger a "Share on Google and Houzz?" nudge with direct link — at peak satisfaction, not 6 weeks later when enthusiasm has faded.
3× more review conversions vs. asking months later
🤝
B2B Referral Content Agent
Plan 3
Posts targeting realtors, architects, designers, and land brokers. "How to choose a custom builder for your client." Warms B2B referral relationships before direct outreach.
Passive B2B pipeline running in background constantly
📊
Monthly Analytics Agent
Plan 3
Content-to-inquiry rate, DM conversion, Houzz views, best-performing content by type — all tied to quote requests and site visits. Zero vanity metrics.
1-page report replaces hours of manual platform analytics
🎯
Lead Acquisition Engine
Website, social DMs, nurture, referral partners, follow-up sequences
10 agents · Plan 5+
🌐
Website Inquiry Agent
Plan 5
Web form responded to in under 2 minutes, 24/7. Qualifies project type, timeline, budget. CRM lead created automatically.
9× more conversions from sub-5-min response · HubSpot 2025
📱
Social DM Lead Intake
Plan 5
Facebook Messenger and Instagram DMs qualified in under 60 seconds via Meta API. Routed to CRM. Social interest that used to evaporate now enters the pipeline.
Captures leads most builders never see — after-hours DMs
📄
Phoneless Lead Nurture
Plan 5
Leads who gave only an email re-engaged with process explainers, timeline education, and financing options. They don't fall through — they warm up.
Recovers 15–25% of email-only leads that would otherwise go cold
🔥
Hot Lead Idle Alert
Plan 5
Any qualified lead idle 48 hours → SMS to assigned rep with full lead context and recommended next action. No hot lead goes cold while the rep is on-site.
Prevents $800K+ deals from going silent without a follow-up
🎯
Quote Follow-Up Sequence
Plan 5
5-touch: day 2 Q&A, day 5 case study, day 10 upgrade option, day 20 financing info, day 30 urgency nudge. Auto-stops the moment they book.
Closes 60–70% of proposals that would otherwise get zero follow-up
📆
12-Month Prospect Nurture
Plan 5
Monthly: project updates, portfolio, permitting timelines, financing options. A $1.5M prospect never goes quiet for 12 months — automatically.
Keeps 20+ prospects warm with zero rep effort
🔍
Deal Intelligence Alert
Plan 5
Prospect funding news, subdivision announcement, or competitor review spike detected — rep briefed with context and a suggested next move within the hour.
First to call when a prospect's situation changes
🏘️
Realtor + Architect Referral
Plan 5
Manages 20 referral relationships with project updates, capability announcements, and nurture cadences. One active architect = 3–6 clients per year.
20 relationships managed — a full-time job done automatically
📋
Pipeline Intelligence Report
Plan 5
Weekly: open quotes, days in stage, last follow-up, close probability, stalled deals — before they go cold. Owner sees the full picture every Monday.
Replaces 2-hr weekly pipeline reviews with a 5-min read
📊
Progress Billing + AR Agent
Plan 2
Construction billing triggered on milestone completion. Follows up at day 7, 14, 21, 30. Flags AR over 60 days before it becomes a cash flow crisis.
Reduces DSO 40–60% — frees $207K working capital on $2M billing
🏠
Retention & Referral
Past clients, neighbor campaigns, churn prevention, rep accountability
5 agents · Plan 4+
🏠
Past Homeowner Win-Back
Plan 4
At 1, 2, and 3-year marks: personalized outreach — "It's been a year since we finished your home — have you thought about that garage addition?" Specific. Timed.
$160K–$400K/yr from converting just 2 past clients to renovation work
🏘️
Neighbor Referral Campaign
Plan 4
Post-completion: outreach to homeowners within 0.5 miles of every finished project. Neighbor referrals close at 2–4× the rate of cold leads — at $0 acquisition cost.
2–4× higher close rate vs. any paid lead source
⚠️
Churn Prediction Agent
Plan 4
Prospect engagement dropping — opened proposal but no response, cancelled site visit, gone quiet. Flagged and re-engaged before they commit to a competitor.
Catches $800K deals before they go silent permanently
🗄️
Cold Lead Archive
Plan 4
Weekly sweep: leads 90+ days inactive classified, archived, removed from active follow-up. Reps focus only on live opportunities — not 2-year-old dead ends.
Cleans CRM clutter reps waste hours sorting every week
📬
Per-Rep Morning Briefing
Plan 4
Every sales rep receives a personalized daily DM before 9am: their overdue tasks, assigned hot leads, and pipeline summary. Individual accountability — no management overhead.
Replaces daily rep check-ins that eat 30 min of owner time
8 agents · Plans 4–6
🗓️
Milestone + Sub Scheduling
Plan 4
Coordinates subcontractor scheduling across all active projects. Milestone reminders to superintendents. Cascade conflicts surfaced before they hit the schedule.
Prevents 1-week delays from scheduling conflicts across multiple projects
📄
Contract + Document Agent
Plan 4
Generates contracts, sub agreements, NDAs, and change order forms from templates. Clause cross-checking. E-sign ready. No attorney waiting time for standard docs.
4 hrs → 15 min per standard construction contract
👷
Staff Hiring + Performance
Plan 4
Writes job descriptions, posts to boards, screens applications, schedules interviews, and sends structured weekly check-ins to new hires. 22% industry turnover — this helps.
23 hrs saved per hire · SHRM 2025
💬
Client Support Triage
Plan 6
Reads all inbound client messages during the build. Classifies urgency: RFI, design change, billing, emergency. Routes instantly. Nothing falls through during a 12-month build.
Every client message answered — PM spends 2 hrs/day on this without it
🏡
Post-Completion Onboarding
Plan 6
Day 1 welcome + key handoff, day 7 check-in, day 30 first maintenance reminder, day 90 referral ask. 65% of negative reviews come in the first 90 days — this prevents them.
Cuts post-handoff bad reviews — the most damaging review timing
✅
Punch List + Warranty Tracking
Plan 6
Every open punch list item tracked. Responsible sub notified automatically. Client updated on resolution status. Nothing lingers because someone forgot.
Closes punch lists 2× faster — no PM chasing subs by phone
📢
Project Status Update Agent
Plan 6
Weekly client progress update auto-generated from your project management data: what happened, what's next, any delays. Clients stop calling to ask for updates.
Eliminates 3–5 "where are we?" calls per project per week
🏢
Staff Operations + FAQ Bot
Plan 6
Internal FAQ: process questions, supplier contacts, spec library, contract templates answered in seconds. New staff get up to speed faster — owner gets fewer interruptions.
Saves owner 1 hr/day of internal process questions
💵
Finance & Billing
AR, multi-brand routing, voice, revenue forecasting, lifetime value
5 agents · Plans 6–7
🔀
Multi-Brand / Location Router
Plan 6
Multiple brands or geographic divisions? All leads and alerts routed to the correct Slack channel, CRM pipeline, and team automatically.
Eliminates routing errors across multi-location operations
📞
AI Voice Agent — 24/7 Calls
Plan 7
Handles all inbound calls 24/7: new inquiries qualified and routed, project status answered, after-hours calls captured, urgent site issues (flooding, structural) escalated immediately.
Replaces after-hours answering service — $300–500/mo + never misses a call
📈
Backlog + Revenue Forecasting
Plan 7
Pipeline value × close probability × construction timeline = rolling monthly cash flow model. Flags capacity gaps 60–90 days ahead before you can't staff them.
60–90 day advance warning on capacity and cash flow gaps
💎
Buyer Lifetime Value Engine
Plan 7
Scores every past homeowner and prospect by predicted lifetime value — additions, renovations, referrals. Highest-value past clients prioritized for win-back outreach first.
Focuses retention budget on clients worth the most over time
📋
Weekly Sales Recap Agent
Plan 7
Structured weekly performance report to owner and stakeholders every Friday at 7pm: quotes sent, site visits booked, deals closed, pipeline movement.
Replaces Friday afternoon pipeline review meetings
🧠
Intelligence & Command
Executive summary, real-time dashboard, forecasting — the owner's control panel
5 agents · Plan 7
🧠
Executive Intelligence Agent
Plan 7
All 68 agents aggregated into one daily plain-language ops summary: "3 projects behind schedule · 2 change orders unsigned · $85K in stalled quotes." One read. Full picture.
Replaces 45-min daily ops review with a 2-min read
📊
Real-Time Command Dashboard
Plan 7
Project pipeline health, quote-to-close conversion, active permit status, cash flow forecast, and team performance — live, in one screen.
Full visibility without calling the PM, super, or office manager
📈
Backlog + Revenue Forecasting
Plan 7
Rolling 90-day cash flow model built from pipeline probability and project timelines. Capacity gaps flagged before they become staffing crises.
60–90 day advance warning on revenue and capacity gaps
💎
Buyer Lifetime Value Engine
Plan 7
Scores every past client and prospect by predicted lifetime value. Highest-LTV clients prioritized for win-back. Referral partners ranked by revenue generated.
Focuses resources on clients who generate 10× the average value
📋
Weekly Sales Recap
Plan 7
Structured performance report every Friday at 7pm: quotes sent, site visits booked, deals closed, pipeline movement — delivered to owner and named stakeholders.
Replaces end-of-week pipeline review meetings permanently
🏗️
Power Products — 11 Specialist Agents
BuilderCPQ™ · PermitTrack™ · DrawTrack™ — available standalone or in Plans 5, 6, 7
11 agents
Three products. Three cash leaks plugged.
Each product targets a specific, quantified problem. Available standalone or included in Plans 5–7. Full detail on Products page →
🏗 BuilderCPQ™
$2,997/mo standalone · Included in Plan 5
✓Custom Home Quote Agent — 50+ line-item quote in 30 min. Was 3 days.
✓Live Material Price Sync — lumber futures + supplier feeds. No stale quotes.
✓Change Order Agent — scope change → e-signed CO in under 5 minutes.
✓Quote Revision Tracking — every version saved. No more v7_FINAL confusion.
Full detail →
🏗 PermitTrack™
$997/mo standalone · Included in Plan 6
✓Permit Application Tracking — all permits, all projects, one dashboard.
✓Inspection Scheduling — books, confirms, reminds, reschedules on fail.
✓Permit Denial Response — resubmission package drafted in under 24 hours.
Full detail →
🏗 DrawTrack™
$997/mo standalone · Included in Plan 7
✓Draw Request Automation — milestone reached → package assembled + submitted.
✓Retainage Tracking — every sub balance live. Release at substantial completion.
✓Sub Payment Sequence — app received → approved → scheduled automatically.
✓Lender Communication — draw updates, inspection coordination, automated.
Full detail →