Managed AI lead response for established roofing companies

Stop letting good website inquiries sit there.

XT3 installs and manages a system that acknowledges new inquiries, asks a few useful job questions, and hands the right opportunities to a person.

Start the build

$2,500

one-time implementation

$750/month

managed after production launch

The setup payment starts onboarding. Managed billing begins only when the approved workflow goes live. USD; taxes are handled separately where required.

A visual flow showing a cluttered website inquiry becoming organized questions and a clear human-owned next action
01 Inquiry chaos02 Useful questions03 Human owner

The actual problem

A form submission is not a handled lead.

01The acknowledgement is late or never sent.

02Staff have to re-ask basic questions.

03Good inquiries mix with bad fits and spam.

04Nobody knows who owns the next action.

05The customer moves on while the inquiry sits in an inbox.

The handoff, not the hype

From “someone filled out the form” to “a person owns the next move.”

  1. 01

    Inquiry arrives

    One approved website form sends the new inquiry into the workflow.

  2. 02

    Receipt is acknowledged

    The customer knows the business received it—without a made-up estimate or promise.

  3. 03

    Useful questions get asked

    Up to eight approved questions collect the details the team normally has to chase.

  4. 04

    Judgment stays human

    Qualified, unclear, sensitive, angry, or human-requested conversations go to a person.

  5. 05

    The next action is visible

    The handoff reaches one pipeline and, when appropriate, one approved estimate or review calendar.

Implementation

One bounded system. Launched under supervision.

  • One established business, website/domain, location, and approved website form source
  • One website-inquiry workflow with up to eight qualification questions
  • One human handoff path, one pipeline, and one estimate or review calendar
  • Acknowledgement copy, routing rules, guardrails, failure testing, and supervised launch
  • Two implementation revision rounds and one recorded operator walkthrough

Target: 15 business days after complete access and approved business facts. Customer delays pause the clock.

Managed operation

Keep the useful workflow working.

  • Monitor the configured workflow and integrations
  • Review failures and unclear handoffs
  • Adjust approved questions, routing, and messaging
  • Repair faults inside the agreed system boundary
  • Support up to 300 new inbound inquiries per month before re-scoping

Three-month initial managed term, then month-to-month. Third-party tools and usage remain in the customer’s accounts and are paid by the customer.

Human control

AI handles repetition. A person owns judgment.

AI

Fast, repeatable, approved

  • Acknowledge the inquiry
  • Ask basic job questions
  • Organize the details
  • Route the next action

HUMAN

Context, promises, money, exceptions

  • Set the final price
  • Choose availability
  • Handle sensitive conversations
  • Make the business decision

It never quotes final prices, negotiates, accepts payment details, or pretends to be you.

  • Lead generation, ads, SEO, cold outreach, or guaranteed lead volume
  • Autonomous quoting, negotiating, discounting, closing, or payment collection
  • A full CRM replacement, multiple locations, or custom integrations outside the standard boundary
  • Third-party software, AI, CRM, calendar, email, or messaging fees

Good fit

  • An established business with real website inquiry volume
  • A defined service area and service types
  • A person who can own human handoffs
  • One website form and a calendar or willingness to set them up
  • A team willing to review early conversations and improve the workflow

Not a fit

  • No existing lead flow and an expectation that XT3 creates demand
  • A request for a fully autonomous closer
  • A need for guaranteed revenue or response-time outcomes
  • Nobody available for qualified or sensitive handoffs
  • No willingness to provide access, policies, and approved business facts

Questions before you order

Does this generate leads?+

No. It handles website inquiries the business already receives. Ads, SEO, outbound prospecting, and lead generation are separate work.

Will it replace my office staff?+

No. It handles acknowledgement, basic questions, organization, and routing. A person still owns estimates, exceptions, sensitive conversations, and business decisions.

Can it quote jobs?+

Not in the standard offer. It can collect approved job details and route them to the person who estimates the work.

When does the $750/month begin?+

When the approved production workflow goes live—not while XT3 is waiting on access, business facts, or implementation decisions.

Can I cancel?+

Managed operation has an initial three-month term after launch, then continues month-to-month. Cancellation takes effect at the end of the current paid period.

Are results guaranteed?+

No. XT3 improves acknowledgement, organization, qualification, and handoff. Lead volume, conversion, revenue, and customer behavior remain outside XT3’s control.

Ready or still deciding

Order the bounded implementation—or talk to Ian first.

XT3 can reject and fully refund an unsuitable order before kickoff. Once kickoff begins, the implementation fee is non-refundable.