Sales & Pipeline
Turn missed calls into booked jobs. Harper chases every lead within five minutes, and Quinn turns intake notes into polished proposals that close — your pipeline moving without you touching the laptop.
Harper
Chase Pilot
Sales Strategist
Texts every missed-call lead within 5 minutes. Runs a 5-step personalized chase that stops the second they book. Pings you the second a lead goes hot.
View Harper's full profileHarper is your outbound sales floor in one Wingman. When a lead misses your call, Harper texts within 5 minutes in your voice, then runs a 5-step nurture sequence that reads every reply they send and adapts the next message accordingly. Every step is written by AI using the contact's full your CRM history — last service, prior conversations, opportunity stage, even what they said on the missed call. The result: messages that sound like a real salesperson who's read the file, not a templated drip campaign.
5-minute missed-call response
The window where leads convert is the first 5 minutes. Harper texts personally within that window, every time — middle of the night, weekends, holidays.
Reads every prior conversation
Before drafting a message, Harper pulls the contact's last 15 messages across every channel, their tags, and their opportunity stage. The message references what they actually said.
5-step adaptive chase
Step 1 (5 min) → Step 2 (1 hr) → Step 3 (next morning email) → Step 4 (day 3) → Step 5 (day 7 graceful exit). Each step adapts to what's happened in between.
Warmth scoring → automatic routing
Every reply gets scored Hot / Warm / Cold. Hot leads route to the owner instantly. Cold leads exit the sequence cleanly. Warm leads keep flying.
Pipeline health scans
Weekly scan of every open opportunity — stuck deals, no-touch deals, deals worth re-pinging. Harper drafts the follow-up; you approve and send.
Hot-lead alerts to your phone
When a reply shows real buying intent, Harper SMS's you within 30 seconds with the context summary and the suggested next move.
Quinn
Flight Plan Specialist
Proposal Specialist
Turns intake notes into a polished, line-itemed proposal in under 5 minutes. Sends it, follows up at the 3-day mark, and closes the deal — all without you opening the laptop.
View Quinn's full profileQuinn is the Wingman that finally kills the "I'll get you a quote tomorrow" tax. The moment your front-desk Wingman tags a job intake-complete, Quinn pulls the conversation, matches it to your service catalog, drafts a branded proposal with line items + totals + validity, and sends it through your built-in proposal tool. Three days later, no answer? Quinn writes a follow-up SMS that references the actual scope of the job — not "just checking in." When the customer accepts, Quinn moves the opportunity to Booked and hands off to Sophia or Henry to schedule. This is the closest-to-ship Wingman .
Drafts proposals from intake notes
Reads the full intake conversation, matches services to your priced catalog, applies your discount + tax logic, and produces a branded estimate ready for one-tap review.
Native estimate integration
Writes the proposal as a real your CRM Estimate — your customer gets the same payment + acceptance flow you already use. No third-party PDF tool.
3-day follow-up with real context
If no response after 3 days, Quinn drafts a follow-up that references the specific scope, the price, and any concerns the customer raised in intake. Reads like you remembered the conversation.
Reply classification
Every customer reply gets tagged Approved / Has-Questions / Declined / No-Response. Approved deals auto-move to Booked. Questions route to you with the answer drafted.
Hands off cleanly on acceptance
On accept, Quinn moves the opportunity to Booked, fires the deposit-request workflow if you charge upfront, and tags Sophia or Henry to schedule the work.
Per-line margin awareness
Quinn knows your floor margins per service line and refuses to discount below them. If a customer asks for a price drop, Quinn suggests swapping a line item instead of slashing the margin.
Sales & Pipeline is one of six areas your crew covers. Get started.
If your wingman doesn't book you 3 jobs in 14 days, we'll cancel for you personally.