Trade AI Playbook

Roofer replaces its call center with voice AI + automated follow-up and attributes $365K in 60 days

Crown Roofing & Waterproofing · Not stated ·

What they did

Voice AI answers after hours and emails summaries to CSRs each morning. New Salesforce leads trigger an email, call and voicemail drop within seconds, with persistent estimate follow-up and win-back nurture.

Reported results

  • $365,000 in sales attributed in 60 days
  • Opt-out rate below 1%
  • Call center eliminated

Tools

Hatch Voice AI, Salesforce, SMS/email/voicemail drop

Cost

Not disclosed

Source

Hatch: https://www.usehatchapp.com/case-studies/crown-roofing-and-waterproofing

Vendor case study (results reported by the vendor). Source checked 2026-10-20. Results are as reported by the source, not independently audited.

Try it yourself: starter prompt

Our suggested prompt for an AI assistant (ChatGPT, Claude, Grok or your phone-agent tool). It is not from the source.

You answer calls for a roofing company between 6 PM and 8 AM. Ask what's happening, decide if it's an emergency using these rules: [list your emergency rules]. If it is, page the on-call tech with the address and issue. If not, offer the next two open morning slots and confirm by text.

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