Trade AI Playbook

Roofing company's AI agent qualifies replies and appointments jump from 400 to 700 a month

Indiana Roofing Company · Indiana, US ·

What they did

Reps followed up on estimates once or twice from their cell phones. Automated outreach now runs post-inspection, and when a contact replies an AI agent verifies intent, severity and urgency before handing to a CSR.

Reported results

  • Appointments from about 400 a month to 700 in April, same team

Tools

Hatch AI agent, AccuLynx

Cost

Not disclosed

Source

Hatch: https://www.usehatchapp.com/case-studies/indiana-roofing-company

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.

Write a 3-touch follow-up for a roofing company for a customer who got a quote [days] days ago and hasn't replied: day 1 check-in, day 3 answer a likely question, day 7 last call with an easy yes/no. Keep it human and short; no pressure tactics.

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