Executive Summary: CertaPro Painters

The Challenge:

Despite having strong leads and a capable team, CertaPro estimators were attending appointments "cold," lacking crucial pre-appointment context such as budget ranges, project scope, and key decision-maker details. This lack of information resulted in missed opportunities and lower close rates.

The Solution:

The franchise deployed an AI voice agent to automatically call every homeowner immediately after an estimate was booked. The agent conducts a short, natural conversation to instantly collect and summarize vital project and buyer context, delivering it to the estimator via text and email before the visit.

The Results (90 Days):

• 22% increase in Revenue per sales consultation (up from 35% to 43%).

• 93% answer rate on pre-estimate calls, yielding 79 successful conversations.

• The improved context was cited as a key contributor to a newer sales rep's annual sales growth from $500K to $1.4M (+180% YoY).

By ensuring every rep walks into a home fully informed, the AI solution amplified the sales team's effectiveness, allowing estimators to spend less time probing and more time closing—all without adding a single new lead.

“I was really skeptical about the AI doing setup calls but this has worked way better than I had ever imagined. AI is the future.”

— Jodi Esser, Franchise Owner of Certapro painters of Omaha