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Give AI your own sales and marketing reports and ask which service to promote in which area
Contract Exteriors, an exterior remodeler (siding, decks, windows and doors) in Murrells Inlet, South Carolina, serving the Myrtle Beach and Charleston areas (CEO Randy Hann), in Qualified Remodeler
Using a combination of its internal reporting and prompts, the company had AI help restructure which areas to focus on and which key services to promote to which areas. Separately, its marketing department uses Alivo, an AI answering service and appointment-booking "agency", so leads get a quick response after hours and on weekends and holidays, with consistent text follow-up.
ChatGPT Free $0; Go $8/mo; Plus $20/mo · Claude $17/mo billed annually ($20 monthly); free plan available for the report analysis (its AI tool for that isn't named; Alivo prices not checked here)
Medium · or we do it from $149/mo
Alivo
The problem
Offering several services in two very different markets made it hard to decide who to market to and which services to push where.
What happened
The company says the more targeted approach strengthened its marketing across the channels it uses, and that the speed to lead and text follow-up increased its appointment-setting rates; no numbers are given. Plans, not results: deck-rendering software that produces material lists and labor estimates, and NotebookLM to turn its SOPs into training modules. Company-reported.
Quoted in the source: Contract Exteriors. Source: Qualified Remodeler: 2026 Customer Satisfaction Leaders: Contract Exteriors (2026-08-24) · Added 2026-10-19.
How to set it up yourself
- What Contract Exteriors does: it gave AI its own internal reports with prompts and used the answers to decide which areas to focus on and which service to promote in each; an AI answering and booking service handles after-hours leads with text follow-up.
- Export a year of jobs and leads by ZIP code or town: service, lead source, closed or not, job value. Remove customer names.
- Upload it to ChatGPT or Claude with the prompt below and ask it to show the math for every claim, so you can check it in the spreadsheet yourself.
- Change one thing at a time (one service in one area) for a season, and compare against last year before you move more of your budget.
Copy-paste prompt
Attached is a year of {COMPANY NAME}'s leads and jobs by {ZIP CODE OR TOWN}, with service, lead source, whether it closed and job value (no customer names). We sell {SERVICES} in {MARKETS}. 1) Rank areas by revenue and by close rate for each service. 2) Say which service we should promote in which area and which areas to stop spending on, with the numbers behind each. 3) List anything in the data that looks wrong or too thin to decide on. Show your math.The $39 Plumbing & HVAC AI Starter Kit has ready-to-use call scripts, missed-call texts, estimate follow-ups and review templates, built from 18 real, sourced setups. Instant download, 30-day refund.
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Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. Terms. We reply within 1 business day.
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