Build Automated Lead Capture Pipeline, Outbound AI Follow-Up, & Direct Calendar Scheduling
Budget: $250 – $750 USD
Project Description:
I own a local residential service business (S&S Painting) and I am looking for a workflow automation expert to centralize my incoming leads, eliminate phone spam, and automate my client booking. I want a highly optimized, lean tech stack that connects everything directly to my existing tools without paying for unnecessary middleware or extra scheduling apps.
Detailed Scope of Work:
Conversational AI Phone Receptionist (Inbound): Set up an inbound conversational AI receptionist line (using a platform like NextPhone or Allo). It must answer missed calls naturally on behalf of my business, screen out automated spam, and text/log the customer's project details.
Multi-Channel Integrations (Inbound): Build automated workflows (via Zapier or Make.com) to instantly pull incoming lead alerts from three external marketing platforms: Yelp Leads, Angi Leads (via Webhook), and Nextdoor.
Automated Instant Follow-Up (Outbound Double-Tap): The absolute millisecond a lead is captured from Nextdoor, Angi, or Yelp, the automation must execute two immediate steps:
Step A (0-5 seconds): Send an automated, personalized text message to the client acknowledging their request.
Step B (30-60 seconds later): Trigger an automated outbound voice call to the client via my AI phone system to verbally qualify their project scope.
Direct-to-Calendar Scheduling: Integrate the system directly with my primary Google Calendar (or Outlook). The AI must check my real-time availability based on set business hours, offer open slots to qualified leads during the text/call follow-up, and automatically inject the booking as an event: "S&S Painting Estimate: [Client Name] - [Address]". No third-party middleware scheduling apps should be used.
Centralized Lead Tracker Dashboard: Route all incoming data—including the notes captured during the outbound AI call and the scheduled appointment time—into a single, beautifully organized Google Sheet Master Dashboard.
Security & Deliverables:
No account passwords will be shared. Access to Google Ads, Yelp, Nextdoor, etc., will be granted securely via platform-native user invitations or shared workspace permissions.
Looking for a clean, reliable, and low-maintenance setup.
To Apply: Please reply with a brief summary of your experience connecting local home service platforms (like Angi or Yelp) directly to Google Calendars and Sheets using Zapier/Make.
I own a local residential service business (S&S Painting) and I am looking for a workflow automation expert to centralize my incoming leads, eliminate phone spam, and automate my client booking. I want a highly optimized, lean tech stack that connects everything directly to my existing tools without paying for unnecessary middleware or extra scheduling apps.
Detailed Scope of Work:
Conversational AI Phone Receptionist (Inbound): Set up an inbound conversational AI receptionist line (using a platform like NextPhone or Allo). It must answer missed calls naturally on behalf of my business, screen out automated spam, and text/log the customer's project details.
Multi-Channel Integrations (Inbound): Build automated workflows (via Zapier or Make.com) to instantly pull incoming lead alerts from three external marketing platforms: Yelp Leads, Angi Leads (via Webhook), and Nextdoor.
Automated Instant Follow-Up (Outbound Double-Tap): The absolute millisecond a lead is captured from Nextdoor, Angi, or Yelp, the automation must execute two immediate steps:
Step A (0-5 seconds): Send an automated, personalized text message to the client acknowledging their request.
Step B (30-60 seconds later): Trigger an automated outbound voice call to the client via my AI phone system to verbally qualify their project scope.
Direct-to-Calendar Scheduling: Integrate the system directly with my primary Google Calendar (or Outlook). The AI must check my real-time availability based on set business hours, offer open slots to qualified leads during the text/call follow-up, and automatically inject the booking as an event: "S&S Painting Estimate: [Client Name] - [Address]". No third-party middleware scheduling apps should be used.
Centralized Lead Tracker Dashboard: Route all incoming data—including the notes captured during the outbound AI call and the scheduled appointment time—into a single, beautifully organized Google Sheet Master Dashboard.
Security & Deliverables:
No account passwords will be shared. Access to Google Ads, Yelp, Nextdoor, etc., will be granted securely via platform-native user invitations or shared workspace permissions.
Looking for a clean, reliable, and low-maintenance setup.
To Apply: Please reply with a brief summary of your experience connecting local home service platforms (like Angi or Yelp) directly to Google Calendars and Sheets using Zapier/Make.
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