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Local Services
Booking + Upsell Automation Boosts Revenue for Home Service Business
Client Overview
A residential cleaning and maintenance company serving 1,500 recurring clients.
Challenge
Leads came from multiple channels. Bookings required manual confirmation, and upsells were often missed.
- Leads scattered across multiple channels
- Manual booking confirmation inefficient
- Upsell opportunities consistently missed
Solution
Unified system captures all leads and uses voice AI to confirm bookings with upsells.
AI system captured leads from all sources into one dashboard
Voice agent confirmed bookings and offered upsells during the call
Automated workflows for quote approval, reminders, and feedback collection
Weekly performance email summarizing revenue and conversions
Visual Implementation
Booking flow mockup + upsell conversation example
"
Customers think we hired more staff — it's just smarter automation.
— Operations Director
Results
+22%
Booking confirmations
+14%
Upsell revenue
-60%
Admin workload
Tools Used
🎙️🧩🧠📊
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