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judithvirag's avatar
judithvirag
Builder 1
5 days ago

Using AI in your in person quoting?

I walk with clients during my in person estimate and I hear their pain points, their frustrations, their real-life struggles. But here is the thing, how many of those golden nuggets are we actually capturing and leveraging?

I have started using AI to transcribe and analyze my client walkthroughs, and it has become a bit of a game-changer. Suddenly, that offhand comment Jennifer made about never having her whole house clean at once? That's not just a conversation, it is a marketing goldmine, relatability and authenticity. It is the real struggle our ideal clients are facing.

But I am curious: How are you leveraging your client conversations? Are you capturing those golden nuggets, their pain points, their objections, the emotional drivers and turning them into content, testimonials, or business insights?

What tools or strategies are working for you to extract the real value from your client interactions?

cleaning
client communications
customer service & experience
quoting
reporting & business insights

4 Replies

  • PestFreeCanada's avatar
    PestFreeCanada
    Contributor 4
    4 days ago

    What program are you using Judith? Also, do you tell the customer that you will be recording or using AI during the conversation? I worry sometimes about the people who are concerned about their privacy.

    • judithvirag's avatar
      judithvirag
      Builder 1
      4 days ago

      PestFreeCanada​ - we use Ringcentral for our phones and it does say that the conversations are recorded.  So our sales person gets a lot of nuggets.  We use Fireflies and yes I ask the customer if I can use my notetaker.  

      Also, when we post we do not post private conversations.  It is more like in a meeting with a client today she spoke about how nice it is to get the house cleaned all at once, when she does it she can only do it piece by piece.