Build Your AI Follow-Up Agent | Free Contractor Webinar

How to Build Your AI Follow-Up Agent

Free Live Webinar · Builders of Authority

BUILD YOUR
AI FOLLOW-UP AGENT

Date: October 7th 2026

Time: 3pm CT / 4pm ET

Location: Live Online Webinar

The leads and estimates you already paid for aren’t dead: they’re just uncontacted.

In one live session, you’ll build an AI assistant that tells your team exactly what to say next, to who, and when.

Example Plan Sample: Mike, $18,000 roof, 7 days quiet
Hi Mike, it's Dana with Northgate Roofing & Exteriors. Following up on your roof replacement estimate. Happy to go through ours line by line as you compare. Any questions?
CRM Task NoteDraft
Next task:Call Mike to confirm the decision timeline and offer a line-by-line estimate review. Due date:Today, Fri, Sep 11

WHAT WE'LL BUILD TOGETHER

How it works

No CRM connection, no setup team, no cost. You build it live, on your own Claude account, in about 15 minutes.

01

FILL IN YOUR COMPANY PROFILE

About 5 minutes. The details that make every message sound like your company, not a script.

Services

Service area

Brand tone

Financing options

02

TELL IT WHAT HAPPENED WITH THE LEAD

Pick the situation and the agent adjusts the whole plan around it: there’s no one-size-fits-all follow-up.

Estimate went cold

Missed call

Price objection

Not ready yet

03

GET YOUR FULL FOLLOW-UP PLAN

Add a first name, the service, and days since last contact. You get what to do today, a call script, a text, an email, when to follow up next, and a CRM note: ready to review and copy into your phone or CRM.

AFTER THE WEBINAR

What You Walk Away With

In your hands that day

Your own follow-up prompt : already loaded with your company info and your rules.

A 7-day rollout checklist : to get your team using it right away.

A weekly pipeline review checklist : to keep old leads from going quiet again.

What you can do with it

Paste it into a Claude Project so it remembers: then just describe any lead and get the same plan, in your company's voice.

Keep adding to it as your business grows.

Upload a spreadsheet of lead data and Claude works through it using your prompt's rules.

THE PROOF

A Lead That Didn't Buy This Month Isn't A Dead Lead.

Home-service sales often take longer than 30 days. We’ll open with the ROI case, then walk through a Closed Leads Dashboard showing exactly how much revenue was sitting in “dead” leads before anyone followed back up.

Then we’ll build the tool that keeps it from happening again.

Closed Leads DashboardSample data
Roof replacementWas cold 41 days$18,400
HVAC installWas cold 63 days$9,200
Foundation repairWas cold 22 days$14,750

YOUR HOSTS

Who's Running This

Jose Duarte

AI & Automations Lead

Builds BOA’s AI tooling and leads the live build of the follow-up agent: walking through every step in real time, in webinar mode.

 

Dony de los Santos

Business Development Manager

Works the sales side of the home-service world every day: brings the Closed Leads Dashboard and the real numbers behind “dead” leads that weren’t.

 

Be the Company
Your Customers Think of First

Builders of Authority team member, ready to help grow your contractor business

BUILD YOUR

AI FOLLOW-UP

AGENT

FREE LIVE WEBINAR

October 7th
3pm CT / 4pm ET