Prepared for Charlie Hoyt
How MARCUS + Amy AI will turn social media comments into booked estimates, 24/7 — while you focus on roofing.
Right now, every missed comment, unanswered DM, and after-hours call is money walking out the door. Here's what changes.
A homeowner comments on your post. Here's what happens next, automatically.
Homeowner comments "STORM" or "QUOTE" on your post
Amy sends a personalized message in under 60 seconds
Amy qualifies the lead and checks your real calendar
Appointment confirmed, you show up and close the deal
Each keyword triggers a different campaign path — Amy knows exactly how to handle every type of lead.
Keywords: STORM, FREE INSPECTION. Amy opens with urgency, gets the address, books a free storm damage inspection within 48 hours. Mentions insurance coordination.
25-35% conversion rate2-3 messages to booking | $8K-$25K avg ticket
Keywords: LEAK, HELP. Amy goes into emergency mode, asks if the leak is active NOW, positions same-day response, books the soonest available slot.
Same-day response2-3 messages to booking | $500-$5K avg ticket
Keywords: QUOTE, NEW ROOF. Amy asks one qualifying question (roof age), positions financing and value, then books a free assessment. They're already shopping.
$8K-$25K avg ticket3-4 messages to booking | Financing available
Keywords: SOLAR, METAL. Amy takes a consultative approach — these are premium buyers. Educates on 30-50 year lifespan, hurricane performance, and offers consultation with Charlie.
$12K-$40K avg ticket4-6 messages to booking | Charlie handles personally
Keywords: MAINTAIN, INSPECT. Low-ticket entry that builds trust. Amy validates the smart decision, books a free 20-30 min inspection. Today's maintenance customer = tomorrow's $15K roof job.
Customer for life2-3 messages to booking | Free inspection entry point
Amy sounds like a knowledgeable friend who happens to work in roofing. She handles SMS and livechat, books real appointments from your calendar, and knows when to escalate to a human.
1-3 sentence texts. Matches the prospect's energy. Casual when they're casual, urgent when they're stressed.
Conversational AIChecks your actual calendar availability and offers 2 specific time options. No back-and-forth.
Live Calendar Sync"How much does it cost?" "I need to think about it." "I'm getting other quotes." Amy handles them all and redirects to booking.
Trained on Real ScenariosUploaded knowledge base with your services, pricing ranges, materials, and FAQ. Searches files before answering.
Custom Knowledge BaseKnows when to handle it herself, when to escalate to Christy, and when Charlie needs to take the premium consultation.
5 Campaign Paths10 PM on a Thursday and someone has a roof leak? Amy's on it. Books the appointment for tomorrow morning.
24/7 CoverageConservative projections based on industry benchmarks for roofing contractors using keyword-triggered social campaigns.
Storm Surge Bonus: A single $500 storm campaign spend can return $50K-$100K in booked work. Storm leads convert at 25-35%.
Amy knows all your services and pricing ranges. Here's what she's trained on.
| Service | Price Range | Positioning |
|---|---|---|
| Free Inspection & Estimate | $0 | The smart first step. 20-30 min visit, zero risk. |
| Roof Repair | $500 - $3,500 | Quick fix before it gets bigger. Most done same day. |
| Roof Replacement | $5,000 - $15,000 | Peace of mind for 20-30 years. 1-3 days. |
| New Roof Installation | $8,000 - $20,000 | Done right from the start. 2-5 days. |
| Metal Roofing | $5,000 - $20,000+ | Lasts 30-50 years, handles hurricanes, saves on AC. |
| Siding | $3,000 - $12,000 | Curb appeal that actually protects your home. |
| Gutters | $800 - $3,000 | Prevents expensive foundation/water damage. 1 day. |
| Attic & Insulation | $1,500 - $5,000 | Lower energy bills, more comfortable home. |
| Solar Services | Varies | Protects roof and solar investment with proper flashing. |
| Generac Generators | Varies | Whole-home backup for hurricane season. |
To get MARCUS and Amy fully operational, we need a few things from your side:
4 phases from setup to scaling. You'll see results by Week 2.
Connect Facebook/Instagram to GHL. Build 5 keyword workflows. Set up Amy's AI assistant. Create landing pages and DM templates.
Launch "Roof Ready" and "Roof Guard" as always-on campaigns. Pre-build "Storm Shield" template. Start content calendar. First leads start coming in.
Review lead quality. A/B test ad creatives. Tune keyword triggers from real data. Activate retargeting audiences.
Increase budget on top performers. Launch lookalike audiences. Add video testimonials. Expand to solar/metal campaigns.
42-minute call with Andre, Charlie & Dana. Here's what we agreed on and what happens next.
Charlie is managing 10-12 different chat groups manually. We're replacing that chaos with a 24/7 AI voice assistant + text automation system that handles customer inquiries, schedules appointments, and follows up on quotes automatically.
Problem: 10-12 chat groups. Solution: One system handles it all.We need API access to Charlie's Jobber account to sync contacts, quotes, jobs, and invoices automatically. Andre is following up with the Jobber representative to expedite access.
No double-entry. Jobber and GHL stay in sync.Amy needs to know Coastal Roofing inside and out. Charlie is providing documents and materials about services, pricing, products, and FAQs so Amy can have natural, accurate conversations.
Charlie to send: service details, pricing, materials info.Three immediate wins agreed on: automatic callbacks within 15 minutes, 24/7 availability for free inspection booking, and automated review collection after completed jobs.
15-min callback + 24/7 booking + auto reviewsHere's exactly what each person is responsible for to get MARCUS live.
Key moments from our April 13 conversation.
Identified the 10-12 chat group problem. Agreed on 24/7 AI voice assistant + text automation as the solution.
Identified Jobber API access as the critical path. Andre following up with Jobber rep to expedite.
Charlie agreed to provide business docs and materials. Amy needs comprehensive info to have accurate conversations.
Agreed: 15-min automatic callbacks, 24/7 free inspection availability, automated review collection.
All action items confirmed. Charlie expressed enthusiasm to see the system in action and start generating leads.
Charlie — send over the Jobber credentials, business docs, and estimate availability. Andre will handle the rest. Amy's ready to start booking.
Prepared by Andre Lassiter | MS3IT Business Solutions | April 2026