Brightview AI Funnel + Automation Proposal
Replace outdated, pieced-together tools with a next-level AI-powered operating system that drives more leads, closes more jobs, and reduces admin strain. Choose from À La Carte services or bundled packages with exclusive bonuses.
Why Brightview Needs This Now
Lost Leads & Response Delays
Waiting even 5 minutes to respond cuts close rates by up to 81%. Right now, leads fall through the cracks when response is delayed. Our AI responds instantly 24/7.
Quoting Friction & Off-Brand Experience
Prospects forced off-site into long forms kills conversions. Our embedded, branded funnels deliver 95-98% accuracy and keep customers on your site.
Admin Overload & Manual Processes
Staff spends too much time chasing leads, sending follow-ups, and re-entering data. Our automation handles routing, scheduling, and customer communications automatically.
Detailed Deliverables
Below is the full scope of what Brightview will receive through Elite Team AI. Each deliverable is designed to directly address your pain points while building a scalable, modern operating system for your business.
AI Funnel System (ResponsiBid Replacement)
Eliminates friction → higher conversion rates. Keeps prospects engaged on your site. Instantly positions Brightview as professional, modern, and premium.
- Embedded on your site — no external redirects or generic templates
- Branded, modern design that matches Brightview's aesthetics
- Simplified inputs → fewer form fields, less friction, higher conversion
- Dynamic upsell logic → automatically presents Basic, Deluxe, and Premium service options
- Aerial measurement integration for decks, patios, roofs, and driveways
- 95–98% quoting accuracy, outperforming ResponsiBid and boosting customer trust
- Real-time delivery of estimates to the customer and into CRM
AI-Powered Communications
No more lost leads due to slow response times. Consistent, branded communication across voice, text, chat, and email. Reduces admin workload while boosting conversion.
- 24/7 inbound AI voice agent that greets callers in Brightview's voice/brand
- Automated outbound calling for new leads, lost leads, seasonal promos
- AI chat widget embedded on website, SMS, Facebook, Instagram
- AI email assistant that drafts customer responses in Brightview's voice
- Usage-based billing → includes up to 650 minutes/month, with 20¢ per additional minute
- Setup fee waived when paired with AI Voice
- Automated review requests and referral encouragement system
CRM System + Campaigns
Every lead is followed up with automatically. Revenue is recovered from leads that otherwise would have gone cold. Clear visibility into pipeline health and marketing ROI.
- Full pipeline management (leads → jobs → repeat clients)
- Centralized dashboard for team visibility
- Integration with website forms, AI funnels, and communication tools
- New Leads Campaign → instant engagement + follow-up
- Lost Leads Campaign → re-engagement after 7–30 days
- Old Leads Campaign → large-scale reactivation of dormant contacts
- Current Leads Campaign → seasonal promos, upsells, and ongoing touches
- Automated invoicing system for streamlined billing processes
- QuickBooks sync for seamless accounting integration
Scheduling + Routing Automation
Eliminates scheduling headaches. Maximizes crew efficiency by reducing wasted travel time. Improves customer experience with proactive weather reschedules.
- Routes jobs by truck, zip code, and service type
- Real-time weather integration → auto-reschedules jobs affected by rain, wind, or freezing temps
- Flags specialty jobs for manual review when needed
- Automatically syncs with CRM + communications tools
- Maximizes crew efficiency by reducing wasted travel time
- Improves customer experience with proactive weather reschedules
Analytics + Reporting
Clear visibility into what's working and what isn't. Data-driven decision-making for future growth. Free inclusion → $997 value at no cost.
- Lead capture, conversion rates, and funnel performance tracking
- AI voice/chat interaction analytics
- Monthly performance reports + optimization recommendations
- ROI tracking across all campaigns
- Custom dashboards for clear visibility into what's working
- Data-driven decision-making for future growth
Training + Documentation
Faster team adoption. Reduced reliance on external support. Free inclusion → $1,997 value at no cost.
- Team onboarding sessions for smooth adoption
- Step-by-step process guides for all systems
- Reference documentation for ongoing use
- Ongoing support options available
- Faster team adoption and reduced reliance on external support
Step 1: Choose Your Path
This proposal gives you two paths: À La Carte – Pick and pay for only what you need, or Packages – Bundle services, save money, and unlock exclusive bonuses.
Option 1: À La Carte
Pick and pay for only what you need
| Service | One-Time Setup | Monthly | Select |
|---|---|---|---|
| AI Funnel System (ResponsiBid Replacement) | $350 | $249/mo (First Month $150) | |
| Inbound AI Voice Agent | $650 | $249/mo | |
| Outbound AI Voice Agent | $650 | $249–$497/mo (20¢/min >650 mins) | |
| CRM System + Campaigns | $7,997 | $197/mo | |
| → Add-on: Review & Referral Automation | – | +$97/mo | |
| AI Chat Widget | $650 (waived if Voice purchased) | $97/mo | |
| Scheduling + Routing Automation | $3,997 | $97/mo | |
| QuickBooks Sync + Automated Invoicing Requires CRM System | (Added if CRM system and campaigns is selected) | +$0/mo |
Select services above to see your total
Option 2: Packages (Save 10–15%)
Discounts applied to one-time setup fees; monthly remains the same as à la carte.
Core Package
Save 10%
- AI Funnel System (ResponsiBid replacement)
- Inbound AI Voice Agent
- AI Chat Widget (setup waived)
Ongoing Monthly: $535.50/mo
Growth Package
Save 12%
- Everything in Core Package
- CRM System + Campaigns
- Review & Referral Automation
- Bonus: Analytics Dashboard + Training (free)
Ongoing Monthly: $782.68/mo
Elite Package
Save 15%
- Everything in Growth Package
- Outbound AI Voice Agent
- Scheduling + Routing Automation (Customer Factor integration)
- QuickBooks Sync + Automated Invoicing
- Expanded outbound campaigns (rehash, seasonal, upsells)
- Custom dashboards + ROI reports
- Priority support + dedicated Slack channel
- Bonus: Advanced AI Leadership Workshop
Ongoing Monthly: $1,049.75/mo
How We'll Roll It Out
Brand + content kickoff
Initial meeting to gather requirements and brand assets.
Guaranteed Success Metrics
lead response time
form conversion improvement
AI voice interaction satisfaction
HubSpot sync coverage
Not Ready to Sign Yet?
Schedule a call with our team to discuss your questions and learn more about how our AI solutions can transform your roofing business.
Why Schedule a Call?
- Get personalized insights specific to your roofing business
- Ask detailed questions about implementation and timelines
- Discuss customization options for your specific needs
- Learn about ROI and success metrics from similar businesses
What to Expect
A focused 30-minute call with our AI implementation specialist who will answer your questions and provide a clear path forward.
No pressure, just helpful information to help you make the best decision for your business.
Schedule Your Call
By scheduling a call, you agree to our and .
Ready to Dominate Your Market?
Let's get started with your AI automation transformation. Complete the form below to finalize your proposal.