Capability
It chases the money, not the activity.
The agent pushes every warm conversation to a decision: quotes sent, objections answered, discounts defended, and the job placed on your calendar.
It does not stop at "sounds interesting".
- Touches per open quote
- 5–7
- Unauthorised discounts
- 0
- Loss-reason report
- Weekly
Before a deal is declared lost
Floor price enforced
Grouped and actionable
What the agent does
Deal closing, in detail.
Five things this capability actually does, and the reason each one matters to a local service company.
Quote follow-up
Every open quote is chased until it is won, lost or formally expired — each touch with a different angle, not a copy of the last one.
Objection library
Price, timing, "I've got a guy", "send me something", "call me after the holidays" — each with a tested response built from your actual close history.
Negotiation guardrails
Your floor price, your approved concessions and your escalation rules are enforced on every conversation. The agent cannot give away margin you did not authorise.
Honest urgency
Capacity-based framing only: real open slots on your calendar, real lead times, real material availability. Never manufactured scarcity.
Commitment capture
Deposit links, e-signature requests and scheduling links are sent the moment a prospect commits, while the intent is still hot.
Loss analysis
Why deals die, grouped by reason and reported weekly, so you can fix the quote, the price or the offer instead of guessing.
What it replaces
The work you are doing now.
Every capability has to earn its place by taking real work off somebody's desk. Here is what this one takes.
- Quotes that sit in an inbox until the customer goes elsewhere
- The awkward price conversation you keep postponing
- Discounts given away on the phone by whoever picked up
- Never knowing why you lost
How it runs
The sequence, step by step.
- 01
Load your close rules
Floor price, approved concessions, deposit terms, financing options and what the agent must escalate to you.
- 02
Detect the open quote
Quotes come from your CRM, your inbox or a forwarded PDF. The agent picks up every one and starts the clock.
- 03
Work the objection
Each follow-up targets the specific reason the deal stalled, with the response your best salesperson would give.
- 04
Capture the commitment
Deposit link, signature request and calendar slot sent together, so the decision converts into a scheduled job immediately.
- 05
Report the losses
Every dead deal gets a reason code, and the weekly report tells you what to change.
What we need from you
- Your price floor and approved concessions
- Your deposit and financing terms
- Access to your quotes (CRM, inbox or a forwarding address)
Sample dispatch log
- Quote 3181 followed up · touch 4 · price objection
- Concession requested · escalated to owner
- Deposit link sent · $2,400 · Austin, TX
- Deal won · roof replacement · $21,800
- Loss coded · "went with neighbour's guy" · price
- 6 quotes closed this week · $74,300 attributed
Expected outcomes
What this capability is built to produce.
Modelled from the agent's configured throughput for a mid-size metro, not from client results. Your numbers depend on your trade, ticket size and capacity.
5–7
Touches per open quote
Before a deal is declared lost
0
Unauthorised discounts
Floor price enforced
Weekly
Loss-reason report
Grouped and actionable
Objections
The pushback this one gets.
Will it undercut my prices?
No. You set the floor. The agent can defend price, offer only the concessions you authorised, and escalate to you the moment a prospect pushes past the line.
I don't want an AI negotiating for me.
It is not negotiating. It is following up on the terms you already quoted and applying the responses you approved. Anything outside those bounds becomes a call to you, not a decision it makes.
What if it promises something I can't deliver?
The agent's promises are limited to an approved list of service facts. It cannot invent lead times, licensing claims or guarantees, and every transcript is reviewable.
Put deal closing to work in your market.
Twenty minutes on the phone and we will tell you what this capability would produce in your trade, in your service radius, before you spend anything.