ACME Home Services β€” Demo Control Panel

🏠 ACME Home Services

Demo Control Panel  Β·  Rochester, NY  Β·  11-Step Demo Flow
βš™οΈ  Pre-Demo Setup β€” Complete Before Every Demo
Make these 4 manual changes each time you run a new demo
β‘  Voice AI Prompt β€” Swap Business Name
πŸ“ Where: Voice AI β†’ Agents β†’ β€œDebbie - ACME Home Services” β†’ Edit Prompt
Find and replace all 4 instances of “ACME Home Services” in the prompt with the prospect’s actual business name. Leave “Debbie” as-is unless you’re also renaming the agent. Click Save & Publish when done.
β‘‘ Demo Prospect β€” Update Phone Number
πŸ“ Where: Contacts β†’ Search “Demo Prospect” → Edit contact
Change the phone number to the real phone that will receive live demo calls. Default placeholder is +15855550000 — replace with your demo mobile or the prospect’s number. This is the number Debbie calls in Step 7 (appointment confirmation).
β‘’ Reset Demo Contact Data
πŸ“ Where: Reset button at the bottom of this panel
Click πŸ”„ Reset Demo below to wipe all prior demo activity and restore the Demo Prospect to a clean default state. Run this before every demo to ensure a fresh experience.
β‘£ Calendar β€” Confirm Open Appointment Slots
πŸ“ Where: Calendars β†’ ACME Home Services calendar
Make sure the calendar has available appointment slots within the next few days. Debbie will attempt to book one during the Step 1 live inbound call. No open slots = no booking during the demo.
Demo Flow β€” 11 Steps
1
Start Here πŸ†• New First Step Voice AI
Voice AI β€” Inbound Call & Appointment Booking
Call into ACME Β· Debbie answers & books a real appointment Β· Show it appear live in CRM
πŸ“ž
Call the ACME Home Services Voice AI line:
+1 (844) 351-3366
  • Debbie answers: “Hey, you’ve reached ACME Home Services — this is Debbie. How can I help you today?”
  • Say you’re calling to schedule a service appointment
  • Provide your name, the type of service needed, and a preferred time when asked
  • Debbie books it directly into the CRM calendar — no human needed
  • After hanging up → switch to the CRM and show the new contact + calendar appointment that just appeared automatically
🎀 Talk track: “Watch what just happened β€” a real call came in, our AI Debbie handled it start to finish, and the appointment is already live in the system. No receptionist, no missed calls, no follow-up needed.”
2
Overview
Platform Overview & Contact Database
Walk the prospect through the CRM, contacts, pipeline & the new appointment from Step 1
Show the CRM: contacts list, the pipeline (new lead card from Step 1), the calendar with the booked appointment. Highlight how everything feeds into one central system automatically.
🎀 Talk track: “Every lead, every call, every appointment β€” all in one place. Your team sees everything in real time. Nothing falls through the cracks.”
3
Automation SMS
Missed Call Text Back
Trigger the workflow → Demo Prospect receives an automated SMS instantly
Fires: ACME Missed Call Text Back workflow → instant SMS sent to Demo Prospect
⚠️
A2P Registration Required — SMS workflows will not deliver until your A2P brand + campaign are approved. Timeline: brand ~1–3 days, campaign ~2–6 weeks. Pipeline and automation steps fire regardless.
4
Lead Capture SMS Email
New Website Lead Comes In
Simulates a form submission → contact created, pipeline updated, follow-up fires
Fires: ACME Lead Follow-Up workflow → contact created, pipeline updated, SMS + email sent
⚠️
A2P Required for SMS delivery. Contact creation and pipeline update happen immediately regardless.
5
Booking SMS Email
Estimate Booking & Reminders
Booking confirmed → automated reminder sequence fires immediately
Fires: ACME Estimate Booking Follow-Up workflow
6
Live Demo Conversation AI
AI Chat β€” Website Visitor Inquiry
Open the demo website and use the live chat widget in real time
🌐 Open Demo Website
Click the chat bubble in the bottom-right corner to start a live AI conversation
  • Ask about services, pricing, or availability
  • The AI captures their contact info automatically
  • Flip to the CRM to show the conversation appearing in Conversations in real time
🎀 Talk track: “This is live β€” the AI is answering right now, qualifying this visitor, and if they book, it goes straight into the pipeline. No one had to be online.”
7
Outbound Voice AI
Voice AI β€” Debbie Calls to Confirm Appointment
Debbie calls the Demo Prospect to confirm the appointment booked in Step 1
Fires: Voice AI Appointment Confirm workflow → Debbie calls Demo Prospect’s phone number
⚠️
Voice AI Limit: Outbound calls are limited to once per phone number per day, 8 AM – 8 PM. Ensure Demo Prospect’s phone is set to your real demo number (Pre-Demo Step β‘‘) before triggering.
ℹ️
Requires Step 1 first — the appointment Debbie is confirming was booked during the live inbound call in Step 1. Complete Step 1 before triggering this.
🎀 Talk track: “The system automatically sends a confirmation call. Debbie already knows the appointment details β€” she confirms, handles reschedules, and logs everything. Zero staff time.”
8
Outbound Voice AI
Voice AI β€” Missed Call Callback
Debbie proactively calls back a lead who left a missed call with no appointment booked
Fires: Voice AI Missed Call Callback workflow → Debbie calls the lead back to qualify & schedule
⚠️
Voice AI Limit: Once per phone number per day, 8 AM – 8 PM. If Step 7 was triggered today on the same number, this call may not connect until tomorrow.
🎀 Talk track: “Someone called and hung up β€” normally that lead is gone. With ACME, Debbie calls them right back, qualifies them, and tries to get them scheduled. Every lead gets followed up, automatically.”
9
Sales SMS Email
Proposal Sent → Automated Follow-Up
After a proposal goes out, automated reminders fire to close the deal
Fires: Proposal Follow-Up Sequence workflow
🎀 Talk track: “Proposal sent β€” now the system works to close it for you. Follow-ups go out automatically until they respond or book. No chasing, no forgetting.”
10
Reputation SMS
Job Completed → Review Request
Job marked complete → automated Google review request fires instantly
Fires: ACME Job Completion Review workflow → SMS review request to Demo Prospect
🎀 Talk track: “The moment a job is marked done, a review request goes out while the customer is still happy. Most 5-star reviews are won in the first 30 minutes after a completed job.”
11
Retention SMS Email
Long-Term Nurture β€” 6-Month Sequence
Show the ongoing nurture campaign that keeps ACME top-of-mind all year
Navigate to Workflows → ACME Maintenance Nurture and walk through the 6-month sequence β€” seasonal check-ins, maintenance reminders, referral asks. No trigger needed — show the workflow builder directly.
🎀 Talk track: “Every past customer stays in a nurture sequence. ACME stays top-of-mind all year without lifting a finger β€” and when they need a service again, ACME is the first call they make.”

πŸ”„ Reset Demo Contact

Wipes all demo activity and restores Demo Prospect to default state. Run before every demo.

ACME Home Services Demo Control Panel  Β·  demo-hs.beeslyai.com