Steve Kaplan
AI Automation Strategy Session
🎯 What We'll Cover in 15 Minutes:
Your Current Setup Audit (3 min)
- Which CRM you're using (Housecall Pro, Jobber, or ServiceTitan)
- Your current lead response time
- After-hours coverage gaps
- Monthly lead volume
Live AI Demo (7 min)
- See the actual AI agent responding to leads
- Watch it create jobs in YOUR CRM type
- Real examples from companies like yours
- The 4-agent system in action
Your Custom ROI Calculation (3 min)
- Exact revenue you're losing monthly
- Implementation timeline for your business
- Investment vs. return breakdown
- Next steps if we're a fit
Quick Questions (2 min)
- Any specific concerns addressed
- Technical requirements confirmed
---
📊 Come Prepared With:
- Your average ticket value
- Approximate missed calls per week
- Current CRM login (optional - for live integration demo)
💡 What You'll Walk Away With:
✅ Clear understanding of AI automation for your business
✅ Calculated ROI specific to your company
✅ Recording of the demo for your team
✅ Custom implementation roadmap (if we proceed)
🚫 This is NOT For:
- Companies doing under $30k/month
- Businesses without an existing CRM
- Those looking for a "magic button" solution
✅ This IS For:
- HVAC/Plumbing companies losing leads after hours
- Businesses using Housecall Pro, Jobber, or ServiceTitan
- Owners ready to implement within 30 days
- Companies wanting to scale without hiring
Book Your Assessment Now
7-Day GTMVP Automation Assessment
Transform Your Revenue Operations in One Week
Investment:Â $1,000 (100% credited toward automation build if you proceed within 30 days)
What You Get in 7 Days:
Complete Single Source of Truth (SSoT) Revenue Stack Analysis
- Full audit of your current lead flow from marketing to sales to fulfillment
- Gap analysis showing where prospects are falling through cracks
- Revenue leakage identification and quantification
3 Prioritized Automation Opportunities
- Custom automation recommendations based on your specific business model
- ROI projections for each automation path
- Implementation difficulty and timeline assessment
30/60/90-Day KPI Improvement Roadmap
- Specific metrics targets for lead-to-meeting conversion
- Quick-win automations you can implement immediately
- Strategic automation sequence for maximum impact
High-Level Cost & Resource Planning
- Budget estimates for recommended automations
- Resource allocation recommendations
- Technology stack optimization suggestions
Perfect For Home Service Businesses Ready to Scale:
✅ $500K+ Annual Revenue - You have volume to automate
✅ Manual Lead Handoffs - Still using spreadsheets or basic CRM
✅ Growing Team - Ready to systemize before scaling further
✅ Tech-Forward Mindset - Want AI/automation competitive advantage
How It Works:
- Book & Pay - Secure your assessment slot with $1K investment
- Intake Deep-Dive - 90-minute strategy session via Meet (booking now)
- Behind-the-Scenes Analysis - Our team maps your entire revenue flow
- 7-Day Delivery - Comprehensive assessment with actionable roadmap
- Implementation Credit - Full $1K credited toward build (if you proceed within 30 days)
Your Assessment Includes:
- Revenue Stack Audit:Â Complete mapping of your current systems
- Automation Opportunity Matrix:Â Prioritized by impact and ease
- KPI Baseline & Targets:Â Measurable goals for next 90 days
- Technology Recommendations:Â Specific tools and integrations
- Implementation Timeline:Â Phased approach to automation rollout
- ROI Projections:Â Expected returns on automation investments
About Your Strategist:
Steve Kaplan is an AI-driven marketing strategist and fractional CMO with 10+ years of experience scaling home service businesses. Founder of multiple AI marketing tools, certified by Google, Facebook, and Klaviyo. Steve specializes in revenue operations automation that actually drives results.
of experience
🚨 Limited Availability: Only 3 assessment slots available this week
Guarantee:Â If we can't identify at least one automation opportunity that could improve your lead-to-meeting conversion by 30%+ within 90 days, we'll refund your assessment fee entirely.
Ready to stop losing leads in the handoff? Book your assessment now.
- 90m
- $1,000.00
AI Automation Consulting, Audit, Roadmap, Specific Solutions
🎯 What We'll Cover in 15 Minutes:
Your Current Setup Audit (3 min)
• Which CRM you're using (Housecall Pro, Jobber, or ServiceTitan)
• Your current lead response time & gaps
Live AI Demo (7 min)
• See the AI agent responding to leads in real-time
• Watch it create jobs in YOUR CRM type
• Real examples from companies like yours
Your Custom ROI Calculation (3 min)
• Exact revenue you're losing monthly
• Implementation timeline
• Investment vs. return breakdown
📊 Come Prepared With:
• Your average ticket value
• Approximate missed calls per week
💡 What You'll Walk Away With:
✅ Clear understanding of AI automation for your business
✅ Calculated ROI specific to your company
✅ Recording of the demo for your team
Fair Warning: I only take on 5 new home service clients per month to ensure quality implementation.
Can't make the call? Text: (954) 228-5908
- 15m
- 30m
- 60m
- Requires confirmation
1