Live — Shurek-owned operating business
Accounting client intake to signed engagement, automated with review
Four specialized accounting brands we own and operate, serving niche client bases nationally.
Before
- New inquiries waited on manual follow-up, especially outside office hours
- Proposal preparation consumed partner time after every discovery call
- Onboarding steps were tracked by memory and inbox, so items slipped
What was built
- Website chat qualification that captures structured lead data at any hour
- Automatic CRM records with source and context, plus scheduling into the calendar
- Meeting transcription feeding proposal drafts assembled from firm templates
- E-signature, billing setup, and onboarding checklist triggered by acceptance
Human controls
- Every proposal is reviewed and approved by a person before sending
- Unusual or unclear inquiries route to staff instead of proceeding
- Escalation to a human is available in chat at any point
- Audit log records each step taken and by which part of the system
Outcome
Inquiry response is immediate at any hour, administrative handling between first contact and signed engagement is substantially reduced, and the same system pattern was replicated across all four brands. Because we operate these firms, the system is continuously exercised and refined in production.
Replicated across four Shurek-owned accounting brands. Detailed metrics available in conversation where appropriate.
Live — Client deployment
Moving-company intake: multilingual phone and web chat routed to the CRM
A nationwide moving company handling inquiry volume across time zones and languages.
Before
- Calls outside staffed hours went to voicemail and often did not come back
- Lead details arrived unstructured, requiring re-entry into the CRM
- Non-English callers had inconsistent experiences
What was built
- An AI phone agent that answers, discloses itself, and qualifies callers in multiple languages
- A website chatbot capturing the same structured intake data
- Direct routing of qualified leads into the Supermove CRM with context attached
- SMS alerts to staff on qualified leads and requested callbacks
Human controls
- Callers can reach a person on request; escalation rules are explicit
- The agent discloses it is an AI assistant at the start of calls
- Unclear or complex moves route to staff rather than being quoted automatically
Outcome
Every call is answered and captured as structured CRM data regardless of hour or language, and staff attention goes to qualified conversations rather than data entry.
Client deployment. Described within the bounds of what the client permits us to share.
Live — Client deployment
Contractor phone intake answered around the clock
An Atlanta-area roofing contractor whose phones drive the business — especially after storms.
Before
- Missed calls during jobs and after hours meant missed work
- Booking an inspection required back-and-forth by phone
- After storm events, call spikes overwhelmed the team
What was built
- An AI phone agent that answers every call, qualifies the job type and urgency, and books inspections directly to the calendar
- A website chatbot handling the same qualification online
- SMS alerts to the team on every booking and urgent case
Human controls
- The agent discloses it is an AI assistant
- Urgent or ambiguous calls escalate to a person by defined rules
- The team reviews the day’s bookings each morning
Outcome
The phone is answered around the clock, inspections are booked without phone tag, and storm-driven spikes are absorbed without adding staff.
Client deployment. Additional detail available in conversation.