Watch the 60-second demo

Introduction (0:00 to 0:04)

ABOUT THIS DEMO: Fictional callers and demo data. Each step is labelled Live, Partial, Simulated or Planned.

• From a phone call to a quote follow-up.
• A 60-second walk-through of the Contractor Growth System with fictional callers and demo data. Nothing here is a real customer.

Scene 1: Mia answers and captures the enquiry (0:04 to 0:21)

Mia answers and captures the enquiry

LIVE: Recreated with a fictional caller. Mia answering and the text summary run live on our demo line.

• Mia: Hello, Demo Roofing, Mia speaking, how can I help?
• Caller (fictional): Hi, the flat roof over our kitchen extension is leaking when it rains.
• Mia: Oh no, that's no fun. Can I take your name?
• On our demo line Mia first says she is an AI receptionist and that calls may be recorded.

Mia answers and captures the enquiry

LIVE: Recreated with a fictional caller. Mia answering and the text summary run live on our demo line.

• Caller (fictional): Sarah Pengelly.
• Mia: And the best number to ring you back on?
• Caller (fictional): 07700 900101.
• Mia: I'll mark it as urgent and pass it on so they can ring you back.
• Mia reads the number back. She does not transfer calls, quote prices or promise a visit time.

The business gets a text summary

LIVE: Recreated with a fictional caller. Mia answering and the text summary run live on our demo line.

• Text sent to the business:
• New call - URGENT (Mon 07:44, 2m 10s)
• Name: Sarah Pengelly
• Business: Demo Roofing (roofing)
• Number: 07700 900101
• Address: PL12 0XX (placeholder)
• Job: Flat roof leak over kitchen extension
• Best time to call: mornings
• Caller reports the flat roof over the kitchen extension is leaking when it rains, water coming in around the ceiling light. Would like someone to look at it this week.
• Text layout produced by the code of our live summary worker. Caller details are fictional.
• Mia does not transfer calls. The office rings the caller back.

Scene 2: Where the enquiry appears in the pipeline (0:21 to 0:33)

Where the enquiry appears in the pipeline

SIMULATED: Illustration built from our demo pipeline. Live calls are not yet connected to the pipeline: tested with synthetic data only.

• Pipeline stages and open demo cards (won and lost demo cards not shown):
• New enquiry: Demo: Sarah Pengelly (Flat roof leak over kitchen extension, urgent); Demo: Tom Trevail (Garden room: base, blockwork and roof)
• Contacted: Demo: Jenna Rowe (New driveway with soakaway drainage)
• Site visit booked: Demo: Mark Polglase (Single-storey rear extension, about 4m by 5m)
• Site visit done: Demo: Lucy Hocking (Full slate re-roof, two-storey semi)
• Quote sent: Demo: Emma Kitto (Kitchen extension with roof lantern, 38,500); Demo: Dave Tregear (Full rewire and new consumer unit, three-bed house, 6,400)
• Follow-up due: Demo: Paul Hosking (Chimney rebuild above roofline, new lead flashing, 4,200)

Where the enquiry appears in the pipeline

SIMULATED: Illustration built from our demo pipeline. Live calls are not yet connected to the pipeline: tested with synthetic data only.

• The same board, with the card Demo: Sarah Pengelly highlighted in New enquiry.
• Note: This card was added as demo data. It was not created by the call above.

Scene 3: What the office sees and the next action (0:33 to 0:46)

What the office sees

LIVE: Card fields are live in our pipeline template, shown here with demo data.

• Card: Demo: Flat roof leak - Sarah Pengelly, stage New enquiry.
• Trade: Roofing
• Job type: Flat roof leak over kitchen extension
• Urgency: urgent
• Site address or postcode: PL12 0XX (placeholder)
• Enquiry source: phone via Mia
• Call note (example note, demo data, not a real Mia call): Caller reports the flat roof over the kitchen extension is leaking when it rains, water coming in around the ceiling light. Would like someone to look at it this week. Best time to call: mornings.

The next action: a follow-up task with a due date

PARTIAL: Tasks with due dates work in our account, but today they are created by hand. Automatic call-back tasks are not built.

• Next action: Demo: call back Sarah Pengelly about the roof leak. Due 2 Nov 2026, 09:00. Urgent enquiry taken by Mia. Ring back and offer a site visit.
• Not built: automatic call-back task and new-enquiry alert.

Scene 4: How quote follow-up is assigned (0:46 to 0:57)

Quote follow-up

LIVE: Quote fields are live in our pipeline template, shown with a different demo card.

• Card: Demo: Chimney rebuild and flashing - Paul Hosking, stage Follow-up due.
• Quote value: 4,200
• Quote sent date: 20 Oct 2026
• Next follow-up date: 30 Oct 2026
• Trade: Roofing
• Enquiry source: phone via Mia

Who follows up, and when

PARTIAL: The chase task and its assignment to a team member are set by hand. Assignment was checked on a temporary demo task (3 Nov 2026), then removed.

• Follow-up task: Demo: chase chimney quote (overdue). Due 30 Oct 2026, 10:00. Can be assigned to a team member, by hand.
• Planned, not yet built: automatic reminders at 3, 7 and 14 days.

Closing summary (0:57 to 1:00)

What is working today

• Live: Mia answers on our demo line and texts a summary.
• Live: pipeline template, stages and card fields (demo data).
• Partial: follow-up tasks, due dates and assignment, by hand.
• Simulated: calls into the pipeline, synthetic tests only.
• Planned: automatic reminders at 3, 7 and 14 days.
• More: localdeskai.co.uk