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Cooper Home Windows - Client portal and AI automation
An AI-powered portal turns a window company's manual quoting chaos into an automated sales funnel.
The Story
The company managed leads, quotes, and follow-ups through phone calls, spreadsheets, and email, which slowed response times and let leads go cold before a quote was even issued. We built a complete client management portal integrated with an AI-powered chatbot to automate customer inquiries, scheduling, and quote generation, along with an 18-page local SEO content package to drive qualified inbound traffic.
How it Works
- Customer portal for tracking leads and active projects
- AI chatbot for instant customer responses
- Automated workflows for quoting and appointment booking
- Operations dashboard for the ownership team
- Local SEO content supporting inbound lead generation
