Categories / Lead Follow-up & Sales
Hatch Point Loma: Angi booking +14%, Thumbtack +10%; 20–30 Sunday auto-books
A San Diego electrical/plumbing shop raised Angi booking +14% and Thumbtack +10%, and auto-books 20–30 Sunday appointments with Hatch bots and no staff on the phones.
- Task
- replace prior over-messaging automation; cover after-hours/weekends/breaks; automate estimate follow-up without an inside sales rep
- Result
- Angi booking rate +14%; Thumbtack +10%; 20–30 appointments auto-booked each Sunday with no humans on; 196 sales attributed to Hatch; abandoned-call campaign example: 12 of 50 scheduled + 17 worked by CSRs; customer complaints from over-messaging eliminated
- Tools
- Hatch AI bots + campaigns
- ServiceTitan calendar
- Angi
- Thumbtack
- Google LSA
- Yelp
- HomeAppointments
- website forms
- Setup
- connect all lead sources + ServiceTitan → set AI bots as first responders on speed-to-lead, estimate follow-up, aged leads, happy calls, review requests, memberships, abandoned calls, promotions → bots qualify then hand off to CSRs during hours
- allow weekend auto-book into ServiceTitan
- use audience rules to prevent over-messaging
Step-by-step setup guide + copy-paste prompt
Prerequisites
- Hatch connected to ServiceTitan plus lead sources (Angi, Thumbtack, Google LSA, Yelp, Facebook, website forms).
- Audience rules so the same person is not hammered by every campaign.
Step-by-step setup
Step 1. Connect sources. During Hatch onboarding (or Integrations), connect ServiceTitan and every lead source so new leads land in Hatch within seconds.
Step 2. Create first-responder bots. In AI Agents, create bots for: speed-to-lead, estimate follow-up, aged leads, happy calls, review requests, memberships, abandoned calls, and promotions. Start with speed-to-lead + abandoned-call + estimate follow-up.
Step 3. Hand off during business hours. Configure each bot to qualify, then hand off to CSRs when humans are available. Use audience rules to stop over-messaging (Point Loma's prior tool had burned customers).
Step 4. Allow weekend auto-book. Let bots book straight into the ServiceTitan calendar on Sundays/after hours so 20–30 jobs can land with nobody in the office.
Step 5. Review one abandoned-call campaign. Example from the case: 12 of 50 abandoned callers scheduled + 17 worked by CSRs — tune your abandoned-call bot the same way.
Copy-paste prompt
Write Hatch bot instructions for {{company}} (electrical/plumbing) covering: greeting, 5 qualifying questions, when to book vs hand off to a CSR, and a soft close.
Keep under 400 words. No pressure tactics.Sources
- Hatch: Point Loma Electric and Plumbing. Credit: Point Loma's office/ops team (vendor-published).
- Hatch Docs: Setup Guide
Industries: AI automation for Home Services & Contractors
Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.