Categories / Lead Follow-up & Sales
Smith.ai BRICK4U: outreach campaigns schedule patio/brick consults; 1 lead/mo pays for service
A husband-and-wife patio and brick company outsourced lead calling to Smith.ai Outreach so they could install and parent — one extra booked consult a month more than covers the campaign.
- Task
- outsource lead calling/appointment setting so owners can install and parent
- Result
- agents call inbound leads promptly and book consultation appointments; Zapier sync into CRM; owner math — converting one lead/month more than pays for the campaign; more time with baby while competitors race for same leads
- Tools
- Smith.ai Outreach Campaigns (AI-driven call workflows)
- Zapier → CRM
- Setup
- send new leads to Smith.ai Outreach → agents follow scripted messaging to book consults → Zapier writes outcomes to CRM → owners focus on installs
Step-by-step setup guide + copy-paste prompt
Prerequisites
- Smith.ai Outreach Campaigns.
- CRM + Zapier account (free tier may suffice at low volume).
- Lead sources (web forms, ads) sending phone numbers with consent.
Step-by-step setup
Step 1. Send new leads to Smith.ai Outreach (webhook, email, or Zapier — your onboarding rep will specify).
Step 2. Give them the script. What you install, service area, consult length, pricing posture, objection handling.
Step 3. Agents call promptly and book consultation appointments on your calendar.
Step 4. Zapier → CRM. In Zapier: + Create → Zaps → Trigger = Smith.ai (or email parser) event → Action = create/update CRM record → Publish. (Each successful tool-ish step uses Zapier tasks.)
Step 5. Owners stay on installs. Review booked consults daily; only call exceptions.
Easier: let your AI do it
Claude can connect to Zapier MCP (Customize → Connectors → Zapier) to help build the CRM zap in chat — you still approve each write. Free Zapier ≈ 100 tasks/mo.
Copy-paste prompt
Write a 60-second outbound consult-booking script for {{company}} patio/brick/firepit installs in {{city}}.
Friendly, one clear CTA to book a site visit. Include 3 objection replies.Sources
- Smith.ai: BRICK4U. Credit: BRICK4U's owners.
- Setup paths: Smith.ai onboarding + Zapier Create Zap flow (verified-paths.md).
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.