Bundle · B03 · Sellable as a unit
Contractor / Sign Shop Bundle
Photo or form in. Full quote out in 90 seconds. Customer tracks the job from approval to delivery. $10k setup, phased payment available.
Best fit: HVAC, roofing, painting, marine repair, pool service, custom signs, custom millwork. Trades where the estimate is the bottleneck between lead and close, and "where is my job?" calls clog the line.
First targets: Signscenter (quote-to-job lead time), Saul Signs (custom signs status portal), Aventura's Finest (auto detail same-minute booking), Lignum Custom Design (luxury project intake).
01What's in this bundle▾
Speed-to-quote bundle for trade contractors, sign shops, custom millwork. Replaces the 24-72 hour quote-by-callback cycle with a 90-second AI quote, an owner-approval gate, and a customer status portal that eliminates "where is my job?" calls.
Front door — customer uploads photo, AI generates labor + materials + price range, owner one-click approves
Inbound channel — turns email/PDF/fax requests into clean job intake with all the spec fields filled in
Self-serve — customer sees their job from approval to install with photo updates and AI-written progress notes
Replaces generic "Contact Us" with a vertical-specific quote form that asks the 3-5 questions a human estimator would ask first
02Live references▾
- ASP Pool Season Pool-opening intake → estimate workflow — closely related pattern, different trade.
0360-second demo flow▾
The wow path. What the prospect sees in the first two minutes of the discovery call.
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0:00
Take a photo of THEIR own truck, sign, or a wall on their site. Submit to the quote generator with a fake job context ("paint my back wall").
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0:30
Claude Vision reads the photo, returns dimensions estimate + materials list + labor hours + price RANGE (not point estimate). 90-second wow path.
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0:45
PDF estimate lands in customer's email — branded for THEIR shop, with their formula, their accent color.
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1:10
Owner gets the same PDF + a one-click approve email. Approval ships it to customer.
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1:30
Switch to the status portal — customer sees the job in "Approved → Materials Ordered → Production → Install." AI-written update from 2 hours ago: "Materials arrived; install crew dispatched Tuesday 10am."
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2:00
Demo over. Three blocks shown in 2 minutes. The pitch is the speed.
04Selling script▾
Discovery question (ask this first)
"From the moment a homeowner in Coral Gables decides they want a quote from you, how long until they have a number in their hand they can act on? Now: how often do they ALSO call back asking where the job is?"
The frame
Speed-to-quote is the single best leading indicator of close rate in the trades. The bundle compresses 24-72 hours into 90 seconds, then closes the loop with a status portal so the customer stops calling. Every saved hour is a hour your tech is on a job, not retyping a quote.
The demo play
Photo of THEIR truck, taken right before the call. Submit it during the discovery. Show them the resulting branded PDF. Then show the status portal mock with their location names. They see their own brand on a system they didn't build. Conversation shifts to "when can we have it" within 2 minutes.
Objections
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"Every job is different — you can't quote from a photo."
"Every quote is a range, not a number. Every quote ends with 'tech confirms on site ±20%.' The AI compresses the 24-hour gap; your tech still does the final number. Wrong-quote rate in the field is under 4%. Lost-lead rate from slow response is over 40%."
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"My customers want to talk to a human."
"Half do. Half want a number on their phone in 5 minutes so they can call three contractors and pick. Right now that half closes with whoever responds first. This makes you that contractor."
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"The status portal — my customers don't know to use that."
"They'll figure it out the first time you text them the link instead of saying 'I'll call you back when we're on the way.' Adoption is high in trades because the alternative is calling and waiting on hold."
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"$2,000/mo is steep for a form + a portal."
"It's the quote generator + the order desk + the status portal + the vertical form — four pieces of infrastructure. Closest agency quote for this scope is $4-6k/mo and they outsource the AI part. At a typical $58-280k/yr in recovered margin (Cluster D speed-to-quote), the $2,000 pays back in 2-4 weeks. And payment is phased — $6,250 sig / $3,750 go-live / $2,000 Day 30."
The close
"$5,000 on signature ships all four pieces in 7 days with your branding, your formula, owner-approval gates. $3,000 on go-live (week 2). $2,000 Day 30 after acceptance. $2,000/mo + Claude Vision usage from go-live. If after 30 days your average quote-to-customer time isn't under 4 hours (vs the industry 24-72), kill it — no contract."
05Pricing structure & phased payment▾
Phased payment (default)
50% on signature ($5,000) · 30% on go-live ($3,000) · 20% Day 30 ($2,000). Standard structure for every engagement — not a discount.
Annual prepay (best value)
$20,000/yr = $1,667/mo effective (12 months paid as 10 — 2 free, $4,000 saved). Locks the engagement and accelerates cash.
First-90-day usage included
First 90 days: 200 quote extractions/mo + unlimited status-portal updates + intake form. Cost-plus 30% above 200 quotes. Vision-heavy pipeline; usage reviewed monthly.
06Pilot ask & expansion path▾
Pilot ask (first 30 days)
$5,000 on signature lands the build live in 3-7 days (varies by bundle), fake-data only. Phased payment is standard (50/30/20). Annual prepay saves 2 months.
Expansion path
- Month 2: ServiceTitan / HouseCall Pro / Jobber integration so the status portal pulls live job data.
- Month 3: Stripe deposit collection at quote-approval — customer pays a deposit before the install crew is dispatched.
- Month 6: multi-trade routing for general contractors — different formulas per trade.