Where consistency becomes growth
AGENT BUILD · ROOFING · PHOENIX AZ

Summit Roofing Group

An AI agent that contacts every new lead in 58 seconds — tripled close rate in 30 days.

4 days
Follow-up agent live
3x
Close rate on same spend
Derek W. — CEO
Derek W. — CEO
Summit Roofing Group
★★★★★
The Problem

What was costing them before Katexs.

  • New leads waiting 4 to 6 hours for a callback — by then they had hired a competitor.
  • Friday leads sat untouched all weekend.
  • Owner manually calling every new lead between jobs — exhausting and inconsistent.
We were losing Friday night jobs for years. Now the AI follows up in under 60 seconds. Close rate tripled.
The Katexs Build

What we built — step by step.

We mapped every lead source into a single Make.com trigger that fires the Vapi outbound agent within 58 seconds of any new inquiry. The agent qualifies, books, and updates the CRM pipeline. Every lead, every hour, every day — no human in the loop required for first contact.

VapiMake.comCRMTwilioClaude
  1. 1
    Day 1
    Lead source mapping and follow-up flow design.
  2. 2
    Day 2
    AI voice agent scripted and built in Vapi.
  3. 3
    Day 3
    Make.com trigger configured — 58 second auto-call on new lead.
  4. 4
    Day 4
    CRM integration tested and live.
Workflow Diagrams

The actual build.

Live, draggable node diagrams — drag any node, watch the data flow.

NEW LEAD TRIGGER
1
Form Submitted
step 01
2
Make.com Webhook
step 02
3
58 Second Wait
step 03
4
AI Call Initiated
step 04
5
Lead Answered
step 05
AI CALL SCRIPT FLOW
1
AI Greets Lead
step 01
2
Problem Identified
step 02
3
Service Explained
step 03
4
Objection Handled
step 04
5
Appointment Set
step 05
GHL PIPELINE UPDATE
1
Call Ends
step 01
2
Outcome Logged
step 02
3
Stage Updated
step 03
4
If Booked
step 04
5
Confirmation SMS Sent
step 05
RESPONSE TIME DASHBOARD
1
All Leads Tracked
step 01
2
Response Time Logged
step 02
3
Average Calculated
step 03
4
Weekly Stats
step 04
5
Owner Report
step 05
Verified Katexs Build
Every workflow shown is a real deployed system.
Built in 4 days
From brief submitted to client live.
NDA Protected
Client details shared with permission only.
The Results

What changed after going live.

3x
Close rate
58s
Response time
4 days
To go live
We were losing Friday night jobs for years. Now the AI follows up in under 60 seconds. Close rate tripled.
Derek W. — CEO
Derek W. — CEO
Summit Roofing Group
★★★★★

Ready to get results like this?

Your build starts within 24 hours. Live in 3 to 6 days.