A customer reaches out.
Robin · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Carpentry Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
A bookcase idea. No reply yet.
A customer wants a built-in bookcase. Their storage ideas and finish questions need a conversation with your carpenter.
Your carpentry business · Follow-up gapsTwo moments that matter
Built-in bookcase
An idea in the inbox.
The customer describes a wall and a storage idea. Measurements, materials, and finish still need your team’s review.
Your project proposal
Questions about finishes.
Your quote is sent. The customer has a question about shelves and finish, but the conversation goes quiet.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Keep the room details with the proposal.
Keep the room description, your bookcase proposal, and finish questions together so your carpenter can continue the conversation.
| Customer moment | Connected next step |
|---|---|
| Built-in bookcase | Contact + request captured |
| Project quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Start with their ideas.
Capture how the customer wants to use the room, their storage ideas, and their contact details for your carpenter.
Talk through the design.
Follow up on the recorded quote so shelving, doors, and finish questions reach your carpenter.
Stay in touch after work.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your carpentry business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
A bookcase idea.
Start with the room.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the room description, storage ideas, and contact details in one place.
- Bring finish preferences into the discussion so your carpenter can review the design and materials.
Your team measures the space and confirms materials, design, fixing details, price, and installation timing.
Illustrative example
Robin’s built-in bookcase
“Could you quote a built-in bookcase for our living room?”
Room & intended useFor team review
Shelves & storage wishesFor team review
Finish preferencesFor team review
Step 02 / Convert
The design is quoted.
Talk through finishes.
- Help customers choose a configured estimate appointment, separate from the work itself.
- Follow up after your team records the quote and price.
- Bring the next question back to your team: “Does the proposal include the finish we discussed?”
Your team measures the space and confirms materials, design, fixing details, price, and installation timing.
Illustrative example
Your team’s carpentry proposal
Built-in bookcase quote
Measurements & design reviewed
Materials & finish agreed
Your recorded price
Your team sets the work schedule
Robin · A question after the quote
“Does the proposal include the finish we discussed?”
Step 03 / Compound
The bookcase is in.
Stay in touch.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- A different room. A new storage idea. Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Bookcase installed
Your team confirms completion
Ask about the experience
An eligible review request. Robin chooses whether to respond.
Invite a referral
If Robin makes an introduction, your team follows up personally.
A different room. A new storage idea.Approved past-customer outreach
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your carpentry business.
Can SalesOS collect a custom carpentry request?
Configured forms, chat, and AI calls can gather the room, intended use, contact details, and the customer’s description. Your carpenter reviews the request and measures the space before deciding what to build. A captured idea is not an approved design.
Can it produce dimensions or a cut list?
No. Your team measures, checks the site, and prepares drawings, dimensions, material quantities, and construction details. SalesOS keeps the conversation available for your team; it does not generate technical fabrication instructions.
Can AI recommend materials or fixing methods?
It can explain service information your business approves during setup. Suitability, wall conditions, fixings, finishes, and technical recommendations remain with your carpenter. Unanswered project questions need human review.
Is an estimate appointment an installation date?
No. Customers can choose from your configured estimate availability. Your team separately confirms workshop capacity, material availability, site access, and installation dates. Selecting an estimate does not reserve production or installation time.
Can it price a bookcase from the wall size?
Your team decides the design, materials, finish, and price. A room description or measurement supplied by the customer is inquiry information, not an automatic quote. Configured follow-up starts after your team records the quote and price.
What happens if the customer adds doors or changes the finish?
The customer can raise that question in the conversation. Your team reviews the change and updates the scope, quote, and timing where needed. SalesOS does not automatically accept a variation or revise a fabrication plan.
Can we reconnect after the built-in is installed?
After your team confirms completion, configured workflows can send eligible review requests and referral invitations. Approved past-customer outreach can invite another conversation about a future project. Your team follows up on introductions and manually launches slow-season campaigns.
You build the bookcase.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call