AI lead filter for contractors

How the AI lead filter works

Illustration with sample data. Not Tizcareno’s live system.

Four AI helpers check each new lead for a remodeling company against example rules and write a call sheet. A person approves the sheet before anyone calls. The helpers never call, text or email anyone.

Example rules

• Area: Los Angeles, Burbank, Glendale, Pasadena, Santa Monica.
• Jobs: kitchen remodel, bathroom remodel, full home remodel, flooring and tiling, custom carpentry.
• Budget: $15,000 or more.
• Start: within 6 months.
• Has a phone number.
• Not already a contact or marked do-not-contact.

Result for the 10 sample leads

3 to call, 1 needs a person, 6 set aside.

• Dana Whitfield, Pasadena, kitchen remodel: to call.
• Marco Ruiz, Riverside, bathroom remodel: set aside (outside the area).
• Priya Natarajan, Glendale, roof repair: set aside (not a job they do).
• Rosa Delgado, Burbank, bathroom remodel: to call.
• Tom Becker, Glendale, flooring and tiling: set aside (budget too low).
• Sam Okafor, Los Angeles, custom carpentry: set aside (do not contact).
• Grace Liu, Pasadena, bathroom remodel: set aside (no phone number).
• Kevin Tran, Los Angeles, flooring and tiling: to call.
• Ben Hartley, Santa Monica, kitchen remodel: needs a person (no budget given).
• Lena Ortiz, Pasadena, full home remodel: set aside (already a contact).

Who does what

• Maya, the boss: Runs the desk. New leads start on her desk.
• Sara, lead sorter: Checks the area and the kind of job.
• Joe, detail checker: Checks the budget, the start date and the phone.
• Paul, call sheet: Checks the contact list and writes the call sheet.