Case Studies / Crosswind Roofing & Exteriors
Elite AI Suite

Crosswind Roofing & Exteriors

Roofing & Exteriors
Hamilton, Ontario
24/7
AI phone reception
12+
connected workflows
1
live owner dashboard
End-to-end
customer lifecycle
The Challenge

Losing leads to slow response times — and drowning in manual admin

Crosswind Roofing is a full-service roofing and exteriors company that was losing leads to slow response times and drowning in manual admin. Calls went unanswered during jobs. Quote follow-ups fell through the cracks.

There was no system tracking leads from first contact to final review — and no way to capture the field documentation crews generated every day. They needed more than a few automations. They needed a complete operating system.

What We Built

A complete, end-to-end AI operating system

Covering the entire customer lifecycle — from the first phone call to the five-star review.

24/7 AI phone receptionist "Alex"

Answers calls, qualifies leads, and captures every caller — so no opportunity is missed, even after hours.

AI website chatbot

Engages visitors and books leads around the clock.

Customer database & lead-tracking CRM

Custom-configured for their sales pipeline, from first contact onward.

Automated quote follow-up sequences

Multi-touch sequences that chase every estimate without anyone lifting a finger.

Automated 5-star review requests

Fires after every completed job to build their reputation on autopilot.

Custom field documentation app

Crews capture job-site photos from their phones, syncing straight into the system.

Live analytics dashboard

Real-time visibility into leads, jobs, and revenue for the owner.

Subscription & recurring billing

Powers their maintenance plans, with automated payment collection.

Marketing on autopilot

Seasonal campaigns plus a weekly AI content engine keep the brand visible.

Professional website + Google Business

Built from scratch, with Google Business Profile setup.

Monthly AI performance report

An AI-generated business performance summary, every month.

The System in Action

Not a collection of tools — one system that runs the business

A lead calls after hours. Alex answers, captures their details, and books them in.

The CRM updates automatically. If a quote goes out, the follow-up sequence takes over.

The job's done — the review request fires on its own. The crew's photos flow in from the field app.

The owner sees all of it on one live dashboard — and gets a full AI report every month.

It's not a collection of tools — it's one system that runs the business in the background.

Want a system like this for your business?

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