How One Home Services Brand Closed $70K in 25 Days with the Help of AI Agents from UpSmith

UpSmith partners with a national home services provider with a family of 40+ HVAC, Plumbing, and Electrical brands operating across the Northeast, Mid-Atlantic, and Midwest. The shops under its umbrella were growing quickly, and as business surged, critical opportunities were slipping through the cracks. Too many open estimates had no follow-up from the customer service or sales teams.

The Challenge: Overwhelmed reps unable to follow up on $11M in open estimates

As temperatures rose, so did demand calls from new customers and established members. Reps were overwhelmed — juggling inbounds, following up on previous visits, and managing members. But with over $11 million in estimates still open, too much valuable business was stuck, waiting to be closed — until Ellie stepped in.

The Solution: Ellie the Estimate Closer engaged on $11M in open estimates

The home services provider deployed UpSmith’s Ellie — an AI agent designed specifically to close open estimates — across Philadelphia and Boston. Ellie found opportunities in ServiceTitan and initiated follow-ups via SMS using customer-specific context to drive conversion.

In just days, Ellie began turning cold estimates into booked revenue. Hard-earned opportunities were no longer slipping through the cracks.

Within two weeks of going live, Ellie engaged ~1,000 customers who had a total of $11 million in open estimates. Those engagements sparked ~350 full conversations, with ~40 customers accepting the estimates. Our partner booked $70K in revenue ~3 weeks with Ellie.

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