LIVE DEMO
Meridian Home Services
Good morning, Robert 👋
Here's what's happening across Meridian Home Services today.
Pipeline Value
$84,200
↑ 22% vs last month
New Leads This Week
17
↑ 6 from AI calls
Appts Booked
8
⚡ 5 by AI agent
Calls Made (AI)
143
↑ Campaign active
Recent Activity Last 24 hours
AI agent booked appointment — Sarah Mitchell (AC Install, $3,800)
2 minutes ago
New lead from website form — Marcus Webb, furnace replacement inquiry
38 minutes ago
Opportunity moved to Proposal — Hartwell Property Group ($12,400)
1 hour ago
Voicemail left — AI agent reached voicemail for Davis Construction (callback requested)
2 hours ago
Drip email sent — Day 7 follow-up to 9 prospects (38% open rate)
3 hours ago
Leads by Week Last 6 weeks
34%
Call-to-Qualify Rate
18%
Qualify-to-Book Rate
$4,960
Avg Deal Size
Open Tasks 4 pending
TaskContactDuePriority
Send proposal for HVAC replacementHartwell Property GroupTodayHigh
Follow up after AC tune-up quoteJennifer RosarioTomorrowMedium
Confirm installation dateSarah MitchellJun 21Normal
Re-call Davis ConstructionMark DavisJun 22Medium
Leads
14 active leads · 6 added this week · AI agent sourced 6 of them
NameCompanyService InterestScoreStatusSourceLast Contact
Sarah Mitchell—AC Installation91BookedAI CallToday
Hartwell Property GroupProperty MgmtCommercial HVAC Contract87HotWebsiteToday
Marcus Webb—Furnace Replacement78NewWebsite38 min ago
Jennifer Rosario—AC Tune-Up + Quote74WarmAI CallYesterday
Davis Construction LLCConstructionMulti-Unit HVAC68WarmAI Call2 hrs ago
Patricia & Gene Owens—Heat Pump Replacement65NewReferralJun 18
Cornerstone RealtyReal EstatePre-Sale Inspection + Service61WarmAI CallJun 18
Thomas Albright—Ductless Mini-Split55NewWebsiteJun 17
Sunrise Senior LivingSenior FacilityAnnual Maintenance Contract52WarmAI CallJun 17
Kevin & Dana Flores—Emergency AC Repair44ColdAI CallJun 16
Opportunity Pipeline
$84,200 total pipeline value · 4 stages
Qualified 3
Marcus Webb
$5,200
Furnace replacement · New lead
Cornerstone Realty
$2,800
Pre-sale inspection package
Thomas Albright
$4,100
Ductless mini-split
Proposal 2
Hartwell Property Group
$12,400
Commercial HVAC contract · Due today
Sunrise Senior Living
$8,700
Annual maintenance contract
Negotiation 2
Davis Construction LLC
$31,000
Multi-unit HVAC · 4 buildings
Jennifer Rosario
$3,800
AC tune-up + replacement quote
Closed Won 2
Sarah Mitchell
$3,800
✓ Booked by AI agent
Patricia & Gene Owens
$12,400
✓ Heat pump + install
Contacts
52 total contacts · Synced from leads, calls, and manual entry
NamePhoneEmailTypeTagsLast Activity
Sarah Mitchell(631) 555-0142s.mitchell@email.comResidentialClientToday
Robert Hartwell(631) 555-0198r.hartwell@hartwellprop.comCommercialVIPToday
Jennifer Rosario(631) 555-0277jrosario@gmail.comResidentialProspectYesterday
Mark Davis(516) 555-0304mdavis@davisconstruct.comCommercialProspect2 hrs ago
Thomas Albright(631) 555-0419talbright@icloud.comResidentialNewJun 17
Patricia Owens(631) 555-0531powens@verizon.netResidentialClientJun 16
AI Call Center
Campaign active · AI agent "Victoria" is calling your prospect list right now
Calls Made Today
47
● Campaign running
Answered
19
40% answer rate
Qualified
7
37% qualify rate
Booked Today
3
⚡ All by AI
Active Campaign Live
Summer HVAC Outreach 2026
Agent: Victoria · Phone: (631) 496-1952
143
Total Calls
284
Leads Loaded
8
Appts Booked
143 of 284 leads called · 50% complete
Recent Calls
SM
Sarah Mitchell
2 min · Today 9:14 AM
✓ Booked
MD
Mark Davis
4 min · Today 9:08 AM
↩ Call Back
JF
Kevin Flores
0:28 · Today 8:51 AM
📬 Voicemail
CR
Cornerstone Realty
3 min · Today 8:43 AM
✓ Booked
TA
Thomas Albright
1 min · Today 8:37 AM
Not interested
Latest Call Transcript Sarah Mitchell · Booked · 2 min 14 sec
AI Agent (Victoria): Hi Sarah, this is Victoria calling with Meridian Home Services. We help homeowners get ahead of the summer heat with fast, reliable AC service. Do you have 90 seconds?
Sarah Mitchell: Sure, yeah go ahead.
Victoria: Perfect. Quick question — is your AC system currently running, or are you starting to notice any issues as the temperature picks up?
Sarah: Actually yeah, it's been struggling a bit. Doesn't seem to be cooling the upstairs the way it used to.
Victoria: That's pretty common this time of year — usually points to either a refrigerant issue or the unit just needs a tune-up before the heat really hits. Robert does a free 15-minute assessment before recommending anything. Would it be worth his time to come take a look?
Sarah: Yeah actually that would be great.
Victoria: Excellent. He has openings Thursday or Friday this week — which works better for you? ... Perfect. I'll get that confirmed and send you a reminder. You're all set, Sarah — Robert is looking forward to it.
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Settings
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Business Profile
BUSINESS NAME
Meridian Home Services
OWNER
Robert Callahan
PHONE
(631) 555-0100
Connected Services
Vapi.ai (AI Calling) ✓ Connected
Twilio (Phone Numbers) ✓ Connected
Supabase (Database) ✓ Connected
OpenAI (AI Tools) ✓ Connected