Sales & MarketingSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

Visitors price their own project in 60 seconds

For: Landscaping and paving company

Typical impact

Estimate requests tripled

Landscaping and paving companies often make every prospect wait days for a ballpark price. A web calculator scopes the project from a few inputs, emails an instant estimate range and creates a CRM lead with line items, typically tripling estimate requests.

Typical results

3x

Estimate requests per month

60 sec

From inputs to priced estimate

34%

Estimates that book a site visit

100%

Leads arriving with line items

Figures reflect typical results for this kind of automation.

The challenge

Homeowners wanted one thing before committing to a call: a rough number. The company couldn't give one without a site visit, so the contact form asked for a phone number and promised someone would call. Most visitors bounced, and the fifteen leads a month that did arrive often ghosted once they finally heard the price two days later.

Before and after

Before With the automation

Estimate requests per month

3×
15 requests
45 requests

Time to a first price

−99%
2880 minutes
1 minutes

Estimates booking a site visit

+55%
22%
34%

The automation

We built a web calculator on top of the company's real price book. Visitors pick the surface type, enter approximate area, and toggle extras like drainage or lighting; the engine scopes the job and emails an estimate range within sixty seconds. Behind the scenes, a CRM lead is created with the full line-item breakdown, and the rep gets a confirmation-call task for the next morning — the conversation starts from a number the prospect already accepted.

How it works

  1. 01

    Visitor scopes the job

    Surface type, approximate area, and extras like drainage or lighting — a few clicks, no phone number gate.

  2. 02

    Engine prices it

    The company's real price book computes a realistic estimate range for the exact configuration.

  3. 03

    Instant estimate email

    The prospect receives the range within sixty seconds, while interest is at its peak.

  4. 04

    CRM lead with line items

    A lead is created automatically with the full line-item breakdown attached.

  5. 05

    Rep confirms

    A confirmation-call task lands for the next morning — the conversation starts from a number the prospect accepted.

Starts from

  • Website calculator
  • Area & surface inputs

Delivers

  • Estimate range in 60 seconds
  • CRM lead with line items
  • Rep confirmation-call task

The impact

Estimate requests tripled from fifteen to forty-five a month on unchanged traffic — the calculator converts visitors the old form scared away. Reps open every call with scoped line items instead of twenty questions, and the share of estimates that book a site visit rose from 22% to 34%.

Questions about this automation

Where do the calculator's prices come from?

The calculator runs on the company's own price book: an area rate for each surface type, plus line items for extras such as drainage or lighting. The visitor's inputs are priced against those rates to produce a realistic range. When prices change, the team updates the price book and the calculator follows.

Why show a range instead of an exact quote?

Site conditions such as slope, soil and access can't be judged from a web form, so the calculator gives an honest range for the configuration the visitor chose. The range is enough for a homeowner to decide whether to talk, and the exact quote still follows the site visit.

What does the sales rep get when a visitor uses the calculator?

A CRM lead is created automatically with the visitor's contact details and the full line-item breakdown they configured. The rep also gets a confirmation-call task for the next morning, so the call starts from a number the prospect has already seen. Simple automations like this are usually live within days.

Want this in your business?

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