✦ Home Builder Copilot
Before
Every call = an hour of admin
With AI
Done before they hang up
2–3 hrsback per day
~10 hrsback per week
Before
One answer, 8 places to dig
📧Sales rep inbox
📧Engineering inbox
🗄Shared drive
🗂CRM notes
💬A text thread
🎥Meeting recordings
📓Someone’s notebook
🧠Someone’s memory
“What was the snow load again?”
With AI
One question. 6 seconds.
The Thompson record46 conversations · whole team
🔎 snow load 6 sec
✉️Window package — final pickDesign · emailNov 3
👥Selections meetingDesign team · meetingMay 6
✉️County letter — snow & wind loadsEngineering · emailApr 2
📞Snow load & wind exposureSales rep · call · 22mMar 12
90 psfsaid on the Mar 12 call, confirmed in the Apr 2 county letter
Before30 min – 2 hrs
With AI6 seconds
Before
“Where are we on this deal?” Chase, wait, guess.
Hey, where are we with Mark Davidson?Mon 8:04 AM
Going well! Following up this week 👍Mon 11:52 AM
Did he get back to you on pricing?Wed 4:30 PM
Not yet, I’ll ping himThu 9:15 AM
Re: Re: Pipeline update?Will send notes after my 2pm. Fisk is close I think?
Tue
📅 Weekly pipeline meetingThursday 10:00 AM · 60 min · whole sales team
Tue
Any update on Barrett?Sent Monday · no reply
Mon
With AI
Every deal, in real time
Mark DavidsonLead
StageNew Lead
StatusActive
OwnerSam Williams
Touch history
✉️
Plans: family review

Mark is sharing the plans with his family this week.

Sep 3 · 4:12 PM · Email
📞
Lakeside A-Frame floor plans

Walked through floor plan options for the lakeside lot. Mark expects his bank pre-approval by mid-September.

Aug 26 · 10:30 AM · Call · 26m
💬
Lot photos

Mark sent photos of the shoreline and asked about a walkout basement.

Aug 18 · 6:05 PM · Text