All work
PoolShark. Online quoting and onboarding for a pool service.
A customer signs up without a single phone call.
Pool service pricing depends on region, pool type, size and how often you visit, so every quote used to need a phone call and a person. We turned it into a funnel customers finish on their own.
The leak
Every new customer needed a phone call, a person to price the job, and manual scheduling.
What we built
An address-to-checkout funnel with regional pricing, plan selection, Stripe billing, CRM entry and scheduling.
The number it moves
Calls needed to sign a customer, and time from first visit to paid.
How the system runs.
Each step happens on its own. The last one is the outcome we track.
- A homeowner lands on the pageFrom search, an ad or a referral.
- They enter their addressThe first question is the easiest one.
- The system checks the service areaOut-of-area visitors are told right away.
- The price calculates itselfRegion, pool type, size, frequency, home or Airbnb, and add-ons.
- They choose a planClear options instead of a quote to wait for.
- They add pool details and contact infoWhat the crew needs, captured up front.
- They payCheckout through Stripe.
- The customer is created in the CRMNo retyping.
- Confirmation and payment link go outBy email, automatically.
- Service is scheduledAdded to the recurring route list.
What changed.
The number we track: calls needed to sign a customer, and time from first visit to paid.
- Phone callsNo longer needed to quote or sign a customer.
- PricingConsistent every time, with no one-size-fits-all quotes that lose money.
- OnboardingRuns itself: record, payment, confirmation and schedule.
- Customer dataIn one place instead of notes and inboxes.