Quote Pages & Lead Funnels for Contractors
If most of your work is word of mouth, you need one simple place to send people that captures the job, and responds instantly. We build a clean quote page wired straight into the Booking Engine.
- Referrals with nowhere to send them
- Quote requests lost in texts and DMs
- No instant response to new requests
- Looking less established than you actually are
How it works with a quote page
Generated, qualified, and booked
Generate & capture the lead
We create and capture new opportunities.
Respond & qualify
Every inquiry gets a fast, consistent response.
Follow up & book
Qualified opportunities are placed into your existing workflow.
You do what you're best at
Your team completes the work and serves the customer.
What we handle vs. what you handle
We help put qualified opportunities onto the schedule. Your team completes the work and serves the customer.
OT Protocol runs
- Lead generation & capture
- Immediate response (call, text, form)
- Qualification & lead scoring
- Follow-up & nurture
- Appointment booking
- Supported CRM / calendar updates
- Attribution & funnel reporting
Your team runs
- Service pricing & estimates
- Technician dispatch & supervision
- Job performance & materials
- Warranties & customer disputes
- Invoicing & payment collection
- Taxes, licensing & trade compliance
Start with one engine or run the Full System
Pricing depends on locations, campaign complexity, lead volume, call volume, integrations, and workflow requirements. Advertising spend is paid separately, directly to the ad platform.
Lead Engine
For businesses that need a more consistent flow of opportunities and already have dependable internal follow-up.
- Initial campaign strategy
- One primary service offer & service area
- Meta campaign setup & management
- One lead form or landing page
- Conversion & call tracking
- Creative testing & optimization
Booking Engine
For businesses that already receive calls or inquiries but need faster response, qualification, follow-up, and booking.
- AI receptionist & qualification workflow
- Speed-to-lead & missed-call recovery
- SMS follow-up & appointment booking
- Reminders, escalation rules & call summaries
- One phone number, one location
- One standard CRM or calendar integration
Full System
For businesses that want the complete workflow, from opportunity generation through qualification and booking.
- Everything in Lead Engine + Booking Engine
- Campaign strategy & Meta ad management
- Lead capture, immediate response & nurture
- AI phone + SMS qualification & booking
- Missed-call recovery & reminders
- Supported CRM / calendar connection
Multi-Location / High-Volume
For businesses with multiple locations, high lead or call volume, multiple offers, or several integrations.
- Multiple locations & phone numbers
- High lead volume & voice concurrency
- Multiple service areas & campaign offers
- Multiple integrations & custom routing
- Advanced reporting & dedicated implementation
Book a Free System Review
Pick a time that works for you. We'll review how opportunities enter your business, how fast they're answered, how they're qualified, and how they reach the schedule, then show you exactly where the workflow is leaking.
- A review of how leads enter and move through your business
- Where response, qualification, and booking are leaking
- A plan to fix it, no contracts
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Straight answers
Do I need to replace my CRM?+
No. We're designed to operate around the scheduling and customer-management software your team already uses, where technical access permits. You shouldn't have to maintain a second CRM to work with us.
Who pays for advertising?+
You do, directly to the ad platform (e.g., Meta). We manage the campaigns; the ad spend itself is never financed or marked up by us. Management of spend above the included $5,000/mo is billed at 10% of the amount over $5,000.
Can I buy only one engine?+
Yes. The Lead Engine and Booking Engine are sold separately, and standardized modules are available (with a $750 setup / $500-per-month floor) when your existing systems support the workflow.
What counts as a processed lead?+
A unique new inquiry that enters the Booking Engine and triggers contact, qualification, nurture, routing, or booking activity. Obvious spam, vendor solicitation, test records, exact duplicates, and internal testing don't count. A lead doesn't have to book to count, costs are incurred while responding and qualifying.
What happens when usage exceeds the included amount?+
Prepaid capacity packs apply first ($250 per 25 additional processed leads, which also add SMS and voice allowance). Only after your base allowance and any packs are used does line-item overflow apply, and never both against the same usage.
How are SMS segments calculated?+
By billable carrier segment ($0.06 each on overflow). Long messages split into multiple segments, special characters can shorten a segment, and both inbound and outbound billable segments may count.
How are AI voice minutes calculated?+
By connected call duration ($0.40 per connected minute on overflow). Transfers, forwarding, and carrier charges may bill separately, and high concurrency requires a custom plan.
Can I use my own API credentials?+
Yes. If you supply an approved client-owned API key, you pay that provider directly and we apply no usage markup. Integration and management fees still apply. When we use our credentials, third-party API usage is billed at provider cost plus a 30% administration margin.
Can callers reach a person?+
Yes. You set the escalation rules. Real emergencies and defined situations route to a human or straight to your team; the AI handles qualification and booking within the rules you approve.
How are leads qualified?+
Against rules you approve before launch, service area, service type, urgency, and whether the caller is the decision-maker, plus spam and solicitation filtering. You review and sign off on the script and escalation behavior.
Does OT Protocol guarantee leads or appointments?+
No. We operate the workflow that generates, qualifies, and books opportunities and report on the funnel. We don't guarantee a lead count, close rate, revenue, or job completion, those depend on your market, pricing, and how your team handles the work.
Which systems can you integrate with?+
It depends on the provider's API, webhooks, authentication, permissions, and your subscription level. See our integrations pages for current, honestly-labeled status. Where a direct integration isn't available, we use a reliable handoff (notification, shared calendar, or export).
What happens if an integration is unavailable?+
We fall back to a dependable handoff, internal team notifications, a shared calendar, or a structured export, so booked opportunities still reach your workflow.
How long does setup take?+
Most builds go live within a couple of weeks of your approving the script, rules, and campaigns, depending on integration complexity and how much custom workflow your trade needs.
Are setup fees refundable?+
Setup fees cover the build work and are generally non-refundable once that work has started. We'll confirm the specifics in your agreement.
How does cancellation work?+
Month-to-month with notice; we'll confirm the exact terms in your agreement. There are no long-term contracts.