AI revenue infrastructure · Now installing for Q2 clients

Install anAI Sales Systemthat booksqualified appointmentswhile you sleep.

We install AI voice callers, custom CRMs, and end-to-end automations that capture leads, qualify them in seconds, and book them into your calendar — so your team only ever talks to people ready to buy.

Apply for a strategy callSee how it works
No setup fee on performance plansLive in 14 days or lessFirst call placed in <3 seconds
app.theclientnest.com / pipeline
Live
Calls made today
1,284
+38%
Leads contacted
967
+24%
Booked appts
147
+22%
Pipeline added
$284K
+61%
AI caller activity · last 24h
hourly
AI caller · live
JR
Jordan R.
Roofing · ON, Canada
On call · 1:42
MR
Maya R.
Tue 3:00 PM
Booked
DK
Devon K.
Tue 4:30 PM
Booked

Built for service businesses that live or die by appointments.

RoofingHVACSolarMedspaReal EstateFinancial ServicesHome Services
The problem

You don't have a lead problem. You have a follow-up problem.

Most service businesses are losing 60–80% of their paid leads to silence — not to competitors. The fix isn't more ads. It's a system that responds, qualifies, and books before the lead's attention is gone.

Leads come in, no one calls fast enough.

After 5 minutes, the odds of qualifying drop by 80%. Your reps are in jobs, in meetings, or asleep — and the lead is already calling someone else.

Reps forget the follow-up.

It takes 6–8 touches to book most appointments. Your team makes 1–2. The pipeline you paid for evaporates after the first ignored callback.

Your CRM is a graveyard.

Half the leads aren't tagged, statuses are stale, and nobody trusts the numbers in the dashboard. So nobody uses it.

No-shows quietly kill revenue.

30%+ of booked calls ghost. Without automated reminders and re-engagement, every no-show is a paid lead you'll never recover.

Ads generate leads — not appointments.

You're spending $40–$300 per lead and only 5–15% become booked calls. The agency blames the offer; the offer is fine. The follow-up is broken.

Owners are stuck chasing.

You should be closing high-ticket deals, hiring, and building. Instead you're personally re-pitching every cold lead so revenue doesn't slip.

The solution

One operating system for the entire revenue motion.

The Client Nest replaces the patchwork of CRMs, dialers, sequencers, and reminder bots with one installed system — purpose-built around the way service businesses actually win deals.

01
Capture leads
Forms, ads, site, referrals — all unified.
02
Call within seconds
AI voice agent dials in <3s.
03
Qualify automatically
Custom rules per offer & vertical.
04
Book appointments
Direct into your calendar & CRM.
05
Follow up by SMS / email
Branching sequences, on autopilot.
06
Notify your sales team
Slack / SMS the moment a deal is hot.
07
Track revenue end-to-end
From ad click to closed deal — one view.

One install. One source of truth. One team that finally knows where every lead, call, and dollar is.

How it works

From cold lead to booked appointment — in minutes, not days.

We install the system in 14 days. After that, the only thing your team has to do is show up to the calls we book.

  1. 01

    A lead enters the system.

    From paid ads, your website, forms, referrals, or a missed call — every channel funnels into one inbox.

    Lead sources · today
    Meta ads
    412
    Google ads
    287
    Website form
    98
    Referrals
    44
  2. 02

    AI caller dials in seconds.

    Within 3 seconds of the lead landing, an AI voice agent calls — before they've moved to the next tab.

    Outbound queue
    avg pickup 1.4s
    Sarah G.
    Ringing
    Mike T.
    On call
    Priya N.
    Booked
  3. 03

    AI qualifies on your rules.

    Budget, timeline, location, decision-maker, project type — your custom logic, run consistently every time.

    Qualification rubric
    Project value > $5k✓ pass
    Timeline < 60 days✓ pass
    Decision-maker on call✓ pass
    Service area match✓ pass
    Lead score: 92 · Qualified
  4. 04

    Appointment lands in calendar.

    Booked directly into your CRM and team calendar with full notes, recording, and lead context attached.

    Calendar · this week
    M
    T
    W
    T
    F
    S
    S
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    6 appointments booked · auto-synced
  5. 05

    Follow-up runs forever.

    SMS reminders, no-show recovery, re-engagement of dormant leads, and weekly performance reports — all automated.

    Follow-up sequence · live
    T+0 · SMS confirmdelivered
    T+24h · Email reminderscheduled
    T+1h prior · SMS nudgescheduled
    No-show · re-book pingarmed
Services

The full revenue stack — installed, integrated, owned.

Eight modular systems, one operating layer. Plug in what you need today, scale into the rest as you grow — without rebuilding.

Voice

AI Voice Caller

Human-grade outbound and inbound voice agents that qualify, follow up, and book straight into your calendar — 24/7.

Learn more
Setter

AI Appointment Setter

Conversational agents (voice + chat) trained on your offer that handle the entire path from interest to confirmed slot.

Learn more
Data

Custom CRM

A purpose-built CRM with enrichment, scoring, and AI-powered next-best-action on every record — not a generic toolbox.

Learn more
Ops

Workflow Automation

Lead capture → enrichment → call → booking → handoff → reporting. We remove 30+ hours of manual ops per rep, per week.

Learn more
Outbound

SMS & Email Campaigns

Behavior-aware sequences that re-engage cold lists, recover no-shows, and reactivate dormant pipeline at scale.

Learn more
Trust

Reputation Management

Automated review requests after every job — sent at the right moment to the right channel, with response handling built in.

Learn more
Insights

Revenue Analytics

Single source of truth across ads, calls, replies, and closed deals. Weekly insights you'll actually open.

Learn more
Capture

AI Websites & Landing Pages

Conversion-engineered pages with built-in chat, instant call-back, and analytics — tuned per offer and traffic source.

Learn more
Proof

See the actual receipts.

Real call recordings, CRM screenshots, calendar exports, and pipeline reports from clients running the system today.

Live call recording
Roofing · 0:42 / 2:18
0:42 1.0x2:18
AI-generated transcript snippet

"—and you mentioned the leak's above the kitchen, right? Got it. I'm looking at our crew schedule now — would Wednesday at 10 work, or is Friday afternoon easier for you?"

EDIT: replace placeholder audio with /public/audio/sample-call.mp3

Calendar bookings
this week
M
T
W
T
F
S
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
Tue 10:00 · Sarah G.
Roofing estimate
✓
Tue 14:30 · Devon K.
Solar consult
✓
Wed 09:15 · Maya R.
HVAC service
✓

EDIT: replace with real calendar export screenshot in /public/proof/.

Pipeline · 30d
Booked appointments
412
▲ 184% vs prior month
Pipeline added
$1.84M

EDIT: swap with real client report.

CRM · live records
NorthRoof Co.
Lead
Status
Job value
Last touch
SGSarah G.
Booked
$8,400
1m ago
MTMike T.
Qualifying
$12,200
4m ago
PNPriya N.
Booked
$6,150
12m ago
DKDevon K.
Follow-up
$4,900
27m ago
MRMaya R.
Booked
$22,000
1h ago
ALAna L.
Cold
$3,200
3h ago

EDIT: replace with annotated CRM screenshot in /public/proof/crm.png.

Client video testimonial
Daniel R., COO · Northwind Roofing2:47
"We replaced an entire SDR team. The AI caller is faster, doesn't sleep, and books better leads than we ever did."

EDIT: drop video file in /public/video/ and replace placeholder above.

Demo placeholders — drop in real recordings, screenshots, and video testimonials per `EDIT:` notes in this component.

Case studies

Real teams. Real outcomes.

We measure ourselves on booked meetings, closed pipeline, and hours given back to your team — not vanity metrics.

Northwind Roofing
Roofing · Ontario, CA

From 12 to 184 booked estimates in 60 days.

Before

5 SDRs cold-calling leads from 4 different lead-gen sources. Avg first-touch time: 47 minutes. Booking rate: 6%.

After

AI voice caller hits every lead in <3s, qualifies on roof age + intent + zip, books direct to crew calendar.

Systems installed
AI Voice CallerCustom CRM (roofing pipeline)SMS no-show recoveryLead-source attribution
"We replaced an entire SDR team. The AI caller is faster, doesn't sleep, and books better leads than we ever did."
— Daniel R., COO
Read full case study
Booked appts
+1,433%
Cost / booking
−68%
Time to first call
<3s
Booked appointments · 90d trend
trending up
Helios Medspa Group
Medspa · 4 locations · USA

84% of inbound leads booked, fully unattended.

Before

Front desk fielded calls during business hours only. After-hours leads ghosted. No-show rate near 40%.

After

AI receptionist answers 24/7, books treatments by location, runs SMS confirmations + reminders + recovery.

Systems installed
AI Appointment Setter (inbound)Multi-location calendar routingSMS reminder sequenceReputation requests post-visit
"Patients literally don't notice it's AI. They book, they show up, and our front desk finally has its life back."
— Sasha L., Director of Operations
Read full case study
Inbound → booked
84%
After-hours capture
+312%
No-show rate
−47%
Booked appointments · 90d trend
trending up
Vertex Wealth Advisors
Financial services · UK

$2.4M in qualified pipeline added in one quarter.

Before

Spreadsheet 'CRM,' inconsistent rep follow-up, leads from paid social slipping through. SQL→meeting at 11%.

After

Custom CRM with AI scoring + lead routing. SDR dashboard surfaces only people who match advisor criteria.

Systems installed
Custom CRM with AI scoringWorkflow automationEmail sequencingRevenue analytics dashboard
"The Nest team built us a CRM that thinks. Lead routing, scoring, and AI follow-ups are running themselves."
— Priya M., Head of Growth
Read full case study
Pipeline added
$2.4M
SQL → meeting
+42%
Hours saved / wk
120h
Booked appointments · 90d trend
trending up
Pricing

Pricing tied to outcomes you can measure.

Pay per booked appointment, install the full system on a retainer, or commission a custom build. No long-term lock-ins. No vague scopes. Just systems that pay for themselves.

Per Booked Appointment

Performance-based growth. We only charge when a qualified appointment lands in your calendar.

$250CAD
per qualified booked appointment
Best for new partnerships
  • AI voice caller (1 dedicated agent)
  • Calendar + CRM integration
  • SMS reminders + no-show recovery
  • Replacement on no-shows
  • No large upfront commitment
Apply for performance plan
Most installed

AI Growth System

The full system installed and run for you. AI caller + custom CRM + automations + reporting.

Custom
monthly retainer
  • AI voice + AI appointment setter
  • Custom CRM, fully owned by you
  • Workflow automation suite
  • SMS + email sequencing
  • Dedicated growth strategist
  • Weekly performance reviews
Apply for Growth

Custom Enterprise Build

Fully custom CRM, AI workflows, integrations, and reporting — built for the way your business actually runs.

Custom
scoped to your stack
For multi-location & enterprise
  • Bespoke CRM + private deployment
  • Custom voice + brand training
  • Multi-team workflows & SSO
  • Custom integrations (any API)
  • Quarterly roadmap with our engineers
  • 24/7 white-glove support
Request custom build

All plans include onboarding, full system documentation, and a 30-day performance review. We onboard a limited number of clients each month to keep delivery quality high.

ROI calculator

Run the math on your own numbers.

Drop in your real lead volume and average job value. We'll show you the appointments and revenue you're leaving on the table — and the ROI of installing the system.

Your numbers
leads / mo
%
$$
%
% pts
What that looks like with TCN
Additional booked appts / mo
+125
from 40 → 165
Additional revenue / mo
$243,750
@ 30% close × $6,500 avg job
Annual revenue uplift
$2,925,000
extrapolated 12 months
ROI multiple
7.8×
vs. $375,000 estimated annual cost
Based on your inputs, you're leaving roughly $2,925,000 / year on the table by not having an AI follow-up system in place. Most clients see uplift inside the first 30 days.
Apply for a strategy call

Estimates only. Actual results vary by offer, market, and lead source quality. We'll model your real numbers on the strategy call.

FAQ

Questions serious operators ask.

Don't see your question? Bring it to the strategy call — we answer everything before any commitment.

Talk to a human
Book a strategy call
No. Our per-booked-appointment plan is designed specifically for owner-operators and small teams who want growth without locking in a large monthly retainer. We've installed the system for companies doing $30K/mo and companies doing $30M/yr.
The close

Your next 100 appointments shouldn't depend on manual follow-up.

Book a 30-minute strategy call. We'll diagnose your funnel, scope the install, and show you the ROI before you sign anything. The system pays for itself or we don't ship it.

  • 30-minute working session, not a sales pitch
  • Audit of your current lead-to-appointment flow
  • Custom AI install plan + ROI projection
  • No commitment — leave with the plan either way
Apply for a strategy callEmail the team

We onboard a limited number of clients per month to keep delivery quality high. Apply now to secure a slot for this quarter's install cycle.

Pick a time
Live calendar
Loading calendar…
No fake urgency No 12-month lock-in Just a working system