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This AI Actually BOOKS Appointments (Not Just Answers Calls)

📅 September 23, 2025 ⏱️ 34:24 🎤 Rich Harshaw, Max Meat

Chapters

Click to jump to section

  • 0:00
    Meet Max Meat & Alivo
  • 1:08
    Which trades it serves
  • 2:44
    Lily: answering inbound calls
  • 3:48
    Replacing the overflow call center
  • 6:32
    Training Lily on identity-based scripts
  • 11:26
    Evan: following up digital leads
  • 11:58
    How Lily and Evan work together
  • 15:09
    Alex: getting proposals signed
  • 17:54
    Jenna: reviews & organic nurture
  • 23:18
    Live demo of the agents
  • 27:35
    Pricing and contacts
  • 30:16
    Max's Fortune 100 background & offer

Speakers

R
Rich Harshaw
Host, Level10 Contractor Daily
M
Max Meat
CEO & Co-founder, Alivo

Key Takeaways

Alivo builds AI agents fine-tuned specifically for roofing and exterior trades (windows, siding, gutters, decks, even concrete coatings), so they answer trade-specific questions accurately instead of generic chatbot filler.

The system uses four named agents with distinct jobs: Lily handles inbound phone calls, Evan works digital leads via text and email, Alex gets proposals and estimates signed, and Jenna handles reviews and long-term customer nurture.

Lily can replace overflow and after-hours answering services, and unlike a burned-out CSR she executes your full script — including identity-based, no-pressure sales rapport — consistently every single time.

Agents work together: Evan opens via text, then Lily makes an outbound call with full context ('I saw you were chatting with Evan'), and a pre-call text 15 minutes ahead lifts phone answer rates.

Giving agents distinct personalities makes the company seem bigger, builds recognition and rapport over time, and Alivo's conversational (non-robotic) texts get replies where generic 'Glass America 146' blasts get ignored.

Alex reads the inspection report and proposal in real time to answer questions and handle objections 24/7 through a DocuSign-style signing flow, capturing the follow-up deals that human reps drop after one or two attempts.

Pricing starts at $500/month per agent with team discounts (three agents for the price of two); each agent includes 100 genuine contacts/month, spam calls don't count, and Level 10 listeners get the onboarding fee waived.

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