Slow first contact
The form comes in at 8:40 pm or during a home show. Nobody calls until morning, and by then they've talked to another dealer or forgotten they asked.
For whole-home water treatment dealers
Every water-test lead texted back in under 60 seconds, then booked on your closers' calendar.
GUIA AI installs an AI appointment setter for in-home water treatment dealers. It texts and calls every new lead, books the in-home test, sends the reminders and keeps working the “we need to think about it” follow-ups, all inside the CRM you already use.
4-min walkthrough
Video coming soon
How the AI setter books water tests, in about 4 minutes
- Built by a former in-home water treatment closer
- Works inside your existing CRM
- Houston, TX · audits nationwide
Where water-test leads leak
Before you buy more leads, check the ones nobody called back.
Often the problem isn't lead volume. It's the gap between the form fill and the first real conversation, and a second gap between “booked” and “held.”
Missed & after-hours calls
The office line rings out while setters are on other calls. Voicemail is where most callers hang up.
No-shows & one-leggers
Tests booked a week out, one reminder, one decision maker home. Your closer drives across town for nothing.
Follow-up nobody owns
“We need to think about it,” financing pending, 90-day-old leads. They sit in the CRM with no owner and no next step.
100×
In a widely cited study of web leads, the odds of reaching a lead were 100× higher when the first call came within 5 minutes than at 30 minutes.
Oldroyd / InsideSales.com, Lead Response Management Study (2007). Cross-industry web leads, not water treatment specifically.27%
of calls to home services businesses go unanswered, and fewer than 3% of callers sent to voicemail leave a message.
Invoca platform data, “See How Much Missed Sales Calls Cost Home Services Businesses” (2024).And when the same homeowner was sold to three dealers, whoever reaches them first usually gets the test.
See it work
A water-test request at 8:42 pm, booked by 8:46.
Here's what the AI setter does with a new lead, and what your sales manager sees the next morning. Everything below is a demo with sample data: a fictional dealer, fictional homeowners, no real results.
Demo · sample dataFictional dealer “Bayou Clear Water”
BC
Bayou Clear WaterAI setter · texting as your company
New lead · Facebook ad · “Free water test” · 8:42:01 PM
Hi Maria, it's Bayou Clear Water. Thanks for requesting a free water test! What have you been noticing at home: spots, smell, stains or taste?
white spots on everything and my skin is super dry
That's common with hard water, and the test will show exactly what's going on. Quick check so we send the right tech: do you own the home, and is it city water or a well?
we own it. city water
Perfect. Our tech shows the results at your kitchen sink. Anyone else who'd want to see them with you?
my husband, he gets home after 5
I have Thu at 5:30 PM or Sat at 10:00 AM with Chris. Which works for you both?
thursday 5:30
You're booked: Thu 5:30 PM with Chris. We'll remind you the day before and that morning. Reply C anytime to change it.
✓ Test booked · synced to CRM · notes sent to closer
Sample SMS thread. It shows the first text 30 seconds after the form, qualification (owns the home, city vs. well, both decision makers) and booking into two real calendar slots.
Demo · sample dataWhat your sales manager sees
Today's leadsSample data · not a real dealer
Median time to first text28 sec
Leads with no owner0
Tests tomorrow (confirmed)6 (5)
| Lead | Status | Owner |
|---|---|---|
| Maria G. | Test booked · Thu 5:30 | Chris |
| Rob & Ana K. | Confirmed · reminder sent | Chris |
| James T. | Qualifying | AI setter |
| Linda P. | Needs a person · financing question | Sarah |
| Dee W. | Re-engage · day 3 of 14 | AI setter |
Sample dashboard. Every lead has one owner and a next step. Anything the AI shouldn't answer, like financing or water-quality questions, is flagged for a person.
- Texts in your company's name and tone, with scripts you approve.
- Offers real open times from your calendar, never “someone will call you.”
- Your closer gets the homeowner's concern, water source and who'll be home before the appointment.
How it works
From form fill to kitchen table, without the leaks.
We connect to the lead sources and CRM you already use. Your setters and closers keep their jobs, and they just stop chasing.
Instant first contact
Every new lead from your ads, website, missed calls or home-show lists gets a text in your company's name within a minute, day or night, followed by a call if you want one.
Qualify & book the test
The AI confirms the concern, homeownership, city or well, and both decision makers, then books one of two real slots on the right closer's calendar.
Confirm & remind
Confirmation, day-before and morning-of reminders, plus easy rescheduling, so fewer tests end at a locked door.
Follow up what didn't close
Unreached leads, “think about it” demos and aged leads get a respectful follow-up sequence built around their specific objection until they book, decline or opt out.
A person is always one step away. When the AI can't answer, or the question is about financing, pricing outside your price book, water safety or a complaint, it stops and hands the conversation to the person you choose, with the full thread attached.
The free Lead-Leak Audit
30 minutes. We find where your water-test leads are leaking.
A screen-share with Habiel. Bring a rough lead count or a CRM export from a recent week. We'll walk it with you.
- The first 5 minutes. What actually happens after each lead source comes in, and who owns it.
- Speed & contact. Time to first contact, and how many leads never got a real two-way conversation.
- Booked vs. held. How tests get confirmed, and what happens to no-shows and “not homes.”
- The rehash pile. Unsold demos, financing-pending deals and aged leads.
You leave with a one-page leak map and the first fix we'd make. It's yours to keep whether we work together or not.
Get my free Lead-Leak AuditA good fit if you…
- Sell whole-home softeners, filtration, RO or well treatment in the home
- Run a free water test offer with setters and closers
- Get roughly 50+ leads a month from ads, shows, canvassing or lead vendors
- Use, or are ready to use, a CRM
Not a fit if you…
- Need someone to generate leads from scratch (we work the leads you already get)
- Want the AI to sell systems or give water-quality advice
- Want to text people who never asked to be contacted
- Do commercial or municipal water treatment only
Built by a former closer
“I was an in-home closer at a water filtration company. The deals I lost usually weren't lost at the kitchen table. They died before I got in the car: a lead nobody called back that night, a test booked ten days out, a ‘call me next week’ nobody made. GUIA AI fixes that part.”
Habiel Eguia · Founder, GUIA AI · Houston, TX
GUIA is pronounced “GEE-ah,” from guía, Spanish for guide.
Questions dealers ask
The short answers.
What exactly is included, and what isn't?
The first phase covers instant text-back (and optional AI calling) for your new leads, qualification, booking the in-home test on your calendar, confirmations and reminders, and follow-up on unreached and unsold leads, all synced to your CRM. It doesn't include running your ads, buying leads, or selling systems. Your closers still do the selling at the table.
What happens when the AI can't answer something?
It doesn't guess. Questions about financing, prices outside your approved price book, water quality or safety, complaints, or anything unclear get handed to the person you choose, by text or CRM task, with the full conversation attached. You decide the hand-off rules and coverage hours before launch.
Does it work with our CRM?
Usually, yes. We connect to the CRM and calendars you already use, along with your lead sources like Facebook lead forms, your website, call tracking and lead vendors. Some older or closed systems take extra work or a workaround. We'll confirm what's possible for your setup on the audit, before you commit to anything.
Will it replace my setters?
It takes over the repetitive part: first contact at any hour, reminders and long-tail follow-up. Many dealers keep their setters on the live, warm conversations the AI hands them. How you staff around it is your call.
What does it cost?
It depends on scope: how many lead sources and calendars we connect, your CRM, the number of reps and locations, and whether you want texting only or texting plus AI calls. We don't quote before we've seen your setup. After the audit you get a written scope with clear pricing.
Is texting leads compliant?
We only message people who asked to be contacted, honor STOP and opt-outs automatically, and set quiet hours. Your lead forms need proper consent language, and we'll review that with you. This isn't legal advice, so check your forms with your own counsel.
What do I need to provide?
Access to your CRM and lead sources, your service area and calendar rules, the scripts and price ranges you approve, and one person on your team to take hand-offs. We build it, test it with fake leads, and you approve it before it texts a real homeowner.
Find out where your water-test leads are leaking.
Free, 30 minutes, and you keep the leak map either way.
Get my free Lead-Leak Audit