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A roofing company's AI agent watches a grant website and has every new applicant in the CRM, assigned to a rep, before anyone looks

Average job $17,500. He says they haven't missed a single opportunity since.

Real storyDone with AI agent (custom, with CRM + Slack)
TradesRoofing

What they did

@HunterLapeyre says his roofing company works with a grant program website. When a new applicant appears, an AI agent downloads every document, pushes it all into the CRM, assigns the right sales rep, sets the pipeline stage, cleans up the data and posts a summary in Slack.

How it went

He says no one on his team touches it, they "haven't missed a single opportunity" since deploying it, and with an average job of $17,500 he expects it to be responsible for at least $500k in revenue that year (a projection, not a result yet).

Worth knowing

Look for the one lead source where speed and paperwork decide who wins. That's where a narrow agent pays off.

Try it yourself

You are a lead-intake analyst for a roofing company. TASK: Design the steps for turning each new lead from one source into a clean CRM record with the right rep assigned. CONTEXT (fill in the [BRACKETS]): - LEAD SOURCE: [LEAD SOURCE] (example: grant portal / storm lead list / insurance referral) - DATA AVAILABLE: [DATA AVAILABLE] (example: name, address, documents, claim number) - CRM: [CRM] (example: JobNimbus / AccuLynx / HubSpot) - REP ASSIGNMENT RULE: [REP ASSIGNMENT RULE] (example: by zip code or round robin) - ALERT CHANNEL: [ALERT CHANNEL] (example: Slack / text) STEPS: 1. List each step from new lead to assigned rep. 2. Map the source data to CRM fields. 3. Write the alert summary format. 4. List checks for duplicates and missing documents. RULES: - Use only the facts I give you. If something is missing, ask or mark it NEEDED. Never invent prices, names or promises. - Plain, friendly language a customer or crew member understands. OUTPUT FORMAT: Step list, field mapping, alert template, checks. FOLLOW-UPS TO TRY NEXT: - Write the rep's first-contact text for these leads. - What should a human review before the first call?
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Read the original

Source: X (Twitter) @HunterLapeyre · February 19, 2026

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