The pre-visit agent
Five questions before every estimate, and the answers turned into a one-page brief.
What you will build
Claude interviews you about what goes wrong on first visits, then writes the five questions that would have prevented it, each easy to answer from a phone: a photo of the label, the access, who decides, the timing. It drafts the confirmation email that asks them. Then a weekday run drafts it for every new estimate on your calendar and turns every reply, photos included, into a one-page brief: what they need, what to bring, and the red flags.
1 step · about 15 min
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Who this is for
Owners who drive to estimates and first visits and too often arrive without the right part, the right person or the right information.
What you need
A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 15 min.
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