Success Stories

Case Studies

AI by Storm helps plumbers, HVAC companies, contractors, and local service businesses capture missed leads, automate follow-up, and book more jobs using practical AI systems.

Plumbing Sarasota, Florida

Johnson & Sons Plumbing

How Johnson & Sons Plumbing Implemented an AI-Powered Customer Intake and Lead Capture System

Client Overview

Johnson & Sons Plumbing is a full-service residential and commercial plumbing company serving Sarasota and the surrounding Florida communities. The company provides emergency plumbing services, water heater repair and replacement, drain cleaning, sewer inspections, leak detection, repiping, septic services, backflow testing, water filtration systems, and bathroom remodeling.

The Challenge

Like many service businesses, Johnson & Sons Plumbing faced a common problem: potential customers were visiting the website at all hours of the day and night, but there was no consistent process for engaging those visitors, qualifying their needs, and capturing their information before they left the site.

The company wanted a system that could:

  • Respond instantly to website visitors
  • Capture leads 24/7
  • Identify emergency situations
  • Gather customer information automatically
  • Route leads into their CRM
  • Notify staff immediately when a new lead arrived
  • Create a more consistent customer experience

The Objective

Develop an automated lead capture and intake system that would:

  • Engage visitors in real time
  • Collect essential customer information
  • Qualify service requests
  • Identify urgent plumbing situations
  • Reduce manual administrative work
  • Improve response readiness

The Solution

AI by Storm designed and implemented a custom AI-powered website assistant integrated directly into the Johnson & Sons Plumbing website and CRM ecosystem. The deployment included:

AI Website Assistant

A plumbing-focused conversational assistant trained to answer common customer questions and guide visitors through the intake process.

Emergency Detection Logic

Special workflows were created to identify potential emergency situations such as:

  • Active leaks
  • Water heater failures
  • Sewer backups
  • Major drain issues
  • Water shutoff situations

When appropriate, customers are encouraged to contact the company immediately.

Automated Lead Qualification

The system gathers critical information including:

  • Customer name
  • Phone number
  • Email address
  • Service location
  • Type of plumbing issue
  • Property type
  • Urgency level
  • Additional notes

CRM Integration

Every qualified lead is automatically:

  • Created as a contact record
  • Tagged by source
  • Routed into the lead pipeline
  • Assigned appropriate workflow actions
  • Documented with a complete conversation summary

Internal Notification System

Company personnel receive immediate notification when a new chatbot-generated lead is created, allowing for faster follow-up and improved operational awareness.

Implementation Components

AI chatbot configuration
Custom plumbing knowledge base
Lead qualification workflows
GoHighLevel CRM integration
Pipeline automation
Lead source tracking
Internal notification workflows
Customer intake optimization
Testing and deployment

Results

Following implementation, Johnson & Sons Plumbing gained:

24/7 Customer Engagement

Website visitors can receive immediate assistance regardless of business hours.

Automated Lead Collection

Customer information is captured in a structured format without requiring manual entry.

Consistent Intake Process

Every prospect experiences the same qualification process.

Improved Operational Visibility

Management can track chatbot-generated leads and review complete intake summaries.

Faster Response Readiness

Staff members have the information they need before making contact with the customer.

Technology Stack

Custom AI Assistant GoHighLevel CRM Automated Workflow Engine Lead Pipeline Automation Website Integration Internal Notification System

Key Takeaway

For many home service businesses, the challenge is not generating interest — it's capturing and organizing that interest before it disappears. By implementing an AI-powered intake and lead management system, Johnson & Sons Plumbing established a scalable process that engages website visitors, collects critical information, and prepares qualified leads for rapid follow-up.

Services Provided by AI by Storm

AI Customer Intake Systems Website Chat Automation CRM Integration Workflow Automation Lead Qualification Design Service Business Automation Customer Journey Optimization Operational Process Consulting

Industry

Plumbing Services

Location

Sarasota, Florida

Project Type

AI Lead Capture & Intake Automation

Implemented by AI by Storm

Plumbing Lead Recovery Dashboard showing 118 open leads, 46 closed leads, 31 active tasks, and $48,750 in revenue with booked estimates chart and lead source breakdown pie chart
HVAC Lead Recovery Dashboard showing key metrics: 88 qualified leads, 55 completed jobs, 41 pending tasks, and $61,500 revenue with booked jobs and service source breakdown charts
Electric Lead Recovery Dashboard showing 141 calls, 58 hours booked, 37 appointments, and $56,250 revenue with weekly booking trends and lead source breakdown charts
Golf Cart Lead Recovery Dashboard showing recovery rate of 55%, conversion automation at 36%, 96 leads in queue, and $38,455 in pending closings with weekly booking trends and lead source breakdown

Ready to Write Your Success Story?

Ready to capture more leads and book more jobs? Let us show you what's possible for your service business.