Everything you need to know about Lead Secretary AI.
General Questions
Lead Secretary is an AI-powered answering and lead management service designed specifically for home service businesses like HVAC, plumbing, electrical, and roofing companies. Our AI answers calls 24/7, responds to web leads instantly, books appointments directly into your calendar, and syncs everything to your CRM.
As consumer expectations for AI increase, so does their openness to interacting with systems they consider "smart." Lead Secretary's realistic voices and quick response times render outdated phone trees obsolete, influencing caller behavior positively. Most callers can't tell they're speaking with AI, and those who do appreciate the immediate response rather than going to voicemail.
We specialize in home service businesses including HVAC, plumbing, electrical, roofing, landscaping, pest control, garage doors, cleaning services, and more. Our AI is trained on industry-specific terminology and booking workflows for each vertical.
Yes! Lead Secretary works across the United States and Canada. Our AI can handle multiple time zones and regional dialects, ensuring a natural experience for all your customers.
Setup & Technical
Most businesses are live within 48 hours. We pull in your company-specific data from your website and Google Business profile, do a deep dive into how your business works, then our white glove service sets up your tailor-made Lead Secretary. After a test call, you're ready to go live.
No, you don't need any technical knowledge to use Lead Secretary. We handle all the setup, integration, and ongoing maintenance. If you have a technical team and want to work together on custom solutions, just let us know.
We provide you with a dedicated phone number. You can either forward your existing number to us (for after-hours or overflow), or use our number directly for specific campaigns. We'll guide you through the exact steps for your phone system during setup.
We integrate with 50+ platforms including ServiceTitan, Housecall Pro, Jobber, Zoho CRM, Salesforce, Google Calendar, and many more. Our ServiceTitan integration is particularly deep—we can create jobs, update customer records, and sync call notes automatically.
Features & Capabilities
Yes, absolutely. You can customize voice, speed, personality, and even the specific responses of your receptionist. Make it sound exactly how you want your business represented. We have male and female voices in various accents and tones.
Yes! We can be configured to identify emergency situations (no heat in winter, water leaks, etc.) and either escalate immediately to an on-call technician or prioritize booking. The AI knows how to ask the right qualifying questions to assess urgency.
Outbound reactivation automatically contacts your existing customers when they're due for service. This includes maintenance plan renewals, seasonal tune-ups, filter replacements, and rebate notifications. It costs 10x less than acquiring new customers and has a 27% booking rate.
Yes. You can configure warm transfers to specific team members for certain situations (e.g., sales inquiries, existing customer issues). The AI will qualify the call and provide a summary before transferring.
When someone fills out a form on your website or responds to a Facebook/Instagram ad, our AI calls them back within 60 seconds. This catches them while they're still thinking about their problem, dramatically increasing conversion rates compared to waiting hours or days to follow up.
Pricing & Billing
We charge $2 per minute, billed by the second. You only pay for what you use—no monthly minimums, no hidden fees. For high-volume users (5,000+ minutes/month), we offer custom Enterprise pricing with volume discounts.
No long-term contracts required. All our plans are month-to-month. You can upgrade, downgrade, or cancel at any time with no penalties.
We never cut off your service. Additional calls beyond your plan limit are billed at $1.50 per call. If you consistently exceed your limit, we'll recommend upgrading to a higher tier for better value.
No setup fees. Our white glove onboarding is included in all plans. We handle all the technical work to get you up and running at no additional cost.
Still have questions?
Our team is happy to walk you through everything in a personalized demo.