Expert AI LabsThe orchestrationlayer for restorationbetween lead · call · job · follow-up
We don't replace JobNimbus, JobProgress, or any system your franchises already use. We sit on top of the existing stack and orchestrate the messy parts — junk-call filtering, sub-60-second qualified callback, claim documentation prep, review responses, and ad-spend signal correction.
Built non-invasive on purpose. Six AI capabilities. Deployed in 30 days. SPAR Approved-tier compliant.
"Expert AI Labs runs marketing, video, SEO, and review responses for our franchise. They are exactly the kind of vendor PuroClean should bring into the SPAR program."
Marcus has authorized C.J. Bailey to contact him directly during SPAR review.
From inbound call to dispatch
in under 60 seconds
Real flow, animated below. CallRail webhook to Whisper transcription to Claude classification to Twilio SMS callback to JobNimbus job creation. Six systems orchestrated, one decision per call.
CallRail webhook hits our endpoint with the recording URL and caller metadata.
OpenAI Whisper transcribes the recording. Latency typically 2-4s for a 30-second call.
Claude classifies job type, urgency, qualification, with confidence score. Returns a structured object.
Junk → silent log + Google Ads negative signal. Qualified emergency → callback + dispatch.
Twilio sends a confirmation SMS to the caller within 60 seconds of the original call.
JobNimbus job record created with full transcript, classification, and dispatch metadata. Owner notified.
"Yeah, hi, my basement just flooded. Pipe burst about 20 minutes ago. There's like three inches of water everywhere. Can someone come out tonight?"
"Caller reports active basement flooding from a burst pipe. Standing water 3+ inches. Time-sensitive emergency request requiring same-day dispatch."
Hi, this is PuroClean of North Metro Atlanta. We received your call about water damage in your basement. A technician has been dispatched, ETA 35 minutes. Reply STOP to opt out.
End-to-end. Six AI capabilities. Sub-60-second qualified callback. Zero changes to your existing CRM.
We sit on top, not in the way
Existing tools on the left. Outcomes on the right. Expert AI Labs orchestrates the messy parts in between.
- Lead Intake Intelligence
- Insurance Documentation Assist
- Reviews & Reputation
- Conversion Filtering
- Marketing Automation
- Multi-CRM Adapter
We do not replace any tool on the left. Each franchise keeps its CRM, tracking, estimating system, and accounting. We orchestrate the flow between them.
See what one office saves.
Then multiply by the network.
Drag the sliders. Numbers update live. Pilot is $0 for the first 30 days, so whatever value shows up below is straight margin in month one.
Your numbers,
in real time.
Slide the dials. We'll show you what one PuroClean office could save in the first month after SPAR approval — based on the orchestration layer running at PuroClean North Metro Atlanta.
Estimates based on industry benchmarks for restoration franchises plus PuroClean NMA performance baselines. Actual results vary by office. Final pilot success metrics are calibrated against your office's own baseline in the first 14 days.
Schedule the 30-min review with C.J.The same office, two different operating models
One column is the status quo at most restoration franchises. The other is what's actually running at PuroClean North Metro Atlanta today.
Already running at Marcus's franchise
Real production deployment. Not a slide. Not a pilot pitch. Operating now.
AI-written SEO blogs
Local-SEO articles published to PuroClean NMA's WordPress site on a recurring cadence. Optimized for water-damage and mold-remediation keywords in the metro Atlanta market.
AI review responses
Brand-aligned responses to Google reviews. Negative-sentiment alerts route to franchise owner before any public response is sent.
HeyGen video content
Per-franchise avatar in HeyGen; platform schedules and triggers renders, attaches finished videos to blog posts and social distribution.
SemRush SEO orchestration
Keyword research, ranking tracking, content brief generation — all feeding the blog pipeline so we publish what actually moves the needle.
30-60 minutes saved per claim,
without touching Xactimate
CompanyCam photos in. AI extracts scope items, materials, room dimensions with confidence scoring. Your team approves or edits. Export as PDF for adjuster, or clean structured text the team pastes into Xactimate manually.
Reviews up, ad waste down
Two automations that compound: better reviews bring more inbound, smarter ad signals make the inbound more qualified.
Reviews & Reputation
Post-job webhook from your CRM triggers a personalized review request. Twilio SMS or Resend email, smart timing (24-48h post-completion). Inbound monitoring with sentiment classifier — negative reviews route to the franchise owner before any public response.
Conversion Filtering
Stop Performance Max from optimizing for high call volume. Send "qualified lead" and "junk call" signals back to Google Ads via the Conversion API so the algorithm starts optimizing for qualified calls only. Direct, measurable impact on cost per qualified lead.
The boring stuff vendor reviewers
actually care about
Stated honestly so SPAR can verify against our published Trust Center.
We are not SOC 2 certified today. We are actively preparing for SOC 2 Type I within 6 months and have already implemented the core controls — encryption, RLS, audit logging, RBAC, AI governance.
Type II is targeted within 18 months. Auditor candidates and timeline published on the Trust Center.
What we do
- Encryption. TLS 1.3 in transit + AES-256 at rest
- Tenant isolation. Postgres RLS on every table
- Access control. RBAC + scoped per-tenant API keys
- Audit logging. Immutable, 7-year retention, CSV export
- AI governance. Zero-data-retention API tiers, no model training on tenant data
- Breach notification. 24-hour commit, written report in 14 days
- DPA. GDPR-compatible, signed-ready, includes SCCs
- Right to erasure. 30-day SLA on deletion requests
What we don't do
- No Xactimate writes. Inputs only; team enters manually
- No carrier portal access. Stays out of regulated systems-of-record
- No replacement. We don't replace JobNimbus, JobProgress, or any CRM
- No PHI without BAA. HIPAA workflows require separate agreement
- No payment card capture. Routed through PCI-compliant processors only
- No model training on tenant data. Documented in DPA, contractual
- No cross-tenant context. AI prompts isolated per tenant
- No franchisee solicitation outside SPAR. All comms via vendor specialist
Why we fit the Approved tier
Each row maps to one of the published SPAR scoring criteria, with a direct evidence link to the public artifact.
| SPAR criterion | How we meet it | Evidence |
|---|---|---|
| Integration quality | Multi-CRM adapter framework. Native JobNimbus/JobProgress, generic Zapier/Make for everything else. | Integration catalog |
| Support responsiveness | Pilot offices get a named support owner. 4-hour urgent, 1-day standard. | Trust Center |
| Security compliance | TLS 1.3 + AES-256 + RLS + RBAC + audit log. SOC 2 Type I in 6 months, Type II in 18. | Trust Center |
| Value to network | Live deployment at PuroClean NMA. 30-day activation playbook. Marcus Brown reference call available. | See demo |
| Documentation discipline | Public API documentation, DPA, privacy policy, subprocessor list — all published. | API docs |
| Operational fit | Non-invasive. No system replacement. No Xactimate writes. Compatible with every franchise's stack. | Integrations |
| Brand & marketing controls | All franchisee-directed comms routed through SPAR vendor specialist as required. | Compliance |
| Annual review readiness | Trust Center + Compliance + DPA maintained as living docs. Subprocessor changes notified 30 days in advance. | Subprocessors |
From SPAR approval
to network-wide in 18 months.
Published timeline. Each milestone is something we'll commit to in the SPAR vendor agreement, not aspirational marketing copy.
SPAR approval
Vendor agreement signed with PuroClean corporate. Pilot offices selected by C.J. Bailey.
Kickoff
Credentials exchange (CallRail, Twilio, JobNimbus or other CRM). DNS and webhook setup. First office goes live in sandbox mode.
Calibration
AI classification tuned on each office's actual call patterns. Brand-voice templates configured. Routing rules confirmed.
Live operation
Lead Intake Intelligence + Doc Assist + Reviews + Conversion Filtering all running. Weekly metrics review with each office.
Mid-pilot review
First baseline-vs-result comparison shared with corporate. Decision gate on continuing to month 3.
Pilot readout + expansion decision
Final ROI report. Decision to expand to next 5–15 offices and negotiate post-pilot pricing.
SOC 2 Type I attestation
Third-party auditor (Vanta- or Drata-backed) issues Type I report. Available to enterprise customers under NDA.
Network expansion target
30+ PuroClean franchises onboarded with full orchestration. Parent-corp roll-up dashboard in production.
SOC 2 Type II attestation
Type II report covering 12 months of operating effectiveness. Fully enterprise-ready.
Pilot pricing built for fairness
Final terms set in collaboration with PuroClean corporate. Numbers below are the starting point we propose for the Approved-tier pilot.
- 3-5 PuroClean offices, selected by C.J.
- Starting with PuroClean NMA
- White-glove onboarding included
- Weekly metrics review with each office
- All Lead Intake + Doc Assist features
- All Lead Intake + Doc Assist features
- Reviews & Reputation automation
- Conversion Filtering layer
- Standard SLAs (4-hour urgent, 1-day standard)
- Quarterly business review
- Read-only roll-up dashboards for corporate
- Network benchmarking (anonymized)
- Brand & compliance controls
- Custom contract terms
- Direct line to Expert AI Labs leadership
Questions reviewers actually ask
Real concerns, addressed honestly. The answers we'd give in any vendor security review.
Bring this network-wide.
We've kept the pitch narrow on purpose: one wedge that ships fast, with a clear roadmap to the rest. The 30-min review call is the natural next step.
Marcus Brown (PuroClean NMA) → C.J. Bailey (PuroClean Director of Software Management) → SPAR application submitted.