A connected operating system for the home

Five outcomes.
One continuous story.

From the first sales call through years of membership, each interaction should make the next one smarter. These five outcomes turn scattered work into one accountable, human-centered system.

Explore the outcomes

Built in phases. Measured in the field. Improved with the team.

01Useful on day one

02One source of truth

03AI drafts, humans decide

The outcomes

What changes for the business—and for the customer.

Each outcome stands on its own, but the real advantage comes from connecting them: better context, fewer handoffs, faster follow-through, and a home record that improves over time.

Know where to focus

Smarter sales calls

Version 1Aug 7 Version 2Aug 28

When a lead comes in, the system tells the salesperson how strong the opportunity looks—and explains why.

What the team gets

Version 1 brings together every useful signal we can access for free: home value, age, proximity to existing members, the lead’s ranking, and the reasoning behind it. As leads age and the dial list grows, the team can focus its limited time where it matters most.

What comes next

Full Home Intelligence, combining multiple third-party data sources into a view designed to rival specialized competitors.

Connect the journey

One conversion pipeline

Version 1Aug 7 Version 2Aug 14 FinalAug 31–Sep 4

The journey from lead to member to maintenance plan becomes one continuous flow, instead of a series of disconnected steps people must manually stitch together.

Lead arrivesHome understoodMember joinsVisit capturedFollow-up moves

The connected experience

A customer signs up. We understand the house using current and enhanced data. The team arrives prepared, AI ingests the walkthrough, a report is produced as close to real time as possible, and follow-ups—including scheduling where possible—move automatically.

How it ships

Field-test ingestion first, incorporate technician feedback, then expand into reporting, design, follow-ups, and scheduling once ingestion is approved.

Remember the home

One complete file on every home

Field testingAug 3 FinalAug 20

Everything we learn—recordings, photos, notes, and staff observations—builds one durable home record. The goal is simple: “They know my home better than I do.”

One record, two views

The internal record and customer experience come from the same data. Staff keep the detailed technical history; customers receive the useful story: visit summaries, home-health reporting, and a QBR-like view that feels more like a doctor walking through a chart.

Human judgment stays visible

Customers never see raw internal records. They see an AI-generated, human-approved explanation built from them. The app’s photo workflow will ultimately replace the separate Google Drive process.

Make every promise accountable

No forgotten promises

Version 1Aug 5 Policy follow-up7–10 days

Every time we tell a customer we will do something, it gets a name, a deadline, and proof. If it goes overdue, the promise moves up the chain until someone handles it.

The standard

A customer waiting two months for a showerhead should not be possible. Outcome 4 creates a visible commitment record, a clear owner, evidence of completion, and automatic escalation when follow-through slips.

Communication policy

Work with Emily to decide whether technicians may send directly, draft for approval, or be restricted from making certain promises. Platform controls can support any of those policies.

Move faster without losing trust

AI drafts. Humans approve.

TargetAug 21 Release modelShip early

AI does the heavy lifting—pulling information from recordings and preparing clear summaries. Nothing customer-facing leaves the system without human review.

Proposed pilot service levels

Start measurable. Tighten with evidence.

AI draft readyWithin minutes of visit close or upload
Human reviewSame business day
Customer summaryWithin one business day, moving toward same-visit
Negative sentimentHuman acknowledgment within four business hours
Critical promiseImmediate owner visibility; escalate after 48 hours

These targets will appear on the pilot scorecard from day one, so performance is visible rather than anecdotal. Any finished portion can ship ahead of the final date.

How it connects

Each interaction makes the next one better.

Lead context

Know the opportunity and prepare the conversation.

Connected journey

Carry context through conversion, onboarding, and visits.

Home memory

Build a durable record from everything the team learns.

Accountability

Track promises through completion and escalation.

Trusted automation

Let AI accelerate the work while people own the decision.

Five outcomes.One continuous story.