Where the revenue is leaking today

Pure Water already runs sales on Aircall. There are three different ways to add AI on top. We'll walk through all three in the kick-off so you can choose based on what you already pay for and how much custom logic you want.

• What it does: native call summaries, keyword tracking and coaching insights inside HubSpot, fed by the Aircall ↔ HubSpot integration
• Requires: HubSpot Sales Hub Professional or Enterprise + Aircall connected
• Limitations: built for sales coaching and summaries — not for custom lead-scoring or automatic next-action routing
• Best for: teams already on Sales Hub Pro+ who only need rep coaching and high-level summaries

• What it does: Aircall-native transcription, sentiment, topic detection and post-call summaries, pushed into HubSpot automatically
• Requires: Aircall AI add-on on the Aircall subscription
• Limitations: tied to Aircall's roadmap and field structure — the scoring and routing logic still has to be built on top in HubSpot
• Best for: teams who want plug-and-play transcription with minimal custom build

• What it does: pull Aircall transcripts via API → run them through an LLM (OpenAI / Anthropic / Gemini) → push intent score, structured fields and next-best-action back into HubSpot
• Requires: Aircall API access + an LLM API key (low monthly cost — pay per call analysed)
• Limitations: we build and maintain the pipeline (included in our scope) — slightly more setup than a native add-on
• Best for: Pure Water — gives full control over lead scoring, auto-routing of next actions, and the same pipeline powers Step 05

Start with Option C (Custom AI layer). It's the only option that powers Step 05's automatic lead scoring + next-action routing — native tools can't do that out of the box. If Pure Water is already paying for Aircall AI (Option B), we don't replace it — we use its transcripts as the input into our AI layer, so you're not paying twice for the same capability.

• Top customer intents — what callers actually ask for, ranked by frequency
• Objection map — the real reasons deals stall, in customers' own words
• Win vs loss conversation patterns — what closers say that the rest of the team doesn't
• Missed follow-up list — named deals with estimated dollar value left on the table
• Rep performance snapshot — talk time, objection-handling, follow-through
• Recommended lead-scoring rules — ready to load into HubSpot in Step 04
• Recommended automation triggers — ready to wire up in Step 05

• One-time discovery audit — included in the 30-day scope. Runs once, informs strategy, builds the automation rules.
• Ongoing monthly Call Intelligence Report (optional add-on) — same pipeline runs every month in our ongoing engagement, delivering a dashboard + report showing trend shifts, new objections emerging, rep drift, and fresh automation opportunities.

• Pricing-guide downloads go cold after the PDF is sent
• Instant-quote requests wait hours before sales picks them up
• Whole-house, under-sink and rainwater leads all get the same generic follow-up
• Aircall conversations never make it back into the CRM — context is lost
• Lost deals are never re-engaged
• Past customers hear nothing until a filter actually fails

A Discovery Report quantifying lost revenue per stage, backed by evidence from real Aircall conversations, plus the automation rules we'll build next. Every pillar that follows is tied to a number — not a feature.