Cole Bridge

Building @optaio to help the trades buy leads smarter

[Cole Bridge @colerbridge]

Opta takes RoofCon

[Cole Bridge @colerbridge]

@BryanShankman @leadtruffle @optaio More to come 🤝

[Cole Bridge @colerbridge]

Bryan and the @leadtruffle team have been an awesome partner, helping several of the contractors on @optaio with their speed-to-lead.

[Bryan Shankman @BryanShankman]

We onboarded an HVAC company in Sacramento last month and our AI agent closed $49k in revenue in the first weekend.

They were leaking revenue at the front line - paying $30-60 per LSA lead and watching half of them go cold because nobody responded fast enough.

Their GM had already burned through engagements with BOTH Chiirp and Hatch trying to fix it. Both failed at onboarding.

Here's exactly what our AI agent does for them:

When a homeowner submits a form on their website, messages them through Google LSA, fills out a request on Yelp, Angi, Thumbtack, Modernize, Networx, the website, & more:

- The agent responds within 5 seconds with a personalized SMS acknowledging what the homeowner actually asked about - no AC, furnace not heating, heat pump replacement, whatever
- Qualifies them over text: zip code, system type, urgency, residential vs commercial
- Pulls available appointment slots in real time and offers 3 options based on tech routing
- Books the appointment directly into ServiceTitan if accepted
- Texts a confirmation with the tech assignment
- Loops in the CSR team only when the lead is high-priority (replacement quote, commercial, multi-system)

What happened in the first 14 days:

- One lead came in Saturday at a coffee shop. Booked by AI in 7 minutes. GM showed up in shorts and a t-shirt. Closed a $23,000 job
- Another lead came in Sunday at 6:32 AM. Booked by AI at 6:50 AM. GM showed up at 11 AM and beat 3 competitors the homeowner had already scheduled. Closed a $26,000 HVAC + heat pump replacement
- $49,000 in new revenue over a single weekend from leads the GM never replied to first
- Currently on a 9-appointment closing streak. 75% close rate. Their new bottleneck is install capacity, not lead response
- All their lead-source integrations are managed by our team - they don't have a tech guy and they don't need one

Most home service operators are spending more on marketing every month and losing 30-50% of those leads to slow follow-up.

You're not booking as many jobs as you think you are. AI shouldn't fully replace your CSRs - but there's no reason to keep setting money on fire when the first text wins the job.

Don't believe me? Watch a 90-second interview with their GM:

[Cole Bridge @colerbridge]

@BryanShankman Shout out the boy Ilya 💪

[Cole Bridge @colerbridge]

@jackfriks

[Cole Bridge @colerbridge]

@BryanShankman You are not alone brother

[Cole Bridge @colerbridge]

@NotGoKGreen is incredible and you should check out her work on @hi_samslist and give her a follow

[Sam Parr @thesamparr]

About 2 or 3 years ago, I tweeted out, who has a good accountant?

We got 300 people who replied. I thought it’d be cool to call 300 of these accountants and create a website where we just list them all and get all the information about who they are, their rates, speciality, etc…and let people leave reviews.

I didn’t wanna do all the calling.

There was a woman, @NotGoKGreen, who replied and said she would do it.

Fast forward to today. She is the majority owner of a website called Sam's List, which is where business owners can find a good accountant.

It’s on track to do half a million in revenue this year.

She was living in Georgia at the time and recently dropped everything to move to New York.

I love when people go all in on building!

[Cole Bridge @colerbridge]

@MarcusMilione Huge congrats, these are incredible. Another W for the squad 💪

[Cole Bridge @colerbridge]

Claude sounding more and more like ChatGPT these days (derogatory)

[Cole Bridge @colerbridge]

@NotGoKGreen 🫶

[Cole Bridge @colerbridge]

Check out my friend @NotGoKGreen’s new site it looks incredible

Bonus: you might just find a new accountant

[Kimi @NotGoKGreen]

Please do not go to https://t.co/bW3Nv8JlRs i'm still figuring out how to make the big announcement

[Kimi @NotGoKGreen]

Please do not go to https://t.co/bW3Nv8JlRs i'm still figuring out how to make the big announcement

[Cole Bridge @colerbridge]

@jackfriks @stripe @jrfarr This is dope, what a cool experience

[Cole Bridge @colerbridge]

@dieworkwear And making my work conference experience in Vegas just me looking at dress sneakers and skinny fit suits

[Cole Bridge @colerbridge]

@brettdash_ @jackfriks Absolute legend

[Cole Bridge @colerbridge]

@jackfriks Hell yeah brother

[Cole Bridge @colerbridge]

@MediaKing I do it for the love of the game

[Cole Bridge @colerbridge]

@brettdash_ Huge! Congrats brother

[Cole Bridge @colerbridge]

@NotGoKGreen @trentjhughes