The Quiet Work
Connect with Casey: LinkedIn: https://www.linkedin.com/in/casey-purington-537103ab/ [https://www.linkedin.com/in/casey-purington-537103ab/] Website: https://www.usecalltex.com/ [https://www.usecalltex.com/] Casey Purington has spent 15 years obsessing over one thing: what happens when a customer calls a home service company. Most of the time — especially after hours — nothing good happens. The phone rings. No one answers. The customer calls the next company on the list. And the HVAC company just wasted $300 in marketing to get that call. Casey built CallTex to fix that. An AI voice agent that answers in under a second, pulls the customer's history from Service Titan, quotes the right price, books the job, and logs everything — without a single human involved. We talk about how AI voice agents actually work behind the scenes, why transparency with callers matters, how Casey cold calls companies at midnight to prove his point, his plan to land private equity groups, and why he's betting everything on AI. Timestamps: 0:00 – Welcome + Casey introduces himself and CallTex 0:55 – From the car business to call centers at 18 2:30 – His first day in a contact center: a chair, a headset, and a notepad 3:40 – What great call handling actually looks like — and why most companies miss it 6:04 – How AI pulled him out of consulting and into building 7:00 – Three buckets: inbound, outbound, and proactive follow-up 8:00 – Happy check calls, tune-up campaigns, and the CRM integration 9:55 – Playbooks, tagging, and how the back end works 11:16 – Who's adopting AI fast — and who's still talking about it 13:39 – The Yellow Pages moment: early adopters win, resisters get left behind 14:36 – Should you disclose the caller is talking to AI? 17:00 – Transparency, hallucination, and the hybrid approach 20:09 – What happens to the call center agents he trained? His honest answer. 22:09 – The full customer journey with CallTex — demo to live 24:47 – Tagging, routing, knowledge base, and advertisement integration 27:12 – This is not an answering service — what makes CallTex different 29:23 – Onboarding takes days, not weeks — but you need one owner 30:18 – Why every home service company needs a call center manager 32:38 – Can the manager role be remote? Yes — and Casey plans to offer it 36:01 – How they find customers: calling companies at midnight 37:00 – The leakage report: Casey records missed calls and sends them to the owner 39:27 – The private equity play — scaling dozens of locations at once 41:00 – "We couldn't get the big players to do what you did" — a client this week 43:22 – Where is AI voice going over the next decade? 45:28 – Why off-the-shelf AI won't cut it — the builders vs. the plug-and-play crowd 48:19 – Matt's take: AI is the direction, human in the loop stays 49:46 – Closing thoughts
45 episodios
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