Chapter 01
The challenge
Rodriguez Pools relied heavily on phone calls and email to manage their customer interactions. Homeowners would request quotes, then the team would manually create proposals, email them, and wait, often following up multiple times by phone. The close rate sat at 28% partly because the process felt clunky to modern homeowners accustomed to self-service digital experiences. David's small team was spending too much time chasing approvals and payments instead of doing actual pool work.