Zimmerman Electric Software Proposal

AI Estimator & Automated Quote Platform

Powering Smart Growth for Indy's #1 Electric Team

Instant, transparent quoting for EV chargers, ceiling fans, panels, and more—with automated lead nurture and ServiceTitan integration.

Unlock Your Personalized EV Charging Blueprint

in 60 Seconds

Skip the sales pitch. Get an expert-calculated estimate, installation readiness score, and pro tips—no strings attached.

Instant price estimate for your home
"Home Readiness Score" so you know what to expect
Fast, actionable install tips (not generic fluff)
Downloadable guide at the end

Step 1 of 8

The Problem: Manual Processes Are Killing Your Business

Zimmerman Electric has built a reputation for honesty, quality, and speed—but like most service businesses, you're leaking leads and wasting hours on manual quotes, admin, and chasing tire-kickers. This proposal is for a custom-built AI Estimator & Automation Platform that will transform your business operations.

Elite Team AI will design and build an instant quoting system with automated lead nurture tailored specifically for Zimmerman Electric—eliminating manual quote bottlenecks, capturing every lead, and creating seamless customer experiences from first contact to job completion.

Current ProcessBottleneckSolution
Manual quotes via phone/emailPrice estimation✅ Instant AI-powered quotes via web/SMS
FaceTime bottlenecksPhoto assessment✅ Photo/video upload with instant analysis
Lost leads from delaysLead follow-up✅ Automated SMS/email nurture sequences
ServiceTitan manual entryCRM management✅ Direct ServiceTitan integration
Weekend interruptionsCustomer service✅ 24/7 AI chatbot with human handoff
Tire-kickers waste timeLead qualification✅ Smart lead scoring and prioritization

Lost leads are costing you thousands

Price-checkers who get ignored never come back. Every delayed quote is a potential customer choosing your competitor.

Manual follow-up kills your time

Automation gives you back your weekends and Monday mornings. Let the system handle nurturing while you focus on jobs.

Competitors are getting tech-savvy

Whoever automates first owns the market. Don't let other electricians beat you to instant customer service.

Customers expect instant answers

If they can't get a price estimate now, they'll try your competitor. Modern customers want instant gratification.

The Vision: Zimmerman Electric Estimator Platform

One Platform. Every Lead Captured. Every Job Streamlined.

AI estimator for instant quotes

Photo/video upload for assessments

SMS-based nurture and follow-up

ServiceTitan integration

Cold/warm lead sorting

Always human handoff available

Zimmerman Electric - Project Deliverables

Phase 1: Core MVP Build (4-5 weeks)

  • Branded Zimmerman Electric AI Estimator (Web, SMS, Social)
  • Dynamic pricing calculator for EV chargers (expandable)
  • Photo/video upload with instant price ranges
  • Automated lead nurture (SMS/email)
  • Slack notifications & ServiceTitan integration

Phase 2: Custom Enhancements (3-4 weeks)

  • Additional service quote flows (ceiling fans, panels, lighting)
  • Cross-sell/upsell triggers in nurture sequences
  • Advanced file handling & larger uploads
  • Full bi-directional ServiceTitan sync
  • Weekly/monthly lead report dashboards

Phase 3: Launch, Training & Optimization (1 week)

  • Production deployment on all channels
  • 1:1 staff training & playbooks
  • 30-day post-launch support
  • Performance optimization

Timeline

  • 1
    Start Date: Upon signing and deposit
  • 2
    Phase 1: Core MVP Build: 4-5 weeks
  • 3
    Phase 2: Custom Enhancements: 3-4 weeks
  • 4
    Phase 3: Launch & Training: 1 week

Investment

PhaseCost
Phase 1: Core MVP BuildTBD
Phase 2: Custom EnhancementsTBD
Full SolutionTBD
Ongoing Platform & SupportTBD/month

Creative Pricing Options

SAVE $250
Option 1

100% Upfront

  • TBD today (save TBD)
  • Includes both phases
  • Priority launch

Total: TBD

Save $250!

Option 2

2 Payments

  • TBD to start
  • TBD due on Phase 2 launch

Total: TBD

LOWEST UPFRONT
Option 3

SaaS Lite

  • TBD setup fee
  • TBD/month subscription
  • Cancel anytime
  • We host, you get updates

Setup: TBD

Monthly: TBD

Lowest upfront!

Lock in TBD in savings by starting before May 31st

By taking action, you'll receive:

  • Free lead nurture sequence setup
  • Priority onboarding slot
  • 1-hour consult for other automation

What You Risk by Waiting

Lost leads and revenue

Every day without instant quoting means potential customers going to competitors who respond faster

Wasted time on manual processes

Hours spent on phone calls, emails, and manual quotes that could be automated

Competitive disadvantage

Other electrical contractors are adopting technology faster—don't get left behind

Missed growth opportunities

Without automation, scaling your business means hiring more admin staff instead of more electricians

Next Steps: Choose Your Payment Option

By submitting, I agree to the terms and conditions of this proposal and authorize Elite Team AI to begin work on the Zimmerman Electric AI Estimator Platform according to the selected payment option.