Lahiru JayCheck my lead flow

C&M Partners: a 24/7 AI project advisor that qualifies website visitors

C&M Partners is a Texas homeowner advisory company. Its website visitors arrive at all hours, mid-project and unsure what they need. Lahiru Jay built the CMP Project Advisor, an AI assistant on n8n, OpenAI and Supabase that answers from the company's own knowledge base, qualifies each visitor with quick-reply questions, recommends the right service package and captures the lead into the CRM.

Client
C&M Partners · homeowner advisory
Availability
24/7 on the website
Stack
n8n · OpenAI · Supabase
Result
Not yet measured

The problem

Homeowners planning a kitchen, a roof or an addition often visit outside office hours. A contact form makes them wait for an answer, and many leave before anyone replies. The team needed visitors answered immediately and qualified before a person spends time on them.

What was built

  • Knowledge-base answers.The advisor answers from C&M's own services and policy material, not generic AI knowledge.
  • Qualifying quiz. Quick-reply questions (for a kitchen: full gut, cabinets and counters, or a cosmetic refresh) work out what the homeowner actually needs.
  • Deterministic routing. Package recommendations follow set rules, so the bot recommends the right tier every time instead of improvising.
  • Lead capture. Contact details are required before a recommendation is finished, and every qualified conversation lands in the CRM.
  • Tested before launch. A pre-launch QA suite of scripted conversations checks answers, routing and lead capture after every change.
The C&M Partners website with the 24-hour CMP Project Advisor open, offering project guidance, package recommendations and 24/7 availability.
The advisor live on the C&M Partners website.
A homeowner says they need to renovate their kitchen; the advisor asks what they want to change and offers quick replies.
A real conversation: the advisor narrows a kitchen renovation down with quick replies.

The result

Every visitor now gets an immediate, on-brand answer and a guided next step at any hour, and qualified leads reach the CRM without anyone copying them over.

Conversion impact has not been measured yet, so no figure is claimed.

Stack

n8n · OpenAI · Supabase · custom website chat widget