The orchestrationlayer for restorationbetween lead · call · job · follow-up
We don't replace JobNimbus, JobProgress, or any system your franchises already use. We sit on top of the existing stack and run the entire content + operations engine for restoration franchises: junk-call filtering, sub-60-second qualified callback, claim documentation prep, AI review responses and acquisition, video production at scale, blog and social cadence tied to SEO, GMB photo and post automation, ad-spend signal correction, and multi- franchise rollup reporting.
Built non-invasive on purpose. The full stack ships at any SPAR-approved pilot office within 30 days of approval. SPAR Approved-tier compliant by design.
One vendor surface across the franchise network.
Approved-tier integration designed around how the SPAR program actually operates. Corporate keeps the controls, individual offices keep their tools, and every franchise gets the same automation pack.
One contract, every office
SPAR Approved-tier vendor agreement covers the network. Individual franchises opt in to the pilot pack rather than negotiating their own contracts.
Corporate keeps the controls
Per-franchise tenant isolation, network-wide roll-up dashboards, brand and compliance controls, all comms routed through the SPAR vendor specialist.
30-day activation per office
Documented onboarding playbook with a named support owner per pilot office. No system replacement, no Xactimate writes, no operational disruption.
Network-priced, not per-office
Franchise-network discount model. Pilot fees are quoted per office with PuroClean corporate before kickoff. Final terms set in collaboration with PuroClean corporate.
What we've delivered for
PuroClean of North Metro Atlanta
A current PuroClean franchise customer where you can see a sample of our marketing engine in production. The samples below are exactly that: samples. The full content and operations engine activates at any SPAR-approved pilot office within 30 days of approval.
Real videos. Real franchise. One AI pipeline.
Scripted by AI, rendered through HeyGen, branded for PuroClean of North Metro Atlanta. Live on the franchise's public YouTube channel today. The same pipeline ships to any SPAR-approved pilot office during onboarding.
Built for the algorithm.
Same AI pipeline, different format (9:16 verticals optimized for Shorts and Reels). Swipe through 9 samples already running on the PuroClean NMA channel.
Posts that compound. Not one-offs.
Branded, on-message, scheduled. Production runs at 4-12 posts per franchise per month across Instagram, Facebook, LinkedIn, and Google Business Profile.
Six factors that decide whether a franchise wins local search.
We don't post content because it looks good on a slide. Every output is engineered against the actual signals Google, AI Overviews, and the new LLM search engines use to rank restoration franchises.
Consistent posting cadence
Google and Meta reward franchises that post 3-5x per week with steady engagement. Sporadic posting tells the algorithm the page is dormant, and it stops surfacing your content to local searchers. Our pipeline ships 4-12 posts per franchise per month on a fixed cadence: branded, geo-tagged, and tied to seasonal service intent.
Long-form blogging for local SEO
1500-2500 word service pages rank for the high-intent keywords that drive emergency restoration calls. Each blog targets a specific water / fire / mold / biohazard query in a specific zip code, with internal linking to the relevant service page and a local-business schema block.
100+ geo-tagged photos on Google Business Profile
GBP photo count is a confirmed local-ranking signal. Profiles with 100+ photos appear in the local pack 2-3x more often than thin profiles. We auto-publish field photos and team shots on a steady cadence, geo-tagged to the franchise's service radius.
Reviews + response speed
Google rewards franchises that respond to every review (positive and negative) within 24 hours. Sentiment-routed responses keep negatives offline before they go public, and post-job review requests sent at the right hour increase capture rate by 30-50%.
AI Search citations (the new SEO)
ChatGPT, Claude, Perplexity, and Google AI Overviews now answer 'best water damage restoration near me' queries. Citation rate depends on structured content (schema, FAQ blocks, named entities), authoritative third-party mentions, and recency. Our content engine optimizes for both classic SERP rank and AI-citation rate.
Service-area landing pages
One landing page per zip code in the franchise's service area, each with localized testimonials, service hours, response time, and embedded GBP data. Long-tail capture for queries like 'water damage Alpharetta tonight' that high-volume keywords can't catch.
Real franchise. Real team. Real equipment.
The same operation we'd onboard at any SPAR-approved pilot office.
PuroClean of North Metro Atlanta
We work with the franchise on the AI video production pipeline, branded social and SEO content, and the strategic operations plan you see sampled above. Reference available on request to support SPAR review.
From inbound call to dispatch
in under 60 seconds
Real flow, animated below. CallRail webhook to Whisper transcription to Claude classification to Twilio SMS callback to JobNimbus job creation. Six systems orchestrated, one decision per call.
CallRail webhook hits our endpoint with the recording URL and caller metadata.
OpenAI Whisper transcribes the recording. Latency typically 2-4s for a 30-second call.
Claude classifies job type, urgency, qualification, with confidence score. Returns a structured object.
Junk → silent log + Google Ads negative signal. Qualified emergency → callback + dispatch.
Twilio sends a confirmation SMS to the caller within 60 seconds of the original call.
JobNimbus job record created with full transcript, classification, and dispatch metadata. Owner notified.
"Yeah, hi, my basement just flooded. Pipe burst about 20 minutes ago. There's like three inches of water everywhere. Can someone come out tonight?"
"Caller reports active basement flooding from a burst pipe. Standing water 3+ inches. Time-sensitive emergency request requiring same-day dispatch."
Hi, this is PuroClean of North Metro Atlanta. We received your call about water damage in your basement. A technician has been dispatched, ETA 35 minutes. Reply STOP to opt out.
End-to-end. Six AI capabilities. Sub-60-second qualified callback. Zero changes to your existing CRM.
Franchise-level outcomes,
measured weekly per office.
These are the numbers a SPAR pilot office sees inside 30 days. Each is a calibration target we hit (not a marketing claim): measurable on day 1 and tracked weekly per franchise, with a network roll-up dashboard for PuroClean corporate.
AI classifies inbound calls in ~12 seconds. Junk and tire-kicker calls (typically 25–40% of inbound on water and fire emergency lines) get filtered out before they cost a callback. Dispatcher time goes to qualified leads only.
CompanyCam photos in. Scope items, materials, and room dimensions out, with confidence scores and human approval. At an 8–12 claim/week office that's ~5–10 estimator hours back per week. Zero Xactimate writes. Your team pastes structured output in.
Post-job webhook from your CRM → personalized SMS or email request → sentiment classifier on inbound, negative reviews route to the franchise owner before any public response. Compounds into ~150 incremental 5-star reviews per office per year. That's what moves Local Pack rank in restoration searches.
We send 'qualified' / 'junk' signals back to Google Ads via the Enhanced Conversions API. Performance Max stops optimizing for ringing-phone volume and starts optimizing for booked qualified calls. Direct, measurable impact on franchise paid-media ROI.
Baselines captured before activation. Deltas shared in the month-3 pilot readout. Network-wide roll-up dashboard available to PuroClean corporate, with per-franchise tenant isolation preserved.
We sit on top, not in the way
Existing tools on the left. Outcomes on the right. Expert AI Labs orchestrates the messy parts in between.
- Lead Intake Intelligence
- Insurance Documentation Assist
- Reviews & Reputation
- Conversion Filtering
- Marketing Automation
- Multi-CRM Adapter
We do not replace any tool on the left. Each franchise keeps its CRM, tracking, estimating system, and accounting. We orchestrate the flow between them.
See what one office saves.
Then multiply by the network.
Drag the sliders. Numbers update live. The figure is modeled operational value only; pilot commercial terms are agreed with PuroClean corporate separately.
Your numbers,
in real time.
Slide the dials. We'll show you what one PuroClean office could save in the first month after SPAR approval, based on the orchestration layer running at PuroClean North Metro Atlanta.
Estimates based on industry benchmarks for restoration franchises plus PuroClean NMA performance baselines. Actual results vary by office. Final pilot success metrics are calibrated against your office's own baseline in the first 14 days.
Schedule the 30-min SPAR reviewThe same office, two different operating models
One column is the status quo at most restoration franchises. The other is the operating model the SPAR pilot pack ships into a franchise within 30 days.
Concrete deliverables, on the record
These are the marketing engine deliverables a current franchise customer has in hand. The full SPAR pilot pack (Lead Intake, Documentation Assist, Reviews automation, Conversion Filtering) is platform capability that activates at any approved pilot office in 30 days, separate from this engagement.
AI Video Production
A growing catalog of feature videos and YouTube Shorts published to PuroClean NMA's channel. Per-franchise HeyGen avatar configured. Brand-aligned scripts, professional output, scalable cadence.
SEO Foundation
Keyword research and competitive analysis for the metro Atlanta market. Site audit identifying technical SEO opportunities. On-page recommendations for high-intent service keywords.
AI Content + Social
Blog drafts on water damage and mold remediation. Branded social posts produced on the same engine (Instagram, Facebook, LinkedIn, GBP). AI-assisted Google review responses. Brand-voice templates ready to scale.
Strategic Roadmap
Multi-phase digital growth & operational automation plan delivered Jan 2025. Tool stack recommendations, KPI framework, and 18-week implementation roadmap covering SEO, paid media, automation, and reputation.
The platform capabilities listed below this section (Lead Intake Intelligence, Insurance Documentation Assist, Reviews & Reputation automation, Conversion Filtering) are ready to ship at any SPAR-approved pilot office in 30 days. They are platform capabilities, separate from the marketing engagement above. The SPAR pilot phase is exactly where we activate them across the offices PuroClean Corporate selects.
30-60 minutes saved per claim,
without touching Xactimate
CompanyCam photos in. AI extracts scope items, materials, room dimensions with confidence scoring. Your team approves or edits. Export as PDF for adjuster, or clean structured text the team pastes into Xactimate manually.
Reviews up, ad waste down
Two automations that compound: better reviews bring more inbound, smarter ad signals make the inbound more qualified.
Reviews & Reputation
Post-job webhook from your CRM triggers a personalized review request. Twilio SMS or Resend email, smart timing (24-48h post-completion). Inbound monitoring with sentiment classifier: negative reviews route to the franchise owner before any public response.
Conversion Filtering
Stop Performance Max from optimizing for high call volume. Send "qualified lead" and "junk call" signals back to Google Ads via the Conversion API so the algorithm starts optimizing for qualified calls only. Direct, measurable impact on cost per qualified lead.
The boring stuff vendor reviewers
actually care about
Stated honestly so SPAR can verify against our published Trust Center.
We are not SOC 2 certified today. Auditor is engaged and Type I attestation is targeted within 6 months of SPAR approval. The underlying controls (encryption, RLS, audit logging, RBAC, AI governance) are already operating in production.
Type II is targeted within 18 months of Type I issuance. Full timeline, auditor selection, and bridge-letter program published on the Trust Center.
What we do
- Encryption. TLS 1.3 in transit + AES-256 at rest
- Tenant isolation. Postgres RLS on every table
- Access control. RBAC + scoped per-tenant API keys
- Audit logging. Immutable, 7-year retention, CSV export
- AI governance. Zero-data-retention API tiers, no model training on tenant data
- Breach notification. 24-hour commit, written report in 14 days
- DPA. GDPR-compatible, signed-ready, includes SCCs
- Right to erasure. 30-day SLA on deletion requests
What we don't do
- No Xactimate writes. Inputs only; team enters manually
- No carrier portal access. Stays out of regulated systems-of-record
- No replacement. We don't replace JobNimbus, JobProgress, or any CRM
- No PHI without BAA. HIPAA workflows require separate agreement
- No payment card capture. Routed through PCI-compliant processors only
- No model training on tenant data. Documented in DPA, contractual
- No cross-tenant context. AI prompts isolated per tenant
- No franchisee solicitation outside SPAR. All comms via vendor specialist
Every Approved-tier requirement, mapped to evidence.
The SPAR program publishes specific requirements at the Approved tier. This is our status against each one, with a public artifact you can verify before approval.
| SPAR Approved-tier requirement | How we meet it | Status | Evidence |
|---|---|---|---|
| Quality + operational standards | Pilot architecture is non-invasive by design. No replacement of existing systems of record (JobNimbus, JobProgress, Xactimate). Read-mostly integrations with human-reviewed outputs. | Met | Integration catalog |
| Operational compatibility with PuroClean systems | Adapter framework already covers JobNimbus, JobProgress, CompanyCam, QuickBooks, Docusketch, Matterport. Generic Zapier/Make adapters fill anything not natively supported. | Met | Integrations |
| Insurance industry compliance | No direct write access to Xactimate. Doc Assist outputs are estimator-reviewed before entry. Supports the carrier/government/market-driven evolving standards SPAR cites. | Met | Compliance |
| Basic training resources for franchisees | Owner quick-start, role-based SOPs (dispatcher / estimator), 30-day onboarding journey, live walkthroughs, and recorded follow-ups, all published in the training resources hub. | Met | Training hub |
| Support contacts available to franchisees | Named support owner per pilot office. Direct email + phone published. 4-hour urgent, 1-business-day standard. SPAR vendor specialist copied on every escalation. | Met | Support SLA |
| Self-service support portal | Searchable knowledge base, role-aware FAQ, video library, public status page. Built into the same dashboard franchisees use daily. | Met | Support portal |
| Comprehensive documentation (integration + troubleshooting) | Public REST API docs with full request/response examples per endpoint. Webhook event catalog. DPA, privacy, subprocessor list, security posture. | Met | API docs |
| Integration quality (annual eval criterion) | Webhook + REST API with HMAC signatures, cursor-based pagination, idempotency keys. Sandbox environment for franchise IT to validate before production. | Met | API docs |
| Support responsiveness (annual eval criterion) | Published SLA with three priority tiers. Per-office named owner. Quarterly business review with the SPAR vendor specialist on aggregate ticket volume + resolution times. | Met | Support SLA |
| Security compliance (annual eval criterion) | TLS 1.3 in transit, AES-256 at rest, Postgres RLS for tenant isolation, RBAC, full audit log. SOC 2 Type I auditor engaged. | In flight | Trust Center |
| Value to network (annual eval criterion) | Per-office baselines captured at pilot kickoff. Deltas tracked weekly. Network-level roll-up dashboard available to PuroClean Corporate. | Met | Network dashboard |
| Marketing approval workflow | All franchisee-directed communications (newsletters, product announcements, promotional emails) routed through the SPAR vendor specialist for written approval before send. | Met | Compliance |
| SOC 2 Type I attestation | Auditor engaged. Controls already implemented: encryption, audit logging, RBAC, change management. Attestation target within 6 months of SPAR approval. | On roadmap | SOC 2 status |
We applied for Approved.
Here's the path to Strategic and Partner.
Approved is the right tier for where we honestly are today. Strategic and Partner require commitments we want to grow into, not overstate. Below is the public commitment to the path, sourced directly from the published SPAR program requirements.
Approved
TodayWhat we ship at SPAR approval
- Integration capability with leading job-management systems (JobNimbus, JobProgress, plus Zapier/Make for the rest)
- SOC 2 Type I in flight; auditor engaged, attestation target within 6 months of SPAR approval
- Software Security Questionnaire complete; DPA signed-ready with SCCs
- Collaborative product-overview session with the SPAR vendor specialist
- Self-service support portal, account setup guides, public API documentation
- 4-hour urgent / 1-business-day standard support SLA
- All franchisee-directed comms routed through SPAR vendor specialist
Strategic
Year 1 commitmentWhat we commit to within Year 1
- SOC 2 Type I attested; Type II observation window underway (target 12 months after Strategic upgrade)
- 10×10 booth commitment at PuroClean Annual Convention ($4,500)
- Preferred franchisee pricing exclusive to the PuroClean network
- Dedicated training materials, account setup guides, and webinar series for franchisees
- Annual product + marketing roadmap submitted to vendor specialist
- Quarterly performance check-ins with the SPAR vendor specialist
- PuroClean.com backlink + reciprocal SEO collaboration
- Engagement at fall regionals and impact-group meetings
Partner
Year 2 commitmentWhat we commit to as a Preferred Partner
- SOC 2 Type 2 attestation covering 12 months of operating effectiveness
- Full integration with PuroClean's primary software stack
- Job + customer data feeds to franchisor on a regular cadence (loss categories, notes, photos, documents) via our v1 API and immutable audit log
- 24/7 support with a dedicated PuroClean account manager
- Bronze-level minimum sponsorship at the PuroClean Annual Convention
- Participation at PuroClean Academy New Franchise Trainings (Tamarac, FL · ~5–6× per year)
- Quarterly product roadmap delivery to vendor specialist
- ≥3 similar-sized network references (PuroClean network qualifies; we'll grow into the rest)
- Listed as the standard practice for our category at the PuroClean Academy
Our promotion to Strategic and Partner is gated on commitments we make to PuroClean, not on aspirational marketing copy. Each item above maps directly to a published SPAR requirement. We'd rather under-tier and over-deliver than oversell at application and underperform at renewal.
From SPAR approval
to network-wide in 18 months.
Published timeline. Each milestone is something we'll commit to in the SPAR vendor agreement, not aspirational marketing copy.
SPAR approval
Vendor agreement signed with PuroClean Corporate. Pilot offices selected by the SPAR program.
Kickoff
Credentials exchange (CallRail, Twilio, JobNimbus or other CRM). DNS and webhook setup. First office goes live in sandbox mode.
Calibration
AI classification tuned on each office's actual call patterns. Brand-voice templates configured. Routing rules confirmed.
Live operation
Lead Intake Intelligence + Doc Assist + Reviews + Conversion Filtering all running. Weekly metrics review with each office.
Mid-pilot review
First baseline-vs-result comparison shared with corporate. Decision gate on continuing to month 3.
Pilot readout + expansion decision
Final ROI report. Decision to expand to next 5–15 offices and negotiate post-pilot pricing.
SOC 2 Type I attestation
Third-party auditor (Vanta- or Drata-backed) issues Type I report. Available to enterprise customers under NDA.
Network expansion target
30+ PuroClean franchises onboarded with full orchestration. Parent-corp roll-up dashboard in production.
SOC 2 Type II attestation
Type II report covering 12 months of operating effectiveness. Fully enterprise-ready.
Pilot pricing built for fairness
Final terms set in collaboration with PuroClean corporate. Pilot fees are quoted per office; the structure below is the commercial shape we propose for the Approved-tier pilot.
- 3–5 PuroClean offices, selected by PuroClean Corporate
- Starting with PuroClean NMA
- White-glove onboarding included
- Weekly metrics review with each office
- All Lead Intake + Doc Assist features
- All Lead Intake + Doc Assist features
- Reviews & Reputation automation
- Conversion Filtering layer
- Standard SLAs (4-hour urgent, 1-day standard)
- Quarterly business review
- Read-only roll-up dashboards for corporate
- Network benchmarking (anonymized)
- Brand & compliance controls
- Custom contract terms
- Direct line to Expert AI Labs leadership
Questions reviewers actually ask
Real concerns, addressed honestly. The answers we'd give in any vendor security review.
Bring this network-wide.
We've kept the pitch narrow on purpose: one wedge that ships fast, with a clear roadmap to the rest. The 30-min review call is the natural next step.
Approved-tier vendor application · in review with PuroClean Corporate's SPAR program.