Hatch and Siro teamed up for a product walkthrough of their integration — showing how in-home conversation data flows into AI-powered estimate follow-up at scale. Even if you don't use the integration, the best practices covered here apply to any estimate follow-up motion.
Read on for the skim-friendly recap.
Kristen broke the problem into three buckets:
"For a lot of companies, it's untapped potential. You go into the home, you run a great appointment, and then 43% of those deals close on days 2 through 30." — Kristen
Caelahn walked through how Siro prioritizes which lost deals are worth going after:
"We had 3,120 opportunities totaling about $45 million. As soon as you start recording, Siro surfaces all of those missed opportunities with recaps and recommended next steps." — Caelahn
The bridge between Siro and Hatch is the CRM. Siro writes structured data to the contact record, and Hatch uses that to power campaigns and AI agents.
The outreach itself is general — and that's intentional.
Hatch's best-practice estimate follow-up templates use feedback-oriented messaging that works across verticals and job types:
These messages serve two purposes: get a response and surface objections.
Key details on the campaign setup:
"You are not having to do the chasing. Hatch is doing the chasing for you, which is a really big pain point for a lot of teams." — Kristen
Once a customer responds to the outreach campaign, the Hatch AI agent takes over — and this is where Siro data makes the conversation personal.
Without Siro, the AI agent can still:
With Siro, the AI agent also knows:
Real example from Caelahn: "A rep went into a window job. They didn't log anything about the customer losing sleep because bugs were crawling through the window. But Siro captured it, and the follow-up said, 'I know you're losing sleep — is this still an issue? We'd love to help.' That detail would have gone missing without it."
More examples of Siro-powered AI responses:
Caelahn shared a case study from a customer running the integration:
Important context on attribution: These are influenced results, not direct attribution. If a deal closed and a Hatch campaign using Siro data was involved, it counts as influenced. Hatch is also building configurable attribution windows (30, 60, 90 days) for future releases.
"This company was already doing rehash. But they didn't have to touch anything once this was set up. This was automated rehash — and the stats speak for themselves." — Caelahn
On response rate benchmarks (Kristen):
Q: Can you customize the outreach sequence per job type?
A (Kristen): Yes. You can customize campaigns by job type, business unit, location, or any other criteria in your CRM. Your audience rules determine who enrolls into which campaign.
Q: How does the AI agent know about things like rebates or promotions?
A (Kristen): You can upload documents, add FAQs, or fill in structured fields in the AI agent's knowledge base. If it's a time-sensitive offer, you add it and then remove it when it's over.
Q: Do you prompt the AI with your own responses?
A (Kristen): It's generative conversational AI. You give it knowledge and instructions about how to behave, and it generates replies. You test it before launch, monitor it live, and make adjustments — it only needs to be told once.
Q: What happens when the AI can't answer a question?
A (Kristen): You set the guardrails. You can create transfer rules so the AI escalates to a human when it hits a limit — like pricing questions or anything you don't want it handling. For estimate follow-up conversations, the threshold for escalation is typically lower.
Q: Can you tone back the instant response from the AI?
A (Kristen): Yes. There's a slider to adjust response time so it doesn't feel robotic.
Q: Does Siro sync with improveit 360?
A (Caelahn): Yes. And Hatch integrates with i360 as well.
Q: Can you use Hatch and Siro without a CRM?
A (Kristen): No. Hatch needs CRM data to build audiences and know who to target. You can use Hatch for rehash without Siro, but you can't use Hatch and Siro together without a CRM.
Q: What is rehash?
A (Caelahn): Rehash means going after leads that a rep engaged with but didn't close — re-engaging them to get a second chance at closing the deal.
Q: Does this integration with Rilla?
A (Kristen): Hatch only integrates with Siro for in-home conversation data at this time.
Q: Is there an additional charge for the integration?
A (Caelahn): No additional fee to set up the integration. Since Hatch is usage-based, more conversations may affect usage, but the integration itself is included.
💡 For more about the integration, head to our blog post.
👀 To get a closer look, download the Hatch <> Siro Integration Lookbook here.
✅ To get started, book a demo here.
For past and upcoming Hatch webinars, check out our webinar page!