1) Data foundation
Import, dedupe, normalize fields, and set governance (sources, owners, naming, tags).
30-day hygiene milestone with measurable dedupe rate + field completion
AgentsOS
Enterprise-ready AI dialer + CRM
Turn leads into booked appointments - fast, consistent, and compliant.
AI-powered CRM + dialer that responds in seconds, logs everything automatically, and escalates only warm conversations to your team - so you win more appointments without more admin.
Target: speed-to-lead <60 seconds (configurable by source and consent)Target: dedupe + database consolidation within 30 daysControls: consent + disclosure workflows, audit trail, DNC handling
Relationship-first: AI augments the agent; it never replaces the agent.
Built for the entire buying committee.
Agent outcomes vs Ops outcomes vs Compliance outcomes - clear separation to speed internal alignment.
- Warm leads surfaced automatically
- No more manual notes
- Follow-up keeps running during showings
The hidden cost: slow follow-up + messy data = lost pipeline.
Symptoms
- Missed callbacks when reps are in showings
- Inconsistent follow-up and warm leads cooling
- Leads slipping through cracks with no audit trail
Root causes
- Tool sprawl with no single source of truth
- Manual logging + too many clicks in CRM
- Setup tax and daily friction destroy adoption
Why current solutions fail: complexity stalls onboarding; agents revert to texting; ops lose visibility.
How it works (enterprise-ready).
2) Multi-channel engagement with controls
AI-assisted SMS/voice follow-up with consent-aware routing, escalation rules, and configurable scripts.
Speed-to-lead <60 seconds; per-source rules to reduce risk
3) Auto-logging + outcome analytics
Every interaction is logged; warm leads are surfaced; leaders get reporting on sequence performance by source/rep.
Reduced manual admin; higher follow-up completion; appointment lift
Live workflow demo: lead -> contact -> qualification -> booked meeting.
- Lead intake: routing by source + consent status
- Engagement: AI message/call with disclosure and escalation rules
- Handoff: calendar booking + context summary for rep
- Logging: full timeline, tags, next-best-action, audit trail
What you'll see
Fast proof for high-intent visitors: routing by consent, AI outreach with disclosure, calendar handoff, and logging built-in.
Proof that stands up to scrutiny.
Case study outline
- Baseline -> intervention -> result -> timeframe -> context
- How measured + attribution rules + measurement window
- Replicability notes for your stack
Benchmarks
<60s targetSpeed-to-lead
90%+Follow-up completion
Lift vs baselineAppointment rate
Measured per sourceReactivation rate
Testimonials
Specific outcome quotes tied to KPIs (speed-to-lead, appointment rate, audit readiness) with source and measurement window.
Controls that reduce compliance and operational risk.
Compliance controls
- Consent status required to route certain outreach types
- AI disclosure guidance and script governance
- Unsubscribe + DNC handling
- Audit trail on messaging/call actions
Operational controls
- Role-based access controls (RBAC)
- Admin policy templates + approvals
- Sequence versioning + change logs
- Data retention + export controls
Choose your path (matched to stage).
Starter
Best for solo/low complexity- Templates included
- Guided onboarding
Pro
Best for teams scaling follow-up- Team reporting
- Admin controls
Enterprise
Best for compliance + governance needs- SLA
- Security review support
- Custom integrations
Cancel anytimeSecurity badgesNo spamClear next stepSLA
Objections answered.
AI voice sounding robotic / brand voice governance
TCPA/consent/disclosure workflows and audit trail
Setup effort, adoption plan, and time-to-value milestones
Integrations and data ownership/export
ROI expectations and measurement windows
Support model and SLA (enterprise)
Ready to stop losing leads to slow follow-up?
Clear next step. No spam. We'll map your lead sources, consent flow, and first 2 sequences.