How it works

From form submit to booked meeting, one webhook away.

Speed matters. Conversion drops 80% if the first call lands after the 5-minute mark. We've engineered every step between submission and same-day appointment to fit inside 60 seconds.

STEP 01

A lead submits your form.

Any HTML form on any platform — your site, your landing page, your dealer portal. We listen to a webhook, not your stack. Drop in five lines of JSON or use our snippet. Compatible with WordPress, Webflow, Framer, Unbounce, and anything that can POST.

NameCarla Mendez
Phone(415) 555-0182
Monthly bill$280
STEP 02

We dial in under 60 seconds.

Within 60 seconds of the webhook firing, an AI voice agent places an outbound call via Twilio. From your lead's perspective: they hit submit, set down the phone, and it rings. They don't know it's automated until they ask. Most never ask.

STEP 03

The agent qualifies, in plain English.

You write the qualification questions. We run them through a voice agent that listens, responds, and handles interruptions like a person. Mid-call sentiment, follow-up logic, and edge-case handling are all on us. You see a score and a transcript when the call ends.

"How old is your roof?"
"Replaced in 2021."
"Perfect — any shade on the south side?"
"One oak, but it's north."
STEP 04

The meeting books itself.

If the lead qualifies, the agent offers two slots from your team's calendar and books the one they pick. Cal.com, Calendly, Google, and Outlook calendars all supported. The lead gets a confirmation email before they hang up.

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THU MAY 21 · 2:30 PM PT
STEP 05

Your CRM, updated in real time.

The contact lands in your CRM with the qualification answers, transcript link, call recording, and deal stage already set. Native to HubSpot, Salesforce, and Pipedrive. Anything else via webhook or Zapier.

CM
Carla Mendez
hs_27341 · $24,000 est.
Site survey
STEP 06

SMS & email pick up the slack.

Didn't answer the first ring? A polite SMS goes out within five minutes. Didn't see the SMS? An email follows. Each one feels personal, not automated. We persist for 72 hours before marking a lead as cold.

Hi Carla, this is Maya from SolarMax — I tried you a few minutes ago about your quote. Want me to try again in the morning, or text me a time that works?
Tomorrow 10am please
STEP 07

You get the report.

After every call, the closer on your team gets an email: transcript, qualification score, recording link, and a one-line summary. Three minutes after the call ends. No dashboard-checking required.

STEP 08 · TRUST

Recordings, data, and the boring stuff.

Every call is recorded with consent and stored encrypted at rest. Transcripts and recordings are yours to download or delete. We never use your data to train any model — yours, ours, or otherwise.

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encrypted
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GDPR
data deletion

See it on your forms.

A 20-minute demo, walked through end-to-end with your stack in mind.