
For: Appointment Setter | Lead Qualifier | Cold Caller | Website Lead Engager
Setup includes (role-dependent):
Outbound Calls
Books straight into your calendar
SMS & Email reminders + confirmations
Instant Lead Response
Updates CRM automatically
For: Receptionist | Customer Support Rep | Re-Engagement Specialist
Setup includes (role-dependent):
Handles inbound calls
Routes properly
Books straight into your calendar
SMS & Email reminders + confirmations
Updates CRM automatically
For: Post-Call Closer | Cancellation Saver | No-Show Follower
Setup includes (role-dependent):
All in previous plus and:
Follows up after meetings with a 7-day nurture sequence to get a yes (calls, SMS, emails)
Gets Payment on the call via Emailed link
Saves cancellations by rebooking for 7 days (SMS, EMAIL, CALLS)
Reschedules no-shows + keeps chasing for 7 days (SMS, EMAIL, CALL)
Includes actions such as sending follow-up emails or sharing additional information via email and SMS
Updates CRM automatically
Note: Plans must align with the selected role. Eg. A Receptionist role does not include follow-ups, and an Appointment Setter role does not cover Closer responsibilities.**Customised options available, please email us on [email protected]
With this plan Your AI employee will be able to manage all the tasks we setup eg. lead nurturing, follow-ups, and automated reminders —
Keeping prospects engaged without the extra workload.
With this package you will also get access to our powerful dashboard with:
Two-way SMS and email tracking
Integrated calendars
Full contact management
Built-in Stripe payment links
Proven CRM system — battle-tested to deliver results and optimize performance
Smartest, most cost-effective option for businesses serious about growth while keeping costs low
Any tweaks required will cost additional fee
