AI Sales Call Appointment Setter
Budget: $1,500 – $3,000 USD
I need an AI-driven workflow that reliably books sales-call appointments for my team. The system must reach prospects through both email and phone, tailoring every touch with the prospect’s name, company, and a short nod to our past interactions so each message feels genuinely personal without crossing the line into creepy over-customisation.
Here is what I expect:
• A configurable sequence builder where I can adjust timing, frequency, and message templates for email and automated voice or dial-assist calls.
• Smart data-pulls from my CRM (HubSpot and a simple CSV fallback) to insert the prospect’s name, company, plus our last logged note or call summary.
• Built-in reply/call detection that captures confirmations and instantly blocks off the agreed time in Google Calendar.
• A concise dashboard that shows contacted leads, engagement metrics, and upcoming booked calls.
I’m comfortable providing SMTP credentials, a Twilio number, and API keys—everything else, from NLP-powered copy tweaks to calendar syncing, should come packaged in the solution you deliver. Please outline the tech stack you plan to use, the hand-off format, and a quick acceptance test I can run to confirm an email + phone sequence books a live slot on my calendar.
Here is what I expect:
• A configurable sequence builder where I can adjust timing, frequency, and message templates for email and automated voice or dial-assist calls.
• Smart data-pulls from my CRM (HubSpot and a simple CSV fallback) to insert the prospect’s name, company, plus our last logged note or call summary.
• Built-in reply/call detection that captures confirmations and instantly blocks off the agreed time in Google Calendar.
• A concise dashboard that shows contacted leads, engagement metrics, and upcoming booked calls.
I’m comfortable providing SMTP credentials, a Twilio number, and API keys—everything else, from NLP-powered copy tweaks to calendar syncing, should come packaged in the solution you deliver. Please outline the tech stack you plan to use, the hand-off format, and a quick acceptance test I can run to confirm an email + phone sequence books a live slot on my calendar.
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