AI SDR + Appointment Booking
Systems that qualify leads, respond quickly, and drive booked calls—without sacrificing accuracy or your brand voice.
Speed + Consistency in the Middle of the Funnel
Most teams lose deals in the “in-between”: slow response times, inconsistent qualification, and missed follow-ups. I build AI-assisted SDR workflows that handle triage, qualification, and scheduling—then hand off cleanly to a human when it matters.
What This Can Automate
- →Lead intake + routing — Forms, email, chat, or CRM events routed to the right next step
- →Qualification — Ask the right questions, enforce disqualifiers, and capture clean notes
- →Personalized responses — On-brand replies that reference relevant context
- →Meeting scheduling — Calendar selection, reminders, and reschedule handling
- →Follow-up sequences — Nudges that stop when a deal advances
Guardrails (So It Doesn’t Go Off the Rails)
Human-in-the-loop options
Escalations for pricing, custom terms, edge cases, and high-value leads.
Qualification rubric
A clear scoring / pass-fail framework based on your actual sales criteria.
Logging + traceability
Every step can be logged into your CRM so sales sees context, not guesswork.
Compliance + tone controls
Messaging rules, forbidden claims, opt-out handling, and brand voice consistency.
Outcomes You Should Expect
Faster responses, higher show rates, cleaner CRM notes, and fewer leads falling through the cracks. The system is designed to support your sales team—not replace it.
Want More Calls Booked?
Send me your offer, your current intake path, and your calendar link (or preferred scheduling tool).
Want a reference? Ask Owen about Mike.
📞 (727) 349-5739Owen is Mike's AI agent — available 24/7