AI Appointment Setter
Your calendar fills itself
An AI agent that reaches out to leads via SMS and email, qualifies them with smart questions, and books appointments directly into your calendar.
Delivery style
Fixed scope
Build path
3-step launch
Support
Ongoing
Investment
+ $349/mo ongoing support
Included in launch
- Automated SMS and email outreach to new leads
- AI qualification with custom screening questions
- Direct calendar booking with confirmation messages
- Smart follow-up sequences for non-responders
Best fit
Built to remove friction from one critical workflow.
These are the capabilities included in the solution scope and tuned around your business rules.
Capability
Automated SMS and email outreach to new leads
Capability
AI qualification with custom screening questions
Capability
Direct calendar booking with confirmation messages
Capability
Smart follow-up sequences for non-responders
Capability
Integration with your CRM and lead sources
Capability
Real-time notifications when appointments are booked
How this solution gets from scope to live usage.
The process stays tight: define the workflow, build the system, then tune it with real conversations and edge cases.
Why this matters
A smaller, focused launch usually reaches usable ROI faster than a broad custom build with too many moving parts.
Define your ideal customer
We set up qualification criteria, screening questions, and your calendar availability.
Connect your lead sources
We integrate with your CRM, web forms, or advertising platforms so leads flow in automatically.
AI books your calendar
Leads get contacted within minutes, qualified through conversation, and booked onto your calendar.
Common business fits for this workflow.
Insurance agents
Qualify and book leads from web forms within minutes instead of hours.
Financial advisors
Screen prospects for minimum assets, retirement timeline, and goals before booking consultations.
Home improvement companies
Follow up on estimate requests, confirm project details, and book on-site visits.
Coaches and consultants
Pre-qualify discovery call applicants and book only the leads that match your criteria.
Questions teams usually ask before they launch.
These cover the typical fit, rollout concerns, and expectations around how the system behaves in production.
Is this spam?
No. This only contacts leads who have already expressed interest — form submissions, ad inquiries, or referrals. It's following up, not cold outreach.
How fast does it respond to new leads?
Within 1-2 minutes of a lead coming in. Speed-to-lead is the biggest factor in conversion rates.
Can it handle objections?
Yes. The AI is trained on common objections for your business and responds naturally to keep the conversation moving toward a booking.
What if a lead wants to talk to a person?
The AI can hand off to your team immediately or schedule a callback at a convenient time.
If this looks close to your workflow, we can scope the rollout in one call.
We will walk through fit, integration needs, launch path, and what ai appointment setter would look like inside your business.