AfterLead

If your business is already getting inbound leads but too many of them are slipping through the cracks, this call is for you.

In 20-30 minutes, we’ll walk through your current lead flow, show you how AfterLead works, and see whether our system is a fit for your business.

What we’ll cover:

• Where your leads are coming from today, including paid ads, website forms, missed calls, referrals, or other sources
• What happens after a new lead comes in, and where follow-up is currently slow, inconsistent, or getting missed
• How AfterLead instantly engages new leads across SMS, email, and phone
• How our AI assistant qualifies leads, answers questions, follows up persistently, and books appointments on your calendar
• How AfterLead can handle inbound replies and callbacks, so leads don’t get ignored after the first touch
• Whether your lead volume, sales process, and goals are a good fit for what we do

By the end of the call, you’ll know:

• Exactly how AfterLead would work for your business
• Where you may be losing booked appointments today
• What kind of follow-up system we’d recommend for your lead flow
• How setup, integrations, and calendar booking would work
• What it costs and what getting started looks like

No fluff, no pressure. Just a straight conversation about whether AfterLead can help you turn more of your inbound leads into qualified booked appointments.

Pick a time below and we’ll walk through it.

This onboarding call is where we’ll configure your AfterLead system and gather everything needed to launch your AI appointment-setting agent.

The goal is to understand your sales process, train the agent around your business, and map out the technical setup needed to connect AfterLead with your calendar, phone, email, lead sources, and CRM.

What we’ll cover:

1. Agent strategy and setup

• Your goals for the AI agent and what you want it to accomplish
• The type of appointments the agent should book, such as virtual demos, in-home demos, business demos, consultations, estimates, or sales calls
• The qualification questions the agent should ask before booking
• Common FAQs the agent should be trained to answer
• Your follow-up cadence across SMS, email, and voice
• Your outbound first-touch messages, voicemail scripts, and reminder messages
• The AI voice you want to use for outbound and inbound calls
• When the agent should book, disqualify, continue follow-up, or escalate to a human

2. Technical setup and launch requirements

We’ll walk through the technical pieces needed to launch your AfterLead system, including:

• Twilio setup and phone number configuration
• A2P campaign registration for compliant SMS sending
• Calendar booking setup through Cal.com
• Email sending configuration
• Domain/DNS requirements for email authentication
• Any required access or credentials needed to complete setup

3. CRM and lead source integration

We’ll review your current CRM and lead flow so we can map out how AfterLead should fit into your existing processes.

We’ll cover:

• Where your leads are coming from today
• How new leads should be sent into AfterLead
• Which lead fields and qualification details we need to capture
• How AfterLead events should sync back into your CRM
• Which statuses should be updated, such as booked, rescheduled, canceled, disqualified, needs human follow-up, opted out, or cold
• What developer access or API access is needed if you want us to connect AfterLead directly to your CRM

Please come prepared with:

For the most efficient onboarding call, please have the following ready if possible:

• Access to the DNS settings for the primary domain you want emails sent from
• A Twilio account, ideally with A2P registration already started or completed
• A Cal.com account with your booking event created and availability connected to your calendars
• Admin CRM access so you can grant us scoped developer/API access if needed
• Any current scripts, FAQs, qualification questions, sales process notes, or example conversations you want the agent trained on

If you do not have Twilio, A2P, Cal.com, or CRM access fully set up yet, that’s okay. We can walk through what is needed on the call, but having these ready beforehand will help us move faster.

By the end of the call, we should have a clear launch plan for your AI agent, follow-up sequence, calendar setup, phone/email configuration, and CRM integration.