An owner-led commercial insurance brokerage was losing nearly four in ten business-hours callers to rings that ended in nothing, and at lunch nobody answered live at all. We read every call leg, found the causes, rebuilt the answer chain with an AI assistant behind the people instead of in front of them, and measured the result with one engine before and after.
AI Phone Receptionist — wire it, don't watch it. A receptionist that books, qualifies, and follows up — 24/7
We will deploy an AI receptionist that books appointments, qualifies leads, and follows up — 24/7, in your voice, at a fraction of a human's cost.
The shipping list.
- 01 A custom AI receptionist trained on your services, hours, pricing tiers, and booking flow
- 02 24/7 inbound coverage — calls answered, leads qualified, appointments booked directly to your calendar via Cal.com or your booking tool
- 03 Voice that matches your brand — selected voice profile, conversational pace, vocabulary aligned to your industry
- 04 Lead qualification logic — every call scored against your ideal-buyer criteria, routed to the right next step
- 05 Follow-up sequences — every missed call gets an automatic text-back within about a minute, every booking gets a confirmation, every no-show gets a recovery message
- 06 CRM integration — every conversation logged to your CRM, every booking attributed back to the originating ad spend
- 07 A monthly dashboard — call volume, qualification rate, booking rate, recovered missed calls, attributed revenue
Starting at $2,900/mo · included in the Fractional CMO Command bundle · See full pricing →
What this service solves on day one.
A client shipped this.
Common questions
-
Will callers know they are talking to an AI?
It answers in a brand-matched voice and books like a trained receptionist. It discloses when asked and hands off live to a human on the rules you set — qualified callers never hit a dead end.
-
What is included in the setup vs the retainer?
Setup ships the build to a usable state. Retainer covers the operating discipline: content cadence, CRM hygiene, attribution checks, monthly close-rate review.
-
Can we cancel the retainer?
During the six-month initial term you are committed to the engagement (we part ways early only for cause). After the initial term, yes — with 15 days’ written notice. Either way, the setup work is yours forever: your repo, your Cloudflare account, your CRM.
Book a discovery call. We'll tell you straight.
20 minutes. No pitch deck. We walk your business and tell you exactly where the next dollar earns.