Every lead hears from you in seconds, and keeps hearing until it books.
A new lead gets a call or text in under 10 seconds. Then your callers or ours keep calling, AI keeps texting and AI voice makes any callback nobody got to. Here’s each step, and how to choose between Platform and Managed.
What happens to a lead, step by step.
In under 10 seconds
A new lead arrives
It gets a call or a text right away, with its source and details on the lead.
A sample new lead, texted 8 seconds after arriving. For days or weeks
No answer? The follow-up keeps going.
AI texting and calls carry on, 60+ touches, where most teams stop after a few.
A sample lead’s follow-up: texts and unanswered calls, day after day. Whenever they reply
The lead replies
AI keeps the conversation going and books the appointment, or schedules a callback in the Dial Queue.
A sample reply: the lead asks for a call after 5, AI sets it for 5:15 pm in the Dial Queue. When the callback is due
The callback gets made
Your caller calls, or ours on Managed, with the whole conversation in front of them. If the time passes and nobody has called, AI voice makes the call.
- Called, but no answer? That counts as a call. The lead goes back into follow-up.
- With human backup on Platform, your team calls first, then ours, then AI voice.
A sample callback in progress. The moment it books
Booked, and on the record
The appointment lands on your calendar and in your CRM, and every call, text and outcome stays with the lead.
A sample booked appointment, saved to the calendar and CRM with its calls and texts.
Platform or Managed? It comes down to who makes the calls.
Platform | Managed | |
|---|---|---|
| Best for | A team with callers who want every lead worked Explore Platform View pricing | No callers to spare, or an aged list to work Explore Managed View pricing |
| Who makes the calls | Your team From the Dial Queue | Our callers |
| What your team does | Makes the calls and takes the appointments | Takes the appointments |
| Our callers as backup | Optional For nights, weekends or overflow, paid per success | They’re already on the phones |
| What you pay | From $499/month For 100 leads ($4.99 per lead). Everything the AI does is included, even the appointments it books. | Pay per success With outcomes and rates agreed up front |
| Terms | Month to month No setup fees | No upfront cost No contract, no minimums |
| AI texting and AI voice backup | Included in both | |
| Setup | We connect your lead sources, CRM and calendar and set up the follow-up with you. | |
Or use both: Platform for your team, and Managed for a separate group of leads, such as an older list.
Questions about the workflow
What happens if a lead doesn’t answer?
The follow-up carries on. AI texting keeps the conversation going, and callbacks and due follow-ups land in the Dial Queue, with the whole history on the lead for whoever calls next.
What if our team misses a scheduled callback?
AI voice can make the call, so the lead isn’t left waiting. It steps in only for a missed callback: if your caller calls and gets no answer, the lead goes back into follow-up instead.
Can we use our callers and add yours as backup?
Yes. With optional human backup on Platform, your team gets the first chance to call, then ours, and AI voice covers a missed callback. Backup is paid per success, on top of the subscription.
Do we have to replace our CRM?
No. Booking-Bot handles the work between a lead arriving and an appointment being booked, and connects to your CRM and calendar. We’ll confirm the connections for your tools during the demo.
See it work with your leads.
We’ll follow one of your leads through the workflow, look at your callers and current systems, and help you choose Platform, Managed or both.