The outbound agent · “Fabrizio”
Every lead called, while it still remembers enquiring.
The outbound agent calls your new leads and the enquiries that went quiet. It finds out where each person really is, books the ready ones straight into your team's calendars, and keeps calling back the ones who are not ready yet, at the time they asked for.
A text before it calls
The lead gets a short, customisable message saying the call is coming, so it is expected, not a surprise.
A real conversation
It asks, listens and follows up on what it hears. If it reaches voicemail, it leaves a short message and tries again later.
Booked into your calendar
Ready leads choose a time and land in the right person's calendar, with the context from the call.
It remembers what mattered
The events and triggers a person mentions go to your CRM and into the next call, so nobody is asked the same thing twice.
What you get
Everything in the offer, and where each piece stands today.
"Live" means it runs today for The Finance Family. "Founding build" means it is being built now, with founding licensees, before they go live. Ask us about any line in the demo.
| Capability | What it does | Status |
|---|---|---|
| Outbound calling | Calls new and quiet leads inside your call windows; unlimited dials. | Live |
| Pre-call text | A short text before the call. The wording becomes yours to change in set-up. | Live |
| Texts back and reschedules | Replies to texts, moves a booking or holds a callback. Free-text replies from an AI agent are next. | Live Founding build |
| Books into staff calendars | Straight into the right person's calendar. Microsoft 365 today; Google Calendar next. | Live Founding build |
| Nurture for not-ready leads | Scheduled follow-up calls and value-add documents at the right moment. | Live |
| A CRM record that remembers | What the lead said, and the triggers and events worth following up, written to your CRM and read back before the next call. | Live Founding build |
| Your CRM, not only ours | A connector for any CRM: a generic webhook or CSV first, then named CRMs. | Founding build |
| Referral ask | Asks happy clients for friends and family who might need help, and records the answer. | Founding build |
| 12-month check-in | Settled leads get a call a year on. Now part of the check-in agent. | Founding build |
| Your name and voice | Choose the name the agent uses and how it sounds. | Founding build |
| Dashboard | Call performance, listen to calls, read transcripts, outcomes and conversion rates. An owner view and a staff view. | Founding build |
For lead-generation firms
Hold the outbound agent exclusively in your industry.
If your business cold-calls lists to generate leads for others, you can apply to be the only lead-generation firm in your industry using the outbound agent in Australia. It is a fixed term that renews on performance, and it lapses if it is not used.
Calling your own enquiries? Exclusivity never limits a business calling its own customers or the prospects who enquired with it and did not go ahead. That use is open to every licensee, in every industry.
Questions
What teams ask first.
Will people know they are talking to an AI?
Yes. It says so in its first sentence, introducing itself as your assistant. Pretending to be human is a risk to your clients' trust and to you legally, so it is not a setting.
Does it replace my sales team?
No. It makes the calls your team does not get to, and hands every ready lead to a person. Advice and the sale stay with your people.
What results should I expect?
We will not quote a conversion rate. Our own numbers come from warm leads re-engaging with a firm they already know, and a cold list behaves differently. In the demo we look at your leads and say plainly what we think is realistic.
What happens on a voicemail?
It leaves one short message with no account details, and tries again later within your call windows. Retries are limited so nobody is chased.
Hear it call a lead.
The demo is 30 minutes. You hear a call, see what reaches the CRM, and we look at your lead flow together.