You pick a lead, enter their info below, and Laura calls them within seconds. Here's what happens behind the scenes.
Use the trigger form below. You need the lead's name and phone number. You can also add the project type if you know it (interior, exterior, etc.) - this helps Laura personalize the conversation.
When you hit "Trigger Call", the system sends the lead's info to our backend server. The server calls Retell AI's API, which dials the lead's phone number from the Equipped Painting number (425) 390-8352. This happens in about 2-3 seconds.
Laura introduces herself, qualifies the lead with a series of questions (one at a time), and then either transfers to you during business hours or books an estimate on Mitchell's calendar after hours. If it goes to voicemail, she leaves a message.
After the call, you'll see the results in DripJobs (new lead created) and Slack (#sales-leads channel). A call summary with the recording link will also be posted. You can review exactly what Laura said.
Here's exactly what you'll hear if you test-call yourself, and what leads will experience.
Before saying anything, Laura checks whether you (Daniel) are available for a live transfer. This determines how the call ends - transfer to you, or book on Mitchell's calendar.
Laura's opening line changes based on how the call was triggered. For manual testing, the lead source is "cold" so she uses the cold outbound opening:
"Hey [lead name], this is Laura with the team at Equipped Painting. We're a local painting company here in the Renton area and I was calling to see if you have any upcoming painting projects we could help with. Did I catch you at a good time?"
If the lead submitted a form and you triggered the call manually, you can set the source to "website" in the form below. Laura will then say "I see you just reached out about a painting project" instead of the cold intro.
If the lead says yes, Laura asks qualification questions. She asks one question, waits for the full answer, then asks the next. She never bunches questions together.
Before booking or transferring, Laura confirms the lead is ready. These prevent wasted time on Mitchell's calendar.
If it's during business hours, Laura transfers directly to you for the pre-close conversation. After hours, she books on Mitchell's calendar and lets the lead know you'll follow up to confirm.
During hours: "Let me connect you with Daniel - he'll go over a few details and get your estimate scheduled with Mitchell."
After hours: "I'm going to pencil you in for [date]. Daniel is going to do a quick follow-up to confirm everything and get you properly scheduled."
Laura leaves a short message and logs it in the system. No lead gets lost.
"Hey [name], this is Laura with Equipped Painting. We're a local painting company in the Renton area and I was calling to see if we could help with any upcoming painting projects. If you're interested in a free estimate, give us a call back anytime. Thanks!"
Enter the lead's info and Laura will call them within seconds. For testing, try calling your own phone first.
Where to check results and what to look for.
Every call posts a notification to the #sales-leads Slack channel. You'll see the lead's name, phone number, project type, and whether the call was successful. After the call ends, a summary with the recording link is posted.
If Laura qualified the lead and captured their info, a new lead is created in DripJobs automatically. Check your lead pipeline for new entries.
If the call happened after hours and the lead wanted to book, check Mitchell's Google Calendar (sales@equippedpainting.com) for new estimate appointments. The calendar event includes all the lead details in the description.
Every call is recorded. The recording link appears in the Slack end-of-call summary. Listen to how Laura handled the conversation and flag anything that should be adjusted. This is how we refine the script during Week 0.