AI Voice + CRM System for Inbound Lead Qualification

1. Opening

You're getting leads, but they're hitting a spreadsheet and dying there. This proposal outlines an AI voice system that calls every inbound lead within 2 minutes, qualifies them live, and feeds clean data into your CRM so your team only talks to buyers.

2. Your Problem Areas

Right now, leads come in through your form and sit in a Google Sheet. No immediate response. No qualification. No CRM tracking. By the time someone manually follows up, the lead is cold or already talking to a competitor.

Manual lead response delay

Leads submit a form and wait. No instant engagement means you're competing on whoever responds first, and that's rarely you.

Industry data shows 78% drop in qualification rates after the first 5 minutes. Every hour of delay costs you deals.

Zero qualification before handoff

Your team gets raw names with no context — budget, timeline, decision authority, or intent level.

Sales reps waste 60%+ of their time on unqualified conversations instead of closing ready buyers.

No CRM integration

Lead data lives in a spreadsheet. No pipeline visibility, no follow-up tracking, no reporting infrastructure.

You can't forecast, optimize, or scale. You're guessing instead of operating from data.

Scaling requires hiring

More leads means more people to manually call, qualify, and log data. Linear cost for linear growth.

Every additional 100 leads/month costs you $3K-5K in labor before you see a dollar of return.

3. Your Solution

We're building an AI voice agent that calls every lead within 2 minutes of form submission, runs a qualification script, and logs structured data into your CRM. Your team gets pinged only when a lead is qualified, with full context. The system runs 24/7, handles unlimited volume, and costs less than one part-time SDR.

AI Voice Agent

Natural-sounding voice AI that calls leads, asks qualification questions, and handles objections in real time.

Every lead gets contacted in under 2 minutes, even at 2 AM. Zero human effort.

Dynamic Qualification Script

Custom script tailored to your offer — asks budget, timeline, decision-maker status, and pain points.

You only talk to people who can buy, are ready to buy, and have budget.

CRM Integration (GoHighLevel or HubSpot)

Call data, lead scoring, and qualification notes auto-populate your CRM in real time.

Full pipeline visibility. No manual data entry. Clean reporting from day one.

Lead Scoring + Routing Logic

System scores leads based on responses and routes hot leads to your team via Slack/SMS/email.

Your closers spend time on A+ leads. The system nurtures or disqualifies the rest.

Call Recording + Transcript Dashboard

Every call is recorded and transcribed. Review conversations, tune the script, track objections.

You learn what's working and optimize in real time instead of guessing.

4. Why Us

We've built AI voice systems that handle real inbound volume for service businesses. We don't use templates — we engineer custom logic, integrate with live CRMs, and design around your exact qualification criteria. This isn't a chatbot experiment. It's a revenue system that replaces manual work you're currently paying humans to do.

31,000+ subscribers learning our builds

We publish our systems publicly and operate inside the AI ecosystem daily. We know what works in production because we teach it and deploy it.

Clients cut manual outreach workload by 70%+

We've built systems that eliminated 15-30 hours per week of manual qualification work while increasing connect rates and pipeline quality.

10+ years in tech, building AI since 2023

Led by an AI systems architect and a senior CTO with 15 years in backend engineering. We build like engineers, not marketers.

5. Why That Matters to You

• We've built voice agents that qualify leads live — not theoretical demos, actual deployed systems handling real volume.
• We integrate with CRMs and build custom logic, so this plugs into your existing workflow instead of creating more tools to manage.
• We operate AI education and community platforms, which means we're testing new tools and techniques weekly and bringing that into client work.
• We design around ROI and pipeline impact, not feature lists — every decision is about increasing qualified conversations and reducing wasted time.

You're hiring operators who build revenue systems, not a dev shop that codes what you ask for and disappears.

6. Our Team

Bosar Agency is led by an AI systems architect who's been building technology for 10+ years and engineering AI-focused automation systems since 2023. We're not a big agency — we're a focused team that includes a senior full-stack CTO with 15 years of experience in backend infrastructure, APIs, and scalable software. We started in the AI space by building real systems for real clients, not by reselling templates. As we deployed chatbots, voice agents, and lead-generation engines, we realized most businesses needed the same thing: systems that eliminate manual work and directly impact revenue. So we formalized that into an agency model. Today, we operate an AI education platform and community where we teach system design and automation architecture to hundreds of builders. That puts us at the edge of what's possible — we're constantly testing tools, debugging production issues, and refining what works. When you hire us, you're getting a team that lives in this space daily and approaches every project like operators, not consultants.

7. What Working With Us Looks Like

01. Discovery & Script Design

We map your qualification criteria, call flow, and CRM setup. Draft the AI script and review it with you live.

The script determines everything. We dial this in before writing a line of code.

02. Voice Agent Build + CRM Integration

Build the AI voice system, connect it to your form, integrate it with your CRM, and configure lead routing logic.

This is where the system comes to life. End of this phase, the AI can make calls and log data.

03. Testing + Script Refinement

Run test calls, review recordings, adjust tone and logic. Fine-tune objection handling and scoring rules.

AI needs tuning. We iterate until it sounds natural and qualifies accurately.

04. Live Deployment

Turn the system on. Monitor first 20-30 calls closely, make real-time tweaks, and hand off monitoring dashboard.

This is go-live. We stay close during the first week to catch edge cases.

05. Optimization & Handoff

Review performance data after 50+ calls. Adjust script, scoring, or routing as needed. Train your team on the dashboard.

The system gets smarter with data. After this, you own it and can tweak it yourself.

8. Investment

Item	Amount
Deposit (due at signing)	$1,500
Milestone 1 (after testing & pre-launch)	$1,500

You're replacing 20+ hours per week of manual calling and data entry with a system that costs $3,000 to build. If that saves one closer 50% of their qualification time, you've paid this off in the first month. If it increases your contact rate by 30% (industry standard for sub-2-minute response), you're adding deals to your pipeline that didn't exist before. Payback period is 30-45 days.

9. Services Agreement

SERVICES AGREEMENT

Recitals

This Services Agreement ("Agreement") is entered into as of the date of execution by and between the Client identified above ("Client") and Bosar Agency ("Provider"). Client desires to retain Provider to deliver AI voice agent and CRM integration services as described in this proposal. Provider agrees to deliver such services in accordance with the terms and scope outlined herein.

Term

This Agreement begins on the date of execution and continues until all deliverables are completed and final payment is received, or until terminated by either party with written notice.

Fees and Payment Terms

Client agrees to pay Provider the total fees outlined in the Investment section of this proposal. Payment is structured as follows:

• Deposit of $1,500 due upon signing
• Milestone 1 payment of $1,500 due upon completion of testing phase and prior to live deployment

All payments are due within seven (7) days of invoice date (Net 7). Late payments will incur interest at a rate of 1.5% per month. Provider reserves the right to pause or suspend services if payment is overdue by more than 10 days.

Client Responsibilities

Client agrees to:

• Provide timely access to CRM systems, form integrations, and any necessary credentials
• Respond to requests for feedback, script approval, and testing results within 3 business days
• Designate a primary point of contact for the duration of the engagement
• Provide qualification criteria, lead routing preferences, and brand voice guidelines during discovery

Delays caused by Client's failure to provide required information or access may extend project timelines and are not grounds for refund or fee adjustment.

Intellectual Property

Provider retains all rights to pre-existing intellectual property, proprietary methods, frameworks, and technology used in the delivery of services ("Background IP"). Upon receipt of full payment, Provider grants Client a perpetual, non-exclusive license to use all custom deliverables created specifically for Client under this engagement, including but not limited to AI scripts, voice agent configurations, and CRM integration logic. Client may not resell, redistribute, or repurpose such deliverables for use by third parties without Provider's written consent.

Confidentiality

Both parties agree to maintain the confidentiality of any proprietary or sensitive information disclosed during the engagement. This obligation survives for three (3) years following the termination or completion of this Agreement. Confidential information does not include information that is publicly available, independently developed, or disclosed with the owner's consent.

Indemnification

Each party agrees to indemnify and hold harmless the other party from any claims, damages, or expenses arising out of their own negligence, willful misconduct, or breach of this Agreement.

Limitation of Liability

Provider's total liability under this Agreement, whether in contract, tort, or otherwise, shall not exceed the greater of $500,000 USD or twelve (12) months of fees paid by Client to Provider. Neither party shall be liable for indirect, incidental, consequential, or punitive damages.

General Provisions

Provider is an independent contractor and not an employee or agent of Client. This Agreement shall be governed by the laws of the jurisdiction in which Provider operates. Any disputes shall be resolved through binding arbitration or in the courts of that jurisdiction. This Agreement constitutes the entire understanding between the parties and supersedes all prior agreements or representations. Modifications must be made in writing and signed by both parties.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date set forth below.

CLIENT Signature: _______________________ Printed Name: ____________________ Title: ____________________________ Date: ____________________________

SERVICE PROVIDER Signature: _______________________ Printed Name: ____________________ Title: ____________________________ Date: ____________________________ Bosar Agency