AI Voice Outreach System + CRM Integration for Keller Williams Realty
1. Opening
This proposal outlines a custom AI voice system to reactivate your database of 5,000+ leads and automate ongoing follow-up — replacing 20–30 hours/week of manual outreach with a system that runs itself.
2. Your Problem
You have 5,000 leads sitting in your CRM. Most haven't been contacted in months. Your team is maxed out on active deals, and nobody has time to nurture old pipeline. That's $2M–$5M in unrealized revenue gathering dust.
Dead pipeline sitting untouched
5,000+ leads in your database aren't getting called. Manual follow-up doesn't scale, and your agents are focused on hot deals.
If even 2% convert at $50K average commission, you're leaving $500K on the table.
Manual outreach burns time and momentum
Cold calling and follow-up take 20–30 hours/week. Your top agents can't afford to do it, and junior agents lack the skill.
You're either paying premium time for low-value work or not doing it at all.
No qualification layer before human handoff
When calls do happen, agents waste time on unqualified leads or people who aren't ready to move.
Low conversion rates, burnt-out team, and no systematic way to surface hot opportunities.
3. Your Solution
We build an AI voice agent that calls your entire database, qualifies intent, books appointments, and feeds hot leads directly into your CRM — no human involvement until someone raises their hand. This isn't a chatbot. It's a full voice system that sounds human, handles objections, and operates 24/7.
AI Voice Agent (Custom-Trained)
Calls your list, holds natural conversations, qualifies intent, and schedules appointments.
Replaces 20–30 hours/week of manual calling with a system that runs continuously.
CRM Integration (Real-Time Sync)
Pulls contact data from your CRM, logs call outcomes, updates lead status, and triggers follow-up sequences.
No manual data entry. Every conversation is tracked and actionable.
Lead Scoring & Qualification Logic
Tags leads as hot/warm/cold based on responses and routes only qualified opportunities to your team.
Your agents only talk to people who are ready to move.
Appointment Scheduling System
AI books directly into agent calendars during the call — no back-and-forth.
Instant conversion from interest to booked meeting.
Ongoing Optimization & Reporting
We monitor performance, tweak scripts, and provide weekly analytics on call volume, conversion rates, and pipeline impact.
System gets smarter over time. You see ROI in real numbers.
4. Why Us
We've built AI voice systems that handle real sales conversations — not demos. We understand CRM architecture, lead qualification, and revenue pipelines because we operate in them. This isn't our first voice agent, and it won't be a learning project on your dime.
31,000+ YouTube subscribers
We teach AI system design publicly. Our builds are watched by hundreds of thousands of people — which means we're constantly pressure-testing what works in production.
10+ years in tech, 2+ years focused on AI
We've been building scalable systems since before AI was trendy. We know how to engineer infrastructure that doesn't break when you scale.
Real client deployments replacing 15–30 hours/week
We've built voice agents, CRM-integrated pipelines, and lead-gen systems that run live in revenue-generating environments. Not theory.
5. Why That Matters to You
We've built production voice agents that handle objections, book meetings, and integrate with CRMs — we're not learning on your project.
We understand real estate sales cycles and know what 'qualified' actually means in your context.
We operate as builders, not consultants — you get hands-on engineering, not a PDF and a handoff.
Our systems are designed to scale. Start with 5,000 leads, run 50,000 next quarter if it works.
This system either pays for itself in one closed deal, or it doesn't work — and we build it so that's not a question.
6. Our Team
Bosar Agency is led by an AI systems architect who's been building production automation infrastructure for over 10 years. We started focusing exclusively on AI and voice agents in 2023, right when the tech became reliable enough to handle real sales conversations.
Our CTO has 15+ years of backend engineering experience — the kind of depth that matters when you're integrating live CRM data, handling API rate limits, and making sure nothing breaks at scale. We're not a no-code shop. We write custom logic, build real infrastructure, and design systems that work under pressure.
We also run an AI education platform with 31,000+ YouTube subscribers and an active community of builders. That keeps us on the edge of what's possible and gives us constant feedback from people deploying this stuff in the wild. We don't just build systems for clients — we build them for ourselves, test them publicly, and then bring that knowledge into every engagement. You're getting a team that operates, not just executes.
7. What Working With Us Looks Like
01. Discovery & Voice Design
We audit your CRM, map your lead data, and design the conversation flow based on how your top agents actually qualify prospects.
The voice agent needs to sound like your team and ask the questions that matter.
02. System Build & CRM Integration
We build the voice agent, integrate it with your CRM, and configure lead tagging, scoring, and calendar syncing.
Everything happens in real-time. No manual data entry, no broken handoffs.
03. Testing & Script Refinement
We run test calls, refine objection handling, and optimize the script based on real conversation data.
The first version won't be perfect. We iterate until it converts.
04. Launch & Initial Outreach
We deploy the system to your full database and begin calling at scale. You start seeing qualified leads within 48 hours.
Speed matters. The sooner we launch, the sooner you see ROI.
05. Monitoring & Optimization (Ongoing)
We track performance, adjust scripts, and provide weekly analytics on call volume, conversion rates, and pipeline impact.
This isn't set-and-forget. We optimize based on real data.
8. Investment
ItemAmountSystem Design & Build (Voice Agent + CRM Integration)$1,500First Milestone Delivery (Testing & Launch)$1,500
Total investment: $3,000 to deploy. If this system books 2 qualified appointments that close at $50K average commission, you're looking at a 33x return. Even at 1% conversion from your 5,000-lead database, that's 50 opportunities. The payback happens in the first closed deal.
9. Services Agreement
SERVICES AGREEMENT
Recitals
This Agreement is entered into between Keller Williams Realty Team ("Client") and Bosar Agency ("Service Provider") for the design, development, and deployment of a custom AI voice outreach system and CRM integration as described in the proposal above (the "Services").
Term
This Agreement begins on the date of execution and continues until all Services are completed and payment is received in full, unless terminated earlier in accordance with the terms herein.
Fees and Payment Terms
Total project fee: $3,000, structured as follows:
Deposit: $1,500 due upon signing
Milestone 1: $1,500 due upon completion of system build, testing, and launch
Payment is due within 7 days of invoice (Net 7). Late payments accrue interest at 1.5% per month.
Client Responsibilities
Client agrees to provide timely access to CRM systems, lead data, sample call scripts, and feedback necessary for system design and optimization. Delays in providing required materials may extend project timelines.
Intellectual Property
Service Provider retains all rights to background IP, frameworks, and proprietary tools used in delivering the Services. Upon full payment, Client receives a perpetual, non-exclusive license to use all custom deliverables (voice agent, integrations, scripts) for internal business purposes. Client may not resell, redistribute, or repurpose the system for third-party use without written consent.
Confidentiality
Both parties agree to maintain confidentiality of proprietary information shared during this engagement for a period of 3 years following project completion.
Indemnification
Each party agrees to indemnify and hold harmless the other from claims arising out of their own negligence, misconduct, or breach of this Agreement.
Limitation of Liability
Service Provider's total liability under this Agreement is capped at the lesser of $500,000 or the total fees paid by Client in the 12 months preceding the claim. Neither party is liable for indirect, incidental, or consequential damages.
General Provisions
Service Provider operates as an independent contractor. This Agreement is governed by the laws of the state in which Service Provider is domiciled. Any modifications must be made in writing and signed by both parties.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date below.
CLIENT
_________________________
Name
_________________________
Title
_________________________
DateSERVICE PROVIDER
_________________________
Name
_________________________
Bosar Agency
_________________________
Date