Outbound SDR workflow
That pile of leads you never called back? Kai works it for you.
Somebody called last week, you meant to call back, and now they've booked the other guy.
You've got a list of people who called once, filled out a form, or asked for a quote and never heard from you again. Not because you don't care. Because you were on a job. Every name in that pile is money you already paid to get and never collected.
Old and half-worked leads get a real callback with the original request in hand, instead of aging out while you're busy.
You point Kai at the leads you never got back to. He calls each one, remembers what they wanted the first time, asks if they still need it, and texts you the ones worth your time. You work the live ones. He clears the rest.
Who this is for
Best for phone-first teams with stale leads, missed callbacks, Local Services Ads inquiries, quote requests, intake forms, and CRM records that need systematic follow-up.
Call the pile you can't get to
Kai calls the leads who filled a form, called once, or never got their callback, so they don't sit there going cold while you're out on jobs.
Remember what they wanted
He calls already knowing the first ask, the source, and any notes, so it sounds like your shop following up, not a cold stranger dialing off a list.
Text you the ones worth your time
You get a text on who picked up, who still wants it, and who's ready to book, so you spend your night on live jobs instead of dialing dead numbers.
Set it up in about 3 minutes
No app. Calls ring your cell first. Kai covers the rest.
Get your number
Grab a business number in about three minutes. Calls ring your cell first, so nothing changes about how you work.
Point Kai at the pile
Hand Kai the leads you never got back to, the form-fills, the one-call-and-gone, the old quote requests.
Let him work it
Kai calls them with their original ask in mind and texts you who's still live. Want a rundown? Just call Kai and ask.
Answer
Picks up before the caller gives up and tries someone else.
Remember
Writes down the name, the number, the reason they called — all in one place.
Act
Books, routes, follows up, or closes out — by your rules.
Brief
Tells you what happened and what to do about it.
See it in action
Run the business by voice — just call Kai.
Call your own number and Kai catches you up on who called, updates a lead, or fires off a text for you — the whole business, run from your phone.
The real problem
You don't need another phone menu.
Nobody searching for this wants another phone menu. They want fewer lost calls, faster callbacks, and to actually know who called and why — without babysitting a dashboard.
That's the whole job. Kai answers the call, takes care of what it can, and hands you something you can act on — a booked appointment, a written-up lead, or a quick note about who needs a callback.
Who it serves
Best for phone-first teams with stale leads, missed callbacks, Local Services Ads inquiries, quote requests, intake forms, and CRM records that need systematic follow-up.
What leaks revenue
Old and half-worked leads get a real callback with the original request in hand, instead of aging out while you're busy.
What the team gets
Leads you already paid to get finally get a callback instead of rotting in a list.
Mini scenario
What this looks like in real life.
Here's a call that probably sounds familiar — and what Kai does with it from the first ring to the note you read afterward.
Caller situation
A roofer's got a quote request from nine days ago. He meant to call back, then a storm week hit, and now it's buried under forty other names he'll never get to.
Kai action
Kai calls with the original quote request in hand, asks if the roof's still on their list, and grabs the window they'd want an estimate.
Business result
The roofer wakes up to a text: this one's still live, wants an estimate Thursday. He calls one warm lead instead of guessing through forty cold ones.
How it works
Three steps, every call.
It's the same loop every time. Kai handles the conversation, writes down what matters, and passes it on — so nobody has to reconstruct the call from a half-remembered voicemail.
Step 1
Call the pile you can't get to
Kai calls the leads who filled a form, called once, or never got their callback, so they don't sit there going cold while you're out on jobs.
Step 2
Remember what they wanted
He calls already knowing the first ask, the source, and any notes, so it sounds like your shop following up, not a cold stranger dialing off a list.
Step 3
Text you the ones worth your time
You get a text on who picked up, who still wants it, and who's ready to book, so you spend your night on live jobs instead of dialing dead numbers.
What you get out of it.
Leads you already paid to get finally get a callback instead of rotting in a list.
You spend your time on people who actually answered and still want the job.
Every callback already knows what they asked for the first time, so it lands like your shop, not a telemarketer.
You can see who came back to life, who booked, and who's truly done.
More ways Kai helps
Other things Kai can take off your plate.
This is one piece of it. Kai also answers overflow calls, qualifies leads, books appointments, follows up on quiet leads, and keeps your CRM current — here's where to look next.
Inbound intake
Inbound and intake workflows
Kai answers the callers you can't get to, finds out what they need, and texts you their name, number, and why they called, so a missed ring turns into a lead you can actually work.
Take a lookInbound intake
Missed call recovery
Calls that used to ring out now come back to you as a named caller, what they wanted, and their number to call back.
Take a lookInbound intake
After-hours answering
The nights and weekends you would normally sleep through get answered, so the emergency call that used to hit voicemail reaches someone instead.
Take a lookInbound intake
Lead qualification and routing
Kai answers every caller, asks who they are and what they need, and texts you the hot ones first, so you call the real job back before it's gone.
Take a lookInbound intake
Appointment booking workflows
When your line rings out, Kai answers the overflow, checks your booking rules, and puts real callers on the calendar instead of into voicemail.
Take a lookInbound intake
CRM and intake capture
Every paid call gets logged with who called, what they wanted, and where they came from, so a callback starts warm instead of cold.
Take a lookGoogle LSA
Google LSA lead response
Your line rings your cell first — the LSA calls you can't grab get answered by Kai and land in your texts with the name, number, and what they need.
Take a lookOutbound SDR
Lead reactivation
Every lead that went quiet gets one more real conversation, and the ones still interested come back to you booked instead of forgotten.
Take a lookQuestions people ask.
Is this going to sound like a robot cold-calling my leads?
No. Kai calls with the person's original request already in hand, so it sounds like your shop following up on something they asked about, not a stranger reading a script. He talks like a secretary, because that's what he is.
Does Kai replace me calling people myself?
No. Kai clears the pile you were never going to get to and hands you the live ones. You still make the sales calls, quote the jobs, and close. He just makes sure nobody good gets forgotten while you're working.
How fast can I actually turn this on?
About three minutes. You get a business number, tell Kai which leads to work, and he starts calling. No app to install, no system to learn. When you want to know how it went, you just call Kai and ask.
Set this up in about 3 minutes.
Get your number, let calls ring your cell first, and Kai covers the rest. Want to hear him first? Call the live demo and talk to Kai yourself.