For coaching programs and service businesses that sell on a call
Every new lead gets a reply in under a minute. Even at 11pm.
Discovery calls, pre‑qualified before they reach your calendar.
An AI agent that answers new leads by text or email with your own words, asks your qualifying questions, books the ones who fit and hands your team a short summary. The people who aren't a fit never take a slot on your calendar.
- SMS · email · WhatsApp · site chat
- Hands off to a human
- You own the accounts
Where leads leak
Most leads aren't lost. They just wait too long.
A lead who fills in your form at night is comparing you with two other programs by morning. The fix isn't more ads. It's answering first, and only spending your team's time on the people who fit.
The form goes into a queue.
Someone replies the next day, or on Monday. By then the lead has already talked to someone else.
One person takes every call.
Half of the calls are with people who were never going to buy. The good leads wait for a slot.
Leads pile up untouched.
No reply, no second touch, no reason recorded. They sit in "new lead" until someone cleans the list.
How it works
Your script, your questions, your calendar. The agent just never sleeps.
You decide what it says and when it hands over. I write the prompts with your real FAQ and objections, and test it against past conversations before it talks to anyone.
A lead arrives
From your form, an ad, a DM or a missed call. The agent gets it within seconds.
It replies in your voice
First message in under a minute, using your wording and your FAQ. It says it's an assistant if asked.
It asks your qualifying questions
The same three or four your best closer asks. Answers go into your CRM.
Fit leads get booked
It offers real times from your calendar and confirms. Leads who aren't a fit get a helpful next step instead of a call.
Reminders and follow-up
Reminders before the call, and a short follow-up sequence for no-shows and people who went quiet.
A human takes over
Anything it can't answer goes to your team with the full conversation and a two-line summary.
What I've built with the same parts
AI agents that are running, and the engine behind this one.
I won't show you a demo that only works on stage. Here is what I've actually built for a paid mentorship program in Brazil, where I run marketing and AI.
In production · 2026
An AI agent that reads ~50 member groups
It reads every message in the program's member groups, including voice notes (transcribed) and images, pulls out what needs action, updates each member's status and alerts the team in real time. It sends a report at 8am and a summary at 8pm, and the team can ask it questions from WhatsApp.
- ~50 groups
- voice notes
- real-time alerts
- Claude · Whisper
Built and tested · 2026
A 7-touch follow-up engine for a sales team
A follow-up engine that reads new deals from the CRM, scores them, and runs a seven-touch sequence with answers to the common objections, with Claude writing only the free-text parts. It's covered by 68 automated tests and has a safety switch that keeps it from sending until the team turns it on.
- 68 tests
- 7 touches
- objection handling
- CRM API
Python · Supabase · Claude · Whisper · WhatsApp API · CRM APIs
Packages
Start with the reply. Add qualification and booking when you see it work.
Fixed prices, confirmed in a written scope based on your CRM, calendar and channels.
- AI reply to new form or email leads
- Your FAQ and wording
- Hands off to a human
- Lead logged in your CRM or a sheet
- Everything in Instant reply
- Your qualifying questions
- Booking on your calendar
- Reminder before the call
- Everything in Qualify + book
- SMS or WhatsApp channel
- No-show and quiet-lead sequences
- Weekly summary for the owner
Process
Written, async, and priced before we start.
No need to block an hour for a discovery call. Everything is in writing, so you can reply between sessions. If you'd rather talk, we can, with an agenda sent ahead.
Tell me what's manual
Five short questions, or a 2-minute screen recording of how it works today.
Written scope in 24h
What gets built, the timeline and one fixed price.
First milestone
50% to start. On Upwork it sits in escrow.
Build, with updates
A short written update and screen video every two days.
Handover
Running in your accounts, with docs, a walkthrough video and fixes included.
Questions
Before you ask.
Will it sound like a bot?
It writes with your wording and your answers, and it's tested on your past conversations before launch. If someone asks whether they're talking to a person, it says it's an assistant and offers a human.
What if it doesn't know the answer?
It says so and hands the conversation to your team, with a summary. It never makes up prices, guarantees or policies.
Which CRM and calendar?
I connect through your CRM's and calendar's APIs. If your setup doesn't allow something, I'll tell you in the written scope, before you pay anything.
What about texting rules?
SMS in the US needs consent and a registered sender. I set it up with your provider, and the agent only texts people who opted in on your form.
Free speed-to-lead test
I'll fill in your form and time the reply.
Send me the link to your application or contact form. I'll submit one test lead clearly marked "TEST from Davi", so your team knows it isn't real, and send you a one-page report within 48 hours.
- How long the first reply took, and on which channel
- What happened next: follow-up, booking, silence
- What an agent would do differently, with a fixed price