Business Pilot Proposal

AI Voice Agent Pilotfor Service Businesses

A 14–21 day paid pilot to prove measurable revenue capture from inbound calls. AI answers every call, qualifies leads, books appointments, and syncs to your CRM.

Objective
Prove measurable revenue capture from inbound calls
Pilot Duration
14–21 Days
Pilot Fee
$5,000 (creditable on conversion)

The Business Problem

Reality, Not Hype

Observed across service businesses:

Missed calls during peak hours and after-hours

Inconsistent call qualification by reception staff

CRM records created late or not at all

Revenue loss is invisible but material

Core Issue:

Inbound calls are not treated as first-class revenue events.

What Changes With This Pilot

Before

  • Calls handled inconsistently
  • Manual CRM entry
  • Lost conversations
  • No structured data
  • After-hours calls go to voicemail

After

  • Every call answered, 24/7
  • Every call qualified automatically
  • Every call logged in your CRM
  • Dispatch sees structured data, not notes
  • Appointments booked directly into your calendar

Solution Overview

AI Inbound Call Agent — Built for Service Businesses

Answers calls 24/7

Never miss an opportunity

Industry-specific qualification

AI trained for your business type

Emergency detection and routing

Intelligent prioritization

Appointment booking or lead creation

Automated scheduling

Full call recording + transcript

Complete documentation

Website AI chat included

Extend AI to your website

Complements human staff

Not a replacement

CRM integration

Salesforce, HubSpot, and more

Designed to complement humans, not replace them.

CRM Integration

Pilot Scope

Included in Pilot

Secure OAuth connection

Enterprise-grade authentication with your CRM

Automatic creation of:

  • Lead OR Case (your choice)

Attach to each record:

  • Call summary
  • Full transcript
  • Call metadata (time, number, intent)

Design principle: Write-only, low-risk, fast to deploy.

Explicit Pilot Boundaries

Important

Not Included in Pilot

No bi-directional sync
No custom CRM objects
No advanced deduplication logic
No CRM dashboards or reports
No SSO / SAML
No multi-object workflows

Why:

Pilot is for value validation, not CRM re-architecture.

Success Metrics

Pilot success is defined by operational outcomes

% of inbound calls answered by AI

# of qualified CRM records created

# of appointments booked

Reduction in missed calls

Estimated revenue captured

Call qualification accuracy

No vanity metrics. Only operational outcomes.

Why This Is a Paid Pilot

CRM-integrated pilots are not demos

Requires secure API integration
Requires production-grade handling of customer data
Requires real call traffic
Engineering resources committed to your success

$5,000 pilot fee covers:

  • Setup and CRM integration
  • Configuration and testing
  • Dedicated pilot support
  • Executive summary report

Post-Pilot Expansion

Optional

If pilot meets success criteria:

Custom CRM field mapping
Multi-object workflows (Lead + Case + Opportunity)
Multi-location rollout
Reporting and attribution
Advanced deduplication
Outbound calling campaigns

Handled under a separate paid SOW.

Commercial Model

Post Pilot

Platform Subscription

$1,500–$4,000

/month (volume-based)

CRM Customization

$150–$200

/hour or fixed scope

Enterprise Support

Optional

Dedicated success manager

Final pricing depends on pilot results and rollout scope.

Risk Profile

Low Risk

No disruption to your CRM

Write-only integration

No long-term commitment

14-21 day evaluation

Controlled scope

Clear boundaries

Clear exit if value is not proven

No lock-in

This is a validation engagement, not a bet.

Next Steps

1

Confirm pilot scope and CRM object

2

Identify business owner + CRM admin

3

Provide sandbox or API credentials

4

Execute pilot agreement

5

Launch in 1–2 weeks

Contact Us

14-21 day evaluation • $5,000 (creditable) • Executive report included