Instant first-touch
Automated email + SMS (where consented) firing within seconds of a new lead, on every connected source.
First response in under a minute, day or night
The AI Sales Follow-up System
Stop losing deals to slow,
forgotten follow-up.
We build your sales team an AI system that touches every lead in seconds, keeps working the ones your reps forget, and hands off only the leads worth a human's time. It runs inside the CRM you already use, and you own it outright.
See this workflow in the Demo Lab →
15-minute callNo pitchNo obligation
The problem
Most leads don't die because they were bad. They die waiting.
Every un-worked lead is acquisition spend you already paid for, producing nothing. Sales follow-up leaks in three measurable places, and each one quietly costs you deals your competitors are closing.
- Speed-to-lead collapse. The average business takes hours to respond to a new lead. The best respond in minutes, and reach your lead before you ever call back.
- Follow-up that stops too early. Most sales take five or more touches, yet most reps stop after one or two. The deal didn't say no. Nobody asked a third time.
- Leads that are never worked at all. A large share get zero real follow-up. They sit buried in an inbox, a missed call, or a forgotten CRM record.
Do the math on your own pipeline. If roughly 40% of your leads never get worked, you're throwing
away roughly 40% of your lead budget every month. On the audit we plug in your real numbers (leads, cost per
lead, and deal value) and show you what that leak is worth.
How it works
Every lead touched in seconds. Only the hot ones reach a human.
A lead comes in from anywhere (web form, ad, call, referral, or portal) and the system catches it in seconds, scores it, and works it until a human should step in.
Score & prioritize instantly
AI reads every lead the moment it lands, scores it 0–100, and tiers it Hot/Warm/Cool with a plain-English reason written straight back to your CRM. No black box.
Follow up in your voice
Multi-step email and compliant SMS sequences that sound like your team, not a robot, with smart no-reply nudges, backoff timing, and channel rotation when a lead goes quiet.
Hand off the hot ones
The moment a lead replies with real intent, automation pauses and your rep gets a real-time alert with full context and a suggested next step. Humans close; the system does the chasing.
Owned, not rented. It runs on your CRM, your sending domains, and your Twilio account, not
another SaaS seat you pay forever. If you ever stop working with us, the system keeps running.
See it work — one lead, start to handoff
A single lead, from the second it lands to the moment a human takes over.
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New lead · 9:41 AM78 · Warm
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+12 seconds · instant first touchEmail
“Hi Jordan — thanks for reaching out. I can get you a quote fast. What’s the best number to reach you?”
SMS“It’s Marcus at Northside. Got your request — happy to help. Want a call today or tomorrow?”
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Day 3 · no reply yetSMS
“Still glad to help, Jordan. Want me to hold a spot on this week’s schedule before it fills?”
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Day 4 · reply receivedReply
“Yes — can we talk today? Ready to move on this.”
94 · Hot ▲ +16Escalated to a human. Automation pauses and Marcus gets a real-time alert with full context and a suggested next step. The system chased; your rep closes.
Illustrative sequence. Copy, timing, and scoring are tuned to your pipeline.
What we build
A done-for-you system, wired into your real pipeline.
Every build is scoped to your CRM, lead sources, and handoff rules, not a template.
AI lead scoring
A transparent, tunable rubric (fit, intent, engagement, source, recency) scored and tiered back to the CRM.
Reps work the right leads first
Email + SMS sequences
5–7 touch email sequence and a sharp SMS cadence in your brand voice, branching on reply, no-reply, and booked.
Every eligible lead worked for two weeks
No-reply nudge logic
Backoff timing and channel rotation keep working quiet leads until touches are exhausted, then drop to slow nurture.
Nobody forgets to follow up
Hot-lead escalation
Real-time alert to the right human (SMS/Slack/email) plus a CRM task with a context summary and next action.
Humans step in only when it's worth it
Reporting + handoff
A dashboard for speed-to-lead, coverage, and sequence performance, a recorded runbook, and a 30-minute team training.
You can see the numbers and run it yourself
Opt-in only · quiet hours by the lead's timezone · instant STOP handling · A2P 10DLC registered
Proposal and deal-close automation
The follow-up doesn't stop at the reply. It carries the deal to signed and paid.
Once a lead goes hot, the same system can draft the proposal, prepare the paperwork, and keep the deal moving, with a person reviewing everything before it reaches your prospect.
Proposal generation
Drafts a proposal from the qualification data and call notes, pulling in the right scope, pricing, and timeline language, so your team edits instead of starting from a blank page.
Proposals start in minutes, not the next day
Scope drafting
Turns discovery notes into a structured scope of work: deliverables, timeline, and assumptions, along with what is out of scope, ready for review.
Fewer scope disputes down the line
Agreement preparation
Pulls the agreed scope and pricing into your standard contract template, with terms populated and ready for legal or founder review before it goes out.
Contracts prepared, never auto-sent
Invoice preparation
Builds the invoice or payment schedule from the signed scope, matched to your accounting system, ready for a human to confirm and send.
Billing that matches what was actually sold
Human approval, every time
Every proposal, agreement, and invoice routes to a named reviewer before it reaches the prospect. Nothing leaves the system without a person signing off.
No AI-drafted document reaches a client unreviewed
Deal qualification scoring
A second scoring pass, beyond the initial lead score, rates budget fit, timeline, and decision-making authority as the deal progresses, so proposal time goes to deals that can actually close.
Proposal effort goes to deals that can close
Pipeline reminders
Stalled deals, unsigned agreements, and unpaid invoices trigger reminders to the rep and a scheduled nudge to the prospect, so nothing sits quiet in the pipeline.
Nothing goes cold after the proposal goes out
Internal Key's Touch implementation. We run this same proposal workflow ourselves through our
internal AI Deal Desk, moving a qualified sales call to a drafted proposal the same day, with every draft
reviewed by a person before it reaches a prospect. It reflects a capability we use internally, not a promised
timeline for your build.
Integrations
Built on the CRM you already use.
We layer scoring, in-voice AI drafting, and compliant SMS onto your stack, and write everything back so your team keeps working where they already work.
HubSpot
Workflows, custom properties, and timeline activities, with scoring, SMS, and AI drafting layered on top.
GoHighLevel
Common in home services and agencies. We add real AI scoring, in-voice drafting, and compliant sequence logic.
Pipedrive
API + webhooks with lighter native automation, so more of the orchestration lives in our layer.
Salesforce
For larger SMB: Flows, Platform Events, and API. Heavier config, scoped accordingly.
Email on your authenticated domain (SPF/DKIM/DMARC) · SMS via your Twilio (A2P 10DLC) · your calendar for self-booking. All on your own accounts. No CRM yet? We'll set up a lightweight one first.
Pricing
A one-time build, then a retainer that keeps it sharp.
You own the system; the retainer keeps it tuned and improving. Exact scope is set on the Discovery Call.
Essential · Fixed quote after discovery
One CRM, one lead source to pipeline, email + SMS, one sequence set, standard scoring. Best for single-motion and home-services teams.
Standard · Fixed quote after discovery
Multiple lead sources, scoring calibrated on your real close history, two sequence variants, calendar + escalation wiring.
Advanced · Fixed quote after discovery
Salesforce or complex multi-pipeline, deeper AI drafting, enrichment, tighter compliance/approval flows, heavier custom orchestration.
One-time build covers discovery, integration, in-voice sequence writing, scoring calibration, compliance setup, testing, launch, training, and a 2-week tuning window.
Care · Scoped after implementation
Monitoring + uptime, monthly performance report, minor copy tweaks, compliance upkeep, and a set number of small change requests.
Growth · Scoped after implementation
Everything in Care, plus monthly score-to-outcome re-tuning, A/B testing of sequences, a new sequence each quarter, and priority support.
Scale · Scoped after implementation
Everything in Growth, plus added lead sources/pipelines, proactive optimization sprints, new-channel buildout, and a monthly strategy call.
You own everything. All accounts, data, domains, and the deployed system are yours. Third-party
costs (Twilio usage, ESP, enrichment) are billed to your accounts and never marked up by us. We commit to
system behavior and the metrics we instrument, not a guaranteed revenue number.
FAQ
The questions sales owners actually ask.
Will it sound like a bot?
No. We capture your voice from your best real emails, and every sequence is human-approved before it goes live. Leads get replies that sound like your team wrote them.
Is automated texting legal?
Only with lawful opt-in, which we build into your forms. Quiet hours by the lead's timezone, instant STOP handling, and your brand registered with the carriers (A2P 10DLC). Every consent is logged. We will not text purchased lists.
Do I have to switch CRMs?
No. We build on what you use: HubSpot, GoHighLevel, Pipedrive, or Salesforce. If you don't have a CRM yet, we'll set up a lightweight one first.
What if I stop working with you?
It's your system, on your accounts. It keeps running. You're paying us to build and continuously improve it, not to hold it hostage.
Will the AI talk over my reps?
Never. The moment a lead is hot or replies with real intent, automation pauses and a human takes over. The system chases; your people close.
How much does it cost?
Every build is scoped to your CRM, lead sources, and volume after a short discovery. You get a fixed, phased quote with the payback math before you decide. The $1,500 Money Leak Assessment credits 100% toward the build.
How fast can it be live?
Typically about four weeks from kickoff: discovery and baseline, build and wiring, launch and training, then a tuning window.
Does the AI send proposals or contracts on its own?
No. Every proposal, agreement, and invoice is drafted by the system and routed to a named reviewer before anything reaches a prospect. The AI drafts, a person approves and sends.
Can it draft proposals and agreements, or just follow up?
Both. The same system that handles lead follow-up can draft proposals, scope documents, agreements, and invoices from your qualification data, all held for human review before they go out, plus reminders so signed work does not stall in your pipeline.
Apply
Let's find your lead leak, and what it's worth.
A few quick questions so your Discovery Call is sharp from minute one. Takes about 90 seconds.
Pick a time. That's it.
Choose a 15-minute slot. No pitch, no obligation. We listen, find the likely leaks, and tell you honestly whether they are worth fixing.
20 minZoomYou'll talk to Key directly
Based on your answers, a full done-for-you build may be more than you need right now. For learning AI on your own timeline, our sister brand Key Builds AI has a learning program and a cohort that will serve you better.
Every hour, leads you paid for are going cold.
Let's find the leak and plug it. Book a free 15-minute Discovery Call. We'll listen and show you exactly what an owned AI follow-up system would recover. No pitch, no obligation. You keep the findings either way.
Book a Free 15-Minute Discovery Call →Prefer to see how it works first?
US-based · built on your CRM · you own the system · no spam, ever.