In productionCase study · Sales pipeline

An AI setter that calls every lead back at the time they picked.

An ad campaign offers a free audit. Leads say when they want a callback. The AI agent calls them at that exact time, qualifies them and books the closer's appointment in GoHighLevel, with the audit attached. Speed-to-lead, without a single missed callback.

Client
B2B growth agency (France)
Channel
“Free audit” ads + callback request
Status
In production since November 2026
Volume
50 to 280 callbacks per day
100%of callbacks placed at the requested time
4.5 minaverage length of a qualification call
38%of leads qualified and handed to the closer
0manual data entry in the CRM

Data from the first weeks of the campaign

01 · The need

A lead called back too late is a lead lost.

Calling a lead back at the time they chose changes everything. But having a human setter make dozens of calls a day, at shifting times, is expensive and leaves gaps: evenings, weekends, vacations.

The goal: never miss a callback, qualify every lead against the same criteria, and only hand the closer appointments that are ready to go, audit included.

02 · The lead's journey

From form to booked call, hands-free.

Scroll down: a real callback, reconstructed step by step. The call took place in French; it is shown here in English.

01 · The lead comes in

The lead picks a callback slot.

They fill out the ad's form and say when they'd like a call. The free audit is generated automatically as a PDF.

02 · The call

At 2:30 PM sharp, the agent calls.

It introduces itself as a virtual assistant, recaps why the lead reached out and leads a natural qualification conversation.

03 · Qualification

Your criteria, applied on every call.

Need, budget, timeline, decision-maker: the agent checks each criterion. If the lead isn't a fit, it thanks them and points them to a useful resource.

04 · Handoff to the closer

The appointment is ready, and so is the audit.

The appointment is booked on the closer's GoHighLevel calendar, with the call summary and the audit attached. The closer takes it from there.

◆ The closer closes the deal
ai-setter · audit campaign
New lead · ad form to call back
NAMEClaire Lefèvre
COMPANYLefèvre Menuiserie
REQUESTOnline presence audit
SOURCEMeta Ads · audit campaign
CALLBACK REQUESTEDTue, Nov 12 · 2:30 PM
STATUSScheduled
PDFaudit-lefevre-menuiserie.pdf · generated
Callback scheduled · the agent will call at 2:30 PM
AI
Outbound call · Claire Lefèvre+33 6 •• •• •• 42 · 2:30:02 PM
● on the line
AI SETTERHello Ms. Lefèvre, I'm the agency's virtual assistant. You asked for a call back at 2:30 about your audit: is now still a good time?
Yes, perfect. We mostly want more quote requests.
AI SETTERGreat. How many quotes do you close per month today, and what monthly budget are you considering for lead generation?
Qualification scorecard in progress
  • ✓Need identified · more quote requestsOK
  • ✓Budget fits · ≥ €1,500/monthOK
  • ✓Timeline · start within 30 daysOK
  • ✓Decision-maker · company ownerOK
82
Qualified lead

qualification threshold: 70 / 100

GoHighLevel · closer's calendar booked
montuewedthufri 9:00 10:30C. Lefèvre 2:00
Contact updated · stage “Qualified”
Call summary added to notes
Audit PDF sent to the closer
03 · Who does what

The agent sets up the sale. The closer closes it.

The AI setter takes over first contact and qualification. It doesn't replace your sales rep.

The AI setter

First contact and qualification

  • Call back at the time the lead chose
  • Clearly introduce itself as a virtual assistant
  • Qualify against your criteria, consistently
  • Book the appointment and log everything in GHL
The closer

Sales call and close

  • Review the audit and the call summary
  • Run the sales call
  • Close, or propose a better-fitting next step
  • Refine the qualification criteria over time
+Under the hood for technical teams
Telephony
Dedicated number; outbound calls only to contacts who asked to be called back.
Voice
Natural text-to-speech (French in this deployment, American English available), response time under one second.
Conversation
Large language model guided by a qualification script and answers to common objections.
CRM
GoHighLevel via API: contact record, pipeline stage, closer's calendar, notes.
Automation
Make scenarios: callback trigger, audit PDF generation, handoff to the closer.
Compliance
AI disclosed at the start of the call, recording only with consent, opt-out requests honored (GDPR, in this French deployment).

Running it in the US: the FCC treats AI-generated voices as “artificial voices” under the TCPA, so marketing calls require prior express written consent. For US campaigns, the setup adds a consent checkbox with clear wording on your form, consent records stored with each lead, calls limited to 8 AM–9 PM in the lead's time zone, recording disclosures for two-party consent states, and immediate opt-out handling. Your counsel signs off on the final wording.

“The AI setter calls every lead back right on time, even on Saturdays. Our closers only get qualified appointments now, with the audit already attached.”
TMThomas MartelHead of Sales, 3Xpansion (translated from French)
Sales teams

Are your leads waiting too long?

Let's talk about your campaigns, your qualification criteria and the handoff to your sales team.

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