# Speed-to-lead caller

Calls a new lead back within seconds of their form, while they're still at their desk: the AI says it's an AI first, picks up from what they asked, answers from your knowledge base and books a meeting. It only calls people who agreed to calls (including automated ones) on the form, inside the calling window; no answer is retried a few times, spaced out. Form fills are called automatically once you turn it on; run this agent to call back a lead from the CRM.

Category: Prospecting. For: Founders, Sales.

## What it's for

Talk to every new lead who asked for it within a minute of their request.

Suited to:

- Inbound teams whose leads go cold waiting
- Demo-request and quote forms

## What you get

- The lead's speed-to-lead attempt: dialled, waiting for the window, or why not

## When it runs

- When you run it

## What it uses

- Phone calls (needs your own Telnyx account)

You choose:

- The lead

## Its steps

1. Call back

## Approvals

Off until an owner turns on outbound AI calls (Settings → Voice agents). Calls only numbers whose owner ticked a form's consent to calls by automated technology or AI; every call is checked at dial time against opt-outs, do-not-call lists, the calling window (8 a.m.–8 p.m. their time, holidays), state caps and the kill switch. The call opens with the AI disclosure.

## Checked before release

The template's eval suite must pass these:

- Calls a lead who consented on a form, through the calling gate
- Never calls a lead without form consent
- Waits for the calling window

## Questions

**What if they fill the form at night?**

The call waits in the quiet-hours queue and goes when their calling window opens.

**What if a phone's call screening answers?**

The AI says one honest sentence (that it's an AI assistant for your business, who it's for and why) and waits for them to pick up.

Use this template: https://app.closefinch.com/app/agents/templates/speed-to-lead-caller (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).
