ROSENBERG | PERRY — OUTBOUND AI LEAD CONVERSION SYSTEM
Prepared for: Rosenberg | Perry & Associates
Prepared by: Automate Your Biz AI (AYB AI)
Date: February 19, 2026
Executive Summary
Custom-Developed Outbound AI Lead Conversion System
We will custom-develop an Outbound AI Lead Conversion System for your firm to call all new leads (approx. 250 leads p/mo) and get prospects booked in for free consultations—automatically.
This system is designed around one core principle: speed-to-lead wins.
As soon as a new lead is generated, the AI will:
Send an immediate SMS + email to set expectations of the upcoming call
Call all new leads within ~1 minute while intent is highest
The goal is simple: increase contact rates, increase consult booking rates, and reduce staff time spent chasing leads—without sacrificing professionalism or compliance.
Current State
THE PROBLEM
Lead conversion drops sharply when follow-up is delayed:
  • Prospects submit a form or ad inquiry and expect an immediate response
  • If the firm calls back later, prospects are often at work, busy, or not expecting the call.
  • Many leads either don't answer or have already spoken to another firm
  • Manual call-down lists create:
  • Inconsistent timing
  • Inconsistent scripts
  • Inconsistent booking performance outcomes

This results in:
  • Lower contact rates
  • Lower consult bookings
  • More admin time spent dialing/chasing leads
The Solution
ROSENBERG | PERRY OUTBOUND AI LEAD CONVERSION SYSTEM
We will build the Rosenberg | Perry Outbound AI Lead Conversion System to:
1
Engage instantly
SMS + email confirmation immediately upon lead creation
2
Call fast
outbound call within ~1 minute
3
Book consults
move qualified leads to a scheduled free consultation
4
Route intelligently
if needed, route high-intent leads to a live transfer during business hours
5
Work at scale
handle lead volume without hiring, burnout, or missed follow-up
Important: The AI will not provide legal advice. It will operate as a lead response + qualification + scheduling assistant only.
Business Outcome
WHY THIS MATTERS
A faster, structured first-touch drives:
Higher contact rates
Immediately call while the prospect is still "hot"
Higher consult booking rates
New leads get clear next step + frictionless scheduling
Lower acquisition waste
More of your paid/organic leads turn into consults
Increased case conversion rates
More booked consults results in increased signed retainers
Primary ROI lever: Speed-to-lead → more consults booked from the same lead flow.
AYB AI TESTIMONIALS
HEAR WHAT OTHERS ARE SAYING…
Advocate Rights Center,
Dallas, Texas.
LEGAL INDUSTRY
ROBERT WILSON - FOUNDER
It’s been a great pleasure working with AYB AI.
They are very knowledgeable and experienced in AI-generated communications.
We consider AYB AI to be a valued & trusted partner.
⭐⭐⭐⭐⭐
Norton Insurance,
United Kingdom.
INSURANCE INDUSTRY
BEN WHITE - HEAD OF OPERATIONS
It's been a pleasure working with AYB AI. We had already started looking into how AI can improve productivity & performance and their solution certainly did both of those things.
We have been able to integrate their voice agent in to our lead chasing which has had a huge positive effect. Getting our prospects to answer the phone was our biggest issue (even when they request call backs on our website).
After introducing the voice sales agent, our contact rate has improved from 40% to over 60% - which has exceeded our hopes and targets!
⭐⭐⭐⭐⭐
Blip Payments,
Ireland.
FINANCIAL SERVICES INDUSTRY
HUGO URIEN - FOUNDER
Working with AYB AI has been the definition of tailored professionalism. They have had a personal touch from day one and are very quick to respond and make changes as needed.

AYB AI developed several solutions for us that have helped our business become more systematic and efficient.
They take the time to really understand the goal and offer solutions to get there.

I plan to continue to work with AYB AI and would recommend them to anyone who is looking to optimize systems in their business.
⭐⭐⭐⭐⭐
Preferred Fertility Concierge,
Atlanta, Georgia.
HEALTHCARE INDUSTRY
TAKERA MITCHELL - FOUNDER
AYB AI exceeded my every expectation and went above and beyond to come up with a solution for my somewhat complex request.
Not only was the service thorough and timely but the customer service was superb.
AYB ensured my needs were understood and followed up with me consistently throughout the entire process.
I highly recommend AYB for any of your automation needs!
⭐⭐⭐⭐⭐
High Level Flow
SYSTEM OVERVIEW
This streamlined process ensures immediate engagement and maximized conversion opportunities.
Lead hits your CRM / form / ads or website lead source
AI instantly sends SMS + Email confirmation
SMS: "Thanks for reaching out — expect a call in the next 1–2 minutes."
Email confirmation (saying the same)
AI calls and qualifies
  • confirms identity
  • confirms reason for inquiry
  • confirms intent (asks to book a free consult during biz hours)
Outcome paths:
Answered
Schedule free consultation (or live transfer if required)


No answer
Automated multi-attempt cadence + SMS follow-up over
3-4 days
All outcomes logged + reported
Outbound AI
SCOPE OF WORK
1
Discovery + Script Design
  • Define up to 3 lead sources and routing rules
  • Define booking rules and general intake calendar
  • Define disposition outcomes + follow-up cadences
2
Outbound AI Build
  • AI calling agent(s) configured to your firm tone
  • Logic + guardrails
  • Missed-call follow-up strategy
3
Integrations + Data Sync
  • Lead source(s) → outbound trigger
  • Calendar booking (free consult)
  • CRM logging + dispositions
  • Optional SMS/email delivery
4
Go-Live + Iteration
  • Monitored launch
  • Daily transcript review initially
  • Ongoing optimization for contact + booking rates
KEY CAPABILITIES
WHAT THE AI WILL DO
  • Call leads within ~1 minute of inquiry (within TCPA approved contact hours)
  • Send SMS/email pre-call to set expectations
  • Handle any objections and move toward booking
  • Answer common questions about your firm or process
  • Schedule free consultations in general intake calendar
  • Run follow-up cadence on non-answers
  • Log every outcome with clean dispositions
WHAT THE AI WILL NOT DO
  • Provide legal advice
  • Make guarantees on outcomes
  • Negotiate fees or engage in substantive attorney-client counseling
Configurable
INTEGRATIONS & DATA
We can integrate with your existing stack. Common options:
CRM
Lawmatics / Clio Grow / HubSpot / GoHighLevel / etc.
Calendars
Google Calendar / Outlook / Calendly / Microsoft Bookings
Messaging
SMS + email automation
Reporting
Shared dashboard / sheet logging
Data captured + logged:
Lead count
Contact attempts
Contact outcome (answered/no answer)
Booking outcome (booked/not booked)
Plan Option & Feature
ADVANCED PLAN — "Fast Speed-to-Lead"
1 outbound AI caller persona to call lead types across all practice areas
SMS pre-call + immediate calling
Missed call cadence (multi-attempt + SMS)
Answering FAQ's + objection handling + compliance guardrails
Booking consults into general intake calendar
Live transfer option during business hours for high-intent leads
Detailed dispositions + reporting dashboard

Best for:
Immediate lift in consult booking rates & lower operational costs (less human employee time required).
Investment
PRICING & TERMS
AI usage billed separately "at cost": approx. $0.12–$0.14 per minute (estimate)
$595
One-time development fee
$495
Monthly maintenance & support
Risk Controls
COMPLIANCE & RISK CONTROLS
TCPA-aware messaging windows + opt-out language
Controlled disclosures (configurable; policy-driven)
Guardrails so AI does not provide legal advice
Minimal PII capture
Secure logging + access controls
Clear escalation rules (human takeover if ever required)
Summary
SUPPORT & SLA
Support channels: Slack / email / Zoom
Prioritized response targets:
1
P1 (system down)
2–4 business hours
2
P2 (degraded)
Same business day
3
P3 (minor)
Within 1 business day
ASSUMPTIONS
1
You will provide access to lead sources + CRM + calendar tooling
2
You will confirm:
  • Booking rules (what general intake calendar/when/how)
  • Compliance preferences (disclosure language, opt-out, etc.)
  • Dispositions + reporting fields
Go-Live
NEXT STEPS & GO-LIVE
Confirm lead sources
Define booking rules
Approve scope + sign service agreement
Kickoff call (60 minutes)
Build + test + go-live, then optimize based on results
(2–4 weeks typical)