AI works the new lead
Brent will show how an AI setter starts the conversation, answers fast, asks the right questions, qualifies intent, and moves ready buyers toward the calendar.
August 5 at 5 PM Central, 6 PM Eastern
Learn how to install the AI and automation system that contacts new leads, qualifies buyers, books appointments, confirms shows, follows up with not-ready-yet prospects, and reactivates old leads when their behavior says they’re ready.
Attend live on August 5 at 5 PM Central, 6 PM Eastern and you’ll get the replay plus the playbook Brent walks through, so you can use it as your implementation guide.
AI setter
Contacts, qualifies, and books
Confirmation AI
Confirms, reminds, and rebooks
BAFU follow-up
Reactivates leads when behavior changes
Who this is for
If you sell through appointments, estimates, consultations, or in-home sales calls, this workshop shows how to stop wasting the leads you worked hard to generate.
Storm, retail, repair, and replacement leads
Tune-up, replacement, service, and estimate requests
Emergency, install, and estimate leads
Inbound, outbound, referral, and aged lead flow
Coaches, consultants, med spas, wellness, and more

Your host
Brent has built more than a dozen companies, exited three of them, and now runs CRMX, where he helps appointment-based businesses turn lead flow into booked revenue. Every company he owns, advises, or builds gets the Revenue Flywheel installed first because leads are too expensive to leave sitting in a spreadsheet, inbox, or half-broken follow-up process.
In this workshop, he’ll show the same AI setter, confirmation, follow-up, and behavior-based reactivation system he uses inside roofing, solar, franchise sales, and his own companies.
The system
The workshop breaks the flywheel into the actual pieces: AI setting for new leads, confirmation systems for booked appointments, automated follow-up for not-ready-yet buyers, and AI that listens for behavior so it can step in when intent rises.
Brent will show how an AI setter starts the conversation, answers fast, asks the right questions, qualifies intent, and moves ready buyers toward the calendar.
Five-minute speed-to-lead used to sound fast. In the flywheel, the first response happens in under 5 seconds because timing still matters.
The AI setter books the appointment, then confirmation automation makes sure they show up and rebooks people who try to cancel or reschedule.
Not every lead is ready today, so the system keeps the right follow-up going instead of leaving the sale to memory, sticky notes, or hope.
Automation has been around forever. The new layer is AI watching behavior, stepping in when intent rises, and turning old leads back into appointments.
What you’ll discover
It’s a real live workshop. Brent will teach the system, show the workflow, walk through the playbook, and point to where the leaks usually happen inside appointment-based companies.
Why more leads won’t fix a broken lead-handling system.
How to use an AI setter to contact, qualify, and book without hiring another setter.
How confirmation automation prevents no-shows and rebooks people who try to cancel or reschedule.
How to match follow-up to buyers who are ready now, interested soon, or not ready yet.
How AI on top of automation listens for behavior and steps in when old leads become active again.
How the same Revenue Flywheel has been applied in roofing, solar, franchise sales, and CRMX.
How to use the recording and playbook as an implementation guide after the live workshop.
Reserve your seat
Register free for August 5 at 5 PM Central, 6 PM Eastern. You’ll get text and email reminders, then after registration AI will ask one quick question so Brent can make the workshop more useful for the people in the room.
Live workshop date
August 5 at 5 PM Central, 6 PM Eastern
Register now for the live session. The join link is sent the day of the workshop.
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