AI SDR that answers investor and seller leads 24/7

The problem

Our client acquires and operates residential communities, raising capital from private investors on one side and buying properties directly from owners on the other. Both sides ran on the same CRM, with long email and SMS nurture campaigns already in place. We were brought in because those campaigns generated replies that nobody had time to answer.

• 01

  Inbound replies from investors and property owners sat unanswered until the founder personally got to them, often days later.

• 02

  The founder was the only person who could answer investor questions, making him the bottleneck on every warm lead.

• 03

  Nurture sequences kept sending scheduled marketing emails to people who had already replied, because no reply detection existed.

• 04

  Interested leads had to be qualified manually before a meeting, so unqualified prospects still consumed calendar time.

• 05

  There was no alert when a lead asked to speak to a human, so hot leads could go cold in the inbox.

What we built

We built two separate AI sales agents rather than one, because an investor conversation and a property-owner conversation need different knowledge, different tone and very different compliance rules. Both agents were written against the client's own brand voice documentation so replies read like the founder rather than a chatbot. Because the offering is a regulated securities product, we treated compliance as a hard constraint in the agent instructions rather than something to review after the fact.

• Investor AI agent

  Answers investor questions from a curated knowledge base, refuses anything outside it, and never projects or guarantees returns.

• Seller AI agent

  Holds a low-pressure conversation with property owners, captures a phone number, and escalates any genuine interest to the founder.

• Qualification form

  Confirms investor eligibility before booking, routing qualified prospects to the calendar and declining others politely.

• Booking flow

  Qualified prospects move straight from the form into the founder's calendar without human involvement.

• Escalation alerts

  When a lead asks for a person, the conversation is assigned to the founder and an in-app plus SMS alert is sent immediately.

• Opt-out handling

  An opt-out stops the agent and suppresses all outbound channels for that contact automatically.

How it works

From trigger to result.

Our approach

How we worked.

1. Discovery

   Audited the existing CRM, campaigns and pipelines to find what already worked and what was missing.

2. Seller build

   Built and tested the seller agent, escalation alerts and pipeline automation first, as the lower-risk side.

3. Investor build

   Built the investor knowledge base, compliance rules, qualification gate and booking chain.

4. Testing

   Ran scripted scenarios against the live system using internal accounts only, never real leads.

5. Handover

   Documented the build and agreed the next phase with the client.

The outcome

What changed.

• Inbound replies now get an accurate answer within minutes instead of days, including outside business hours.

• The agent refuses to guess: when a question falls outside the knowledge base it says so and escalates rather than inventing an answer.

• Eligibility is confirmed before a meeting is booked, so the founder's calendar only fills with prospects who qualify.

• The founder is alerted the moment a lead asks to speak to a person, instead of finding out later in the inbox.

Questions

What people ask.