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Test Lead

+12505811953codyddd35@gmail.comSource: manualStatus: booked

Lead Scores

Urgency
70
Intent
70
Lead Type
general
Call Attempts
1

Appointment Booked

Scheduled: 5/19/2026, 6:00:00 PM
Status: confirmed

Call History

callback-requested5/17/2026, 7:26:56 AM
Cody, a manager in Texas, expressed interest in improving lead generation for his area. He requested information be sent via email first, with a follow-up call scheduled for Monday at noon.
View full transcript
AI: Hi there. This is Alex calling quickly. Uh, did I catch you at an okay time? User: Yes. AI: Perfect. Quick question. Am I speaking with the right person? What's your name? User: Yes. My name is Cody. I'm a manager in Texas. AI: Great, Cody. Thanks for picking up. Um, I'm calling from company name, and the reason I'm reaching out is we work with managers like you, uh, to brief reason. Do you handle relevant area at all, or is that someone else's area? User: I don't handle it all. AI: Got it. No problem. Who would be the right person to to talk to about that on your team? User: Me. AI: Perfect. So you do handle it then. Great. Quick question. What's your biggest challenge in that area right now? User: Yeah. Leeds. AI: Leeds. Got it. So generating leads is the main challenge. Are you actively looking to improve that right now, or is it more of a back burner thing for you? User: But I'm looking to achieve right now. AI: Perfect timing then. Um, so you're actively looking to improve leads right now. That's great. Quick What's your timeline? are you looking to make a change in the next month or two or is this more of a longer term thing? User: I'll make a change in it, but I want it to. AI: Got it. So you're open to making a change. Just wanna see what works first. That makes sense. Would it make sense to grab fifteen minutes next week? I can show you how we've helped other managers in Texas tackle this. Or would you prefer I send over some info first and follow-up? User: Can you send over some information first and then follow-up? AI: Absolutely. That works great. I'll get that over to you. Uh, what's the best email to send that to? User: C o d y d d d thirty five at g mail dot AI: Perfect. Got it. Cody d d d thirty five at g mail dot com. And what's the best day and time next week for me to follow-up? Like, are you more of a Monday, Wednesday person, or does later in the week work better? User: Call me on Monday at twelve PM. AI: Perfect. Monday at twelve PM, I've got that. Thanks so much, Cody. Um, I'll get that info over to you today, and I'll call you back Monday at noon. Uh, have a great rest of your day. User: Thank you. You as well. AI: Thanks, Cody. bye.

Activity Log

call_completedCall answered — outcome: callback-requested
2:05:16 AM
call_initiatedCalling +12505811953
7:26:57 AM
crm_deal_createdDeal created for Test Lead
7:26:56 AM
crm_contact_createdContact created for Test Lead
7:26:56 AM
lead_receivedLead from manual
7:26:55 AM