AI Silent Partner

The Right Hand

Demo, sample data
The Right Hand is a done for you intake system that catches a lead the moment they reach out, follows up automatically, books the call, brings back no-shows, and gets a new client onboarded. Six pieces, one pipeline, no manual chasing. Everything below is sample data so you can click around and see how it works before it is built for your business.

Pipeline

Leads reach you through: Website form Instagram & Facebook DMs Live chat Referral link Email reply All captured by The Catch
Before a lead moves to The Follow Through, The Catch asks one quick budget and fit question. Leads below the threshold are routed to a lighter, low touch nurture track instead of the full sequence.

What's real in production

  • Leads move through these exact five stages automatically, no manual data entry
  • The Catch asks a quick budget and fit question before a lead enters the full sequence, so leads who can't realistically afford the offer get routed to a lighter nurture track instead of the same high touch effort as a qualified lead
  • Follow Through combines email and a two way AI text conversation, personalized to each lead, not copy paste templates
  • Second Chance adds an AI voice call on top of that, so a no-show gets a real conversation offering to rebook, not just another message
  • Every email includes a working unsubscribe link, honored automatically, no chasing someone until they block you
  • Discovery calls book directly on your real calendar
  • This view pulls from your own Google Sheet, no new login or platform to learn

What's simulated for this demo

  • All names, dollar values, and notes below are fictional sample data
  • The "Simulate a new lead" button compresses a process that normally unfolds over days into a few seconds
  • Your real dashboard reflects your actual leads and offer price, not these placeholders
  • SMS and AI voice call consent, carrier registration, and legal review are handled before any of this goes live for you
This is the Blueprint, the short intake that shapes how your Right Hand talks to and books your leads. You answer once, in your own words, and it becomes the config for everything else. Shown here filled out for a sample client, Maya Chen of Chen Wellness Coaching.

Your offer

Already on file
Client NameMaya Chen
CompanyChen Wellness Coaching
Offer Tier 1Starter Wellness Session, $497
Offer Tier 212 Week Reset Program, $2,400
Offer Tier 3The Full Transformation, $6,500 one time plus $150 per month

Booking preferences

How discovery calls should work
What should we ask a lead to figure out if they're a fit, and for which offer?
e.g. 30 minutes
What should a lead be told once they've booked?
What should happen if a lead doesn't fit any tier?

Your voice

How leads should experience talking to you
How you write and talk to leads
What platform hosts your intake form today
Once your Blueprint is filled in, we draft the actual wording your leads and clients will see. You read it over, mark it reviewed, or edit it to sound more like you. Shown here for the same sample client, Maya Chen.

The Follow Through: Email

Awaiting your review
Sent the same day a lead reaches out
Editing is welcome, this is your voice.

The Second Chance: SMS

Awaiting your review
Sent within the hour after a missed call
Editing is welcome, this is your voice.

The Welcome: Email

Awaiting your review
Sent the day a new client signs on
Editing is welcome, this is your voice.