401 Homebuilders — AI Automation Dashboard

Speed-to-Lead · this month at a glance

Avg. speed to call

—

vs last month

Leads captured

—

this month

AI calls placed

—

of consented leads

Consultations booked

—

of all leads

Warm transfers

—

connected live to sales

Opt-outs (suppressed)

—

auto-removed from calling

Lead funnel

form-fill → booked · this month

Daily activity

Leads Booked

The three automations

1 · Parcel & owner outreach

● In progress

Finds land + owners matching 401's buy criteria, then reaches cold owners by direct mail (never AI calls — TCPA-compliant).

—parcels identified

—after DNC scrub

—postcards mailed

—responses

Open live land search →

2 · Inbound speed-to-lead

● Live

Every website form-fill gets an AI call in seconds — discloses it's AI, qualifies, and books a consult or warm-transfers to sales.

—leads this month

—avg. response

—booked

—qualified

Open speed-to-lead dashboard →

3 · Warm CRM reactivation

● In progress

Re-engages the aged, opted-in lead list — cheapest & safest first (email → text → AI call), scrubbed and segmented before any dialing.

—leads imported

—email-reachable

—contacted

—replied

Open reactivation dashboard →

Warm CRM reactivation · aged lead list ● Live

Leads imported

—

house + land sellers

Email-reachable

—

safe to email now

Mail-only

—

direct mail

Contacted

—

sequence sent

Replied

—

warm responses

Appointments

—

booked from reactivation

Where the list stands

status of imported leads

By type & channel

what we can do with each

— house sellers

— land sellers

Past leads: email & mail are TCPA-safe now. AI calls / texts need attorney-approved consent first.

Recent activity

latest inbound calls

Lead	Town	Outcome	Speed

Compliance guardrails

TCPA · this month

✓

Consent gate enforced

Leads with no consent checkbox are logged but never called.

—

⊘

Opt-outs honored instantly

"Stop calling" → removed & suppressed on all future runs.

—

☏

AI disclosure on every call

Agent states it's an automated assistant as the first line.

—

⟳

No-answer retries (capped)

One polite retry, then rests — no repeat-dialing.

—

How a lead moves through the system

STEP 1

Form submitted

Prospect fills the 401 website form.

→

STEP 2

Consent gate

Checked in code before any call.

→

STEP 3

AI calls in seconds

Discloses it's AI, qualifies.

→

STEP 4

Book or transfer

Consult booked or live hand-off.

→

STEP 5

Logged & tracked

Outcome saved; sales notified.