STEP 1
Form submitted
Prospect fills the 401 website form.
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STEP 2
Consent gate
Checked in code before any call.
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STEP 3
AI calls in seconds
Discloses it's AI, qualifies.
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STEP 4
Book or transfer
Consult booked or live hand-off.
→
STEP 5
Logged & tracked
Outcome saved; sales notified.