Day 0
Intake and territory definition
We define the service category, service area, disqualifiers, current lead cost, response speed, and what counts as a useful conversation.
Approval-gated from list to handoff
How the BookedLocal AI pilot works.
The workflow is built for a small, measurable test. AI handles sourcing, scoring, drafting, and triage. Human approval stays in front of spend, sending, and customer handoffs.
The sprint is narrow on purpose.
Every stage is designed to prove whether one territory can create qualified conversations before asking for a larger commitment.
Days 1-2
Market audit and list build
AI reviews local demand signals and builds a capped prospect set. The list is scored before anything is sent.
Days 3-9
Approved outreach sprint
A 3-touch sequence runs at low volume. Replies are triaged into hot, warm, cold, and opt-out.
Days 10-14
Handoff and decision
Qualified conversations are handed to the owner with context. The report shows what worked, what failed, and whether a monthly territory is worth testing.
What AI does versus what the owner does.
The owner should not be sorting lists or babysitting campaigns. Their job is approving gates and taking the conversations that look worth a real call.
AI handles
- Market and category research.
- Prospect qualification and scoring.
- Personalized draft sequences.
- Reply triage and handoff notes.
Owner handles
- Approves the final list and copy.
- Defines what counts as a bad fit.
- Takes call-ready opportunities quickly.
- Decides whether the channel is worth continuing.
Ready to test one territory?
The pilot starts only after payment link, intake, list, and outreach copy are approved.