From First Call to Qualified Lead

How Cactus Works

The faster you respond, the more deals you close. Cactus makes sure no call goes to voicemail and no email goes unanswered. Every lead is qualified in real time, scored, and passed to your CRM, so your team spends time closing, not chasing.
Step 1
Onboarding Call
We start with a quick onboarding session to understand your sales process, identify bottlenecks, and clarify what a qualified lead means for your business.
Step 2
Review historical data
You provide examples of past call recordings and lead interactions. Together, we refine or define your ideal client profile based on the quality of leads you’ve been receiving.
Step 3
Train PAM, your AI sales agent
Using your inputs, we train PAM to replicate your best sales rep’s approach — the questions they ask, the responses they give, and the criteria they use to qualify leads.
Step 4
PAM starts taking calls
PAM is assigned her own business phone number and begins handling inbound calls right away. Every lead is engaged, and every conversation receives a qualification score.
Step 5
Active follow-ups and callbacks
PAM doesn’t just wait for inbound calls — she also follows up with leads that show potential. Whether it’s a callback, a WhatsApp message, or an email, PAM stays in touch and keeps leads warm. You decide how many follow-ups you want, and PAM executes consistently.
Step 6
Analyze lead qualification dashboard
You get complete visibility. Listen to call recordings, read summaries, and review the qualification scores PAM assigns. Instantly see the quality of every lead in your dashboard.
Step 7
Feedback and continuous improvement
You provide feedback on PAM’s conversations. Each round of feedback makes her smarter, sharper, and more aligned with your business goals.
Step 8
PAM becomes independent
With training, feedback, and follow-up workflows in place, PAM operates as a fully independent AI sales assistant. She handles all calls, executes follow-ups, and integrates with your CRM to ensure a smooth, end-to-end lead flow.
Wow
The Game Changer
Your AI growth partner
work smarter, earn more
Today
Availability
Within business hours
Pickup Speed
Whenever someone's free
After Hours
Voicemail or missed
Time to Train a New Employee
Months
Simultaneous Calls
No (1 per human)
With Cactus
Availability
24/7/365
Pickup Speed
Nearly instantaneous
After Hours
Every call answered
Time to Train Cactus
Minutes
Simultaneous Calls
As many as needed
VS
Don’t Take Our Word For It
Talk to the Cactus AI agent yourself on a live call.
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See why customers use Cactus to power their businesses
Since switching to Cactus, our roofing business finally responds to leads day or night. Every inquiry is handled right away, and we only spend time on the jobs that matter. It feels like having a dedicated team around the clock.
Kyle S
Manager, Summit Roofing Pros
Since switching to Cactus, our roofing business finally responds to leads day or night. Every inquiry is handled right away, and we only spend time on the jobs that matter. It feels like having a dedicated team around the clock.
Kyle S
Manager, Summit Roofing Pros
Since switching to Cactus, our roofing business finally responds to leads day or night. Every inquiry is handled right away, and we only spend time on the jobs that matter. It feels like having a dedicated team around the clock.
Kyle S
Manager, Summit Roofing Pros
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