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    From new inquiry to qualified appointment
    Growth outcome · Generate Leads · Convert MoreINBOUND CONVERSION SYSTEM
    Inbound Revenue Stack

    Respond to the right leads faster and move them onto the calendar.

    What it does. The Inbound Revenue Stack scores new inquiries, sends the appropriate response, routes qualified leads and books appointments using your criteria, calendar and connected systems.

    Best fit. B2B teams receiving inbound leads through a website form or lead source, with an active CRM, a calendar owned by named sellers and approved email or SMS accounts.

    Ask Sam What Fits
    LiveBe founder 1. Locked pricing for the first 100.
    Change

    What changes after this stack is running?

    Before

    Leads wait for a response. Every inquiry is treated the same. Salespeople chase poor-fit leads. Booking requires multiple messages. Discovery context is lost.

    After

    Every inquiry enters one response workflow. Leads are scored using approved criteria. Qualified prospects receive the correct next step. Appointments are booked into the connected calendar. Discovery notes and source information reach the sales team.

    Operational outcomes described above. AGL does not guarantee financial performance.

    Strategy

    How this system works

    STEP 1
    Score the inquiry
    Every new lead is scored against your fit criteria the moment it arrives.
    STEP 2
    Respond first
    The right response goes out fast, in your voice, on the channel the lead used.
    STEP 3
    Route and book
    Qualified leads are routed to the named seller and booked on a live calendar.
    STEP 4
    Hand off with context
    The seller receives the discovery context instead of starting cold.
    Execution

    Execution components

    Every AGL growth system runs on the same four layers.

    AI workers
    4 workers, each owning one job inside this system.
    Automation and workflow
    Documented sequences, triggers and approval steps that move work between the layers.
    CRM and data
    Your CRM and analytics stay the system of record. Every action is written back.
    Human decision points
    Named approvers own messaging sign-off, exceptions and every real buyer conversation.
    Workers

    Workers included in this stack

    Lead Scoring
    Job owned
    Score every new inbound lead against approved qualification criteria.
    Input received
    Form submissions, CRM record, enrichment fields, approved scoring criteria.
    Output created
    A score with the reasons behind it, written to the lead record.
    Hands work to
    Multi-Channel Router and Booking Bot.
    Booking Bot
    Job owned
    Offer qualified leads the correct next step and book appointments on the connected calendar.
    Input received
    Scored lead, seller availability, approved response templates.
    Output created
    A sent response, a confirmed booking or a routed follow-up thread.
    Hands work to
    Discovery Notes when a call is booked, and the router when it is not.
    Discovery Notes
    Job owned
    Write a pre-call discovery note for every booked appointment.
    Input received
    CRM record, scoring reasons, source information, thread history.
    Output created
    A discovery note attached to the meeting record with buyer context and suggested questions.
    Hands work to
    The seller who owns the meeting in your CRM.
    Multi-Channel Router
    Job owned
    Decide whether email, SMS or a follow-up sequence is the correct next touch.
    Input received
    Lead source, channel consent flags, scoring output, human handoff rules.
    Output created
    A routed message with fallback sequence and human handoff when required.
    Hands work to
    Booking Bot for continued cadence, or a named human when handoff rules trigger.
    Deliverables

    What you walk away with

    • ✓ Lead-scoring framework
    • ✓ Qualification-question template
    • ✓ Lead-routing rules
    • ✓ Email-response sequence
    • ✓ SMS-response sequence where supported
    • ✓ Booking workflow
    • ✓ Calendar connection guide
    • ✓ CRM field map
    • ✓ Discovery-note template
    • ✓ No-show reminder workflow
    • ✓ Human handoff rules
    • ✓ Testing checklist
    • ✓ Operating SOP
    • ✓ Prompt and policy files for every worker (versioned)
    Integrations

    Systems this stack connects to

    HubSpot
    Supported
    Two-way sync of leads, deals, tasks.
    Salesforce
    Supported
    Standard objects only. Custom objects on request.
    Pipedrive
    Supported
    Attio
    Beta
    Live for early customers. Report issues within 24h.
    Google Calendar
    Supported
    Microsoft 365 Calendar
    Supported
    Calendly
    Supported
    SavvyCal
    Beta
    Website form (native)
    Supported
    One website-form source on the Managed Stack.
    Email (Google Workspace / Microsoft 365)
    Supported
    Twilio SMS
    Supported
    Where the customer has an approved Twilio account.
    WhatsApp Business
    Planned
    Slack alerts
    Supported
    Custom CRM
    Custom
    Scoped as an AGL Installation add-on.
    Outreach / Salesloft
    Not included
    Accountability

    Primary KPI

    Qualified appointments booked

    Booked meetings with fit buyers is the step that converts inbound interest into pipeline.

    Access

    Choose how to run it

    Three ways to run this system. Same workflow, different level of AGL involvement.

    DIY Access
    $1,297
    You install. AGL provides the written installation checklist and setup guide.
    Label
    DIY Stack Access
    What you receive
    Lead-scoring framework, qualification-question template, routing rules, email and SMS sequences, booking workflow, calendar connection guide, CRM field map, discovery-note template, no-show reminder workflow, human handoff rules, testing checklist and SOP.
    Installation
    Your team installs. AGL provides a written installation checklist. This is not an AGL installation.
    Support
    Email support for setup questions, 5 business days.
    Updates
    You receive workflow and prompt updates for 12 months.
    Ownership
    You own the configured workflow files on your accounts.
    CTA
    Get the Inbound Revenue Stack
    Own This System · $1,297 →
    🔒 PayPal · Venmo · Apple Pay · Card · Access delivered per the terms above
    AGL Installation
    Scoped
    Priced per scope. Not the DIY price.
    What AGL configures
    Scoring framework, routing rules, response sequences, booking workflow, CRM field map and discovery-note template tuned to your criteria.
    Connections included
    One website-form source, one CRM, one calendar, and approved email or SMS accounts you provide.
    Sessions included
    One intake session, one configuration review, one launch session.
    Testing
    Structured test on live traffic before full go-live, using the included testing checklist.
    Handoff
    Written runbook, recorded training and human handoff rules confirmed with your named seller.
    Support
    Post-launch support window scoped at intake.
    Timeline
    Scoped at intake. AGL will not publish a timeline until approved.
    Have AGL Install It →
    🔒 PayPal · Venmo · Apple Pay · Card · Access delivered per the terms above
    Managed Stack
    $397/mo
    Label
    Managed Stack · Inbound Revenue Stack
    Monthly capacity (subject to AGL approval)
    Up to 500 new inbound leads per month.
    Sources connected
    One website-form source, one CRM connection, one calendar connection.
    Channels included
    Email and SMS routing where the customer has approved accounts.
    Response paths
    Three primary response paths.
    Workflow
    Qualification and booking workflow across all inbound.
    Reporting
    Monthly performance report with book-rate, reply-time and misroute analysis.
    Optimization
    Ongoing scoring and message optimization.
    Approvals
    Scoring criteria and message changes shared for approval before deploy.
    Setup
    AGL Installation required first, or existing install verified.
    Cancellation
    Cancel any time with 30 days notice. Workflow files remain on your accounts.
    CTA
    Have AGL Run the Stack
    🔒 PayPal · Venmo · Apple Pay · Card · Access delivered per the terms above
    Your side

    What you provide

    • • Website or lead source access
    • • CRM access
    • • Calendar access
    • • Email and SMS accounts
    • • Qualification rules
    • • Sales availability
    • • Compliance approval (including SMS consent language for your jurisdiction)
    • • Approved messaging for every response template before go-live
    • • A named seller who owns booked meetings and confirms discovery-note quality
    Timeline

    From payment to launch

    1. 01
      Payment confirmation
      Instant. Receipt and access email arrive within 5 minutes.
    2. 02
      Immediate access (DIY)
      DIY buyers receive immediate access to available workflows and documentation.
    3. 03
      Intake (Managed Stack)
      Intake begins after payment. Qualification rules, sales availability and approved accounts collected.
    4. 04
      Access and account setup
      Website, CRM, calendar and email or SMS accounts connected.
    5. 05
      Configuration and testing
      Scoring framework, routing rules, response sequences and booking workflow configured and tested against the included checklist.
    6. 06
      Launch
      Live traffic switched on. AGL monitors the first cycle for misroutes and reply quality.
    7. 07
      Support period
      DIY: 5 business days email support. AGL Installation: scoped at intake. Managed Stack: ongoing.
    Ownership

    Ownership and ongoing costs

    Customer owns
    • Your CRM data, calendar data, lead data
    • Every configured workflow file inside your accounts
    • Every message template after approval
    • The scoring framework and its versions
    AGL owns
    • Reusable prompt patterns and orchestration logic
    • The reference workflow used across customers (not your tuned version)
    • The AGL brand, playbooks and internal tooling
    Third-party costs (paid by you)
    • CRM subscription (HubSpot, Salesforce, Pipedrive, Attio) — paid direct
    • Calendar tool (Google, Microsoft 365, Calendly) — paid direct
    • Email platform fees — paid direct
    • Twilio SMS usage — pay per message on your Twilio account
    • LLM API usage (OpenAI or Anthropic) — pay per token on your account
    Cancellation
    DIY access is one-time. AGL Installation is one-time. Managed Stack subscription cancels with 30 days notice; scoring, workflows and message templates remain on your accounts and continue running until you disconnect them.
    Exclusions

    What is not included

    • ✗ CRM replacement
    • ✗ Sales closing
    • ✗ Unlimited leads
    • ✗ Paid media
    • ✗ SMS charges
    • ✗ Email-platform fees
    • ✗ Custom software development
    • ✗ Unsupported integrations
    • ✗ Guaranteed appointment volume
    FAQ

    Common questions

    Is this a template or a working installation?
    DIY is a working reference stack you install yourself using the included checklist. AGL Installation is a live installation tuned to your criteria, CRM and calendar. Managed Stack is that installation with AGL operators running it monthly.
    Does AGL connect my tools?
    On AGL Installation and Managed Stack, yes — one website-form source, one CRM, one calendar and approved email or SMS accounts. On DIY, you connect your own tools using the setup guide.
    Who operates it day to day?
    DIY and AGL Installation: your team. Managed Stack: AGL operators handle monitoring, scoring and message optimization within the monthly capacity, and hand booked meetings to your named sellers.
    How much can it process?
    Managed Stack monthly recommended capacity is up to 500 new inbound leads across three primary response paths, published only when AGL approves it for your account.
    What happens if an integration is unsupported?
    We flag it during intake. Beta integrations ship with a 24-hour issue-fix window. Custom CRM work is scoped as an AGL Installation add-on. Unsupported integrations remain outside scope.
    Can I upgrade later?
    Yes. DIY buyers can add AGL Installation later; the DIY fee is credited against the installation fee. AGL Installation customers can move to the Managed Stack once the installation is verified.
    What happens after cancellation?
    Managed Stack subscription stops. Your scoring framework, workflows, message templates and CRM field map remain on your accounts. AGL removes operator access.
    Are software fees included?
    No. CRM, calendar, email platform fees, Twilio SMS usage and LLM API usage are billed to your accounts directly. This keeps ownership clean and lets you cancel AGL without disrupting the tools you already use.
    Not ready? Follow the build.
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