Free starter kit

Five starter templates for turning AI phone calls into useful follow-up.

Use the starter kit to see how call details can move into everyday tools like Google Sheets, Slack, email, Zapier, Make, and your CRM.

Setup flow

Simple enough to understand, structured enough to hand to a builder.

1

Catch the call details

Set up Zapier or Make to receive the information your AI phone system sends after a call.

2

Send each detail to the right place

Match the caller name, phone number, summary, booking status, urgency level, and follow-up note to the destination app.

3

Test before live use

Run sample calls first so your team knows the alert, task, row, or CRM update lands where expected.

Inside the free kit

A practical preview of the paid products.

The free kit shows the same working style used in the paid library: clear setup steps, sample data, destination notes, and testing steps.

Call log

Send every completed call into a simple spreadsheet row so call outcomes are not trapped in transcripts.

Urgent alert

Notify the right person when a call needs fast attention, such as an emergency, hot lead, or sensitive customer issue.

Booked appointment

Route booked-call details to the owner, dispatcher, front desk, advisor, or calendar owner.

Unbooked follow-up

Create a task when a caller had interest but did not schedule, buy, or commit during the call.

Is this really free?

Yes. The starter kit is a free download so you can inspect the format before deciding whether a paid package is useful.

What tools does it use?

The guides are written for common tools such as Zapier, Make, Google Sheets, Slack, email, CRMs, and task apps.

What should I do after downloading?

Open the call log guide first, send sample call data, and confirm a clean test result before connecting real customer calls.