westridge.io
Revenue Guard · AI Sales Agent Pilot

Stop losing leads
after 4 PM.

A 2-week, fixed-price pilot that deploys a missed-call text-back, AI voice answering agent, and HubSpot lead capture for your inbound phone line. Delivered in production. $5,000 of the fee credited toward the full AI Sales Agent if you upgrade.

2 weeks
Delivery timeline
$8,500
Fixed price
$5,950
Ecosystem Partner price
$5K
Credit toward full package
Start your pilot →See what's included
The opportunity

$40K–$80K in
annually recoverable revenue.

For a typical service business, every missed call is a missed opportunity. Revenue Guard captures the leads that currently fall through the gap between your business hours and your customers' schedules.

01
The problem

Callers who hit voicemail don't call back. Your competitors answer — or at least text back within 60 seconds. After-hours inquiries are effectively invisible to your pipeline.

02
The Revenue Guard fix

Missed calls trigger an immediate SMS. After-hours calls route to an AI voice agent that captures intent and books a callback. Every lead hits your CRM automatically.

03
The ROI model

10–20% recovery of at-risk missed-call revenue, adjusted for close rate and duplicate callers. Defensible to a CFO review. For a 100-call/month business at a $5K average ticket, that's $40K–$80K in recoverable annual revenue.

Who this is for
Service businesses with inbound calls

HVAC, plumbing, legal, medical, financial advisory, real estate — any business where inbound phone leads convert at a meaningful rate.

After-hours lead leakage

You know leads come in evenings and weekends but your team isn't available. You're losing to whoever answers first.

HubSpot CRM users

Revenue Guard integrates natively with HubSpot Free and Starter. Leads, transcripts, and quote activity flow directly into your CRM with full scoring.

10–500 employee businesses

Revenue Guard is scoped for up to 50 leads/month and 1–2 service categories. It's the right pilot scale for most SMBs — the full AI Sales Agent handles higher volume.

What's included

Six modules.
Delivered in 2 weeks.

Every module is production-grade and owned by the client on delivery. No lock-in.

01
Missed call text-back

Any unanswered call triggers an automated SMS within 60 seconds via Twilio + N8N. Message is branded to your business with a configurable template. Volume tracked; upgrade alert fires at 40 leads/month.

TwilioN8N workflowSMS within 60 secondsConfigurable template
02
AI voice answering agent

After-hours calls route to a Bland.ai voice agent trained on your business context. Agent captures caller name, intent, and preferred callback time. Full transcript delivered to CRM.

Bland.aiTranscript captureAfter-hours routingIntent classification
03
Branded intake form

Mobile-first responsive intake form hosted on Vercel. Captures lead details for web-originated inquiries and routes them into the same N8N pipeline as phone leads.

Vercel-hostedMobile-firstUnified lead pipeline
04
AI quote generation

Claude API powers a deterministic quoting engine for 1–2 service categories. Quote logic is rule-based for compliance; AI layer handles natural-language description and formatting.

Claude APIDeterministic pricing engine1–2 service categories
05
Stakeholder notifications

Every new lead triggers an email notification to configured recipients. Optional Slack/Teams integration. Weekly Monday digest summarizes lead volume, conversion signals, and quote activity.

Email notificationSlack / Teams optionalWeekly digest
06
HubSpot CRM integration

Full transcript, AI-generated quote, lead score, and call outcome attached to every HubSpot contact record automatically. No manual data entry.

HubSpot Free or StarterTranscript attachmentLead scoringQuote history
Scope boundaries

Fixed scope means
no surprises.

Complexity ceiling
  • ✓Up to 50 leads/month
  • ✓1–2 service categories
  • ✓HubSpot only (Free or Starter)
  • ✓Phone + SMS channels only
  • ✓1 named Twilio number

At 40 leads/month, N8N automatically sends a growth summary and we receive an upgrade alert — so you're never surprised when you hit the ceiling.

What this engagement excludes
  • —Regulatory or legal advice
  • —Guaranteed specific outcomes or ROI
  • —Data migration from existing systems
  • —Custom authentication / SSO
  • —More than one CRM integration
  • —Multi-language support (English only)

Change orders: $225/hour, written approval required before work begins.

Investment

Fixed price.
$5,000 credit on upgrade.

Standard
$8,500
50% at signing · 50% on delivery
Includes:
  • ✓All 6 modules
  • ✓2-week delivery
  • ✓30-day warranty (defects only)
  • ✓Client IP ownership on delivery
  • ✓$5,000 credit toward AI Sales Agent ($30,000)
Ecosystem Partner
$5,950
Requires 6-month retainer commitment
Includes:
  • ✓All 6 modules
  • ✓2-week delivery
  • ✓30-day warranty (defects only)
  • ✓Client IP ownership on delivery
  • ✓$5,000 credit toward AI Sales Agent ($30,000)
Retainer available post-delivery: Maintenance from $800/month · Active Optimization $2,500/month · Ecosystem Partner $3,500/month. Ask about retainer pricing →
The upgrade path

Revenue Guard is the
entry to the full AI Sales Agent.

When your lead volume grows beyond the pilot ceiling, or you want web chat, multi-CRM, and guided quoting across all your service lines, the $5,000 credit unlocks the full AI Sales Agent at $30,000.

Revenue Guard (you are here)
$8,500

Missed call text-back · AI voice agent · intake form · AI quoting · HubSpot CRM · up to 50 leads/month

AI Sales Agent (full package)
$30,000

Web chat + phone voice AI + SMS capture + guided quoting + booking integration + multi-CRM + 6-week delivery

Effective upgrade cost
$25,000

$30,000 full package minus $5,000 Revenue Guard credit = net $25,000 to upgrade

Stop losing leads
to voicemail.

Book a 30-minute scoping call. We confirm the fit, scope the 2-week engagement, and lock in the fixed price before any commitment.

Book a Scoping Call →View all solutionsNot sure? Get the assessment first