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Healthcare / Optometry Florida, USA Deployed

// Case Study

An AI SDR that contacts every lead at the right time, then triages the outcome.

Two asynchronous n8n workflows replacing the entire SDR function, with dynamic scheduling that calls leads immediately during business hours or queues them, and GPT post-call analysis that routes warm leads automatically.

0%
Of leads contacted
0s
Delay during business hours
Binary
AI booking-intent flag
0
Manual logging steps
Premiere Eye Center / AI SDR Live in production
New lead Time-zonecall now / queue Retell call GPT triage

The problem

Every lead needed contacting. Headcount could not scale.

The clinic needed every lead contacted without adding headcount. Overnight and weekend leads waited hours for a callback, and human agents varied in script adherence and logging. Manual call logging was delayed and error-prone.

Voicemails disappeared into a "called" status without structured follow-up, and there was no real-time view of warm versus cold leads.

What we built

Two asynchronous workflows handling outreach timing and post-call triage.

01

Intelligent outreach and dynamic scheduling

A webhook ingests lead data, then a time-zone-aware node decides call-now versus schedule. Call-now fires a Retell AI call immediately; otherwise the workflow waits until the next business window before dialing.

02

Post-call AI analysis and triage

A Retell analysis webhook appends the transcript, summary, status, and recording to Google Sheets. A GPT prompt then classifies booking intent as a boolean: true routes a WhatsApp scheduling link plus a Gmail confirmation and updates the CRM; false sets a "follow up needed" flag for human reps.

Results

Every lead contacted at the optimal time.

Qualitative transcripts converted into a binary booking-intent flag with no human review.

Warm leads sent a scheduling link via WhatsApp and Gmail within seconds of the call ending.

Failed calls flagged automatically into a prioritised queue.

A full compliance audit trail on every call.

Zero manual data entry between lead submission and follow-up.

Built with

n8nn8n Retell AIRetell AI OpenAIOpenAI WaSenderWaSender GmailGmail Google SheetsGoogle Sheets

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