Providersnook is a health and wellness coaching business offering 1-on-1 coaching and consultation services. The client had a contact list of 10,000 prospects and wanted an AI-powered outbound calling system to book consultations at scale without manual phone outreach.
The Challenge
10,000 prospects with no scalable outreach system in place
Manual calling is expensive, inconsistent, and not scalable
Required a warm and nurturing brand voice for a health coaching product
Needed full automation from contact load to appointment booking to post-call follow-up
Multiple tools required integration into one seamless pipeline
Our Approach
We designed and built a complete AI Outbound Call Agent system using a best-in-class tool stack. The system handles the full outreach lifecycle: loading contacts, initiating AI calls, routing outcomes, and confirming appointments. Three post-call email sequences were created for different prospect outcomes.
Full project proposal document (DOCX) with executive summary, opportunity projections, system architecture, tech stack, delivery plan, and milestone payment schedule
Comprehensive setup guide (DOCX) walking through configuration of every tool in the stack
3 importable n8n workflow JSON files: Workflow A (contact loader and call trigger), Workflow B (call outcome webhook router and email router), Workflow C (Google Calendar booking confirmation handler)
11-slide branded PowerPoint with n8n workflow screenshots, plain-English explanations, tech stack diagram, and next steps slide
Retell.ai conversation script (identified as the logical next deliverable)
Email Sequences Designed
Booking Confirmation Sequence: sent after appointment is successfully booked
Warm Nurture Sequence: for prospects who showed interest but did not book
Re-engagement Sequence: low-frequency follow-up for uninterested contacts