CARL BEHIND THE SCENES

How Carl actually works, behind the scenes

Someone asked for a quote. Then they went quiet. We will keep following up, reengage the lead when they're ready, and hand it to your team. Here's what that actually looks like.

Illustration of a friendly robot

CARL BEHIND THE SCENES

How Carl actually works, behind the scenes

Someone asked for a quote. Then they went quiet. We will keep following up, reengage the lead when they're ready, and hand it to your team. Here's what that actually looks like.

CARL BEHIND THE SCENES

How Carl actually works, behind the scenes

Someone asked for a quote. Then they went quiet. We will keep following up, reengage the lead when they're ready, and hand it to your team. Here's what that actually looks like.

Illustration of a friendly robot

What do I need to give you to get started?

A list of leads. That's the whole input you need to get started. Export a list of leads from your CRM, and you can test Carl in action. The conversation stays in your brand, sent from your people.

What do I need to give you to get started?

A list of leads. That's the whole input you need to get started. Export a list of leads from your CRM, and you can test Carl in action. The conversation stays in your brand, sent from your people.

What do I need to give you to get started?

A list of leads. That's the whole input you need to get started. Export a list of leads from your CRM, and you can test Carl in action. The conversation stays in your brand, sent from your people.

Hi Sarah 😊 We were in contact last month regarding your quote for home insurance. Is now a good time to talk? Best, Tom from Acme Insurance

Hi Sarah 😊 We were in contact last month regarding your quote for home insurance. Is now a good time to talk? Best, Tom from Acme Insurance

Hey Tom, I'm still comparing a few options. Can you follow up with me in three weeks?

Wait 3 weeks

Hi Sarah 😊 Tom here, following up as agreed. Have you had a chance to make a decision? Happy to walk you through the quote again if that helps.

Hi Sarah 😊 Tom here, following up as agreed. Have you had a chance to make a decision? Happy to walk you through the quote again if that helps.

Thanks for reaching out! Yes, I'd actually like to move forward. Can you call me tomorrow?

How does Carl talk to my leads?

Like a rep from your team would. Short messages in your tone of voice. Language based on your company and the lead. A real reference to the product or service they enquired about.

Here is a real example, and how Carl handles a "not yet" from the prospect.

You choose the sender, and the tone. Your team can choose to approve messages before anything goes out.

How long does Carl keep following up?

Until one of three things happens:

  • The lead is engaged and ready for your team.

  • The lead says no, or asks not to be contacted. Carl marks the lead closed and stops.

  • The lead stays silent across 6 to 10 attempts spaced over weeks. Carl stops.

Most human buyers give up after 2 or 3 attempts. Carl doesn't. That's where the extra booked calls come from. The leads that didn't say yes the first time aren't lost, they just need more time and more touches than your team has hours for.

How long does Carl keep following up?

Hi Emma 😊 Sarah from SunBright Energy here. You requested a quote for a solar installation back in April. Are you still looking to move forward?

Hi Emma 😊 Sarah from SunBright Energy here. You requested a quote for a solar installation back in April. Are you still looking to move forward?

Wait 2 weeks

Hey Emma, just following up on your quote. Panel prices have actually come down a bit since we spoke. Worth a quick call to update your estimate before summer.

Hey Emma, just following up on your quote. Panel prices have actually come down a bit since we spoke. Worth a quick call to update your estimate before summer.

Wait 5 days

Hi Emma, last check-in from me. Should I keep your quote open, or have you gone another direction?

Hi Emma, last check-in from me. Should I keep your quote open, or have you gone another direction?

Thanks for staying on it, Sarah! We've just been busy. Yes, please book a call. We'd like to move ahead.

How long does Carl keep following up?

Until one of three things happens:

  • The lead says yes to a call. Carl books the call for your team.

  • The lead says no, or asks not to be contacted. Carl marks the lead closed and stops.

  • The lead stays silent across 6 to 10 attempts spaced over weeks. Carl stops.

Most human buyers give up after 2 or 3 attempts. Carl doesn't. That's where the extra booked calls come from. The leads that didn't say yes the first time aren't lost, they just need more time and more touches than your team has hours for.

Mats Vangbo, CEO of Nettbil

"After initial results, we decided to make Carl part of our core sales stack. This is how inbound consumer sales will be run in the future"

Nettbil logo

Mats Vangbo

CEO Nettbil

Mats Vangbo, CEO of Nettbil

"After initial results, we decided to make Carl part of our core sales stack. This is how inbound consumer sales will be run in the future"

Nettbil logo

Mats Vangbo

@company

Mats Vangbo, CEO of Nettbil

"After initial results, we decided to make Carl part of our core sales stack. This is how inbound consumer sales will be run in the future"

Nettbil logo

Mats Vangbo

CEO Nettbil

What happens when a lead is ready?

Carl hands the lead directly to your team with an overview of lead's name, contact info, what they enquired about, the conversation history from the past weeks, and the time they confirmed.

Your rep walks into a conversation with full context. They know what the lead said, what Carl promised, and what's still open. From there, the rep runs the conversation the way they always have. Qualification, offer, next steps. All of that goes through your team.

Illustration of a booked call landing in the team's calendar

What happens when a lead is ready?

Carl hands the lead directly to your team with an overview of lead's name, contact info, what they enquired about, the conversation history from the past weeks, and the time they confirmed.

Your rep walks into a conversation with full context. They know what the lead said, what Carl promised, and what's still open. From there, the rep runs the conversation the way they always have. Qualification, offer, next steps. All of that goes through your team.

Illustration of a booked call landing in the team's calendar

What happens when a lead is ready?

Carl hands the lead directly to your team with an overview of lead's name, contact info, what they enquired about, the conversation history from the past weeks, and the time they confirmed.

Your rep walks into a conversation with full context. They know what the lead said, what Carl promised, and what's still open. From there, the rep runs the conversation the way they always have. Qualification, offer, next steps. All of that goes through your team.

Illustration of a booked call landing in the team's calendar
Message sequence (3 messages)Waiting for approval
Sending now

Hi Sarah 😊 I know you were looking at the apartment on Maple Street a few weeks back. The market has shifted a bit since then and there are a couple of options that might fit better. Would it work to have a quick chat this week? Best, James from CityLet

Wait 2 days...
Sending Wednesday at 10:15

Hi Sarah 😊 Just checking in case my last message slipped through the cracks. Happy to do a no-obligation run-through of what's available right now in your price range. A few good ones have come up since we last spoke. Let me know if this week works. Best, James from CityLet

Wait 4 days...
Sending Sunday at 11:30

Hi Sarah, just a quick follow-up. No pressure at all if the timing isn't right. If it helps, I can also send over a short list of current listings by message so you have something to browse at your own pace. James

What does this look like for my team?

You spend less time on:

  • Chasing cold leads by phone and email

  • Logging follow-ups and reminders

And more time on:

  • Sales calls with ready leads

  • Valuations and paperwork

Carl gives your reps their week back. Their conversations are warmer, because the lead has already agreed to talk. Their sales have a higher-margin, because they have more time to negotiate properly. The team owns every offer, every sales decision, every relationship. Carl just makes sure the right conversations get started.

Who Carl is built for?

Businesses with a high leads volume, where the bottleneck is the long tail of unengaged leads. If you recognise any of these, Carl is built for you:


  1. A meaningful share of your conversions don't buy on the first try.

  2. Your buyers are stretched. There aren't enough hours in the week to keep following up.

  3. You've tried email nurturing and it didn't move the numbers.

  4. You care about the brand of every message that goes out under your name.

Carl is not built for: B2B enterprise sales with high sales value and low lead volumes.

Illustration of a sales rep with time freed up

Who Carl is built for?

Businesses with a high leads volume, where the bottleneck is the long tail of unengaged leads. If you recognise any of these, Carl is built for you:


  1. A meaningful share of your conversions don't buy on the first try.

  2. Your buyers are stretched. There aren't enough hours in the week to keep following up.

  3. You've tried email nurturing and it didn't move the numbers.

  4. You care about the brand of every message that goes out under your name.

Carl is not built for: B2B enterprise sales with high sales value and low lead volumes.

Illustration of a sales rep with time freed up

Who Carl is built for?

Businesses with a high leads volume, where the bottleneck is the long tail of unengaged leads. If you recognise any of these, Carl is built for you:


  1. A meaningful share of your conversions don't buy on the first try.

  2. Your buyers are stretched. There aren't enough hours in the week to keep following up.

  3. You've tried email nurturing and it didn't move the numbers.

  4. You care about the brand of every message that goes out under your name.

Carl is not built for: B2B enterprise sales with high sales value and low lead volumes.

Illustration of a sales rep with time freed up