Proposal — Amex Recycling × SwiftCall
AI outreach system + rebuilt website + inbound quote agent + live CRM
What we're building for you
A complete system that replaces door-to-door selling and manual outreach, captures every inbound quote call, and shows you everything on your phone. All of it runs without you having to babysit it.
1 · AI outbound calling — past the receptionist
You told us door-to-door wasn't working because you'd get stuck at receptionists instead of owners or purchasing managers. We solved that: for every company, we pull the
named decision maker — purchasing manager, shipping director, owner — with their direct line and work email. Our voice agent asks for them
by name, not by role, which is how receptionists know it's a sales call. When the prospect is interested, she books a callback on your calendar. When she hits voicemail, she leaves a clean message and triggers an email. Up to ~100 calls per day, business hours only, weighted to 7:30am and 4:45pm when gatekeepers are thin.
2 · Email outreach — to the decision maker, not the general inbox
Emails go to the named decision maker
before our agent calls them — so when she dials, she has context and can say "I'm following up on the email I sent." A 3-email sequence: first touch, 4-day follow-up, 10-day close. Replies are AI-classified and routed — interested leads jump to your calendar with a text alert, others auto-park, "remove me" suppresses forever.
3 · Inbound quote agent
Answers your main line 24/7. Gathers every caller's spec — size, grade, quantity, delivery ZIP, timing. Never quotes a price (that's your call). Texts and emails you the complete spec the moment the caller hangs up. Filters out the wrong-number recycling calls in under 30 seconds.
4 · Live CRM dashboard (mobile)
A real-time view on your phone — every call placed, connected, voicemail, response. Every email sent, opened, replied. Every inbound quote, priority-sorted. Every booking on your calendar. One click plays the call recording.
5 · Website rebuild
Modern Amex Recycling site — clear calls to action, mobile-first, quote request form flowing into the same CRM.
How it's hosted
Everything runs on SwiftCall's infrastructure. You don't manage servers, email deliverability, phone routing, dashboard uptime, or software updates — we do, continuously.
What you own, not us:
- Your domain (amexrecycling.com) — you keep it, we point DNS at our hosting.
- Your main phone number — stays at your carrier, forwards to the AI line (no porting).
- Your data — every lead, every call recording, every email thread, every booking.
- Your Google Calendar — your account, we just read/write with your permission.
Data portability — in writing
At any time, or at the end of our engagement, we export your full lead list, call recordings, email records, and booking history to you as CSV and JSON within 14 business days. No hostage situation.
Why we do it this way. Managed hosting means we fix issues before you see them, roll out improvements without you lifting a finger, and guarantee consistent quality. You're not buying software to run yourself — you're renting a working revenue engine.
Pricing
| Item | Amount |
|---|
| One-time setup (website, agents, email, dashboard, calendar) | $5,000 |
| Monthly service (6-month minimum) | $1,750 / mo |
| Year 1 total | $26,000 |
Monthly includes: ~3,000 outreach executions (calls + emails), Retell minutes, hosting, ongoing lead sourcing (new pallet-buying decision makers added every week, any business that ships on pallets, targeted to your geos), contact enrichment (name + direct dial + email), prompt tuning, full support.
Overage (only if you exceed the bundle): $0.35 / call · $0.04 / email · $25 / booked meeting.
ROI frame
One Toronto-Bakery-sized account pays this contract back three times over. We're building a system that surfaces those accounts for you on autopilot — you don't have to chase them.
Timeline
| This week | Finish staging build · ingest your 51-company list · enrich with named decision makers · prime the queue |
| Week 1 | Go-live on outbound + email at warm-up volume (40 emails/day, 30 calls/day) targeting named decision makers |
| Week 2 | Inbound quote agent live on your main line · website rebuild live · sourcing layer switched on (new decision makers added weekly) |
| Week 3+ | Ramp to full volume · weekly performance review together |
What we need from you
- Your pallet pricing grid (sizes × grades × volume brackets + delivery fees)
- A 2-minute voice memo of how you pitch a prospect — so the AI sounds like you
- Read/write access to your Google Calendar
- Access to your Amex domain for email sending (we handle the setup)
- Admin access to forward your main phone line to the inbound agent when you're ready
Sign, and we flip the outbound switch this week.
Armando — Amex Recycling
Date: ____________________
SwiftCall AI Solutions
Date: ____________________