Most companies are still relying on human setters to manage their leads. Meanwhile, we just collected $414,000 in 23 days using AI to do all the heavy lifting.
No human setters. Just 6-7 closers taking calls that AI qualified, booked, and managed.
This isn't some case study from years ago. This is happening right now, in real time, with one of our brands powered by Charlie AI. And I'm documenting the entire journey as we build this company to a million dollars per month in cash collected.
Let me show you exactly how we're doing it.
Eight days into January, this brand had collected $145,000. Not bad, right?
Fast forward to January 23rd, and we're sitting at $414,000 collected. Same brand. Same offer.
The difference? A dialed in AI powered lead management system handling everything from initial contact to booking calls on the calendar.
Zero human setters involved.
The AI is qualifying leads, booking meetings, following up with no shows, rebooking cancellations, and keeping the pipeline full. Our closers just show up and close deals.
This is the power of proper revenue operations combined with AI automation.
Here's the brutal truth: most companies don't know their numbers.
They're spending money on ads, generating leads, and hoping something sticks. They have no idea what their real conversion rates are. They can't forecast next month's revenue. They're flying blind.
If you want to build an eight figure company (this will be my sixth since 2020), you need to know your numbers inside and out. You need to understand the inputs and engineer the outputs you want.
Let me break down exactly how we do this.
Want to do a million dollars a year? Start by working backwards.
At a $10K price point, you need 100 deals closed per year. That's roughly 10 deals per month.
If you're closing at 25%, you need 40 sales calls taken per month. Not booked. Taken. There's a massive difference.
With a 50% show rate, that means you need 80 meetings booked on the calendar each month.
And if 25% of your marketing qualified leads are booking calls, you need 320 MQLs per month to hit your target.
Now we've chunked it down from a million dollar goal to a daily action item: generate 320 qualified leads every single month.
That's how you engineer inevitable outcomes. You know exactly what needs to happen at every stage.
Revenue operations is the system that turns a marketing qualified lead into dollars in the bank. That's it. Nothing fancy.
Here's how our process flows:
MQL to SQL: A marketing qualified lead becomes sales qualified when they either complete an application or get triaged by Charlie AI. We're converting 30% of MQLs to SQLs (though our current marketing is actually hitting 90% because the leads are that good).
SQL to Booked: Sales qualified leads get booked onto the calendar. Charlie handles all the booking, qualification questions, and scheduling.
Booked to Taken: This is where most companies lose deals. Cancellations and no shows kill pipelines. Charlie is rebooking 60% of cancellations and 20% of no shows back onto the calendar automatically.
Taken to Closed: Our closers are converting at 32% right now. We built our targets around 25% to give ourselves margin.
Deal Lost to Re-Offer: Deals that don't close get added to a re-offer campaign. When done right, these campaigns close at 70% because the prospect already knows the price and the offer. We just need to give them a reason to move now.
Every gap in this process is filled by AI. No human setter needed.
Not every lead is ready to book immediately. That's fine. We have a system for that too.
Any lead that hasn't taken a meaningful action (booking and showing up to a call) within 30 days gets added to our middle funnel bucket.
We have two buckets: one for MQLs and one for SQLs.
The SQLs get prioritized because there's zero friction to get them on a call. They're already qualified. Any middle funnel promo (webinar, case study, challenge, special offer) can push them straight to booking.
The MQLs need to go through triage first. They hit a middle funnel promo, express interest, then Charlie triages them to qualify them as SQLs before booking.
We start closest to the money. Always.
Here's what human setters deal with: fatigue, inconsistency, turnover, training time, salary costs, and human error.
Here's what AI deals with: none of that.
Charlie follows up with every single lead. It qualifies them perfectly every time. It books meetings 24/7. It rebooks cancellations without getting frustrated. It runs re-offer campaigns without needing a pep talk.
The only humans involved are the closers. And they're only doing what they do best: closing deals.
This is the most efficient way I've found to take a company from zero to eight figures. I refuse to build a sales organization backed entirely by people anymore. I want the best closers on the floor, and I want AI packing their calendars day in and day out.
No human error. No inconsistency. Just results.
This will be my sixth eight-figure company since 2020. I know how to get to eight figures. I don't know how to go from eight to nine figures yet, but that's what I'm working on with Charlie AI.
The difference between a seven figure founder and an eight figure founder? Revenue operations. Knowing your numbers. Engineering outcomes instead of hoping for them.
You can't scale chaos. You can't forecast guesswork. You need systems, processes, and automation that work whether you're in the office or not.
That's what AI gives you.
If you're building a sales organization in 2026 without AI lead management, you're leaving millions on the table.
Here's what you need to do:
Know your numbers. Map out your conversion rates at every stage. Know your MQL to SQL rate, your show rate, your close rate. If you don't know these numbers, start tracking them today.
Map your revenue operations. Document every step from MQL to closed deal. Where are leads dropping off? Where is human error happening? Those are your opportunities for automation.
Implement AI where it makes sense. You don't need to automate everything. But lead qualification, booking, follow up, and rebooking? That should be automated. Let your humans focus on closing.
Build middle funnel plays. Not every lead is ready to buy today. Create webinars, case studies, promos, and nurture sequences that move cold leads closer to booking.
Test, optimize, repeat. We're constantly tweaking messaging, testing new campaigns, and optimizing conversion rates. This isn't set it and forget it. It's engineer, measure, improve.
Right now across our portfolio, we're spending over a million dollars per month on marketing and generating nearly three million in cash collected monthly. This stuff works when you implement it correctly.
The bottom line
We hit $414K in 23 days with zero human setters. The company is on pace for a record month. And we're scaling toward a million dollars per month in cash collected.
This is what's possible when you combine solid revenue operations with AI automation.
If you want the full framework we use, grab the free lead management playbook at charlieai.io. I break down everything in detail so you can implement this in your own business.
And if you're serious about scaling, you need to be using Charlie AI. I refuse to build companies without it. I refuse to take on private consulting clients who won't implement it. It's that critical to how we operate.
The future of sales isn't more human setters. It's better closers backed by AI that never sleeps, never misses a follow up, and never makes a mistake.
Ready to see how Charlie AI can do this for YOUR business?
We'll show you your current revenue leakage and map out your custom implementation plan.
If you're building without AI lead management in 2026, you're leaving money on the table.
Stay calm, change lives, and have business on your terms.
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