Apr 15, 2025

Apr 15, 2025

S3E14

S3E14

38 mins 9 secs

38 mins 9 secs

Coach Kelly’s sales team was maxed out, but CharlieAI broke the bottleneck

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Coach Kelly’s sales team was maxed out, but CharlieAI broke the bottleneck

800 to 1,000 workshop registrations a week. A sales team that couldn’t keep up.

Coach Kelly already had a proven offer, human setters, and human closers.

But keeping up with incoming leads meant more outreach and follow-up than her team could handle.

In this episode of Founder Fires, Kelly breaks down how she added CharlieAI to start conversations and follow up before her human setters step in.

Today, she says roughly 20% of workshop registrants are booking calls.

Her setters are also spending less time chasing responses and more time talking with people who have already shown interest.

But Kelly draws a clear line: deeper qualification and financial conversations stay with her human team.

We also get into how she’s using CharlieAI to reconnect with tens of thousands of contacts accumulated over 13 years in business, segmenting outreach around their history and previous engagement.

In this conversation:

  • How CharlieAI helps her team handle weekly lead volume

  • Why her human setters like working with AI

  • Where she keeps human judgment in the sales process

  • How she approaches old-lead reactivation

  • When founders should wait before adding AI

Kelly’s advice? Build a sales process that works first.

If you only have a handful of leads each week, call them. Learn what converts. Once your team can’t keep up with demand, AI has a clear job to do.

As Kelly puts it, it’s “pouring gasoline on what’s already working.”

▶️ Watch the full conversation to see how Kelly built CharlieAI into her sales process—and where her people take over.

🔗Coach Kelly J., Behavioral Intelligence Strategist and “Coach’s Coach”

🔗Impactful Paid Coach Workshop:

🔗CharlieAI — Free Demo:

Get Started Today

Ready to see what a 24/7 AI setter can do for your team?

Book a live demo and watch Charlie AI start filling your calendar in just 14 days.

Slots Available

charlie ai

30 N Gould St Sheridan, Wyoming 82801

Charlie AI’s powerful sales tools help teams work faster, close more deals, and simplify tasks with smart automation that’s easy to use.

Charlie AI does not use SMS for lead generation or cold outreach. SMS communications are only sent to individuals who have opted in to receive messages from Charlie AI.

Charlie Newsletter

Tune in to how Charlie AI is disrupting the lead gen process!

Get Started Today

Ready to see what a 24/7 AI setter can do for your team?

Book a live demo and watch Charlie AI start filling your calendar in just 14 days.

Slots Available

charlie ai

30 N Gould St Sheridan, Wyoming 82801

Charlie AI’s powerful sales tools help teams work faster, close more deals, and simplify tasks with smart automation that’s easy to use.

Charlie AI does not use SMS for lead generation or cold outreach. SMS communications are only sent to individuals who have opted in to receive messages from Charlie AI.

Charlie Newsletter

Tune in to how Charlie AI is disrupting the lead gen process!

Get Started Today

Ready to see what a 24/7 AI setter can do for your team?

Book a live demo and watch Charlie AI start filling your calendar in just 14 days.

Slots Available

charlie ai

30 N Gould St Sheridan, Wyoming 82801

Charlie AI’s powerful sales tools help teams work faster, close more deals, and simplify tasks with smart automation that’s easy to use.

Charlie AI does not use SMS for lead generation or cold outreach. SMS communications are only sent to individuals who have opted in to receive messages from Charlie AI.

Charlie Newsletter

Tune in to how Charlie AI is disrupting the lead gen process!