01
Response
Speed
Every new lead gets a real first touch while intent is still active.
before
47 min response
with Rafi
< 3 sec
Your AI Sales Partner
Built For Wholesalers
Hey Rafi loads your scripts, SOPs and playbooks, then executes them across every inquiry (call, text, email, chat), qualifying leads, running follow-up, booking appointments and keeping your CRM clean.
Rafi · console
Live
Inbox24
Qualifying6
Booked12
Follow-up48
Handoff3
Active · seller inquiry02:14 · PPC
Seller
I got your postcard. What kind of offer would you actually make?
Rafi
Happy to walk through it. Is the property vacant, rented, or occupied by you?
Seller
It's a rental. Tenants been there 4 years.
Rafi typing…
Motivation · relocationTimeline · 60 daysCondition · fair
Qualify
- Owner verified
- Motivation
- Timeline
- Price expectations
Booking
Thu · 11:30 AM
Acquisitions · A. Nguyen
/ 01 · The problem
Leads aren't lost.
They're leaked
Every inbound lead runs a gauntlet: channels, ownership, scripts, CRM entry, follow-up. One weak link and revenue walks. Rafi runs the whole gauntlet, the same way, every time.
Speed
First response in seconds, not hours.
Memory
Every script, SOP, and CRM field in one place.
Persistence
Follow-up runs until the lead closes or dies.
Without Rafi
leaksLead submits form
00:00PPC seller · urgent timeline
Sits in queue
00:06No owner · rep on another call
Rep opens 4 tabs
12:40Script, CRM, calendar, notes
Callback attempt
47:00Voicemail · intent already cold
Follow-up forgotten
Day 3Rep pulled to a live job
outcome
Dead Lead - $20k lost
With Rafi
closesRafi answers
00:00Your script · your qualifying questions
Qualified live
00:22Budget, timeline, service area captured
CRM updated
01:10Notes, tags, disposition written back
Booked or routed
02:00Calendar hold + human handoff with context
Nurture runs itself
OngoingSMS + email cadence until it closes
outcome
Booked · handed off to Closer
/ 02 How Rafi works
Rafi Stops The Leakage
01Load
Ingest your knowledge
Scripts, SOPs, call recordings, offer criteria, objection guides. Rafi trains on your process, not a generic industry template.
step 01 of 04
Rafi console
seller-script-v4.md2.4 KBScript
objection-guide.pdf812 KBPlaybook
offer-criteria.yaml612 BSOP
intake-form.json1.1 KBData
disposition-checklist.md3.0 KBSOP
Trained · 214 samples · v4.2 · 08:14
02Execute
Run every channel
Rafi answers inbound calls, texts, emails and chat, qualifies against your criteria, and follows up on the cadence you've defined.
step 02 of 04
Rafi console
Voice
14
SMS
22
Email
9
Chat
6
Rafi: outbound follow-up cadence started · 118 leads · SMS + Email · day 2 of 7
03Handoff
Warm-transfer humans
When a lead crosses your handoff threshold (motivation, timeline, budget), Rafi routes it to the right rep with full context.
step 03 of 04
Rafi console
Handoff · triggered
Motivated seller · timeline 60 days · price aligned
AN
A. Nguyen
Acquisitions · available now
Owner verified
Motivation captured
Timeline · 60d
Price · aligned
04Sync
Keep the CRM clean
Every interaction is logged, tagged and stage-updated in your CRM. No stale contacts. No duplicate records. No missing notes.
step 04 of 04
Rafi console
CRM · timeline
08:14Inbound call · qualified
08:16Stage → Qualified
08:17Note appended · 214 chars
08:18Task · Book appointment
08:22Appointment · Thu 11:30
Synced to CRM4s ago
/ 02 How Rafi works
Rafi Stops The Leakage
LoadExecuteHandoffSync
01Load
Ingest your knowledge
Scripts, SOPs, call recordings, offer criteria, objection guides. Rafi trains on your process, not a generic industry template.
step 01 of 04
Rafi console
seller-script-v4.md2.4 KBScript
objection-guide.pdf812 KBPlaybook
offer-criteria.yaml612 BSOP
intake-form.json1.1 KBData
disposition-checklist.md3.0 KBSOP
Trained · 214 samples · v4.2 · 08:14
02Execute
Run every channel
Rafi answers inbound calls, texts, emails and chat, qualifies against your criteria, and follows up on the cadence you've defined.
step 02 of 04
Rafi console
Voice
14
SMS
22
Email
9
Chat
6
Rafi: outbound follow-up cadence started · 118 leads · SMS + Email · day 2 of 7
03Handoff
Warm-transfer humans
When a lead crosses your handoff threshold (motivation, timeline, budget), Rafi routes it to the right rep with full context.
step 03 of 04
Rafi console
Handoff · triggered
Motivated seller · timeline 60 days · price aligned
AN
A. Nguyen
Acquisitions · available now
Owner verified
Motivation captured
Timeline · 60d
Price · aligned
04Sync
Keep the CRM clean
Every interaction is logged, tagged and stage-updated in your CRM. No stale contacts. No duplicate records. No missing notes.
step 04 of 04
Rafi console
CRM · timeline
08:14Inbound call · qualified
08:16Stage → Qualified
08:17Note appended · 214 chars
08:18Task · Book appointment
08:22Appointment · Thu 11:30
Synced to CRM4s ago
/ 03 · Capabilities
Your Playbook.
Executed 24/7
Rafi runs on your process, not a generic template. Configured once, then executed on every lead that comes in.
01 · Conversations
Real conversations, in your voice.
Rafi runs SMS, voice and email inside your script, asking the right questions, capturing the right signals, never re-litigating context.
Live · SMSnow
Saw your offer on my duplex. Still interested?
Yes, do you own it outright, or is there a mortgage?
Small mortgage, about 60k left.
Got it. Timeline for selling?
Owner ✓Motivation ✓Timeline …
02 · Qualification
Every lead scored to your rubric.
Motivation, timeline, condition, ownership are checked against the same criteria your best rep uses. Nothing lands cold.
Lead score82
Owner verified100%
Motivation captured100%
Timeline confirmed100%
Price band65%
Condition40%
03 · Booking
Meetings booked while you sleep.
Rafi negotiates the calendar, confirms the appointment, and sends the reminder before the lead cools off.
Acquisitions · Thu Nov 14
9:00
10:30
11:30
1:00
2:30
3:15
4:00
5:30
11:30 AM · booked
M. Alvarez · Duplex, Tampa
04 · CRM Sync
Your CRM, always current.
Stage moves, notes, dispositions, and follow-up tasks are written back to GoHighLevel, HubSpot, Salesforce or REsimpli in real time.
StageNew → Qualified→ GoHighLevel
TaskCall · Thu 11:30→ Calendar
NoteRental · 60d · $318k→ CRM
OwnerAlex Nguyen→ Assignments
/ 04 · Why Rafi
Rafi Streamlines Your Sales Process.
Rafi connects the messy handoff between speed, process and human follow-through without replacing the tools your team already uses.
02
Consistency
Process
Scripts, qualification, routing and follow-up run exactly the way your team designed them.
before
Rep-dependent
with Rafi
SOP locked
03
Handoff
Leverage
Reps stop chasing, typing and remembering. They enter once the lead is ready to close.
before
11 hrs ops / wk
with Rafi
Closer only
Operating principles
Not bigger software. Better execution.
Your playbook
Scripts, SOPs, disqualifiers and follow-up rules stay intact.
One thread
SMS, voice, email, CRM and calendar context moves together.
Clean handoff
Humans receive the summary, qualification and next action.
/ 05 · Built for
Built For Sales Teams Who Demand Results.
Not vertical templates. Rafi runs your qualification logic, routing rules, and handoff standards for the teams where response time changes revenue.
01 · Investorsseller speed
Capture motivated sellers and route qualified deals in seconds.
Rafi answers fast, qualifies motivation, captures property context, and routes the right opportunities to acquisitions with the notes already written.
qualifies on
motivationtimelineconditionequity
handoff
Acquisitions gets the deal story, buy-box fit, and next-best action.
02 · Agentsshowing intent
Work every buyer and seller inquiry while it's hot.
From IDX to open-house leads, Rafi starts the conversation, learns intent, books the next step, and gives agents context before they call.
qualifies on
areabudgettimingurgency
handoff
Agent receives a warm lead brief with showing or listing intent attached.
03 · Servicesbookable jobs
Keep quote-ready jobs moving after hours and at peak volume.
Rafi captures scope, location, urgency, photos, and availability, then books or escalates based on your dispatch rules.
qualifies on
service typezip codeurgencyavailability
handoff
Dispatch sees a complete job card instead of a vague request.
04 · LendersLO focus
Separate serious borrowers from casual rate shoppers.
Rafi verifies basics, understands loan intent, routes by product fit, and hands loan officers a compliant conversation summary.
qualifies on
loan typetimelinecredit bandproperty
handoff
LO receives the borrower profile, product fit, and next step.
05 · Sales Floorsprocess control
Run the same lead motion across every campaign and shift.
Rafi normalizes intake, applies your rubric, updates systems, and routes by source, score, team, territory, and availability.
qualifies on
sourcescoreteamSLA
handoff
Ops gets clean data, fewer exceptions, and consistent execution.
Investors · playbook
Capture motivated sellers and route qualified deals in seconds.
seller speed
Rafi answers fast, qualifies motivation, captures property context, and routes the right opportunities to acquisitions with the notes already written.
rafi route logic
01
Capture
PPC form · postcard callback · missed call
02
Decide
motivation · timeline · condition · equity
03
Handoff
Acquisitions gets the deal story, buy-box fit, and next-best action.
qualification rubric
motivation
timeline
condition
equity
clean handoff
Acquisitions gets the deal story, buy-box fit, and next-best action.
/ 06 · Platform & integrations
Your stack stays.
Rafi makes it work together.
Rafi is the process layer. Everything you already run, from CRM to calendar and automation, keeps its role.
GoHighLevelCRM
HubSpotCRM
SalesforceCRM
PipedriveCRM
Zoho CRMCRM
CloseCRM
Follow Up BossCRM
MondayCRM
KeapCRM
REsimpliREI CRM
REI ReplyREI CRM
PodioCRM
GoHighLevelCRM
HubSpotCRM
SalesforceCRM
PipedriveCRM
Zoho CRMCRM
CloseCRM
Follow Up BossCRM
MondayCRM
KeapCRM
REsimpliREI CRM
REI ReplyREI CRM
PodioCRM
CallToolsDialer
CalendlyScheduling
Google CalendarScheduling
GmailEmail
SlackComms
ZapierAutomation
MakeAutomation
n8nAutomation
ChatGPTAI
ClaudeAI
NotionOps
AirtableOps
CallToolsDialer
CalendlyScheduling
Google CalendarScheduling
GmailEmail
SlackComms
ZapierAutomation
MakeAutomation
n8nAutomation
ChatGPTAI
ClaudeAI
NotionOps
AirtableOps
/ 07 · Outcomes
The change
customers feel first.
Speed, consistency and context. The three things every lead notices before they ever speak to a human.
01 · Speed
Live signalUnder 60s
Speed to first response, on every inbound lead, every hour of the day. Rafi answers before your competition even sees the ping.
response windowlast 24h
6anoon6pmid
02 · Consistency
Every lead
Contacted with the same script, on the same SLA, whether it's 2pm or 2am.
03 · Handoff
Zero drops
Warm handoffs land with full context. No cold reintroductions.
04 · CRM Hygiene
Clean pipeline
Notes, stages and next tasks written back automatically.
Operator, verbatim
"It's like adding a full setter team overnight, but the SOP is actually followed. My closers only see qualified conversations now."
OP
Operator
High-volume acquisitions team
/ 08 · Questions
The things every operator asks first.
No. Rafi is the process layer that runs on top of the CRM you already use. It reads and writes to GoHighLevel, HubSpot, Salesforce, REsimpli and others. It doesn't replace them.