A live walkthrough of the AI pilot running on Copper CRM for Experior Financial Group's insurance agents.
Jesus Spear · Consultant · July 2026
Act I · The Weight
An agent's Tuesday. Before.
Act I · The Weight
20 leads. On sticky notes.
Names on paper, numbers in a phone, promises in their head. Every follow-up lives in one place: memory.
Act I · The Weight
A legal minefield they're supposed to memorize.
Call between 8 and 9 — in the lead's timezone, not yours
Florida stops at 8
$500–$1,500 per wrong callTCPA statutory damages, per violation
Act I · The weight — receipts, not claims
The click tax on every single call.
Clicks 1–2 · find & open the recordClicks 3–4 · switch tab, open composer, type it all outClicks 5–12 · save, switch again, create the task, pick the date…
A dozen clicks and two retypes per call — real screenshots from this pilot's Copper, today. Every click between "hung up" and "dialing the next lead" is money.
"Leads die because humans forget — not because they're bad leads."
Act II · One Note
The agent's whole job: one honest sentence after each call.
Act II · One Note
LIVE — in Copper
Copper · two staged leads — Caleb (EN) · Rosa (ES)
RosaLead · New
Stage: No contact
Agent types · just now
EN — on Caleb Fakeman: “Spoke with Caleb, very interested in final expense for his family. Booked Thursday at 3pm to run the numbers.” · ES — on Rosa Muestra: “Hablé con Rosa, muy interesada en la anualidad. Agendamos cita el jueves a las 3pm para revisar opciones.”
Act III · The Machine
While Penny works, let me show you the rest.
Act III · The Machine
start.thepipelinevault.com
Lead-Gen Pilot · Agent onboarding
Your Pilot Acknowledgment Agreement.
Ten steps, about five minutes. English and Spanish. No agent receives a single lead until they've read the rules and confirmed.
01 Log the call02 First 10 min03 Your leads04 Calling window05 Penny…10 Confirm
Onboarding is a gate, not a PDF. Confirm, or the system routes you nothing.
Act III · The Machine
Slack · Direct message · 11:04 PM
C
Carlos 11:04 PM
¿Puedo llamar a un lead de Florida mañana a las 8:30 de la noche?
P
Penny APP · 11:04 PM
No — en Florida las llamadas se detienen a las 8:00 PM, hora del lead. Llámalo entre 8:00 AM y 8:00 PM hora de Florida. Si quieres, te digo la mejor ventana para este lead.
A compliance answer in the agent's language, at 11pm, in seconds.
Act III · The Machine
We hear every buzz of the agent's phone.
💬
Slack · PennyWelcome to the pilot, Carlos — your onboarding link is ready.
💬
Slack · PennyYou're confirmed ✅ You're live in the rotation.
💬
Slack · PennyNew lead: Rosa · FL · best calling window 10am–8pm ET.
Act III · The Machine · The honest part
We red-teamed our own build: 19 agents hunting silent failures. Found 4 ways it could fail quietly. Fixed all 4. Then built the instrumentation that makes silence impossible — every morning the system reports whether it actually worked, not whether it ran.
Act III · The Machine
The rails are fail-closed.
Every outward action blocked by default — no consent + approval, no action
Opt-outs are permanent
Audit trail on everything
Act III · The Machine
Launched Sunday night. Sixty hours later:
6agents paid, in Copper, working leads with the AI — in 48 hours
20recruited from 60+ applicants
112automated tests on the build
Act IV · The Reveal
LIVE — back to Copper
Copper · two staged leads — Caleb (EN) · Rosa (ES)
RosaLead · Florida
No contact→Contact made
🤖 Penny — Call Summary
Habló con Rosa. Muy interesada en el IUL para sus hijos. Cita agendada para el martes a las 2:00 PM. Próximo paso: preparar la ilustración antes de la cita.
📅 Penny: Appointment — jueves a las 3pm — Sofia
Task · created automatically, on the right day, at the right hour
Stage moved automatically: no_contact → contact_made
That's the weight. Lifted.
Act V · Where this heads
Next 2 weeks
Texting — the moment carrier registration clears
Google Calendar sync
DNC scrub wired in
Act V · Where this heads
This quarter
The follow-up cadence, automated
The Slack assistant's question-gap report feeding real trainingevery question agents ask that the assistant can't answer — that gap list goes to Vikki
Autonomous ad operations — already live, capped, audited
Act V · One screen to remember
Before · July 1
Manual everything. Leads dying on sticky notes. Compliance memorized, or not. No system of record for any of it.
Now · July 28
6 paid agents live in 48h. AI works every logged call — both languages. Ads run themselves inside hard caps. Fail-closed compliance, audited.
Heading
All 20 active. Texting on carrier clearance. Automated cadence. Then: native in Copper — 18,000 seats that feel like this.
What that takes
Runway past Jul 30 · an ad budget with a number on it · compliance sign-off (DNC registration is a 10-minute act) · Copper at the table for native scoping.
Thank you.
Jesus Spear · Consultant
Live now: start.thepipelinevault.com
Funnel: thepipelinevault.com
