AI Voice Lead Qualification MVP – B2B Outbound Calling + Live Transfer

I’m building an MVP that will place outbound calls to B2B leads, qualify them in real time, and transfer qualified and interested prospects to a live sales representative.. The contacts are SMB decision-makers in B2B telecommunications and broader business services across multiple industries; our sole focus is accurate lead qualification, not a lengthy sales pitch.

During each call the agent must collect and log:
• Company size
• Decision maker’s direct contact details
• Current service provider
• Number of wireless lines in use
• Interest level and reason for switching
• Final call outcome

When interest is confirmed, the AI agent should ask permission and perform a seamless live transfer to one of our two human sales representatives. The human representative should receive the information collected by the AI so they can continue the conversation with the prospect.

We are open to using Retell AI, Vapi, Twilio, or another appropriate platform. Please recommend the most cost-effective and reliable solution for this MVP.

The system should:
• Import an initial small batch of B2B leads from Excel/CSV
• Make outbound calls and qualify prospects
• Capture the agreed lead information
• Transfer interested prospects to our human sales representatives
• Record call outcomes
• Provide call recordings/transcripts where supported
• Store captured data in a simple spreadsheet or CRM
• Allow us to modify the AI script and qualification questions

Deliverables for this phase:
• Fully operational AI voice agent
• Initial test with a small batch of B2B leads
• Working live transfer to our two human representatives
• Basic lead/call reporting
• Basic instructions so our team can operate the system
The AI should ask permission before transferring the call to a human representative

If the initial test is successful, we plan to scale the system to larger lead volumes.