Apple Debt Relief <> OneAI: Kickoff

Date: 2026-02-18 | Duration: 67 min | Account: apple-debt-relief

External attendees: isaac@appledebtrelief.com

Summary

Full kickoff session for the Apple Debt Relief engagement. Isaac Cohn provided background on the company: Apple Debt Relief was founded by Isaac after shifting away from brokering, moving to a direct debt relief model to improve transparency and ethical standards. The agreed use case for the AI agent is outbound calls to older and inactive leads, with simplified conversations designed to quickly establish interest and facilitate warm transfers to human debt relief specialists. The session aligned on the required data fields for the contact list (name, phone, creditor, timezone) and the need for a simplified call script focused on quick qualification. Isaac was assigned setup tasks: sharing a sample contact list, providing an updated simplified script, granting CRM access to OneAI, and verifying the CNAM string so calls display correctly.

Action Items

Isaac Cohn

• Share a sample contact list with required fields: name, phone, creditor, and timezone
• Provide an updated simplified call script designed for quick qualification and warm transfer
• Grant CRM access to OneAI
• Verify and correct the CNAM string for outbound caller ID display