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AI Lead Qualification

Sales teams waste their best hours on enquiries that were never going to buy. We build an agent that reads every new enquiry, asks for whatever is missing, scores it against the criteria you actually close on, and routes it to the right person with a summary attached.

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What is included

Enquiry intake

Forms, inbox, chat and calls all feed the same agent

Missing-detail questions

Budget, timeline and scope asked for politely, up front

Scoring

Ranked against the criteria your won deals actually share

Routing

To the right salesperson, territory or queue automatically

CRM writing

Creates and updates records so nobody retypes anything

Summary for sales

Who they are, what they want and what to ask first

Spam and tyre-kicker filtering

Keeps the pipeline worth looking at

Reporting

Where leads come from, and which sources convert

How qualification actually runs

Every enquiry goes through the same three steps, whether it arrived by form, inbox, chat or phone.

01 — Read everything

One agent reads every enquiry

Forms, the shared inbox, website chat and call transcripts all feed the same place. Where something important is missing, the agent asks for it politely and up front rather than leaving a gap in the record.

  • Forms, inbox, chat and calls feed one pipeline
  • Asks for budget, timeline and scope when they are missing
  • Filters spam and obvious time-wasters before anyone sees them
Reviewing figures and planning sheets

02 — Score

Scored against the deals you actually close

The scoring is built from your own won deals and your sales team's judgement, not a generic template. After the first few weeks we review the scores together and tighten them.

  • Built from your closed deals, not a stock model
  • Reviewed with your team after the first weeks
  • Anything the agent is unsure about goes to a person, not a guess
Desk with charts and planning notes

03 — Route

It lands on the right desk, already written up

The lead is routed to the right salesperson, territory or queue, and the CRM record is created or updated so nobody retypes anything. The summary says who they are, what they want and what to ask first.

  • Routed by salesperson, territory or queue
  • CRM record created and updated automatically
  • A short summary attached for whoever picks it up
Laptop and phone on a working desk

What we build

Reviewing figures and planning sheets
Desk with charts and planning notes
Laptop and phone on a working desk

How We Work

  1. Discover

    We map the goal, the audience and the constraints before proposing anything.

  2. Design

    Structure first, surface second. You approve each stage before we move on.

  3. Build

    Built in the open, with a staging link you can check any day of the week.

  4. Launch

    Tested, documented, handed over, and supported for 30 days.

Stories of Impact

We came to them mid-replatform with a store that was losing customers at checkout. They rebuilt the funnel, wired the tax and shipping properly, and stayed on after launch until the numbers settled. The scope they quoted is the scope we paid.
av-dm-1 Ecommerce Replatform — Regional Retail Group
We had a logo that worked on a laptop and nowhere else. They delivered the full mark family, every file format we needed, and a guidelines document our printer actually understood. Nobody has asked us for an EPS since.
av-hk-1 Brand Identity System — B2B Software Company
The site our marketing team can finally update without a developer. Every section is editable, the page speed held up under our launch traffic, and the handover included training rather than a folder of files.
av-mr-1 Website Rebuild — Healthcare Services Provider
They started with an audit that told us uncomfortable things, then fixed them in priority order rather than selling us a retainer. The reporting is in plain English, and they say so when something is not worth doing.
av-tl-1 SEO & Content Program — Professional Services Firm

Serious Digital Work, Without the Agency Theatre

Senior People Only

The people who pitch are the people who build. No junior hand-off.

Fixed Scope, Fixed Price

A written scope with a number and a date, agreed before we start.

Built to Scale

Systems that hold up when your traffic and your team grow.

US Time Zones

Real overlap with your working day, coast to coast.

Own Everything

Full IP transfer on final payment. Your code, your accounts, your data.

Serious Digital Work, Without the Agency Theatre

Frequently Asked Questions

Any CRM with an API, including HubSpot, Salesforce, Pipedrive and Zoho. If yours has no API we can write to a shared sheet or database instead.

We build the scoring from your own closed deals and your sales team's judgement, then review the scores together after the first few weeks and adjust.

It can. Many clients start with silent scoring and routing, then switch on replies once they are confident in how it handles people.

They are routed to a person rather than guessed at. Uncertainty is logged so you can see where the criteria need sharpening.

Let's Talk.

Tell us what you are building. We come back within one business day with a plan, a timeline and a number.

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