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
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
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
What we build
How We Work
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Discover
We map the goal, the audience and the constraints before proposing anything.
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Design
Structure first, surface second. You approve each stage before we move on.
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Build
Built in the open, with a staging link you can check any day of the week.
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Launch
Tested, documented, handed over, and supported for 30 days.
Stories of Impact
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.
Frequently Asked Questions
Works with what you already use
Nothing here asks you to move platforms. We connect to the tools your team is already in.
Sources
Web forms, shared inbox, website chat, call transcripts
CRM
HubSpot, Salesforce, Pipedrive, Zoho, or any CRM with an API
No API?
A shared sheet or database works instead
Reporting
Where leads come from, and which sources convert
More AI services
Let's Talk.
Tell us what you are building. We come back within one business day with a plan, a timeline and a number.
