Lead Qualification System
Qualify leads before they reach your calendar.
Pricing available on discovery call.
The problem
Most agencies capture an email address and a name. That is the entirety of what sales knows before a discovery call. The result: 30-minute calls with unqualified leads, no budget, no timeline, and no authority to sign. The qualification work happens live, on calls your team cannot get back. A lead qualification system moves that work upstream — before the calendar invite is sent.
What's included
- —Conversational AI widget embedded on your landing page or intake flow
- —8–12 qualifying questions with conditional branching logic
- —Clay enrichment layer appending company data, headcount, and LinkedIn profile
- —CRM routing into HubSpot or Airtable with full lead context on record
- —Slack and email hot-lead notification for same-day follow-up
- —Disqualification routing with automated holding sequence
- —Handoff documentation and qualification criteria playbook
The process
Phase 1
ICP definition and question design
We map your ideal client profile, disqualifying signals, and the questions that surface intent, budget, and timeline. Branching logic is scoped against your actual sales outcomes.
Phase 2
Widget, enrichment, and routing build
Conversational widget is built and embedded. Clay enrichment pipeline is wired to append firmographic data. CRM routing and notification logic is deployed and tested end-to-end.
Final phase
Live test, calibration, and handoff
We run real leads through the system, review qualification accuracy, and calibrate scoring thresholds. Handoff documentation and the qualification playbook are delivered before launch.
Questions
Ready to start?
The discovery call is free. If the problem is a fit, you receive a fixed-scope proposal with timeline, deliverables, and price before any work starts.