Automatic lead qualification, so you talk to the right people

The problem we fix

Owners spend hours answering enquiries that were never going to buy, while the serious ones wait in the same queue and go cold. Forms collect a name and a phone number but none of the details that tell you whether a lead is worth calling first. Call notes depend on whoever picked up.

What we set up, step by step

• Your criteria. We agree what makes a good lead for you: the service, budget range, timing, location or job size you can take on.
• The right questions. Short, natural questions asked on calls, in WhatsApp and Instagram chats and in your website forms.
• A score for every lead. Each enquiry is scored and labelled, for example hot, warm or not a fit.
• Routing. Hot leads reach you or your team straight away. Warm leads go into follow-up. The rest get a polite, helpful answer.
• One record. Answers and scores are saved in your CRM, so nobody asks the same questions twice.

What your day looks like after

You start with the leads most likely to book, already knowing what they need. Your team stops spending the morning on enquiries that were never a fit. Leads that are not ready yet are not lost: they go into lead follow-up automation and hear from you at the right time.

Fair and transparent

Qualification is about matching what people need with what you offer, not about ignoring anyone. Every enquiry gets an answer. People who are not a fit are told so politely and, where it helps, pointed in a useful direction.

Lead qualification is part of the Client Capture System and works with the AI receptionist, AI quote agent and a custom CRM and dashboard. See all our services.

An example of a scoring rule

For a roofing company, a hot lead might be a homeowner with a leak, inside the area they cover, who wants work done this month. A warm lead might want a quote for next year. Someone asking about a service the company does not offer is not a fit and gets a polite reply.

The rule is written with you in plain words, and you can change it whenever your priorities change, for example when you want more of one kind of job.

Questions