Lead Qualification Automation

Spendyourtime onrealbuyers.

Before a visit or consultation is booked, every lead answers the questions that matter to you, so your team only spends time on people who can buy.

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Workflow running4 steps

01Lead comes in
02Qualifying questions
03Score and sort
04Route the right way

Runs on HubSpot · GoHighLevel · Pipedrive · or custom code you own

Steps

Industries

Yours to keep %

01 Why It Matters

Where the money leaks.

Ask the right questions before anyone drives out or gets on a call.

The leak01 / 03

Wasted visits and calls

Site visits, consultations and design calls with people who were never going to buy cost hours every week.

The leak02 / 03

Good leads wait in line

When every lead is treated the same, the ready-to-buy ones wait behind the browsers.

The leak03 / 03

The same questions, every time

Your team asks the same five questions on every first call. That part can be done before the call.

02 How It Works

Step by step.

What happens from the moment it’s triggered, with no one on your team lifting a finger until it matters.

01Lead comes in
02Qualifying questions
03Score and sort
04Route the right way

Step 01Lead comes inFrom any source, already replied to within a minute.
Step 02Qualifying questionsA short back-and-forth by text, email or chat with the questions you set: budget, timeline, location, property or service type.
Step 03Score and sortAnswers are scored against your rules. Ready buyers, later buyers and poor fits each go a different way.
Step 04Route the right wayReady buyers book straight in. Later buyers go into nurture. Poor fits get a polite, helpful reply.

03 Two Ways to Build

Your tools or custom code. Either way, you own it.

Option 1Fastest

Built on your tools

We build the questions, scoring and routing with your CRM, forms and automation tools.

HubSpot
GoHighLevel
Pipedrive
Typeform
Zapier
Make
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Option 2No lock-in

Custom-built, you own the code

A custom AI assistant that holds a natural conversation, understands free-text answers and applies your rules, then writes the result to your CRM.

The code lives in your own repository
Change it anytime with Claude Code or ChatGPT
Or bring us back for bigger changes

04 Used By

Industries we set this up for.

Same workflow, tuned to each trade’s buyers, software and timing.

Solar Installers & DealersProposals go out, then the buyer goes quiet.See the page Garden Rooms & Backyard StudiosLong decisions, and nobody stays in touch long enough.See the page PoolsSix-figure builds need months of nurturing nobody has time for.See the page Law FirmsConsultations that never turn into signed clients.See the page Insurance AgenciesQuotes go cold and renewals slip away.See the page MSPs & IT Service ProvidersUpsells wait for a QBR that never happens.See the page Marketing AgenciesFeast or famine: the pipeline lives on referrals.See the page Real Estate Agents & BrokeragesPortal leads go to whoever replies first.See the page Recruiting & Staffing AgenciesBusiness development stops when recruiters get busy.See the page

05 FAQ

Lead Qualification Automation questions.

They’re promising Q4. We ship Thursday.

01Won’t extra questions scare leads away?

We keep it to two to four questions and ask them in a natural back-and-forth after the first reply, not as a long form up front.

02Who decides what counts as qualified?

You do. We turn your rules into the questions and scoring, and adjust them as we see which leads actually buy.

03What happens to leads that don’t qualify now?

They’re not thrown away. Later buyers go into a long-term nurture sequence, and poor fits get a polite reply, sometimes with a referral.

04Can I change it later myself?

Yes. If it is built on your tools, it lives in your own accounts. If we custom-build it, the code lives in your own repository and is yours to keep, written so you can change it later with AI coding tools like Claude Code or ChatGPT, or bring us back for bigger changes.

06 More Workflows