AI for Lead Qualification and Follow-Up

AI agents that never let a lead go cold.

Leads come in from your site, your inbox, and your chat widget every hour of the day, and most of them wait far too long for a reply. We build custom AI agents that capture, qualify, and follow up on inbound leads for you, wired into the CRM, inbox, and calendar you already use. You own everything we build.

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Every business loses leads to slow, inconsistent follow-up.

It does not matter what you sell. A lead fills out a form, sends an email, or opens a chat, and then waits. By the time someone on your team gets to it, the moment has passed and the lead has already looked elsewhere or lost interest.

The leads that do get a reply often get an inconsistent one, because whoever answered first is guessing at what a good-fit prospect looks like instead of working from a clear standard. Meanwhile your reps spend hours a week manually sorting the real opportunities from the tire-kickers.

None of it needs a human doing it by hand. It needs a system that captures, qualifies, and follows up the moment a lead arrives, in the tools you already have, so your team spends its time closing instead of chasing.

  • Leads that sit unanswered for hours or days
  • Slow follow-up that loses deals to a faster competitor
  • Manual qualification that eats hours of rep time each week
  • No consistent nurture cadence for leads who are not ready yet

What an AI lead agent actually does.

Each one is custom-built around your business's actual criteria and installed into the tools you already run, with a human owning anything that commits to a price or a promise.

Instant capture from every channel

Leads from web forms, email, and chat get captured and logged the moment they arrive, no lead ever sits unopened in an inbox.

Enrichment and scoring

Each lead is enriched with the details that matter and scored against your own criteria, so your team knows exactly who is worth a call.

Fast routing to a human

Hot leads get routed to the right person immediately, with the context they need to respond well, instead of waiting for someone to check a queue.

Personalized follow-up drafts

Follow-up messages are drafted in your voice, referencing what the lead actually asked for, ready for a quick review before they go out.

Booking straight to the calendar

Qualified prospects get booked directly onto the right calendar with confirmations and reminders handled automatically, no back-and-forth scheduling.

Consistent nurture cadence

Leads who are not ready today get a steady, on-brand nurture cadence instead of falling off the radar until they go cold.

Built into the stack you already run.

The agent sits on top of your existing CRM, inbox, and calendar rather than replacing them. Wherever your leads already land, whatever tool your team already lives in, that is where the automation runs. There is no new dashboard for your team to check and no separate system that needs to be kept in sync.

See our full solutions overview for the range of workflows we build, or read how the same underlying capability shows up for real estate teams and financial advisors, two industries where lead speed decides who wins the client.

Any business with inbound leads and a real answer for who they want.

If your business gets leads from a website, marketplace, referral form, or chat widget, and you already know what a good-fit prospect looks like, this is built for you.

Service businesses

Agencies, consultancies, and professional services firms fielding inbound inquiries every week.

Brokerages and advisors

Real estate teams and financial advisory practices where speed to first contact wins the client.

B2B and SaaS teams

Sales-led companies with demo requests and trial sign-ups that need fast, consistent qualification.

31
Automated systems deployed
6
Platforms connected
45 min
Old onboarding time per client
<2 min
After Agent Setup

The same intake and follow-up discipline, built for your pipeline.

A Bay Area tax and advisory firm serving over 800 clients brought us in to automate onboarding and follow-up workflows across their CRM, document management, communication, and billing systems, 31 systems in total.

Every one of those systems runs on the same underlying problem lead qualification does: an inbound signal needs to be captured, sorted, and followed up on without a human doing it by hand every time. Read the full case study for the details, or see how the same capability applies across our other solutions.

Starts at $500 for one workflow.

Start with the single workflow costing you the most leads, then scale. Exact scope is confirmed on a call.

$500
Starter
$1,000
Growth
$2,000
Pro
$5,000
Enterprise
Full pricing →

From call to live in days, not quarters.

01

Scope

A short call to find where your leads are going cold and what a qualified lead actually looks like for you. We map it to your actual tools before we build.

02

Build

We build and test the agent in a sandbox, wired into your CRM, inbox, and calendar, with an approval gate on anything that reaches a prospect.

03

Own it

It ships into your systems and the code is yours. Keep us on call to build the next one, or run it yourself.

Built by someone who has run a firm's own pipeline.

You own the code

Everything we build is yours. No rented platform, no per-seat lock-in, no dependency on us.

Live in days

Single workflows go live in days, not quarters. You see the response-time and conversion gains almost immediately.

We do not disappear

Keep us on an on-call retainer to build the next automation as your pipeline grows.

Common questions.

It captures every inbound lead from your forms, inbox, or chat the moment it arrives, enriches it with the details you care about, scores it against your criteria, and routes hot leads to the right person fast. It drafts personalized follow-ups, books qualified prospects onto your calendar, and keeps a nurture cadence going for the ones who are not ready yet.

No. It handles the repetitive first-touch work so your team spends their time on conversations that matter, not on chasing every lead down manually. A human still owns the close.

Anything that commits to a price or a promise stays gated to a human. The agent drafts and books, it does not close unsupervised. You decide where the approval gate sits for your business, from full review to a light spot-check.

Yes. We build inside the tools you already run, whatever CRM, inbox, and calendar your business uses. Nothing is ripped out and replaced.

Builds start at $500 for a single automated workflow and scale to full multi-system engagements. Exact scope and price are confirmed on a short discovery call. See the pricing page for tiers.

Get Started

Stop losing leads to slow follow-up.

Tell us where your leads are falling through. We scope it on a short call and show you exactly what an agent would handle.