W-01 · Lead-qualification agent
Every inbound lead, read and routed in minutes
The agent reads each form fill or email, scores it against criteria you define, adds company context, and routes it to the right rep in your CRM. The reasoning is attached, so reps can see why a lead landed where it did.
How it runs
The workflow, step by step
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01
Capture
Form submissions and inbound email arrive in one queue.
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02
Score + enrich
The agent scores against your criteria and adds company context.
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03
Route
The lead lands in your CRM with owner, score, and reasoning.
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04
Follow up
A draft reply or task is created for the rep to approve.
Who it is for
- Teams getting more inbound leads than reps can read quickly
- Sales leads who already have qualification rules, written down or in their heads
- Companies using a CRM that accepts records through an API or integration
What we need / what you get
We need
- Web form or email inbox
- Your qualification criteria
- CRM access (scoped to what the agent needs)
You get
- Scored, routed CRM records
- Reasoning notes on each lead
- Draft first replies for rep approval
Where people stay in the loop
- Borderline scores go to a person instead of being auto-routed
- Replies to prospects are drafted for approval unless you choose otherwise
- Every decision is logged so you can audit and adjust the criteria
Starting prices
Two ways to engage
Retainer
$1,000 /month
Ongoing building, monitoring, and tuning for one workflow with one measurable outcome.
Project + maintenance
$5,000 project
A scoped build, then a monthly retainer to keep it running.
These are starting prices. The final scope and price are set in the workflow review, once we know your volume and systems.
In the review
Questions we will ask
- Where do leads arrive today, and how long until a person looks at them?
- What makes a lead good or bad for you, in plain words?
- Which CRM do you use, and who owns each type of lead?
Common questions
Will the agent email prospects on its own?
Only if you decide that. The default is a drafted reply that a rep approves.
What if our criteria are fuzzy?
That is normal. We write them down with you in the review, test them on past leads, and flag borderline cases for people.