AI Workforce

AI Lead Qualifier

BANT scoring on every inbound lead.

Every inbound lead gets a real qualification pass — Budget, Authority, Need, Timeline — and a hot/warm/cold tag written back to your CRM. No more "all leads look the same in the list view." The hot ones get routed for fast follow-up; the cold ones go into nurture.

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What it does

Concretely, here's what ships

  • Scores every inbound lead on Budget, Authority, Need, Timeline.
  • Writes a hot/warm/cold tag + a numeric score back to the lead record in GHL.
  • Routes hot leads into immediate-callback sequences and warm/cold into the nurture cadence.
  • Re-qualifies on each new conversation event — the score moves as the relationship moves.
  • Generates a one-line scorecard summary the operator can read in 3 seconds.
How it works

From trigger to outcome

  1. Step 01

    Trigger

    New inbound lead lands — form fill, call captured, SMS opt-in, replied email. The qualifier picks it up.

  2. Step 02

    Score

    Agent reads the conversation history + enrichment data, scores each BANT dimension on a 0-3 scale, and produces a composite hot/warm/cold tag.

  3. Step 03

    Tag + route

    Tag and score write back to the GHL contact. Workflow rules route hot leads to fast-follow-up, warm to standard cadence, cold to long-tail nurture.

  4. Step 04

    Re-score

    Each new conversation event re-runs the score so the tag moves as the lead matures.

Verticals

Ships across all 35 niches

The agent runtime layers a niche-specific prompt patch on top of the base prompt at deploy time — the AI Lead Qualifier you ship for an HVAC company sounds different from the one you ship for a dental office, even though it's the same agent definition.

Browse the 35 niche templates
What you connect

Wired into your stack on day one

  • GHL for the contact record + tag writes.
  • Clay enrichment used as additional signal when present.
  • Score visible inline in the operator inbox alongside the conversation.
Calibration loop

Score accuracy is the calibration target.

Hot leads that don't close and cold leads that do are both signal. The grader compares predicted tag vs. real outcome 30 days later and flags drift on either direction. Over time, your score becomes tuned to your real pipeline.

  • Graded
    Every interaction
    Voice + text rubrics
  • Drift flagged
    Same day
    Telegram + dashboard alert
  • Auto-deploy
    Never
    You approve every patch

Want to see AI Lead Qualifier running for your niche?

Book a call. We'll walk you through a live demo on a real account, set up against the niche you're closing for. Zero slide deck. Zero "we could probably build that."

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Pairs well with

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