Lead Qualification Agent
Know which leads deserve attention—before your team calls.
Your Lead Qualification Agent researches every new lead, asks the questions that matter, scores it against criteria you define and routes it to the right person—with the reasoning attached.
Free 30-minute consultation · No obligation · Built around your workflow
Works across
- Web Chat
- CRM
- Google Sheets
Inbound lead · Web form
Qualifying questions · Email
Scoring breakdown
What it can do
What the Lead Qualification Agent can do
Lead enrichment
Adds company, industry, size, location and website details from public and permitted sources, and labels where each fact came from.
Qualifying questions on the lead's channel
Asks two or three natural questions by email, WhatsApp or chat—need, timing, budget range, who decides—without sounding like a form.
Transparent scoring
Scores fit, intent, budget, authority and timing against weights you set, and shows the breakdown for every lead.
Fit against your ideal customer
Compares each lead with the profile you describe—sectors, sizes, regions, services—so effort goes where it fits.
Intent signals
Reads urgency and buying intent from what the lead says and does, and records the evidence rather than a feeling.
Duplicate and customer detection
Checks the CRM for existing contacts, open deals and current customers before anyone reaches out twice.
Routing rules
Sends each lead to the right person or team by score, territory, product line or language, with a briefing attached.
Follow-up until qualified
Nudges leads who haven't answered the qualifying questions, then stops after the limit you set or as soon as they reply.
Salesperson briefing
Writes a short summary: who they are, what they need, why they scored as they did and the suggested next step.
Disqualification with a reason
Marks leads outside your criteria with the reason and a polite reply, so nothing disappears silently.
Lead quality reporting
Shows score distribution by source and campaign, so marketing spend follows the leads that convert.
CRM updates
Creates or updates the lead with every enriched field, answer, score and routing decision.
Example conversation
A warehouse solar enquiry, researched, qualified and routed to the commercial team
What the customer sees
Web form → EmailWhat the agent does in the background
Familiar business steps, not technical nodes.
Researched the company
Public sources: cold-chain logistics, Murcia, roughly 100–150 staff. Each fact labelled with its source.
Checked the CRM for duplicates
No existing contact, deal or customer record found.
Captured the answers
Owns the building · bill €6–7K/month · before next summer · operations director, decides with CEO.
Scored 84/100 on client-defined criteria
Fit 18/20 · Intent 16/20 · Budget 17/20 · Authority 17/20 · Timing 16/20.
Created the lead in the commercial pipeline
Enriched fields, answers and score breakdown attached.
Briefed Marta
Summary, suggested next step (call first) and the lead's preferred contact times.
Scheduled a follow-up
If Marta hasn't logged contact in two working days, a reminder goes to her and her manager.
Systems it can use
Connected to the tools your team already uses
Messaging
- Website chat
Email
CRM
- HubSpot
- Salesforce
Data
- Website forms
- Google Sheets
- Company data providers (via API)
Team chat
- Slack
Custom
- Custom API
Good to know before you start
- Scoring criteria are defined together with you, written in plain language and shown next to every score. Your team can override any decision, and overrides are logged.
- Research uses public information and data providers you license. The agent doesn't scrape private profiles or purchase contact lists.
- Leads are contacted only on channels they used or consented to. WhatsApp requires Business Platform access with separate messaging costs.
Human control and escalation
Automated where it helps. Human where it matters.
Criteria you define and can read
Fit, intent, budget, authority and timing are weighted by you, written in plain language and visible next to every score. No black box.
Research from permitted sources only
Enrichment uses public information and data providers you license. The agent doesn't scrape private profiles or buy lists on your behalf.
No score without reasons
Every score shows the evidence behind each component, so a salesperson can disagree with it—and tell us why.
People can override
Your team can change a score or routing decision at any time. Overrides are logged and used to improve the criteria.
Disqualified leads stay visible
Leads outside your criteria are kept with the reason, not deleted, so you can review the rules against real examples.
Industry use cases
Where the Lead Qualification agent earns its place
Financial Services
Enquiry triage for advisers
Collects the initial information and eligibility basics you specify, then routes to the right adviser—without giving advice or making decisions.
Advisers see complete, routed enquiries
Explore Financial ServicesReal Estate
Investor or browser?
Separates ready buyers from early researchers by budget, purpose, timing and financing status, and routes each to the right advisor.
Advisors call the ready buyers first
Explore Real EstateProfessional Services
Matter fit and urgency
Checks that a new enquiry matches the services you offer, captures urgency and value, and routes it to the right practice area.
No time spent on the wrong matters
Explore Professional ServicesEducation
Applicant readiness
Asks about programme interest, start date, eligibility basics and funding, and prioritises admissions calls accordingly.
Admissions time on likely enrolments
Explore EducationHome Services
Commercial versus residential jobs
Identifies larger commercial projects from form and chat enquiries and routes them to the commercial team with the details captured.
Large projects reach the right team quickly
Explore Home Services
Implementation
From first call to working agent, in four stages
- Stage 1
Describe your ideal customer
We turn how you already judge a lead into written criteria and weights, and agree what should happen to each score band.
- Stage 2
Connect sources and channels
We connect the forms, inboxes and channels leads arrive through, the CRM they should land in and any data providers you license.
- Stage 3
Test on past leads
The agent scores a set of historical leads. You compare its scores with what actually happened and we adjust the criteria together.
- Stage 4
Launch and calibrate
We review overrides and outcomes with you on an agreed cadence, so the criteria keep matching how your team sells.
How long does it take?
Simple agents can often be launched quickly once we receive the required content and access. More complex, voice, custom or regulated workflows require additional design and testing. After the discovery call, we provide a clear implementation plan.
Pricing entry point
Where to start: the Pro package
Pro
Website and WhatsApp working together with your calendar and CRM.
From €1,990 setup + €299/month
- Website + WhatsApp
- Advanced qualification
- CRM integration
- Calendar booking
- Automated follow-up
- Human handoff
- Monthly optimisation
Prices are starting points and exclude third-party usage fees such as AI model, WhatsApp, telephony, email, and external software charges. Final pricing depends on workflow complexity, integrations, volume, languages, and support requirements.
FAQ
Common questions, answered honestly.
You define the criteria and weights—typically fit, intent, budget, authority and timing—and the agent applies them to what it learns from research and the lead's answers. Each component is shown with its evidence, so the score can be checked and challenged.
Public sources such as the company's website and public registers, plus any data provider you license. Every enriched field carries its source. The agent doesn't scrape private profiles or purchase contact lists.
Only on the channel the lead used or has consented to, and only with the questions you approve. Leads that are clearly outside your criteria receive a polite reply and are recorded with the reason rather than being messaged repeatedly.
Yes, against rules you set—for example regions you don't serve or services you don't offer. Disqualified leads stay in your CRM with the reason, so you can review the rules against real cases.
Routing rules can use score bands, territory, product line, language or workload. The chosen person receives a briefing and a task, and a fallback rule decides what happens if nobody responds in time.
Yes, and you should. Criteria are written in plain language and can be adjusted as your team learns which leads convert. We review overrides with you and propose changes based on outcomes.
The agent processes the data leads give you and public business information, stores it in your CRM and follows the retention rules you set. We document the data flow during scoping so your privacy notice can describe it accurately.
See the Lead Qualification Agent working on your real workflow.
Bring one process or a handful of real conversations to a free 30-minute demo. We'll map how the agent would handle them—and where your team stays in control.
Free 30-minute automation assessment.