Most leads are lost to silence, not to a competitor. This scores every inquiry against your rules, writes it into your CRM, and gets a real answer out while the person is still interested.
Businesses where inquiries arrive faster than someone can work through them — service companies, contractors, agencies, anyone running paid ads into a form.
Web form, phone, email or a marketplace lead. They all end up in one place, in one shape, instead of three inboxes and a notepad.
Public business details, service area, and whatever your own records already know about that name or number. The salesperson stops opening five tabs before the first call.
This is where the value actually sits. Your definition of a good lead — job size, service area, timeline, the work you turn down — becomes the scoring logic. Two companies in the same trade rarely score leads the same way.
One record, fields filled, no duplicate of the same person from last month. Clean records are what make every later report worth reading.
Sent to the right person by territory or service, with a short plain-English note on why it scored the way it did — then an immediate first reply so the lead knows they have been heard.
Low-confidence and unusual leads go to a person instead of being scored and forgotten. We keep that hand-off in place until the rules have proven themselves on your real leads — not on the ideal ones.
We agree on these two before we build, and report them after.
Usually yes. We build into what you already run rather than moving you onto something new. If your system has an API or can take a structured import, it can take a clean record from this.
You do. We sit with whoever currently sorts the leads and turn their judgement into explicit rules — job size, distance, service type, the jobs you would rather not take. That interview is most of the work.
It goes to a person rather than to the bottom of a list. Anything the system is not confident about is routed for review, and we tune the rules from the cases it got wrong.
No. The first reply confirms you have the inquiry and what happens next. We do not build systems that pretend to be a member of your staff.
Yes, against your live calendar, once you are comfortable with how it is qualifying. Most businesses start with routing and a first reply, then add booking after they have watched it work.
It depends on how many systems it has to touch and how clear the rules already are. We scope it after one call and give you a fixed number before anything is built.
One call, no charge. We’ll tell you whether it’s worth automating — including when it isn’t.