AI Lead Qualification
& Intake Systems.
Stop your sales team and surveyors from wasting hours on tyre-kickers. Automatically capture, score, and route inbound leads so you only work the ones that matter.
More leads doesn't
mean more revenue.
Marketing agencies will flood your CRM with leads. But if 80% of them are unqualified, you've just created an administrative nightmare for your sales team.
Wasted Site Surveys
Paying surveyors or engineers to drive out to properties, only to discover the roof is north-facing or the customer doesn't own the property.
The Enquiry Bottleneck
Receiving hundreds of leads from Facebook Ads but having a human sales team manually dial every single one to ask basic qualifying questions.
Losing Leads to Speed
If you take 24 hours to respond to a web enquiry, they have already spoken to your competitor. Speed to lead is the single biggest conversion factor.
Poor Lead Data
Receiving 'Name' and 'Email' but having no idea what the project scope is, making it impossible to prioritise the high-value jobs.
How the AI filters
and routes your leads.
We replace static, ignored forms with dynamic, conversational intelligence that qualifies leads in real-time.
01. Multi-Channel Intake
We capture leads exactly where they originate: your website, Facebook Lead Ads, WhatsApp, or even inbound phone calls using AI voice agents.
02. Conversational Qualification
The AI engages the lead instantly, asking your specific qualifying questions (e.g., EPC rating, budget, timeframe) in a natural, conversational format.
03. Scoring & Routing
The AI analyses the responses. High-intent, qualified leads are routed instantly to your top closers. Tyre-kickers are politely deflected.
04. Calendar & CRM Sync
For the hottest leads, the AI can book the site survey directly into your calendar and push all transcript data into your CRM before the call.
Crucial for renewables and high-value trades.
If your business requires a physical site survey to quote accurately, you cannot afford to send engineers to unqualified properties. This system is a firewall for your surveyors' time.
About lead
qualification.
How does AI actually qualify a lead?
Instead of a static form, an AI intake system converses with the prospect (via chat, SMS, or voice). For a solar installer, it might ask about roof orientation, ownership status, and EPC rating. It interprets their answers, scores the lead based on your criteria, and routes them accordingly.
What happens to the unqualified leads (tyre-kickers)?
They aren't ignored, but they don't take up your sales team's time. Unqualified leads can be automatically sent a polite rejection, directed to educational resources, or placed into a long-term email nurture sequence until their circumstances change.
Can it book qualified leads directly into our surveyors' diaries?
Yes. Once a lead passes all qualification criteria (e.g., they own the home, have a south-facing roof, and budget), the AI can present calendar availability and book the site survey directly, syncing with Google Calendar or Outlook.
Does this integrate with our existing CRM?
Yes. We build the qualification system to push the captured data directly into your existing CRM (HubSpot, Salesforce, Jobber, etc.). Your sales team logs in to find fully qualified leads with full conversation transcripts attached.
Is this better than a standard web form?
Standard web forms have a 60% drop-off rate if they are too long, but if they are too short, you get bad leads. Conversational AI qualification feels like talking to a human, keeping engagement high while still extracting the complex data you need to quote accurately.
Stop quoting for
tyre-kickers.
Book a free discovery call to map out exactly what questions your AI system needs to ask to perfectly qualify your leads.
Book a discovery call