For Agencies & Consulting Firms

AI Lead Qualification for Agencies (Chat + Routing + Booking)

Capture and qualify inbound leads on your agency website. Ask the right questions, route to the right rep, and book calls automatically—while your team takes over instantly when intent is high.

Stop Losing Leads to Manual Qualification

🎯
More qualified calls
Filter noise with structured intake and intent routing.
⚡
Faster lead response
Immediate replies + escalation to humans when needed.
🧹
Cleaner pipeline
Push qualified leads into your process with consistent fields and tags.
💼
Qualify Budget
AI asks about budget, timeline, and decision-makers before you ever talk
🎨
Showcase Work
Links to relevant case studies and portfolio pieces automatically
📅
Book Meetings
Schedules consultations directly in your calendar

How it works

From deploying chat on your site to qualifying leads and booking meetings—we set it up and hand you a running system with clear metrics.

Deploy chat on your agency site

Pricing, service pages, contact pages.

Qualify leads with a structured flow

Service, budget, timeline, constraints.

Route based on intent

High intent → sales, low intent → nurture.

Handoff to a human with context

Answers + transcript + summary.

Optimize using funnel metrics

Qualified rate, booking rate, response time.

What Your AI Does For Your Agency

Real conversations that qualify leads and book meetings — automatically

💰

Budget Qualification

AI asks about budget ranges, project scope, and decision-making process — routing only qualified leads to your team.

Example: "What's your budget?" → AI qualifies $10k+ leads, books calls with decision-makers
📊

Service Explanation

Trained on your services, AI explains what you do, how you work, and what results clients get.

Example: "How do you increase conversions?" → AI shares your process, links to case studies
🏆

Portfolio Showcase

AI presents relevant case studies based on industry, shows results, and highlights client success stories.

Example: "Do you work with SaaS?" → AI shows 3 SaaS case studies with metrics
💳

Pricing Questions

AI shares starting prices, explains value, and positions premium offerings — without giving away the farm.

Example: "How much do you charge?" → AI shares ranges, explains ROI, offers consultation
📅

Meeting Scheduling

Connected to Calendly, AI books discovery calls, strategy sessions, and consultations automatically.

Example: "Can we talk?" → AI checks availability, books 30-min call, sends confirmation
🎯

Lead Scoring

AI scores leads based on budget, urgency, fit — syncs to your CRM with full context for sales team.

Example: High-budget + urgent + good fit = hot lead alert to your Slack

How success is measured

Baseline first, then track lift over time—no invented benchmarks.

📈

Qualified Lead Rate

How many chats become real opportunities.

Qualified conversations ÷ total conversations.
📅

Booking Rate

How often qualified leads schedule a call.

Booked calls ÷ qualified leads.
⚡

Speed to Lead

How fast you engage and escalate.

Time to first response + time to human takeover.
✅

Show Rate

How many booked calls actually happen.

Attended calls ÷ booked calls.
💰

Lead-to-Close Rate

How many qualified leads turn into revenue.

Closed-won deals ÷ qualified leads.
🎯

Lead Response SLA Hit Rate

How consistently your team meets response targets.

% of leads responded to within your SLA timeframe.

Agency-Optimized Lead Qualification

Choose the package that matches your inquiry volume and sales process

🟦 Essential

AI Lead Qualifier

$7,200
starts at · one-time setup

Core lead qualification for boutique agencies — filter out tire-kickers and book more qualified calls

What's Included:
  • AI chatbot trained on your services, process, and portfolio
  • Budget qualification — AI asks about budget and filters accordingly
  • Service explanation — describes what you do in plain English
  • Portfolio showcase — links to relevant case studies automatically
  • Meeting scheduling — books consultations via Calendly integration
  • Lead notifications — Slack/email alerts when qualified lead inquires
  • Daily summary — report of inquiries and qualification results
Delivery: 1 week setup + training
Result: 70% of inquiries auto-qualified, instant responses 24/7
Get Started
Perfect for:
Boutique agencies and solo consultants with 50-200 monthly inquiries who want to stop wasting time on unqualified leads
Most Popular
🟩 Growth

Complete Lead Generation System

$12,000
starts at · one-time setup

Everything in Essential PLUS lead scoring, CRM integration, and proposal automation

Everything in Essential, PLUS:
  • Advanced lead scoring — AI scores leads (budget, urgency, fit) before routing
  • Industry-specific responses — AI pulls relevant case studies by industry
  • Pricing positioning — AI handles objections, explains value, anchors premium
  • Client inquiry tracking — tracks existing client questions, routes to account manager
  • CRM integration — syncs to HubSpot, Salesforce, or Pipedrive automatically
  • Proposal request automation — AI triggers proposal workflow in PandaDoc/Proposify
  • Follow-up sequences — automated nurture emails for warm leads
  • Weekly analytics — lead quality, conversion rates, booking rates
Delivery: 2 weeks setup + training
Result: 70% auto-qualified + 3x more qualified meetings + better lead quality
Get Started
Perfect for:
Growth-stage agencies with 200-1,000 inquiries/month who want to scale sales without scaling sales team
🟧 Enterprise

Enterprise Sales Platform

$20,000+
starts at · one-time setup

Everything in Growth PLUS custom workflows, multi-office support, and advanced integrations

Everything in Growth, PLUS:
  • Custom conversation flows — tailored to your specific sales process and services
  • Multi-office routing — routes leads by geography, service line, or specialty
  • Advanced portfolio integration — AI pulls from your case study database dynamically
  • Project management sync — creates client records in Asana, Monday, ClickUp
  • Proposal automation — AI generates custom proposal drafts based on conversation
  • Multi-language support — AI responds in prospect's preferred language
  • Advanced reporting — attribution tracking, lead source analysis, conversion funnels
  • API access — integrate with custom tools and internal systems
  • Dedicated onboarding — white-glove setup with ongoing optimization
Delivery: 3-4 weeks with dedicated onboarding
Result: Complete AI sales system handling qualification, nurturing, and booking
Get Started
Perfect for:
Enterprise agencies with 1,000+ inquiries/month, multiple offices, or complex service offerings needing complete automation

Monthly Automation Management Packages

Built to pair perfectly with your workflow builds, integrations, and AI assistants.

🟦 Essential Care

Essential Automation Care

$600
per month

Monthly monitoring, maintenance, and light improvements to your automations.

What's Included:
  • Automation health monitoring — weekly checks on all workflows, triggers, API connections, and error logs.
  • Bug fixes & troubleshooting — up to 3 fixes per month for broken flows, webhook issues, or API errors.
  • Minor workflow optimizations — logic tweaks, timing adjustments, and field mapping updates.
  • Basic reporting — monthly performance summary: usage, errors, and opportunities.
  • Email support — 48–72 hour response time.
Perfect for:
Brands with stable automations who just need things to run smoothly without surprises.
Most Popular
🟩 Growth Care

Growth Automation Management

$1,600
per month

Ongoing enhancements and new builds for teams actively scaling automation.

Everything in Essential Care, plus:
  • Proactive workflow improvements — up to 2 new enhancements or logic upgrades per month.
  • New automation builds — up to 1 new workflow per month (simple or moderate complexity).
  • Advanced reporting & insights — KPI tracking, bottleneck analysis, and recommendations.
  • Priority support — same‑day responses for urgent issues.
  • Quarterly strategy sessions — review performance, plan new automations, and align with business goals.
Perfect for:
Teams growing fast who want continuous automation evolution without hiring internally.
🟧 Full Automation Dept

Full Automation Department (On‑Call)

$3,200
per month

A fully outsourced automation team that handles everything for you.

Everything in Growth Automation Management, plus:
  • Unlimited automation builds — any workflow, any integration, any logic — no cap.
  • Unlimited revisions & enhancements — constant iteration, optimization, and expansion.
  • On‑call support — fast response, priority queue, and emergency fixes.
  • Dedicated automation strategist — acts as your internal automation lead.
  • Custom dashboards & analytics — tailored reporting, KPIs, and performance tracking.
  • Team training & onboarding — Loom videos, SOPs, and live walkthroughs.
  • Quarterly automation roadmap — plan the next 90 days of automation growth.
Perfect for:
Brands that want automation to be a competitive advantage and need a partner who can execute anything, anytime.

Full Project Visibility

Track progress in real-time through your dedicated client portal

📊

Real-Time Updates

See exactly what's being built, when, and by whom

✅

Proof Tracking

Every automation tested and documented before launch

💬

Direct Communication

Ask questions, request changes, approve work inline

Why Agencies Trust Us

Our done-for-you services are new, so we're earning your trust through transparency and results

🛡️

30-Day Money-Back Guarantee

Not seeing better lead quality? Full refund, no questions asked

⚡

Fast Implementation

Most agencies are live within 1-2 weeks and booking qualified calls immediately

🔧

Hands-On Support

Direct access to our team during setup and beyond — we're building this together

📊

Clear ROI Tracking

See lead quality scores, conversion rates, and booked meetings in real-time

Get Started →

30-minute call • See the platform • Get custom pricing

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