AI Agents for
Lead Qualification & Routing
We build agents that respond to every inbound lead in seconds, enrich and qualify them against your real ICP, and route the ones worth a call — so your reps stop working a list and start working a pipeline.
30 minutes. Bring your last 200 inbound leads and we'll show you what an agent could have qualified, routed or disqualified before a rep touched them.
The problem isn't lead volume. It's what happens in the first ten minutes.
A lead fills in your form on a Tuesday evening. Nobody sees it until Wednesday morning. By then they've filled in two competitors' forms as well, and one of those replied within the hour.
Meanwhile your reps spend their week on a list where a meaningful share of entries were never going to buy: wrong company size, wrong region, a student doing research, a competitor checking pricing, someone who wanted a job. Every one of those costs a rep the same fifteen minutes of qualification as a real opportunity.
Two things are broken at once. Response is too slow, because it depends on a human being awake and available. And qualification is too expensive, because the only thing that can currently do it is the same person you want closing deals.
Both are solvable, and neither requires an AI that pretends to be your sales team.
What we build — and what we won't
Every competitor on this SERP promises the fully autonomous version. Being explicit about the boundary is what makes the rest credible.
What we build
Instant inbound response
Every form fill, chat, WhatsApp message or inbound call answered in seconds, at any hour, in a way that reads as a real reply rather than an autoresponder.
Enrichment
Company size, industry, funding, tech stack, headcount — pulled from your enrichment tools and appended to the record before a rep opens it.
Qualification against your real ICP
Not a generic lead score. The specific disqualifiers your team applies in their heads, written down and applied consistently.
Routing and booking
The right rep, the right queue, the right calendar slot, with the context already attached.
CRM write-back
Enriched fields, qualification reasoning, conversation transcript and next action, written to the lead record so nothing lives in a chat log nobody reads.
Follow-up on unresponsive inbound
People who raised their hand and went quiet. Warm, low-volume, and the highest-return outbound there is.
Reactivation of your existing database
Old leads and closed-lost, worked properly against permission you already have.
What we won't build
A fully autonomous cold outbound machine
Independent and vendor data both point the same way: high-volume AI outbound collapses sender reputation, and the recovery costs more than the pipeline it generated. We'll build outbound, but volume-capped and with a human approving sends.
An agent that books meetings it shouldn't
Filters can qualify; they're poor at disqualifying. An agent optimised for meetings booked will fill your AEs' calendars with people who were never going to buy, and the damage shows up a quarter later in conversion rate rather than immediately in the dashboard.
Anything that scrapes or contacts people you have no basis to contact
Discussed properly in the compliance section below.
Speed to lead, without a rep on standby
The single highest-return thing an agent does here is respond immediately — every time, including the Friday-night enquiry and the one that lands while your team is in a pipeline review.
The agent acknowledges the enquiry, asks the two or three questions that actually determine fit, answers the obvious first questions about what you do and roughly what it costs, and either books a call or explains honestly that it isn't a fit. It works in whichever channel the lead arrived in — form, website chat, WhatsApp, SMS, email or phone.
[FILL: your own speed-to-lead data, or a client's before/after. Published research on response time is widely quoted and often traced to a single older study — cite your own numbers if you have them rather than repeating a figure you can't source.]
Qualification that reflects how your team actually decides
Most lead scoring fails because it's built from what's easy to measure rather than what predicts a deal. Job title and company size are proxies. The real disqualifiers are usually specific and unwritten: they're in the wrong region for your delivery model, they want a feature you deprecated, their budget is a third of your floor, they're already with a partner.
Part of every build is getting those rules out of your reps' heads and into a form the agent can apply. That work has value on its own — several clients find that half their “qualification problem” was that three reps were using three different definitions of qualified.
The agent then applies the rules consistently, records why it reached its conclusion, and escalates the genuinely ambiguous cases rather than forcing a verdict. [VERIFY: confirm you capture qualification reasoning on the record. If you don't, add it — it's what makes the system auditable and it's how the rules get improved.]
Outbound, done at a volume that doesn't burn your domain
If you want outbound, we'll build it — with constraints most vendors won't discuss.
Google's bulk sender requirements put the spam-complaint ceiling at 0.10%, with hard failure at 0.30%, at which point Gmail delivery is blocked outright. Domains running AI outbound at production volume have been observed dropping around 38 points of sender reputation within 90 days, with inbox placement falling below 60% by the fourth week. AI-written emails draw spam complaints at roughly 8% against about 3% for human-written ones.
And the volume trade is worse than it looks: one agency tracking its own data found AI-style sending pushed 6.4× the volume for roughly 38% lower reply rates — each extra email degrading deliverability for everything else the domain sent.
Volume caps per inbox, enforced in the system
Roughly 10–20 sends per inbox per day on new or warming domains; 30–50 only on domains with a clean 90-day history and a confirmed strong reputation. Above that, risk rises regardless of domain age.
Separate sending domains
From your primary, so a bad campaign can't damage the domain your invoices and support email go out from.
Human approval before send
On cold sequences. The benchmarks favour this anyway: hybrid setups with a human owning judgement outperform fully autonomous ones on meetings per dollar.
Complaint and placement monitoring
With automatic pause thresholds, well below the 0.30% cliff.
Warm-first sequencing
Inbound follow-up, reactivation and referrals before cold. Better returns, no domain risk.
[FILL: your actual caps, monitoring thresholds and pause triggers. Specifics here are the whole point — a buyer who has burned a domain will read this section closely.]
Works with the CRM you already run
Your CRM stays the single source of truth. The agent reads from it before acting — so it never treats an existing customer as a new lead — and writes back everything it learns.
HubSpot
Agents that read and write deals, contacts and custom properties, respect your existing lifecycle stages, and trigger your workflows rather than bypassing them. HubSpot is already in our stack. [FILL: one specific HubSpot build.]
Salesforce
Qualification and routing that respects your existing objects, assignment rules and permissions. [VERIFY: only claim Salesforce if you have real experience — cut this section otherwise.]
Pipedrive, Zoho & GoHighLevel
Common in the 20–200 person companies we work with most. [FILL: confirm which of these three you've genuinely shipped against, and cut the rest.]
No CRM, or a spreadsheet
More common than vendors admit, and a perfectly valid starting point. We've built qualification agents that route into a shared inbox and a Google Sheet. If a CRM would genuinely help we'll say so — but "buy a CRM first" is often a way to delay value by two months.
Forms, chat & messaging
Webflow, WordPress, Typeform, website chat, WhatsApp, SMS, Instagram and Messenger — the agent meets the lead where they arrived.
Enrichment & calendars
[FILL: name the enrichment providers and calendar tools you actually integrate. Naming them is worth real search coverage and costs nothing if true.]
How we build it
Audit to production in 2–6 weeks.
Free audit (week 1)
We take your recent inbound leads and classify them: clearly qualified, clearly not, and genuinely ambiguous. You get the split, an estimate of how much rep time the first two categories consume, and an honest read on whether an agent is worth it. Some audits end here.
Write down the rules
ICP, disqualifiers, routing logic, escalation triggers, and the never-automate list. This is the step that determines whether the build works.
Evaluation set
Real past leads with known-correct outcomes — including the ones your team wrongly qualified. Scored, so accuracy is a number before it's a promise.
Build and integrate
CRM, channels, enrichment, calendars. Read-before-write so existing customers and open opportunities are never treated as new leads.
Shadow mode
The agent qualifies alongside your team and you compare verdicts. Disagreements are the most useful output of the whole project — they're usually where your written rules and your actual rules differ.
Go live on a scoped slice
One channel or one lead source first.
Monitor and expand
Tracked from day one: response time, qualification accuracy against the eval set, escalation rate, meetings booked, and — critically — meeting-to-opportunity conversion, so nobody optimises for booking meetings that don't convert.
Note on timelines: you'll see competitors quoting 8–12 weeks for a comparable build. Our 2–6 weeks comes from narrower initial scope, fewer integrations at launch, and definitions agreed before build rather than during — not corner-cutting.
What it costs
Almost nobody in this category publishes a price. We do.
What moves the price: number of channels, CRM complexity, enrichment sources, whether your ICP rules exist or need building, and whether outbound is in scope.
What's not included: model usage, enrichment credits and telephony, billed to your own accounts so you see the real cost per lead, plus third-party licences.
What you can expect
Honest framing beats a headline number, especially with a buyer who has already run a pilot that failed.
Instant response on inbound, consistent application of written qualification rules, enrichment, routing, booking, and follow-up on leads who already raised their hand. These are high-volume, well-scoped tasks — the conditions under which this technology performs.
Disqualifying someone on a live call, reading hesitation, handling a complex or unusual deal, and any judgement about whether a borderline lead is worth pursuing. A filter can confirm a fit, but it won't end a conversation the way an experienced rep does when a prospect mentions they solved the problem last month.
[FILL: one real deployment with client-verifiable numbers. Every competitor on this SERP has testimonials. Benchmarks are honest but they aren't proof.]
Compliance and permission
Not legal advice. But a page selling lead generation that ignores this reads as naive — or worse, as the kind of vendor that gets clients into trouble.
Outbound touches real law, and it differs by where your prospects are rather than where you are.
Consent rules under GDPR and equivalents; sender identification and honoured unsubscribes under CAN-SPAM; and Google's and Microsoft's bulk-sender requirements, which are enforced technically rather than legally and will block you before a regulator ever does.
Phone & SMS
Significantly stricter. US TCPA exposure, do-not-call registries, consent requirements and disclosure rules around automated calling. [FILL: state plainly whether you build outbound voice or SMS, and what you require from clients before you do.]
Data
Where enriched personal data comes from, whether you have a lawful basis to hold it, and how subject-access and deletion requests are handled.
Disclosure
Whether the person is told they're talking to an AI. Requirements vary by jurisdiction and are tightening. We default to disclosure — [VERIFY this is your actual practice] — because the alternative is a trust problem even where it's legal.
What we do: build the controls (suppression lists, consent capture and storage, unsubscribe handling, disclosure, region-based rules) and tell you plainly where a plan looks risky. What we don't do: advise you on whether your outbound is lawful. That's a question for your counsel, and any vendor answering it confidently is a warning sign.
Security and data handling
Read-before-write
The agent checks the CRM before acting, so existing customers and open opportunities are never contacted as cold leads.
Access
Least-privilege credentials per system, scoped keys, full audit log of every action.
Retention
[FILL: your position, precisely.]
Training
Lead data is not used to train models. [VERIFY contractually across your stack.]
Human gates
Cold sends, anything to a named account list, and any message to an existing customer.
Prompt injection
Form submissions, email bodies and chat messages are treated as data, never instructions — relevant here, because the input comes from strangers by definition.
Certifications
[FILL: certifications you hold, or describe the practice and skip the badge line.]
Frequently asked questions
Find out how many of your leads never needed a rep
Book a free AI audit. Bring your last 200 inbound leads. We'll show you the split between clearly qualified, clearly not, and genuinely ambiguous, what that costs you in rep time, and a price from the table above — including an honest “not yet” if the volume doesn't justify it.