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Lead Qualification & Routing

Every channel, automatically scored and routed.

Captures leads from every channel — voice, web, chat, social — scores them automatically against your criteria, and routes qualified leads to the right person. Unqualified leads get nurtured.

Pricing
$1,000–$2,000 / mo
Timeline
Live in 7–12 business days from kickoff.
Book a discovery call

The problem

What this fixes.

Leads are coming in from five different places and getting handled five different ways. Web form fills sit in someone's inbox for two days. The promising LinkedIn DM gets forgotten. Inbound calls that don't convert immediately fall off. Your sales team spends more time triaging than selling, and you're losing high-intent leads to slower response times than your competitors'.

What we build

How it works in your business.

We build a single intake layer that catches leads from every channel — web forms, chat, voice (via the AI Voice Agent if you have it), email, LinkedIn, referral sources. Each lead gets scored against criteria you set (fit, budget, timing, authority), enriched with available data (company size, industry, role), and routed to the right person on your team with full context. Unqualified leads automatically enter the right nurture sequence instead of dying.

Outcomes

What you should expect.

01

Sub-5-minute response time on qualified leads

Lead response time is the single biggest predictor of conversion. Most SMBs respond in hours or days. We respond instantly.

02

Sales team focused on selling, not sorting

Triage and qualification happen automatically. Sellers see only the leads that meet your bar, with the context already attached.

03

Nurture sequences catch what would have been lost

Unqualified-now leads go into the right drip. Many convert weeks or months later — instead of disappearing.

Capabilities

What's in the template.

Every deployment ships with these. We configure them to your business — you don't rebuild them from scratch.

Multi-channel intake

Web forms, chatbot conversations, email parsing, social DM monitoring, voice agent handoffs, and referral sources — all funneled into one pipeline.

Configurable scoring model

You set the criteria (budget, timeline, authority, fit). The engine scores every lead consistently — no rep variance, no missed flags.

Data enrichment

Company size, industry, role verification, tech stack signals — appended automatically so your team doesn't have to research before responding.

Smart routing

Round-robin, territory, specialization, or capacity-based — whatever model fits your team. With load balancing so nobody's drowning while others are idle.

Automated nurture

Leads that don't meet your bar today enter the right sequence automatically. Most clients see 8–15% of nurtured leads convert later.

Weekly pipeline intelligence

Channel performance, conversion rates by source, what's converting and what isn't — summarized and emailed every Monday.

Pricing

Three tiers. Clear scope at each.

Pricing is monthly, cancel anytime. Most clients start at Standard and adjust after the first 90 days.

Starter
$1,000 / mo

Up to 3 channels, basic scoring + routing.

  • Up to 3 lead capture channels
  • Basic scoring model
  • CRM integration
  • Weekly pipeline report
  • Email support
Standard
$1,500 / mo

All channels, enrichment, nurture sequences.

  • Unlimited channels
  • Data enrichment layer
  • 2 automated nurture sequences
  • Slack/Teams alerts on hot leads
  • Priority support
Advanced
$2,000 / mo

Custom scoring, multi-team routing, attribution.

  • Custom scoring models
  • Multi-team routing logic
  • Unlimited nurture sequences
  • Full attribution + channel reporting
  • Monthly optimization review
  • Dedicated success contact

Integrations

Plugs into the tools you already use.

HubSpotSalesforcePipedriveCloseZoho CRMSlackMicrosoft TeamsGmailOutlookLinkedInWebhook intake

Don't see your tool? Most integrations are 1–2 days of work — ask.

Ideal for

Who this is built for.

B2B services, agencies, SaaS companies, consultancies, and high-ticket B2C — anyone with a sales pipeline and meaningful inbound lead volume across multiple channels.

FAQ

Common questions.

What CRM do you support?

All major ones — HubSpot, Salesforce, Pipedrive, Close, Zoho. If you're on something else, ask. We almost always have a way.

Can we override the scoring?

Yes. Your sales team can flag a low-scored lead as worth pursuing — and the model learns from that pattern over time.

How is this different from what HubSpot/Salesforce already does?

Native CRM scoring is rule-based and CRM-internal. We sit one layer up: multi-channel intake (including channels your CRM doesn't see), enrichment, and routing — feeding the CRM as the system of record, not replacing it.

Want to talk through Lead Qualification & Routing?

Book a free 30-minute discovery call. We'll figure out whether this fits your situation, what a realistic deployment looks like, and what it would actually cost. No pitch — just a working answer.