Voice Bot for Lead Qualification

Overview

What we deliver

We build voice bots that call new leads within minutes, ask the right questions, score them, and route fit leads to your team.

We build voice bots that pick up new lead submissions and call within minutes to qualify them while interest is high. The bot runs through your discovery questions, captures answers in your CRM, and assigns a lead score based on fit and intent. Strong leads are warm transferred or booked directly with the right rep. Weaker leads get a polite close and a nurture path. We design the script with your sales leaders, agree on the qualifying questions, and define the routing rules before launch. The bot integrates with your forms, ads, CRM, and calendar so the full lead journey stays connected. Every week we review transcripts, fix gaps, and refine the scoring model. We work with B2B teams that get high volumes of inbound leads from ads, content, or partners and need fast, consistent qualification without growing their SDR team.

Fit Check

Built for teams like yours

Who it's for

B2B SaaS marketing teams
Lead generation agencies
Insurance brokers
Mortgage and loan companies
Education and training providers

Pain points we solve

Slow lead response from sales
Unqualified leads on rep calendars
Wasted ad spend on poor follow-up
Inconsistent qualification
Leads going cold before contact

What's included

Capabilities

Everything we cover in this engagement.

Instant outbound call on lead arrival
Qualifying question scripts
Lead scoring and tagging
Warm transfer to reps
Calendar booking for fit leads
CRM updates and notes
Nurture path for unqualified leads
Weekly transcript review

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Scope

We map lead sources, fit criteria, and routing rules.

02

Design

We write the qualifying script and scoring model.

03

Connect

We integrate forms, CRM, and calendars.

04

Launch

We turn on calls and review the first batch.

05

Refine

We tune questions and scoring each week.

What you get

Deliverables & outcomes

What you get

Voice qualification bot
Qualifying script and scoring rules
Form, CRM, and calendar integrations
Lead routing logic
Call recordings and transcripts
Weekly performance report

Outcomes you can expect

Faster lead response
Higher quality on rep calendars
Better ad spend efficiency
Consistent qualification across leads
Cleaner CRM data

Timeline

3 to 5 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Vapi, Retell, HubSpot, Salesforce, Zapier

KPIs we track

Speed to lead, Qualification rate, Transfer rate, Cost per qualified lead, Pipeline conversion

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.

Proof