Lead Qualification Chatbot

Overview

What we deliver

We build lead qualification chatbots that ask the right questions, score responses, and route qualified prospects to your sales team in real time.

We build lead qualification chatbots for websites, landing pages, and ad funnels that filter prospects before sales spends time on them. Our team starts with your ideal customer profile and disqualification criteria, then designs a conversation that gathers the inputs your reps need. The bot scores each conversation against your rules, routes qualified leads to calendars or CRM queues, and sends unqualified leads to nurture sequences. We connect the bot to your CRM, calendar tool, and Slack so reps get notified the moment a qualified lead lands. We also handle the analytics layer, with dashboards that show conversation completion rates, qualification rates, and conversion to meeting booked. After launch we run optimization sprints to tighten questions, improve copy, and lift the rate of qualified leads per visitor.

Fit Check

Built for teams like yours

Who it's for

B2B SaaS companies
Professional services firms
High-ticket coaching brands
Agencies
Inbound sales teams

Pain points we solve

Sales time wasted on bad fits
Slow follow-up on inbound
Generic web forms that under-qualify
No routing to the right rep
Lost context between marketing and sales

What's included

Capabilities

Everything we cover in this engagement.

ICP and qualification scoring
Conversation flow design
Web and landing page chatbots
CRM and calendar integrations
Slack and email alerts
Nurture routing for unqualified leads
A/B testing of questions
Analytics and reporting

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

We define your ICP and disqualifiers.

02

Flow design

We script questions and scoring rules.

03

Build

We configure the bot and integrations.

04

Launch

We deploy on web and ad pages.

05

Optimize

We tune questions to lift qualified rate.

What you get

Deliverables & outcomes

What you get

Qualification chatbot
Scoring rule documentation
CRM and calendar integrations
Slack alert setup
Reporting dashboard
Optimization plan

Outcomes you can expect

Higher qualified lead rate
Faster sales response
Better calendar booking rate
Cleaner CRM records
Lower wasted sales time

Timeline

3 to 5 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Drift, Intercom, HubSpot, Calendly, Slack

KPIs we track

Conversation rate, qualified rate, meetings booked, response time, conversion to opportunity

Client stories

What clients say

"

We had been prototyping an AI quoting agent for nine months and could not get it past demo quality. They came in, scoped a real eval set, swapped our retrieval layer, and added guardrails for the edge cases that kept burning us. Went live in seven weeks. It now handles 41 percent of inbound quote requests without a human touching them.

Kyle A.

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

Proof