Lead Qualification
A form fills at 6:40pm on a Friday. This agent reads it before anyone else does — sorts the pitch from the real inquiry, checks the company, the service area, and the timeline against your criteria, and scores it with a sentence saying why. Strong leads get a drafted reply that proves someone read the message. Weak ones get a drafted, polite no. Nothing goes out until a person clicks send.
Yours outright — no required subscription.
Every agent is built for your business — your systems, your approval chain, your way of working. We scope it on the call.
If this sounds too technical, don't worry. We take care of everything for you.
- Private VPS deployment. This agent runs on a server that belongs to you, not a shared cloud tenant. Your inbound leads, your criteria, and everything it writes about them stay on your box.
- A technician agent alongside it. Every hire ships as a pair: the Lead Qualification Agent doing the sorting, scoring, and drafting, and a VPS-technician agent that lives on the same box and keeps it healthy — patched, backed up, monitored. You're not hiring one thing, you're hiring a small team of two.
- Your criteria, written down. The budget bands, the service area, the timelines, the work you actually do, and who has to be able to sign — out of the owner's head and into a document you can read and edit. When a lead is scored wrong, you point at the line that did it and change that line.
- Communication channel connection. Wired into wherever leads actually land — your website form, a shared mailbox, a lead-source notification — so nothing has to be forwarded to it by hand.
- Security hardening. Private VPN, firewall, and encryption configured on your server before a single lead runs through it.
- 14 days of priority support after launch, to tune the criteria against the real mix your form actually catches.
- You own everything — the server, the agent, the code it runs on.
Not sure it fits? Check fit in 90 seconds in the free assessment chat.
Who this is for
- You're a 25-person shop where info@ forwards to three people, so each one assumes another has it. Forty inquiries last month, four worth a call, and nobody has sent a decline in about a year.
- You're buying shared leads, and the first company to call back usually wins the job. The notification hits your phone while you're on a roof, and you either answer at 7pm from the truck or you don't.
- You're the only person allowed to say yes, so every inquiry queues behind you. An intake that should take ten minutes takes six days, and the good ones have already signed with somebody faster.
- You have one inquiry form doing two jobs. It catches a 200-door retailer and a dropshipper who wants a discount on a single unit, and whoever answers pastes the same paragraph into both.
How it earns trust
The failure mode of AI in lead qualification isn't that it scores something wrong — every system does. It's that a bad score looks exactly like a good one, and the lead it buried never calls to complain. This agent is built on the opposite bet: every score arrives with the sentence that produced it.
Read the bottom ten every Friday
Sort the queue by lowest score and read the ten it liked least. The leads it wanted to decline are exactly where a miss hides, and those declines are still sitting there unsent — so catching one takes a minute, and it costs you nothing but the minute.
Two weeks in shadow first
It scores and drafts while your team works leads the way it always has. Then you compare its ranking against which inquiries actually turned into calls. If a deal you closed sits in its bottom quartile, you found the flaw before it ever cost you anything.
A stamped record on your server
The raw inbound text exactly as it arrived, which of your criteria it hit and which it missed, the score and the reasoning behind it, the draft it wrote, and who edited or sent that draft. Because it appends and never overwrites, you can tell its work apart from your team's after the fact.
None of this asks you to trust the score — it makes the score cheap to check, which is the part that's usually impossible.
Pairs well with
These share a workflow with this role. Tick any to add them to your setup.
Half of what comes through that form isn't a real person.
That first pass is the cheapest thing it does — bots, dev-shop and SEO pitches, recruiters, students asking for portfolio feedback, all sorted out of the way with a reason attached. What it won't do is delete or archive them. A 2-out-of-10 stays in the queue with its reasoning next to it. Nothing disappears because it scored badly, so a miss costs you a click, not a customer.
I know I should tell people no. I just never get around to it.
It writes the no for you. What it will not do is send it. Every reply, and the polite decline especially, sits in a queue until a person reads it and clicks send — a no goes out under your name only after someone with your name has looked at it. Declines are the highest-risk copy it drafts, which is exactly why they stay drafts.
By the time I call them back, they've already hired somebody.
A lead that arrives at 6:40pm Friday is sorted, scored, and has a reply drafted before anyone opens the inbox Monday. A person still has to send it. And there's a hard limit on what that reply can say: it can attach your scheduling link, but it will never quote a price, commit to a start date, or promise scope. Those stay yours to say.
Our CRM is a graveyard — nobody logs anything.
It writes the entry every time — contact, company, deal, source, stage — which is the step that gets skipped and the reason Monday's pipeline number is wrong. It only ever appends. It won't merge duplicates, reassign an owner, move a deal stage, or overwrite a record that's already there. Your routing and your approval chain stay yours: it adds a step, it never removes one.
Karen knew which ones were real. Karen retired.
Most of setup is getting Karen's criteria out of someone's head and into a document anyone can read. What it can't know is the relationship. Your best client's brother-in-law types "need a quote on the Wilson job, call me" and that reads thin on paper — no budget, no timeline, no company. Terse leads score low, so tell it up front which names and domains are warm.
What's covered under the $1,997 setup, and what isn't?
One company, one system of record, one approval chain. Multiple brands with genuinely different qualifying criteria, or two systems of record that both need writing to, get scoped on the 15-minute call rather than priced off a page. Typically live in about seven days from kickoff, with 14 days of priority support after launch.
Hiring more than one? A department on tap — the subscription puts a build team behind every request, agent after agent.