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Lead Qualification

Your team talks only to ready-to-buy prospects.

65% reduction in unqualified consultations

3× higher close rate on AI-qualified leads

8 hrs/mo average time saved on consultation prep

What we actually build

Not all leads are equal. Lead Qualification runs an AI-powered intake process that scores inbound leads before they ever reach your team — so you spend your time on clients who are ready to commit, not ones who are just browsing.

We build a conversational intake flow (via SMS, web chat, or intake form) that asks the right questions, evaluates responses, and scores leads on fit, urgency, and budget. High-score leads are fast-tracked to your calendar. Low-score leads enter a nurture sequence automatically.

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Case Study

Financial Planning Practice

Monarch Financial Planning

61% consultation-to-client close rate (up from 28%)

The Problem

Advisors spent 8–10 hours per month on discovery calls with prospects who weren't a fit — wrong income bracket, wrong stage of life, or not ready to engage.

The Result

AI qualification filtered leads to a 90-minute pre-call intake. Advisor discovery calls dropped from 22/month to 9/month. Conversion rate on calls jumped from 28% to 61%.

Common questions

Does the AI talk to my leads directly?

Yes, via a conversational intake — either web chat or SMS. Responses are natural and professional. Most clients don't know they're chatting with an AI until they read the fine print.

What criteria define a "qualified" lead?

We build qualification criteria with you during onboarding: service fit, geography, budget signals, urgency, and anything else that matters for your business.

What happens to leads who don't qualify?

They enter a nurture sequence and can be re-evaluated as their situation changes. No lead is permanently discarded.

Ready to get Lead Qualification running?

We audit your current setup, show you the gaps, and build the system. Most clients see results in 30 days.

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