AI Agents & Automation
AI Sales & Lead Qualification Agent
An AI agent contacts new leads within minutes, asks the right questions and hands qualified prospects over to your sales team.
The problem
New enquiries come in through forms, ads and email, but hours or days pass before anyone responds. Your sales team calls people who were never going to buy while the good leads go cold. Whether anyone follows up depends on who happens to remember.
What is included
- Qualification criteria defined together with your sales team
- Instant first response by email, SMS, WhatsApp or chat
- Qualifying questions and scoring against your criteria
- Automatic follow-ups for leads who do not reply
- CRM updates: contact, status, notes and tasks
- Meeting booking for qualified leads straight into your team's calendar
- Optional: ongoing reviews and refinement of the conversation flow
What you get
- Qualification agent running in your channels
- Documented scoring model
- CRM integration with fields and pipeline stages
- Follow-up sequences
- Handover rules for your sales team
Process
How it works
- 01
Define the criteria
We work with your sales team on what a good lead looks like and which questions reveal it.
- 02
Build the agent
We set up the conversation flow, channels, follow-ups and CRM integration.
- 03
Pilot run
Using test leads and selected real enquiries, we check tone, scoring and handover.
- 04
Go live and refine
The agent takes on new leads. We regularly compare its scoring with feedback from your sales team.
Examples
Related projects and demos
FAQ
Questions about this service
Does the AI decide who is a good customer?
No. It scores leads against criteria you set and explains its rating in the CRM. Borderline cases go to your team, and a person always decides whether to make an offer.
Is the agent allowed to just message leads?
It only contacts people who enquired themselves or gave consent. We set up consent records, opt-outs and data storage so they match your privacy policy.
Which CRM does it work with?
Common systems such as HubSpot, Pipedrive or GoHighLevel, plus anything with an API. If you do not have a CRM yet, we can set one up for you.
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Intro call
AI Sales & Lead Qualification Agent – let’s get started.
In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.