An AI agent that qualifies leads so your team talks to the right ones
We help you set up an AI agent that picks up new leads from forms and inboxes, asks a couple of qualifying questions, checks them against your rules, and puts the good ones on your calendar or in your CRM.
The problem
Leads go cold while they wait for a reply, and sales time goes to people who were never a fit. Slow follow-up may be costing you deals. Qualification is rule-based enough for an agent to help, with a person owning the final call.
What an engagement looks like
- Short call. Tell us where leads come from and what makes one a good fit.
- Write the rules. We turn your gut feel into plain rules the agent can follow, plus the questions it may ask.
- Test on past leads. The agent scores old leads and we compare with what actually closed.
- Connect your tools. CRM, calendar and inbox, starting in a test setup.
- Launch and review. Your team sees every score and can override it; we tune from there.
What we need from you
- Your lead sources and CRM access
- A sample of past leads with outcomes
- Your definition of a good fit
- Approved wording for follow-up messages
What it may not do
- It won't close deals; people do
- It can misjudge fit, so overrides are easy and logged
- It shouldn't send anything you haven't approved the wording for
FAQ
What is AI lead qualification?
Using an AI agent to collect details from new leads, compare them with your fit rules and route or book the good ones.
Will it email leads on its own?
Only with wording you approved. Many teams start with drafts a person sends.
Does it work with our CRM?
Usually, through the CRM's API. Tell us which one you use.
Is this a product we can buy?
Not as a packaged product. It's a build we scope with you. Tell us what you need.
Related
Test page: we help with this, but there's no packaged product yet. Tell us what you need and we'll scope it with you.
Tell us what you need. Book a short call and we'll tell you honestly whether it's worth building. Or email hello@cto.la.