- Website forms and chat
- Meta and Google lead ads
- Inbound email
- WhatsApp and phone transcripts
AI Lead Qualification
Every enquiry answered, scored and routed in under a minute
Most enquiries go cold waiting for somebody to read them. This reads every one as it arrives, asks the two or three questions that decide whether it is worth a call, scores it against your own criteria and routes it to the right person — with the transcript attached.
Scope my qualification flowNo commitment — a scoping call and an honest read on whether this fits.
The short answer
AI lead qualification is the layer between a form submission and a salesperson: it responds immediately, asks the qualifying questions a human would, scores the answers against criteria you set, and routes the result — so your team spends its time on the enquiries worth having and stops triaging the rest.
What's included
What we actually build
Every group below is a real deliverable, not a capability list.
- Budget range, asked without being rude
- Timeline and urgency
- Decision-making authority
- Scope and service fit
- Location and territory
- Anything specific you always need to know
- Your criteria, weighted by you
- Fit against your best existing clients
- Engagement depth in the conversation
- Source quality over time
- A confidence figure, so a low-signal lead reads as one
- Round-robin or by territory
- By service line
- Escalation for high scores
- A fallback owner, so nothing lands nowhere
- Your CRM, with the transcript and the score
- A Slack or Teams alert for anything hot
- A weekly digest of what was rejected and why
- Won and lost deals fed back against their scores
- Questions that never change an outcome, retired
- Criteria retuned with you each quarter
Measurement
What it is expected to move
Figures are typical ranges from comparable builds, and the ranges are wide where they honestly should be.
Response time<60smedian, any hour
The single biggest driver of whether an enquiry converts is how fast somebody replies. This does not sleep.
Qualified rate100%of enquiries scored
Every enquiry gets the same questions and the same scoring, which is the part a busy team stops doing first.
Sales time saved6–9hper rep per week
Time that was going into triage, reading forms and chasing basics that could have been asked upfront.
AttributionFullsource to close
Every conversation lands in the CRM with its source, its score and its transcript, so the reporting is real.
Engagement options
Three ways to start
Indicative starting points. Final scope depends on your systems and how much of the groundwork already exists.
Start
Qualification flow
From$4,500One channel, your criteria, your CRM. Live in about two weeks.
- Discovery on your real criteria
- One capture channel
- Scoring model and routing rules
- CRM integration
- 30 days of tuning
Most chosen
Multi-channel
From$8,500Every inbound channel, one scoring model, one routing layer.
- Everything in the flow
- Up to five capture channels
- Territory and service-line routing
- Slack or Teams alerts
- Rejected-lead digest
- Quarterly criteria review
Ongoing
Managed
FromFrom $1,800/moWe run it, tune it, and report on what it is doing.
- Everything above
- Monthly scoring review against closed deals
- New channels as you add them
- Prompt and criteria maintenance
- A named owner
Before you ask
AI Lead Qualification, answered
The questions that come up on every scoping call, including the uncomfortable ones.
Scope my qualification flowDoes it replace our sales team?
No — it replaces the part of their job nobody wants. It reads, asks and scores; a person still calls, still sells and still decides. What changes is that they spend the hour on three enquiries worth having rather than twelve they had to sort through first.
What if it scores a good lead badly?
It will, occasionally, and that is why the score comes with a confidence figure and every rejected lead lands in a weekly digest rather than a bin. Scoring is also retuned against closed deals each quarter, so the mistakes it makes are the ones you can see and correct.
Which CRMs does it work with?
HubSpot, Salesforce, Pipedrive, Zoho and our own CRM directly; anything else through a webhook or Zapier. If your CRM can accept a record over an API, it can receive a scored lead with its transcript attached.
How long until it is live?
About two weeks for a single channel. The variable is almost never the build — it is how quickly we can agree your actual criteria, which is a conversation with whoever closes deals rather than whoever owns the website.
What happens out of hours?
That is most of the point. A weekend enquiry is answered, qualified and scored at the time it arrives, and it is sitting at the top of somebody's Monday with the conversation already had.
Tell us what a good lead looks like
Send us your current enquiry form, your CRM, and thirty minutes with whoever closes deals. We will come back with the criteria, the scoring model and what it would take to have it running.
Digital OttersWhat you get
Live in about two weeksWorks with your existing CRMYour criteria, not a generic template30 days of tuning included