AI Sales & Lead Qualification: Respond in Minutes, Prioritize What Converts.
Built for revenue teams that need more qualified meetings—not more manual scoring. We combine predictive fit + intent models, enrichment, and instant routing with guardrails for compliance to cut response time, raise qualification rates, and move buyers to booked meetings fast. Unlike generic chatbots, our playbooks wire AI into your CRM and sales tech so every follow-up, handoff, and note is auditable and aligned to your ICP.
Benefits
- Faster “speed to lead” — Auto-route hot leads in minutes with territory, owner, or round-robin rules and nudge reps if SLAs slip.
- Higher meeting rate — AI screens for fit and intent, proposes times from rep calendars, and sends confirmations + reschedule links.
- Better pipeline quality — Predictive scoring blends ICP fit (firmo/technographics) with behavior (web, email, product usage) so reps work the right accounts first.
- Cleaner CRM — Enrichment, dedupe, and entity matching prevent duplicates and enable accurate attribution and forecasting.
- Consistent discovery — Guided questions (BANT/CHAMP-style) capture budget, authority, need, and timing—logged to the CRM with transcripts and highlights.
- Compliant outreach — Consent-aware sequences, one-click unsubscribe headers, and sender reputation safeguards protect deliverability and brand trust.
How It Works
- Assess
We run a RevOps discovery across marketing, SDR/BDR, and sales to baseline:- Funnel & SLAs — Current speed-to-lead, first-touch response, qualification rate, meeting rate, and time-to-opportunity.
- Systems — CRM (Salesforce/HubSpot), MAP, enrichment sources, meeting tools, and form/chat/ads entry points.
- ICP & scoring — Your ideal customer profile, disqualifiers, and today’s scoring/routing rules.
- Compliance posture — Consent capture, opt-out handling, and sender reputation thresholds by region.
Output: a four-week pilot plan with target KPIs (e.g., <5-minute response for top tiers, +X% meeting rate, +Y% qualified opps), guardrails, and a go/no-go gate.
- Implement
We deploy an AI-assisted flow from first touch to meeting booked:- Predictive scoring — Train fit + intent models from historical wins/losses. Blend firmographics/technographics with engagement (pages viewed, events, email, product usage). Expose scores and explanations in CRM so reps see why a lead is hot.
- Routing & SLAs — Route by territory, industry, account owner, or round-robin. Escalate if SLAs breach; notify on mobile/Slack with context and next-best steps.
- Copilot for qualification — In chat, web forms, and voice, the agent runs guided discovery, verifies purchase role, and proposes meeting times from rep calendars. Edge cases escalate to humans with a clean summary.
- Meeting ops — Auto-create calendar invites, hold buffers, add conferencing, and push notes + tasks to CRM. If a prospect no-shows, trigger a rebook sequence.
- Enrichment & hygiene — Append company size, tech stack, and region; dedupe on email/domain; attach to the right account and owner.
- Observability — Dashboards for SLA attainment, time-to-first-touch, meeting rate, opp creation, and model drift; audit trails of every AI action.
- Optimize
Weekly reviews tune models, rules, and sequences. We A/B test hand-raise forms vs chat capture, adjust thresholds by segment, and expand to new channels (partner referrals, events) after KPIs hold. Releases are versioned with rollback and clear change notes so RevOps stays in control.
Case Snapshot
Anonymized example: A B2B SaaS team rebuilt scoring around fit + intent, tightened routing SLAs to <5 minutes for Tier-1 leads, and added AI-guided discovery with auto-booking. In six weeks, first-touch time fell dramatically, meeting rate rose for qualified segments, and pipeline quality improved thanks to cleaner enrichment and consistent discovery notes. (Results vary by baseline volume, data hygiene, and rep adoption.)
Risk Reversal
Start with a 4-week pilot; continue only if KPIs are met. Day-0 baseline, day-14 checkpoint, day-28 readout. If jointly agreed targets (response time, meeting rate, qualified opps) aren’t reached, you can stop—no long-term commitment.
FAQ
Can you integrate with Salesforce and HubSpot?
Yes. We read historical conversions to train predictive scoring and write scores, reasons, tasks, and activities back to CRM objects. Routing, alerts, and dashboards live where your reps already work.
What qualification framework do you use—BANT or CHAMP?
We support both and can blend them. Discovery collects budget/authority/need/timing or challenges/authority/money/prioritization, then stores answers in structured fields for reporting and coaching.
How do you protect deliverability and consent?
We enforce one-click unsubscribe for promotional emails, keep complaint rates within mailbox-provider thresholds, and apply consent rules per region. Sequences pause automatically if consent is missing or revoked.
Will AI replace our SDRs?
No. AI accelerates triage, enrichment, and scheduling, and drafts discovery summaries; humans handle nuance, negotiation, and complex multi-stakeholder buying. We design the handoff so reps get clean context and next steps.
How do you measure success?
We track time-to-first-touch, SLA attainment, meeting rate, qualified opp rate, pipeline from qualified sources, and conversion by segment. Model performance is monitored for drift; scoring thresholds adjust by cohort.
What You Get
- Predictive lead + account scoring (fit and intent) with transparent reasons.
- Routing engine with SLA timers, escalations, and territory/owner logic.
- AI-guided qualification (chat/voice/form) with auto-booking and CRM logging.
- Enrichment + hygiene (firmographics/technographics, dedupe, account matching).
- Consent-aware outreach policies, one-click unsub headers, sender reputation monitoring.
- RevOps dashboards for SLA, meeting rate, opp creation, and model drift.
- Pilot readout with KPI deltas, rollout plan, and a risk register mapped to mitigations.
Get a Pilot Plan
Book a 30-minute scoping call. We’ll map your ICP, systems, and SLAs, then deliver a fixed-scope four-week pilot with KPI targets, test cases, and a go/no-go gate.
