AI Lead Generation- Capture, Qualify, Route Automatically
Starting at
$
11,000
About this service
Summary
FAQs
What makes this different from our CRM's built-in lead capture?
Your CRM captures lead records, but it doesn't intelligently qualify them or determine which are worth pursuing. This system adds AI-powered qualification that asks the right questions, scores leads objectively, and provides rich context before they hit your CRM. Think of it as intelligent preprocessing—by the time leads enter your CRM, they're already qualified, enriched, and prioritized. Your CRM becomes cleaner and more useful because garbage doesn't make it in.
How does the AI qualify leads through conversation?
Using GPT-4 with custom prompt engineering, the AI conducts natural conversations that extract qualification information organically. Instead of a form asking "What's your budget?" (which people lie about), the AI might ask "What solutions are you currently using and what's prompting you to look at alternatives?" The response reveals budget reality, pain points, urgency, and authority. The AI adapts follow-ups based on answers, making it feel like helpful conversation, not interrogation.
Can it integrate with our existing lead sources?
Yes, the system connects to pretty much any lead source—website forms, landing pages, chat widgets, email, social media platforms, webinar registrations, paid ad platforms, and more. We'll build integrations for your specific sources. All leads funnel into the unified system regardless of where they originate, get processed the same way, and end up properly qualified and routed.
How does lead routing actually work?
You define the routing logic based on your sales organization. Common approaches- territory-based (East Coast leads → rep A, West Coast → rep B), product-based (Enterprise inquiries → senior team, SMB → volume team), expertise-based (technical questions → solutions engineers), or round-robin (fair distribution). The system automatically assigns leads following your rules, updates CRM, and notifies the assigned rep immediately. You can adjust routing logic anytime through the admin dashboard.
What happens to leads that don't qualify?
They don't just disappear into a black hole. The system handles disqualification gracefully—providing helpful resources even if not a fit, explaining why timing might not be right, offering to reconnect when circumstances change, capturing them for future nurture if appropriate. Some disqualified leads become customers 6 months later when their situation changes. Treating them well preserves that opportunity.
How long does implementation take?
Typically 3-4 weeks. Week 1: Discovery—mapping your lead sources, qualification criteria, CRM structure, and sales processes. Week 2-3: Building capture integrations, qualification flows, scoring algorithms, and CRM connections. Week 4: Testing, team training, and refinement. You'll see leads flowing through the system by end of week 2, with full optimization completed by week 4.
Can we customize the qualification questions?
Absolutely—that's critical for effectiveness. During setup, we'll define qualification criteria specific to your business, create conversation flows that extract that information naturally, set scoring thresholds for hot/warm/cold leads, and establish routing rules based on your team structure. The system is built around your specific needs, not generic lead qualification. You can adjust questions and criteria anytime as your business evolves.
What CRMs do you integrate with?
All major platforms—Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, and more. The integration is bidirectional: qualified leads create proper CRM records with full context, and the system can pull existing customer data from CRM to identify returning prospects or upsell opportunities. If you use something less common, as long as it has an API, we can usually integrate with it.
How accurate is the AI qualification?
Very high accuracy because it's trained specifically on your qualification criteria with real examples from your business. During setup, we use historical data to train the scoring model—here are leads that became customers, here are ones that didn't, what patterns distinguish them? The AI learns what "good fit" means for your specific business. Accuracy improves over time as the system sees more outcomes and refines its scoring.
What if leads come in outside business hours?
The system operates 24/7. Leads get captured, qualified, and routed automatically regardless of time. Hot leads trigger notifications even at 2 AM (you can configure quiet hours if desired). By Monday morning, your team has perfectly organized, qualified leads from the entire weekend, complete with scores and context. No more losing opportunities because nobody was available on Saturday.
Can it handle high lead volumes?
Yes, the system scales easily. Whether you get 50 leads monthly or 5,000, the architecture handles it. High-volume scenarios might mean multiple qualification conversations happening simultaneously—no problem, the AI can handle unlimited concurrent conversations. Processing speed stays consistent regardless of volume. Costs scale logarithmically, not linearly, so growth doesn't break your budget.
How do we know it's working and driving ROI?
The analytics dashboard shows exactly how the system performs—leads captured by source, qualification conversion rates, lead quality scores, sales team response times, and most importantly, which leads convert to customers. You can connect marketing spend to actual revenue by tracking source attribution through the entire funnel. The ROI becomes obvious when you see: more leads captured, higher quality leads reaching sales, faster response times, and better conversion rates.
What if our qualification criteria change?
Easy to update through the admin dashboard. You can adjust qualification questions, modify scoring weights, change what constitutes "hot" vs "warm" leads, and update routing rules without needing a developer. The system is designed to evolve with your business. During the 60-day optimization program, we'll refine criteria based on actual conversion data, making the system smarter about what predicts success.
What's included
Multi-Channel Lead Capture System
Capture infrastructure that collects leads from everywhere they come from—website forms, chat widgets, email inquiries, social media DMs, landing pages, webinar registrations, and any other source where prospects express interest. I'll build unified intake that normalizes data from different sources, validates and enriches contact information automatically, deduplicates entries to avoid double-counting, and funnels everything into one intelligent processing system. No more leads scattered across platforms—everything flows through one smart pipeline.
Intelligent Lead Qualification Engine
AI qualification that asks the right questions through natural conversation to determine if leads are worth your sales team's time. The system assesses budget indicators (can they afford your solution?), authority level (are they decision-makers or just researching?), need alignment (do they actually need what you offer?), and timeline urgency (ready to buy now or exploring for later?). Uses GPT-4 with custom prompts to extract qualification information organically through helpful conversation, not interrogation. Scores leads objectively using criteria you define, eliminating human bias and inconsistency.
Dynamic Qualification Conversation Flows
Instead of boring forms, the AI conducts natural conversations that qualify leads while keeping them engaged. The system asks contextually relevant follow-up questions based on previous answers, adapts conversation flow to lead responses, extracts qualification data without feeling like an interview, and provides value during qualification (answers questions, shares relevant content). Prospects enjoy the interaction instead of dreading another lead form. Higher completion rates because the experience is actually helpful rather than extractive.
Automated Lead Scoring & Prioritization
Scoring algorithm that ranks every lead based on multiple signals—explicit responses to qualification questions, implicit signals from behavior and engagement, demographic and firmographic data, urgency indicators in language and timing, and historical conversion patterns. Hot leads get flagged immediately for same-day follow-up, warm leads go to nurture sequences, cold leads get filtered appropriately. Your team knows exactly which leads deserve immediate attention versus which can wait. No more treating $10K opportunities the same as tire-kickers.
Smart CRM Integration & Auto-Routing
Integration with your CRM (Salesforce, HubSpot, Pipedrive, Zoho—whatever you use) where qualified leads automatically create proper records with complete context, get assigned to the right sales rep based on territory/product/expertise, trigger appropriate workflows and notifications, and include full conversation history and qualification details. Sales reps open their CRM and see perfectly formatted, enriched leads ready to contact—no manual data entry, no hunting for context, no wondering which leads to prioritize.
Intelligent Routing Logic & Load Balancing
Smart assignment that routes leads to optimal team members considering geographic territory alignment, product or industry expertise, current workload and capacity, past performance with similar leads, and availability status. The system can do round-robin distribution, priority-based assignment, or custom rules you define. Ensures fair lead distribution while maximizing close rates by matching leads with the best-fit rep. No more hotshot reps hoarding leads while others sit idle.
Real-Time Notification & Alerting
Instant notifications when high-priority leads come in, delivered through channels your team actually checks—Slack messages, SMS texts, email alerts, CRM notifications, or custom webhooks. The notification includes lead score, key qualification details, specific needs or pain points, and recommended next steps. Hot leads don't sit in queues for hours—they get attention within minutes while they're still engaged and interested. Speed-to-lead matters enormously for conversion rates
Lead Enrichment & Data Enhancement
Automatic enhancement of lead records with additional valuable information. The system looks up company details from databases, enriches with social profiles and professional info, estimates company size and revenue, identifies technology stack they use, and finds relevant news or recent activity. Sales reps get complete context before first contact, making conversations more informed and personalized. No more cold outreach to people you know nothing about.
Disqualification & Rejection Handling
Graceful management of leads that don't meet qualification criteria. Instead of just ignoring them, the system provides helpful resources or alternatives, explains why there's not a good fit if appropriate, offers to reconnect when circumstances change, and captures feedback about why they're not ready. Maintains positive brand impression even when saying "not right now." Some disqualified leads become customers later—treating them well preserves that opportunity.
Lead Nurturing Workflow Integration
Leads not yet ready to buy get automatically enrolled in appropriate nurture sequences based on their specific situation—interested but no budget → ROI content sequence, wrong timing → stay-in-touch sequence, researching competitors → competitive differentiation content, early stage awareness → educational drip campaign. The AI determines which nurture track makes sense and hands off seamlessly. Keeps prospects engaged until they're ready to buy rather than letting them disappear.
Conversation Memory & Context Tracking
The system remembers every interaction with each lead across all touchpoints—initial capture source, qualification conversations, content they've downloaded, pages they've visited, emails they've opened. When leads return weeks later, the AI has full context and picks up naturally. Sales reps see complete timeline of engagement. No more "Sorry, remind me what you were interested in?" Everything is tracked and accessible.
Lead Source Attribution & ROI Tracking
Clear visibility into where leads come from and which sources drive actual revenue. Track which marketing campaigns generate quality leads, which channels have best conversion rates, which content attracts high-intent prospects, and which sources waste time with junk leads. Attribution data helps you optimize marketing spend and double down on what works. Connect marketing investment directly to sales outcomes.
Automated Follow-Up Sequences
For leads that don't respond immediately, the system triggers intelligent follow-up sequences that re-engage at optimal times, reference previous conversation appropriately, provide additional relevant value, and escalate to humans when persistence isn't working. Automated persistence that doesn't feel spammy—thoughtful, helpful follow-ups that increase response rates without annoying prospects. Humans step in only when personal touch is needed.
Lead Quality Analytics Dashboard
Dashboard showing your lead generation system's performance—total leads captured by source, qualification conversion rates, lead quality scores over time, source effectiveness and ROI, sales team response times, and conversion rates by lead segment. Identify what's working and what's broken. Spot trends early. Make data-driven decisions about lead generation strategy rather than flying blind.
A/B Testing & Optimization Framework
Built-in experimentation capability to continuously improve performance. Test different qualification questions, try various conversation flows, compare routing strategies, experiment with scoring algorithms. The system tracks results and identifies winning variations. Your lead generation gets better over time through systematic optimization rather than guesswork.
Compliance & Data Privacy Controls
Proper handling of prospect data with GDPR and privacy regulation compliance, consent management and opt-out handling, data retention policies you control, secure storage with encryption, and audit logs for compliance reporting. Capture and qualify leads without creating legal headaches. All prospect information handled responsibly and according to regulations.
API Access & Custom Integration
Clean RESTful API providing programmatic access to the lead generation system. Integrate with custom tools, trigger workflows from other systems, extract data for reporting, or build custom interfaces. Comprehensive documentation and code examples. The lead system becomes infrastructure that powers your entire go-to-market engine.
60 Day Lead Generation Optimization Program
2 months of intensive optimization after launch focusing on maximizing lead quality and conversion. I'll analyze lead flow and identify bottlenecks, tune qualification questions for better signal, optimize routing for faster response, improve scoring based on actual conversions, add integrations as needs emerge, and train your team on best practices. We'll work together to turn your lead generation from chaotic mess into predictable pipeline machine
Example projects
Duration
4 weeks
